Nana30 personal page - To The Moon

Nana30

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2022-07-22

$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$This one not even moving half a cent. If it move +2cents, I want to sell it :)

02-09 07:19

Bad news in the morning... Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.

Singapore Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026

2023-10-05

I guess this is 100th negative story by SeekingAlpha against NIO.. They never wrote anything good about NIO. You guys are keep on sharing it. IMHO NIO making some of the finest EVs in the market. Soon they willl come out of thier shortcomings. NIO is a longtime bet.

Sorry, the original content has been removed

2023-05-14

Very poorly conceived article.. NIO will bounce back in coming months...

Nio Stock: Sell in May and Stay Away

2025-11-07

All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.

STI 10,000 by 2040: Which Companies Will Drive the Market?

2023-05-01

It's a great stock For long time.. holding 1.4K $SOFI . Will keep it for years.

SoFi Stock Surges 10% After Earnings Beat As Personal-Lending Business Keeps Roaring

2024-05-05

I know even after staggering delivery numbers these pundits may come up with something negative about $NIO

NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers

2022-08-06

"Blue Sky Coming" .. $NIO gonna make very big impact in EV industry in the coming months and years ahead..!!! Wait and watch.

Tesla: No Competitor Yet From EV Startups

2023-06-04

Currently NVIDIA is super over valued.. It may crash anytime. As of now the best bet on tech stocks are $GOOG, $AMZN and $MSFT... All these companies also investing in result oriented AI.. Buy these stocks and holding it for another 10 years may fetch you multi folds returns.

Sorry, the original content has been removed

2022-07-22

Except Alphapet.. I don't agree with other stocks..

The Best Stocks to Invest $50,000 in Right Now

Go to Tiger App to see more news

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Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.","listText":"Bad news in the morning... Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.","text":"Bad news in the morning... Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530723381694792","repostId":"2610503341","repostType":2,"repost":{"id":"2610503341","kind":"highlight","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1770592500,"share":"https://ttm.financial/m/news/2610503341?lang=en_US&edition=fundamental","pubTime":"2026-02-09 07:15","market":"sg","language":"en","title":"Singapore Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2610503341","media":"Reuters","summary":"DBS posted fourth-quarter net profit on Monday that was down 10% over the same period a year earlier, mainly due to lower net interest margin.","content":"<html><head></head><body><p>SINGAPORE, Feb 9 (Reuters) - Singapore&#39;s biggest bank <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> on Monday maintained expectation that net profit this year will dip slightly from 2025&#39;s, after posting a 10% drop in fourth-quarter earnings that was weighed down by a lower net interest margin.</p><p>DBS, which is also Southeast Asia&#39;s largest bank by assets, said October-December net profit dropped to S$2.26 billion ($1.78 billion) from S$2.52 billion a year earlier.</p><p>That missed the mean estimate of nearly S$2.55 billion from two analysts, according to LSEG data.</p><p>For the period, overall group net interest margin, a key profitability gauge, stood at 1.93% as compared to 2.15% the previous year, with net interest income impacted by lower domestic rates. Return on equity declined to 13.5% from 15.8% a year ago.</p><p>The lender&#39;s wealth segment&#39;s assets under management meanwhile grew 19% in constant-currency terms to a new high of S$488 billion in the fourth quarter.</p><p>In slides accompanying the results, CEO Tan Su Shan said group net interest income in 2026 is expected to be &#34;slightly below 2025 levels&#34;, assuming a Singapore overnight rate average (SORA) of around 1.25%, two Federal Reserve rate cuts and a stronger Singapore dollar.</p><p>Net profit for the year is similarly expected to come in lower than in 2025, Tan added.</p><p>According to the bank&#39;s financial statement, provisions for bad loans jumped 81% to S$415 million in the fourth quarter, mainly due to real-estate exposure, while DBS wrote back S$206 million in general allowances, including amounts previously set aside for that exposure.</p><p>The bank declared an ordinary dividend of S$0.66 per share and a capital return dividend of S$0.15 per share for the fourth quarter.</p><p>DBS is the first Singapore lender to start this earnings season. Smaller peers <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a> and <a href=\"https://laohu8.com/S/O39.SI\">Oversea-Chinese Banking Corp</a> are due to announce their results on February 24 and 25, respectively.</p><p>($1 = 1.2707 Singapore dollars)</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 Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026</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 Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-09 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Feb 9 (Reuters) - Singapore&#39;s biggest bank <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> on Monday maintained expectation that net profit this year will dip slightly from 2025&#39;s, after posting a 10% drop in fourth-quarter earnings that was weighed down by a lower net interest margin.</p><p>DBS, which is also Southeast Asia&#39;s largest bank by assets, said October-December net profit dropped to S$2.26 billion ($1.78 billion) from S$2.52 billion a year earlier.</p><p>That missed the mean estimate of nearly S$2.55 billion from two analysts, according to LSEG data.</p><p>For the period, overall group net interest margin, a key profitability gauge, stood at 1.93% as compared to 2.15% the previous year, with net interest income impacted by lower domestic rates. Return on equity declined to 13.5% from 15.8% a year ago.</p><p>The lender&#39;s wealth segment&#39;s assets under management meanwhile grew 19% in constant-currency terms to a new high of S$488 billion in the fourth quarter.</p><p>In slides accompanying the results, CEO Tan Su Shan said group net interest income in 2026 is expected to be &#34;slightly below 2025 levels&#34;, assuming a Singapore overnight rate average (SORA) of around 1.25%, two Federal Reserve rate cuts and a stronger Singapore dollar.</p><p>Net profit for the year is similarly expected to come in lower than in 2025, Tan added.</p><p>According to the bank&#39;s financial statement, provisions for bad loans jumped 81% to S$415 million in the fourth quarter, mainly due to real-estate exposure, while DBS wrote back S$206 million in general allowances, including amounts previously set aside for that exposure.</p><p>The bank declared an ordinary dividend of S$0.66 per share and a capital return dividend of S$0.15 per share for the fourth quarter.</p><p>DBS is the first Singapore lender to start this earnings season. Smaller peers <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a> and <a href=\"https://laohu8.com/S/O39.SI\">Oversea-Chinese Banking Corp</a> are due to announce their results on February 24 and 25, respectively.</p><p>($1 = 1.2707 Singapore dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6112":"综合性银行","LU0557290698.USD":"施罗德环球可持续增长基金","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0048597586.USD":"富达亚洲焦点A","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - 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Return on equity declined to 13.5% from 15.8% a year ago.The lender's wealth segment's assets under management meanwhile grew 19% in constant-currency terms to a new high of S$488 billion in the fourth quarter.In slides accompanying the results, CEO Tan Su Shan said group net interest income in 2026 is expected to be \"slightly below 2025 levels\", assuming a Singapore overnight rate average (SORA) of around 1.25%, two Federal Reserve rate cuts and a stronger Singapore dollar.Net profit for the year is similarly expected to come in lower than in 2025, Tan added.According to the bank's financial statement, provisions for bad loans jumped 81% to S$415 million in the fourth quarter, mainly due to real-estate exposure, while DBS wrote back S$206 million in general allowances, including amounts previously set aside for that exposure.The bank declared an ordinary dividend of S$0.66 per share and a capital return dividend of S$0.15 per share for the fourth quarter.DBS is the first Singapore lender to start this earnings season. Smaller peers United Overseas Bank and Oversea-Chinese Banking Corp are due to announce their results on February 24 and 25, respectively.($1 = 1.2707 Singapore dollars)","news_type":1,"symbols_score_info":{"D05.SI":1.96}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503614640137184,"gmtCreate":1763975998914,"gmtModify":1763976003525,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"title":"","htmlText":"Never any single stock of $GOOG for the past 4 years.. I should've added more.&nbsp;","listText":"Never any single stock of $GOOG for the past 4 years.. I should've added more.&nbsp;","text":"Never any single stock of $GOOG for the past 4 years.. I should've added more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503614640137184","repostId":"2585453425","repostType":2,"repost":{"id":"2585453425","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1763969576,"share":"https://ttm.financial/m/news/2585453425?lang=en_US&edition=fundamental","pubTime":"2025-11-24 15:32","market":"hk","language":"en","title":"Google Has Been an AI Winner. What to Do With Alphabet Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2585453425","media":"Dow Jones","summary":"Stop searching for Big Tech's best artificial-intelligence stock. Alphabet has been the clear winner, and the gains could keep coming.A year ago, the future looked bleak for the company. In August 2024, U.S. District Judge Amit Mehta had declared Google a \" monopolist,\" leaving investors to wonder if the internet search pioneer would be broken up. As that legal drama unfolded, OpenAI's ChatGPT went from one million users, days after its November 2022 launch, to 300 million weekly active users in December 2024, raising the question of whether Google's search business would be destroyed by AI. The fears left Alphabet stock trading for about 20 times estimated earnings for the next 12 months, the lowest price/earnings ratio for a Magnificent Seven stock, and below the S&P 500's 22 times multiple.","content":"<html><head></head><body><p>Stop searching for Big Tech&#39;s best artificial-intelligence stock. Alphabet has been the clear winner, and the gains could keep coming.</p><p>A year ago, the future looked bleak for the company. In August 2024, U.S. District Judge Amit Mehta had declared Google a &#34; monopolist,&#34; leaving investors to wonder if the internet search pioneer would be broken up. As that legal drama unfolded, OpenAI&#39;s ChatGPT went from one million users, days after its November 2022 launch, to 300 million weekly active users in December 2024, raising the question of whether Google&#39;s search business would be destroyed by AI. The fears left Alphabet stock trading for about 20 times estimated earnings for the next 12 months, the lowest price/earnings ratio for a Magnificent Seven stock, and below the S&amp;P 500&#39;s 22 times multiple.</p><p>What a difference a year makes. A breakup probably would have been nothing to fear, given that Alphabet has YouTube, self-driving ride-hailing company Waymo, the Android operating system, a cloud business, and foundational AI and AI-chip technologies -- parts that might have been worth more than the whole.</p><p>But it never came to that. In September, a judge came back with relatively mild penalties proposed on the antitrust front. And, despite worries that AI would disrupt Google, the company has shown a remarkable ability to adapt and grow, with four consecutive earnings beats under its belt and the recent launch of Gemini 3. The stock has gained almost 70% over the past 12 months and traded at a record high this week. Berkshire Hathaway even bought the stock.</p><p>The question now: What should investors do with the stock? Barron&#39;s recommended it 12 months ago, when we said it was undervalued by 50%. It did better than that. Shares now trade at 26 times earnings. About half of the gain came from a P/E multiple expansion, while the other half came from earnings growth.</p><p>While rapid gains often leave investors nervous, and itching to dump their biggest winners, investors should stay the course. Don&#39;t expect a repeat of the past 12 months, but good old business execution should help push shares higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1cac44cae19860e4e7bd36ef8b6a6eb8\" tg-width=\"732\" tg-height=\"633\"/></p><p>&#34;The stock going from $160 to over $300 today has made it look less attractive,&#34; says Oakmark Funds portfolio manager Bill Nygren. &#34;[But Alphabet is] still not selling for more than we think it&#39;s worth.&#34;</p><p>For starters, Alphabet still isn&#39;t all that expensive. Even at 26 times earnings, it&#39;s the second-cheapest of the Magnificent Seven, with only <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, at 20 times, trading at a lower P/E multiple. The comparison between the two is telling. Both are making gobs of money, and both are spending lavishly on their AI capabilities. But whereas Meta isn&#39;t seeing much of a return just yet -- its pretax profit margins fell two percentage points year over year, while capital spending more than doubled to almost $19 billion from around $8 billion -- Alphabet has been getting more profitable. It grew third-quarter pretax profit by 39% and expanded pretax profit margins by seven percentage points even as it spent $24 billion, up from $13 billion a year earlier.</p><p>It will take performances like that to keep Alphabet shares working. In 2025, earnings will likely end up north of $10 a share, up from the $9 Wall Street expected almost a year ago. Following the pattern, 2026 earnings would have to end up closer to $12 or $13 a share, up from the current $11, for the stock to keep working.</p><p>The good news is that there is nothing unreasonable about that scenario. Growth in Alphabet&#39;s cloud business, in particular, could be a catalyst for shares, says New Street Research analyst Dan Salmon. Currently, Wall Street expects Google Cloud to generate 2026 revenue of $75 billion, up from about $57 billion in 2025.</p><p>That growth is predicated on AI demand remaining robust, but there&#39;s no sign yet of slowing demand -- particularly after <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s blowout earnings released on Nov. 19. And yes, that means more spending. The four main hyperscalers -- Alphabet, Microsoft, Meta, and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com -- grew sales 25% year over year in the third quarter and are expected to spend roughly $366 billion on new equipment in 2025, $478 billion in 2026, and $534 billion in 2027. Financing that spending will be a snap. All four companies have ample cash flow and pristine balance sheets, with easily north of $1 trillion in total borrowing capacity. If they decided to leverage their balance sheets for growth, there would be insatiable demand for their debt, says Matthew Eagan, a portfolio manager at Loomis, Sayles.</p><p>And with each iteration of the AI apps, the use case just keeps getting broader. Google&#39;s unveiling of its Gemini 3 AI model on Nov. 18 demonstrated that, rather than falling behind in the AI arms race, the company is closing the gap. The model includes new tools such as Deep Think, for projects that require more stringent reasoning; generative user interfaces; and improved &#34;vibe coding&#34; for software developers, among other benefits. Gemini has been closing the gap with ChatGPT, with 650 million monthly active users to ChatGPT&#39;s 800 million weekly active users. (The companies don&#39;t report like-for-like on users.)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50dbcc55c9fe523004055dbe0dcf2388\" tg-width=\"735\" tg-height=\"653\"/></p><p>While it&#39;s difficult to know which AI app will emerge as the winner, Alphabet has demonstrated its ability to generate value in the past -- and should be able to in the future, as the launch of Gemini 3 demonstrates. &#34;The early response seems to be kind of a wow,&#34; says Oakmark&#39;s Nygren. &#34;I don&#39;t really know why that should surprise people. Alphabet would have to have been heroically bad at investing capital to have not been at least in a co-leadership position.&#34;</p><p>For <a href=\"https://laohu8.com/S/EVR\">Evercore</a> analyst Mark Mahaney, Alphabet has proven that it can use AI to create new products that can create new revenue opportunities across all of its products. It may no longer be cheap, but its shares are still worth owning. &#34;GOOGL is no longer a Classic DHQ (dislocated high quality) stock, but the fundamentals and level of innovation here are very impressive,&#34; writes Mahaney, who has a $325 price target on the stock.</p><p>Trim positions if you have to, but hold on to the shares of this AI winner.</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>Google Has Been an AI Winner. What to Do With Alphabet Stock Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Has Been an AI Winner. What to Do With Alphabet Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-24 15:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stop searching for Big Tech&#39;s best artificial-intelligence stock. Alphabet has been the clear winner, and the gains could keep coming.</p><p>A year ago, the future looked bleak for the company. In August 2024, U.S. District Judge Amit Mehta had declared Google a &#34; monopolist,&#34; leaving investors to wonder if the internet search pioneer would be broken up. As that legal drama unfolded, OpenAI&#39;s ChatGPT went from one million users, days after its November 2022 launch, to 300 million weekly active users in December 2024, raising the question of whether Google&#39;s search business would be destroyed by AI. The fears left Alphabet stock trading for about 20 times estimated earnings for the next 12 months, the lowest price/earnings ratio for a Magnificent Seven stock, and below the S&amp;P 500&#39;s 22 times multiple.</p><p>What a difference a year makes. A breakup probably would have been nothing to fear, given that Alphabet has YouTube, self-driving ride-hailing company Waymo, the Android operating system, a cloud business, and foundational AI and AI-chip technologies -- parts that might have been worth more than the whole.</p><p>But it never came to that. In September, a judge came back with relatively mild penalties proposed on the antitrust front. And, despite worries that AI would disrupt Google, the company has shown a remarkable ability to adapt and grow, with four consecutive earnings beats under its belt and the recent launch of Gemini 3. The stock has gained almost 70% over the past 12 months and traded at a record high this week. Berkshire Hathaway even bought the stock.</p><p>The question now: What should investors do with the stock? Barron&#39;s recommended it 12 months ago, when we said it was undervalued by 50%. It did better than that. Shares now trade at 26 times earnings. About half of the gain came from a P/E multiple expansion, while the other half came from earnings growth.</p><p>While rapid gains often leave investors nervous, and itching to dump their biggest winners, investors should stay the course. Don&#39;t expect a repeat of the past 12 months, but good old business execution should help push shares higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1cac44cae19860e4e7bd36ef8b6a6eb8\" tg-width=\"732\" tg-height=\"633\"/></p><p>&#34;The stock going from $160 to over $300 today has made it look less attractive,&#34; says Oakmark Funds portfolio manager Bill Nygren. &#34;[But Alphabet is] still not selling for more than we think it&#39;s worth.&#34;</p><p>For starters, Alphabet still isn&#39;t all that expensive. Even at 26 times earnings, it&#39;s the second-cheapest of the Magnificent Seven, with only <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, at 20 times, trading at a lower P/E multiple. The comparison between the two is telling. Both are making gobs of money, and both are spending lavishly on their AI capabilities. But whereas Meta isn&#39;t seeing much of a return just yet -- its pretax profit margins fell two percentage points year over year, while capital spending more than doubled to almost $19 billion from around $8 billion -- Alphabet has been getting more profitable. It grew third-quarter pretax profit by 39% and expanded pretax profit margins by seven percentage points even as it spent $24 billion, up from $13 billion a year earlier.</p><p>It will take performances like that to keep Alphabet shares working. In 2025, earnings will likely end up north of $10 a share, up from the $9 Wall Street expected almost a year ago. Following the pattern, 2026 earnings would have to end up closer to $12 or $13 a share, up from the current $11, for the stock to keep working.</p><p>The good news is that there is nothing unreasonable about that scenario. Growth in Alphabet&#39;s cloud business, in particular, could be a catalyst for shares, says New Street Research analyst Dan Salmon. Currently, Wall Street expects Google Cloud to generate 2026 revenue of $75 billion, up from about $57 billion in 2025.</p><p>That growth is predicated on AI demand remaining robust, but there&#39;s no sign yet of slowing demand -- particularly after <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s blowout earnings released on Nov. 19. And yes, that means more spending. The four main hyperscalers -- Alphabet, Microsoft, Meta, and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com -- grew sales 25% year over year in the third quarter and are expected to spend roughly $366 billion on new equipment in 2025, $478 billion in 2026, and $534 billion in 2027. Financing that spending will be a snap. All four companies have ample cash flow and pristine balance sheets, with easily north of $1 trillion in total borrowing capacity. If they decided to leverage their balance sheets for growth, there would be insatiable demand for their debt, says Matthew Eagan, a portfolio manager at Loomis, Sayles.</p><p>And with each iteration of the AI apps, the use case just keeps getting broader. Google&#39;s unveiling of its Gemini 3 AI model on Nov. 18 demonstrated that, rather than falling behind in the AI arms race, the company is closing the gap. The model includes new tools such as Deep Think, for projects that require more stringent reasoning; generative user interfaces; and improved &#34;vibe coding&#34; for software developers, among other benefits. Gemini has been closing the gap with ChatGPT, with 650 million monthly active users to ChatGPT&#39;s 800 million weekly active users. (The companies don&#39;t report like-for-like on users.)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50dbcc55c9fe523004055dbe0dcf2388\" tg-width=\"735\" tg-height=\"653\"/></p><p>While it&#39;s difficult to know which AI app will emerge as the winner, Alphabet has demonstrated its ability to generate value in the past -- and should be able to in the future, as the launch of Gemini 3 demonstrates. &#34;The early response seems to be kind of a wow,&#34; says Oakmark&#39;s Nygren. &#34;I don&#39;t really know why that should surprise people. Alphabet would have to have been heroically bad at investing capital to have not been at least in a co-leadership position.&#34;</p><p>For <a href=\"https://laohu8.com/S/EVR\">Evercore</a> analyst Mark Mahaney, Alphabet has proven that it can use AI to create new products that can create new revenue opportunities across all of its products. It may no longer be cheap, but its shares are still worth owning. &#34;GOOGL is no longer a Classic DHQ (dislocated high quality) stock, but the fundamentals and level of innovation here are very impressive,&#34; writes Mahaney, who has a $325 price target on the stock.</p><p>Trim positions if you have to, but hold on to the shares of this AI winner.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4023":"应用软件","LU1989763005.USD":"东方汇理教育基金A2 Acc","GOOGL":"谷歌A","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4507":"流媒体概念","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","GOOG":"谷歌"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585453425","content_text":"Stop searching for Big Tech's best artificial-intelligence stock. Alphabet has been the clear winner, and the gains could keep coming.A year ago, the future looked bleak for the company. In August 2024, U.S. District Judge Amit Mehta had declared Google a \" monopolist,\" leaving investors to wonder if the internet search pioneer would be broken up. As that legal drama unfolded, OpenAI's ChatGPT went from one million users, days after its November 2022 launch, to 300 million weekly active users in December 2024, raising the question of whether Google's search business would be destroyed by AI. The fears left Alphabet stock trading for about 20 times estimated earnings for the next 12 months, the lowest price/earnings ratio for a Magnificent Seven stock, and below the S&P 500's 22 times multiple.What a difference a year makes. A breakup probably would have been nothing to fear, given that Alphabet has YouTube, self-driving ride-hailing company Waymo, the Android operating system, a cloud business, and foundational AI and AI-chip technologies -- parts that might have been worth more than the whole.But it never came to that. In September, a judge came back with relatively mild penalties proposed on the antitrust front. And, despite worries that AI would disrupt Google, the company has shown a remarkable ability to adapt and grow, with four consecutive earnings beats under its belt and the recent launch of Gemini 3. The stock has gained almost 70% over the past 12 months and traded at a record high this week. Berkshire Hathaway even bought the stock.The question now: What should investors do with the stock? Barron's recommended it 12 months ago, when we said it was undervalued by 50%. It did better than that. Shares now trade at 26 times earnings. About half of the gain came from a P/E multiple expansion, while the other half came from earnings growth.While rapid gains often leave investors nervous, and itching to dump their biggest winners, investors should stay the course. Don't expect a repeat of the past 12 months, but good old business execution should help push shares higher.\"The stock going from $160 to over $300 today has made it look less attractive,\" says Oakmark Funds portfolio manager Bill Nygren. \"[But Alphabet is] still not selling for more than we think it's worth.\"For starters, Alphabet still isn't all that expensive. Even at 26 times earnings, it's the second-cheapest of the Magnificent Seven, with only Meta Platforms, at 20 times, trading at a lower P/E multiple. The comparison between the two is telling. Both are making gobs of money, and both are spending lavishly on their AI capabilities. But whereas Meta isn't seeing much of a return just yet -- its pretax profit margins fell two percentage points year over year, while capital spending more than doubled to almost $19 billion from around $8 billion -- Alphabet has been getting more profitable. It grew third-quarter pretax profit by 39% and expanded pretax profit margins by seven percentage points even as it spent $24 billion, up from $13 billion a year earlier.It will take performances like that to keep Alphabet shares working. In 2025, earnings will likely end up north of $10 a share, up from the $9 Wall Street expected almost a year ago. Following the pattern, 2026 earnings would have to end up closer to $12 or $13 a share, up from the current $11, for the stock to keep working.The good news is that there is nothing unreasonable about that scenario. Growth in Alphabet's cloud business, in particular, could be a catalyst for shares, says New Street Research analyst Dan Salmon. Currently, Wall Street expects Google Cloud to generate 2026 revenue of $75 billion, up from about $57 billion in 2025.That growth is predicated on AI demand remaining robust, but there's no sign yet of slowing demand -- particularly after Nvidia's blowout earnings released on Nov. 19. And yes, that means more spending. The four main hyperscalers -- Alphabet, Microsoft, Meta, and Amazon.com -- grew sales 25% year over year in the third quarter and are expected to spend roughly $366 billion on new equipment in 2025, $478 billion in 2026, and $534 billion in 2027. Financing that spending will be a snap. All four companies have ample cash flow and pristine balance sheets, with easily north of $1 trillion in total borrowing capacity. If they decided to leverage their balance sheets for growth, there would be insatiable demand for their debt, says Matthew Eagan, a portfolio manager at Loomis, Sayles.And with each iteration of the AI apps, the use case just keeps getting broader. Google's unveiling of its Gemini 3 AI model on Nov. 18 demonstrated that, rather than falling behind in the AI arms race, the company is closing the gap. The model includes new tools such as Deep Think, for projects that require more stringent reasoning; generative user interfaces; and improved \"vibe coding\" for software developers, among other benefits. Gemini has been closing the gap with ChatGPT, with 650 million monthly active users to ChatGPT's 800 million weekly active users. (The companies don't report like-for-like on users.)While it's difficult to know which AI app will emerge as the winner, Alphabet has demonstrated its ability to generate value in the past -- and should be able to in the future, as the launch of Gemini 3 demonstrates. \"The early response seems to be kind of a wow,\" says Oakmark's Nygren. \"I don't really know why that should surprise people. Alphabet would have to have been heroically bad at investing capital to have not been at least in a co-leadership position.\"For Evercore analyst Mark Mahaney, Alphabet has proven that it can use AI to create new products that can create new revenue opportunities across all of its products. It may no longer be cheap, but its shares are still worth owning. \"GOOGL is no longer a Classic DHQ (dislocated high quality) stock, but the fundamentals and level of innovation here are very impressive,\" writes Mahaney, who has a $325 price target on the stock.Trim positions if you have to, but hold on to the shares of this AI winner.","news_type":1,"symbols_score_info":{"GOOG":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":500669357449968,"gmtCreate":1763275441194,"gmtModify":1763275445291,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"My plan is, make big money in US stocks and slowly move the profits to SG market for dividend income. Already setup the base portfolio in SG market, which consists of SG banks, mix of REITS, SIngtel, ST Engr, Keppel etc. plan to built 2 to 3 million SGD portfolio in SG. Started with quarter million SG portfolio, still long way to go.","listText":"My plan is, make big money in US stocks and slowly move the profits to SG market for dividend income. Already setup the base portfolio in SG market, which consists of SG banks, mix of REITS, SIngtel, ST Engr, Keppel etc. plan to built 2 to 3 million SGD portfolio in SG. Started with quarter million SG portfolio, still long way to go.","text":"My plan is, make big money in US stocks and slowly move the profits to SG market for dividend income. Already setup the base portfolio in SG market, which consists of SG banks, mix of REITS, SIngtel, ST Engr, Keppel etc. plan to built 2 to 3 million SGD portfolio in SG. Started with quarter million SG portfolio, still long way to go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500669357449968","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497507747795104,"gmtCreate":1762484273970,"gmtModify":1762484278618,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"title":"","htmlText":"All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.&nbsp;","listText":"All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.&nbsp;","text":"All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/497507747795104","repostId":"1134567970","repostType":2,"repost":{"id":"1134567970","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1762483244,"share":"https://ttm.financial/m/news/1134567970?lang=en_US&edition=fundamental","pubTime":"2025-11-07 10:40","market":"sg","language":"en","title":"STI 10,000 by 2040: Which Companies Will Drive the Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134567970","media":"TigerNews SG","summary":"The future of Singapore's stock market over the next 15 years hinges on just 10 companies.This isn't an exaggeration – it's a statistical fact.The Straits Times Index recently surpassed...","content":"<html><head></head><body><p>The future of Singapore&#39;s stock market over the next 15 years hinges on just 10 companies.</p><p>This isn&#39;t an exaggeration – it&#39;s a statistical fact.</p><p>The <strong>Straits Times Index</strong> recently surpassed 4,400.</p><p>Following this milestone, <strong>DBS Group</strong>&#39;s research predicted the STI could soar to 10,000 by 2040.</p><p>The uncomfortable reality is that this target is heavily dependent on a specific group of stocks.</p><p>However, the question isn&#39;t whether the STI will reach 10,000.</p><p>Instead, we should ask if the underlying companies can generate enough value to achieve this goal over the next 15 years.</p><h2 id=\"id_302661732\">Understanding the 10,000 Target</h2><p>Let’s break down the numbers.</p><p>If the STI ends 2025 at around 4,400, it would need an annual return of about 5.6% to hit 10,000 by 2040.</p><p>This is feasible.</p><p>DBS’s research shows the index’s average total returns (including dividends) over rolling 15-year periods since 2000 have ranged between 6% and 13.3%.</p><p>The crucial question is: can the 30 companies within the STI drive it to 10,000 by 2040?</p><p>Just 10 of these companies control 77% of its weight, indicating the pivotal role of these key players.</p><h2 id=\"id_3519623179\">Singapore Banks: Key Players in the STI</h2><p>Starting with Singapore’s banks, which form half of the STI.</p><p><strong>DBS Group</strong>, <strong>Oversea-Chinese Banking Corporation</strong> or OCBC, and <strong>United Overseas Bank</strong> or UOB collectively held over 50% of the index at the end of September.</p><p>These three banks significantly influence the index&#39;s performance.</p><p>The good news is that they have delivered strong results.</p><p>Over the past decade, their book values have grown between 5.7% and 6.1% annually.</p><p>Including an average dividend yield of about 4.7%, their annual returns exceed 10%.</p><p>However, today&#39;s valuations present challenges.</p><p>All three banks are trading at premiums in terms of their price-to-book ratios.</p><p>DBS, Singapore’s largest bank, is valued at 2.2 times its book value.</p><p>High stock valuations can dampen future returns if multiples decline.</p><p>Additionally, there’s the headwind of interest rates.</p><p>OCBC and UOB have already faced pressure, with net interest incomes and profits declining in the first half of 2025, leading to lower interim dividends.</p><p>DBS has maintained its quarterly dividend and has even hinted at a potential 10% increase in its final payout for this year.</p><p>While DBS remains resilient, its high book value leaves little margin for error.</p><p>In summary, banks can contribute to the STI’s path to 10,000, but they can&#39;t carry the burden alone.</p><h2 id=\"id_1720092490\">Singtel: Grappling with Challenges</h2><p>If banks can&#39;t do it alone, who else might help?</p><p>One contender is <strong>Singapore Telecommunications</strong> or Singtel, which accounts for 7.5% of the index.</p><p>Recently, Singtel showed promise with its Singtel28 plan, unveiled in May 2024, set to unlock S$6 billion from asset recycling for growth and special dividends.</p><p>The market responded positively, pushing shares up 70%.</p><p>Singtel’s earnings per share have grown 4.8% annually over the past decade.</p><p>Including a 4.6% average dividend yield, it has achieved returns above 9%, comfortably meeting the required growth.</p><p>However, September 2025 brought setbacks.</p><p>Optus, Singtel’s Australian subsidiary, experienced two major network outages, attracting regulatory scrutiny.</p><p>Optus represents roughly half of Singtel’s revenue.</p><p>Potential penalties and infrastructure investments could divert capital from the Singtel28 plan, and the reputational damage remains uncertain.</p><p>Until these issues are resolved, Singtel&#39;s role in the STI’s journey to 10,000 is uncertain.</p><h2 id=\"id_964557084\">REITs: Poised for Gains</h2><p>Lower interest rates, which adversely affect banks, benefit REITs.</p><p>Singapore&#39;s real estate investment trusts (REITs) stand to gain from declining rates.</p><p><strong>CapitaLand Integrated Commercial Trust</strong> or CICT, and <strong>CapitaLand Ascendas REIT</strong> or CLAR, together contribute around 6% of the index.</p><p>Historically, both have offered distribution per unit (DPU) yields of 4.5% to 6%.</p><p>However, growth has been limited.</p><p>The pandemic affected both REITs, particularly CICT, with its retail and office assets.</p><p>Rising rates then stalled their recovery.</p><p>Despite these challenges, CICT has delivered 6.4% annual DPU growth since 2020, while CLAR managed 1.6%.</p><p>Falling interest rates can lower financing costs, enhancing distributions.</p><p>With the right conditions, REITs could meaningfully contribute to the STI&#39;s growth.</p><h2 id=\"id_909952211\">SGX and STE: Committed to Growth</h2><p>While REITs await interest rate relief, two companies are making concrete promises.</p><p><strong>Singapore Exchange</strong> or SGX and <strong>Singapore Technologies Engineering</strong> or STE together account for 6.6% of the index.</p><p>Their historical dividend yields — 3.5% for SGX and 4.1% for STE — are moderate.</p><p>However, both companies have announced dividend growth plans.</p><p>SGX aims to increase its annual dividend from S$0.375 in FY2025 to S$0.525 by FY2028, a 40% rise in three years.</p><p>STE is promising nearly a 6% dividend increase for 2025, followed by further incremental growth tied to profit gains.</p><p>These targets indicate a strong commitment to growth.</p><p>Such commitments, if fulfilled, could significantly contribute to the STI&#39;s goal of reaching 10,000.</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>STI 10,000 by 2040: Which Companies Will Drive the Market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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\">\nSTI 10,000 by 2040: Which Companies Will Drive the Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-11-07 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The future of Singapore&#39;s stock market over the next 15 years hinges on just 10 companies.</p><p>This isn&#39;t an exaggeration – it&#39;s a statistical fact.</p><p>The <strong>Straits Times Index</strong> recently surpassed 4,400.</p><p>Following this milestone, <strong>DBS Group</strong>&#39;s research predicted the STI could soar to 10,000 by 2040.</p><p>The uncomfortable reality is that this target is heavily dependent on a specific group of stocks.</p><p>However, the question isn&#39;t whether the STI will reach 10,000.</p><p>Instead, we should ask if the underlying companies can generate enough value to achieve this goal over the next 15 years.</p><h2 id=\"id_302661732\">Understanding the 10,000 Target</h2><p>Let’s break down the numbers.</p><p>If the STI ends 2025 at around 4,400, it would need an annual return of about 5.6% to hit 10,000 by 2040.</p><p>This is feasible.</p><p>DBS’s research shows the index’s average total returns (including dividends) over rolling 15-year periods since 2000 have ranged between 6% and 13.3%.</p><p>The crucial question is: can the 30 companies within the STI drive it to 10,000 by 2040?</p><p>Just 10 of these companies control 77% of its weight, indicating the pivotal role of these key players.</p><h2 id=\"id_3519623179\">Singapore Banks: Key Players in the STI</h2><p>Starting with Singapore’s banks, which form half of the STI.</p><p><strong>DBS Group</strong>, <strong>Oversea-Chinese Banking Corporation</strong> or OCBC, and <strong>United Overseas Bank</strong> or UOB collectively held over 50% of the index at the end of September.</p><p>These three banks significantly influence the index&#39;s performance.</p><p>The good news is that they have delivered strong results.</p><p>Over the past decade, their book values have grown between 5.7% and 6.1% annually.</p><p>Including an average dividend yield of about 4.7%, their annual returns exceed 10%.</p><p>However, today&#39;s valuations present challenges.</p><p>All three banks are trading at premiums in terms of their price-to-book ratios.</p><p>DBS, Singapore’s largest bank, is valued at 2.2 times its book value.</p><p>High stock valuations can dampen future returns if multiples decline.</p><p>Additionally, there’s the headwind of interest rates.</p><p>OCBC and UOB have already faced pressure, with net interest incomes and profits declining in the first half of 2025, leading to lower interim dividends.</p><p>DBS has maintained its quarterly dividend and has even hinted at a potential 10% increase in its final payout for this year.</p><p>While DBS remains resilient, its high book value leaves little margin for error.</p><p>In summary, banks can contribute to the STI’s path to 10,000, but they can&#39;t carry the burden alone.</p><h2 id=\"id_1720092490\">Singtel: Grappling with Challenges</h2><p>If banks can&#39;t do it alone, who else might help?</p><p>One contender is <strong>Singapore Telecommunications</strong> or Singtel, which accounts for 7.5% of the index.</p><p>Recently, Singtel showed promise with its Singtel28 plan, unveiled in May 2024, set to unlock S$6 billion from asset recycling for growth and special dividends.</p><p>The market responded positively, pushing shares up 70%.</p><p>Singtel’s earnings per share have grown 4.8% annually over the past decade.</p><p>Including a 4.6% average dividend yield, it has achieved returns above 9%, comfortably meeting the required growth.</p><p>However, September 2025 brought setbacks.</p><p>Optus, Singtel’s Australian subsidiary, experienced two major network outages, attracting regulatory scrutiny.</p><p>Optus represents roughly half of Singtel’s revenue.</p><p>Potential penalties and infrastructure investments could divert capital from the Singtel28 plan, and the reputational damage remains uncertain.</p><p>Until these issues are resolved, Singtel&#39;s role in the STI’s journey to 10,000 is uncertain.</p><h2 id=\"id_964557084\">REITs: Poised for Gains</h2><p>Lower interest rates, which adversely affect banks, benefit REITs.</p><p>Singapore&#39;s real estate investment trusts (REITs) stand to gain from declining rates.</p><p><strong>CapitaLand Integrated Commercial Trust</strong> or CICT, and <strong>CapitaLand Ascendas REIT</strong> or CLAR, together contribute around 6% of the index.</p><p>Historically, both have offered distribution per unit (DPU) yields of 4.5% to 6%.</p><p>However, growth has been limited.</p><p>The pandemic affected both REITs, particularly CICT, with its retail and office assets.</p><p>Rising rates then stalled their recovery.</p><p>Despite these challenges, CICT has delivered 6.4% annual DPU growth since 2020, while CLAR managed 1.6%.</p><p>Falling interest rates can lower financing costs, enhancing distributions.</p><p>With the right conditions, REITs could meaningfully contribute to the STI&#39;s growth.</p><h2 id=\"id_909952211\">SGX and STE: Committed to Growth</h2><p>While REITs await interest rate relief, two companies are making concrete promises.</p><p><strong>Singapore Exchange</strong> or SGX and <strong>Singapore Technologies Engineering</strong> or STE together account for 6.6% of the index.</p><p>Their historical dividend yields — 3.5% for SGX and 4.1% for STE — are moderate.</p><p>However, both companies have announced dividend growth plans.</p><p>SGX aims to increase its annual dividend from S$0.375 in FY2025 to S$0.525 by FY2028, a 40% rise in three years.</p><p>STE is promising nearly a 6% dividend increase for 2025, followed by further incremental growth tied to profit gains.</p><p>These targets indicate a strong commitment to growth.</p><p>Such commitments, if fulfilled, could significantly contribute to the STI&#39;s goal of reaching 10,000.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","STI.SI":"富时新加坡海峡指数","U11.SI":"大华银行","O39.SI":"华侨银行","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134567970","content_text":"The future of Singapore's stock market over the next 15 years hinges on just 10 companies.This isn't an exaggeration – it's a statistical fact.The Straits Times Index recently surpassed 4,400.Following this milestone, DBS Group's research predicted the STI could soar to 10,000 by 2040.The uncomfortable reality is that this target is heavily dependent on a specific group of stocks.However, the question isn't whether the STI will reach 10,000.Instead, we should ask if the underlying companies can generate enough value to achieve this goal over the next 15 years.Understanding the 10,000 TargetLet’s break down the numbers.If the STI ends 2025 at around 4,400, it would need an annual return of about 5.6% to hit 10,000 by 2040.This is feasible.DBS’s research shows the index’s average total returns (including dividends) over rolling 15-year periods since 2000 have ranged between 6% and 13.3%.The crucial question is: can the 30 companies within the STI drive it to 10,000 by 2040?Just 10 of these companies control 77% of its weight, indicating the pivotal role of these key players.Singapore Banks: Key Players in the STIStarting with Singapore’s banks, which form half of the STI.DBS Group, Oversea-Chinese Banking Corporation or OCBC, and United Overseas Bank or UOB collectively held over 50% of the index at the end of September.These three banks significantly influence the index's performance.The good news is that they have delivered strong results.Over the past decade, their book values have grown between 5.7% and 6.1% annually.Including an average dividend yield of about 4.7%, their annual returns exceed 10%.However, today's valuations present challenges.All three banks are trading at premiums in terms of their price-to-book ratios.DBS, Singapore’s largest bank, is valued at 2.2 times its book value.High stock valuations can dampen future returns if multiples decline.Additionally, there’s the headwind of interest rates.OCBC and UOB have already faced pressure, with net interest incomes and profits declining in the first half of 2025, leading to lower interim dividends.DBS has maintained its quarterly dividend and has even hinted at a potential 10% increase in its final payout for this year.While DBS remains resilient, its high book value leaves little margin for error.In summary, banks can contribute to the STI’s path to 10,000, but they can't carry the burden alone.Singtel: Grappling with ChallengesIf banks can't do it alone, who else might help?One contender is Singapore Telecommunications or Singtel, which accounts for 7.5% of the index.Recently, Singtel showed promise with its Singtel28 plan, unveiled in May 2024, set to unlock S$6 billion from asset recycling for growth and special dividends.The market responded positively, pushing shares up 70%.Singtel’s earnings per share have grown 4.8% annually over the past decade.Including a 4.6% average dividend yield, it has achieved returns above 9%, comfortably meeting the required growth.However, September 2025 brought setbacks.Optus, Singtel’s Australian subsidiary, experienced two major network outages, attracting regulatory scrutiny.Optus represents roughly half of Singtel’s revenue.Potential penalties and infrastructure investments could divert capital from the Singtel28 plan, and the reputational damage remains uncertain.Until these issues are resolved, Singtel's role in the STI’s journey to 10,000 is uncertain.REITs: Poised for GainsLower interest rates, which adversely affect banks, benefit REITs.Singapore's real estate investment trusts (REITs) stand to gain from declining rates.CapitaLand Integrated Commercial Trust or CICT, and CapitaLand Ascendas REIT or CLAR, together contribute around 6% of the index.Historically, both have offered distribution per unit (DPU) yields of 4.5% to 6%.However, growth has been limited.The pandemic affected both REITs, particularly CICT, with its retail and office assets.Rising rates then stalled their recovery.Despite these challenges, CICT has delivered 6.4% annual DPU growth since 2020, while CLAR managed 1.6%.Falling interest rates can lower financing costs, enhancing distributions.With the right conditions, REITs could meaningfully contribute to the STI's growth.SGX and STE: Committed to GrowthWhile REITs await interest rate relief, two companies are making concrete promises.Singapore Exchange or SGX and Singapore Technologies Engineering or STE together account for 6.6% of the index.Their historical dividend yields — 3.5% for SGX and 4.1% for STE — are moderate.However, both companies have announced dividend growth plans.SGX aims to increase its annual dividend from S$0.375 in FY2025 to S$0.525 by FY2028, a 40% rise in three years.STE is promising nearly a 6% dividend increase for 2025, followed by further incremental growth tied to profit gains.These targets indicate a strong commitment to growth.Such commitments, if fulfilled, could significantly contribute to the STI's goal of reaching 10,000.","news_type":1,"symbols_score_info":{"U11.SI":2,"STI.SI":2,"O39.SI":2,"D05.SI":2,"Z74.SI":2}},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492206599610904,"gmtCreate":1761190265267,"gmtModify":1761190269129,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"In the long run both are safer bets.. you should've both in your portfolio.&nbsp;","listText":"In the long run both are safer bets.. you should've both in your portfolio.&nbsp;","text":"In the long run both are safer bets.. you should've both in your portfolio.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492206599610904","repostId":"2577343297","repostType":2,"repost":{"id":"2577343297","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1761188110,"share":"https://ttm.financial/m/news/2577343297?lang=en_US&edition=fundamental","pubTime":"2025-10-23 10:55","market":"us","language":"en","title":"UOB vs OCBC: Which is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2577343297","media":"TigerNews SG","summary":"With interest rates easing, the real question is how OCBC or UOB will adapt.","content":"<html><head></head><body><p>The three major banks in Singapore have long been important pillars of local portfolios.</p><p>These two banks - <a href=\"https://laohu8.com/S/U11.SI\">UOB</a> and  <a href=\"https://laohu8.com/S/O39.SI\">OCBC Bank</a> - have attracted attention because they have a good track record in terms of dividend payouts. This is not surprising.</p><p>As interest rates begin to gradually decline, investors are closely watching how these two banks will respond to the situation of lower profit margins and reduced loan demand.</p><p>UOB is increasing its business expansion in the region, while OCBC relies on its broader and more diversified business portfolio to maintain its development.</p><p>But the real question is which strategy will stand out when the interest rate cycle changes.</p><h2 id=\"id_1258007566\">UOB: Expanding regional footprint</h2><p>In recent years, UOB has been quietly expanding its business coverage in the ASEAN region.</p><p>The acquisition of  <a href=\"https://laohu8.com/S/C\">Citigroup</a>&#39;s consumer banking divisions in Malaysia, Thailand, Vietnam and Indonesia has brought the bank millions of new customers and enabled it to establish a foothold in some of the most dynamic markets in the region.</p><p>The current task is to achieve integration.</p><p>The management has been working hard to carry out product cross-selling activities, such as credit cards, personal loans and wealth management services, and over time, this has improved the profitability of the entire business network.</p><p>In the first half of 2025 (1H2025), the bank’s net interest income (NII) remained stable at S$4.7 billion.</p><p>Under non-interest income, net fee income recorded double-digit growth, supported by stronger wealth and card fees.</p><p>Overall, UOB earned about S$4 billion in operating profit, up 3% compared to a year ago.</p><p>UOB declared an interim dividend of S$0.85 per ordinary share, representing a payout ratio of approximately 50%, plus the second tranche of its special dividend worth S$0.25 per share, underscoring the management’s confidence in its capital strength.</p><p>The advantage of this local bank lies in its growth journey within the ASEAN region, namely its orderly and strategically significant expansion initiatives in economies such as Vietnam and Indonesia. In these countries, the continuous growth of residents&#39; income should support the credit demand.</p><p>Although short-term profits will be limited by the narrowing profit margins, its strong capital base and stable dividend record make it an ideal choice for investors who seek returns while also hoping to gain regional growth advantages.</p><h2 id=\"id_1046076525\">OCBC: A diversified source of revenue</h2><p>OCBC operates under a multi-engine model.</p><p>In addition to its traditional lending business, the bank has established a considerable business in the insurance and wealth management sectors, enabling it to gain an advantage when interest rates start to decline.</p><p>Through its 89% stake in Great Eastern Holdings, OCBC has been able to deeply participate in the rapidly growing life insurance and investment markets in the region. In the case of narrowing loan interest rates, this provides it with important revenue security.</p><p>That diversification works both ways. </p><p>It gives OCBC greater earnings stability over the long run, but it can also make quarterly results look a little uneven when insurance valuations swing with the markets.</p><p>For 1H2025, OCBC made about S$3.7 billion in profit — roughly 6% below last year’s level. </p><p>The softer showing mainly came from thinner lending margins and a quieter performance at its insurance arm.</p><p>The bank’s net interest margin eased to 1.98% for 1H2025, coming in at 1.92% in 2Q2025. </p><p>In fact, management guided that full-year margins to land somewhere around 1.9% to 1.95%, with higher funding costs still eating into spreads.</p><p>Lending was up by around 9% year on year, while deposits grew by 10% over the same period. </p><p>It’s a steady outcome that highlights the depth of OCBC’s customer base across the region.</p><p>Non-interest income climbed 8% year on year to S$2.6 billion, thanks to stronger card spending and wealth-management flows. </p><p>Elsewhere, the bank’s wealth management income, including private banking, premier private client, premier banking, insurance, asset management and stockbroking, inched up 4% year on year to about S$2.7 billion, making up a little more than a third of group income.</p><p>OCBC&#39;s diversified business provides it with multiple profit-making channels - including banking services, insurance services, and wealth management services - which help maintain stable performance during different economic cycles.</p><p>Although the narrowing of interest margins may bring short-term pressure, the bank&#39;s strong capital strength and stable commission income provide it with the impetus for sustainable development.</p><h2 id=\"id_1213042297\">Growth Potential: UOB vs OCBC</h2><p>What’s UOB’s edge?</p><p>The regional expansion of UOB has provided it with natural development space.</p><p>Citigroup&#39;s consumer asset integration initiative in the ASEAN region has enhanced its scale and expanded the coverage of its digital banking business.</p><p>As interest-based income returns to normal levels, the growth of fee income from wealth and payments will become a key factor.</p><p>On the other side, OCBC’s edge stems from its diversified platform. </p><p>The bank&#39;s business branches in the Greater China region, combined with its insurance department, have enabled it to explore market opportunities outside the ASEAN region.</p><p>The total managed assets increased by 11% year-on-year, reaching S$310 billion, indicating that the trend of wealth growth remains strong.</p><h2 id=\"id_2112999447\"></h2></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>UOB vs OCBC: Which is a Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nUOB vs OCBC: Which is a Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-10-23 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The three major banks in Singapore have long been important pillars of local portfolios.</p><p>These two banks - <a href=\"https://laohu8.com/S/U11.SI\">UOB</a> and  <a href=\"https://laohu8.com/S/O39.SI\">OCBC Bank</a> - have attracted attention because they have a good track record in terms of dividend payouts. This is not surprising.</p><p>As interest rates begin to gradually decline, investors are closely watching how these two banks will respond to the situation of lower profit margins and reduced loan demand.</p><p>UOB is increasing its business expansion in the region, while OCBC relies on its broader and more diversified business portfolio to maintain its development.</p><p>But the real question is which strategy will stand out when the interest rate cycle changes.</p><h2 id=\"id_1258007566\">UOB: Expanding regional footprint</h2><p>In recent years, UOB has been quietly expanding its business coverage in the ASEAN region.</p><p>The acquisition of  <a href=\"https://laohu8.com/S/C\">Citigroup</a>&#39;s consumer banking divisions in Malaysia, Thailand, Vietnam and Indonesia has brought the bank millions of new customers and enabled it to establish a foothold in some of the most dynamic markets in the region.</p><p>The current task is to achieve integration.</p><p>The management has been working hard to carry out product cross-selling activities, such as credit cards, personal loans and wealth management services, and over time, this has improved the profitability of the entire business network.</p><p>In the first half of 2025 (1H2025), the bank’s net interest income (NII) remained stable at S$4.7 billion.</p><p>Under non-interest income, net fee income recorded double-digit growth, supported by stronger wealth and card fees.</p><p>Overall, UOB earned about S$4 billion in operating profit, up 3% compared to a year ago.</p><p>UOB declared an interim dividend of S$0.85 per ordinary share, representing a payout ratio of approximately 50%, plus the second tranche of its special dividend worth S$0.25 per share, underscoring the management’s confidence in its capital strength.</p><p>The advantage of this local bank lies in its growth journey within the ASEAN region, namely its orderly and strategically significant expansion initiatives in economies such as Vietnam and Indonesia. In these countries, the continuous growth of residents&#39; income should support the credit demand.</p><p>Although short-term profits will be limited by the narrowing profit margins, its strong capital base and stable dividend record make it an ideal choice for investors who seek returns while also hoping to gain regional growth advantages.</p><h2 id=\"id_1046076525\">OCBC: A diversified source of revenue</h2><p>OCBC operates under a multi-engine model.</p><p>In addition to its traditional lending business, the bank has established a considerable business in the insurance and wealth management sectors, enabling it to gain an advantage when interest rates start to decline.</p><p>Through its 89% stake in Great Eastern Holdings, OCBC has been able to deeply participate in the rapidly growing life insurance and investment markets in the region. In the case of narrowing loan interest rates, this provides it with important revenue security.</p><p>That diversification works both ways. </p><p>It gives OCBC greater earnings stability over the long run, but it can also make quarterly results look a little uneven when insurance valuations swing with the markets.</p><p>For 1H2025, OCBC made about S$3.7 billion in profit — roughly 6% below last year’s level. </p><p>The softer showing mainly came from thinner lending margins and a quieter performance at its insurance arm.</p><p>The bank’s net interest margin eased to 1.98% for 1H2025, coming in at 1.92% in 2Q2025. </p><p>In fact, management guided that full-year margins to land somewhere around 1.9% to 1.95%, with higher funding costs still eating into spreads.</p><p>Lending was up by around 9% year on year, while deposits grew by 10% over the same period. </p><p>It’s a steady outcome that highlights the depth of OCBC’s customer base across the region.</p><p>Non-interest income climbed 8% year on year to S$2.6 billion, thanks to stronger card spending and wealth-management flows. </p><p>Elsewhere, the bank’s wealth management income, including private banking, premier private client, premier banking, insurance, asset management and stockbroking, inched up 4% year on year to about S$2.7 billion, making up a little more than a third of group income.</p><p>OCBC&#39;s diversified business provides it with multiple profit-making channels - including banking services, insurance services, and wealth management services - which help maintain stable performance during different economic cycles.</p><p>Although the narrowing of interest margins may bring short-term pressure, the bank&#39;s strong capital strength and stable commission income provide it with the impetus for sustainable development.</p><h2 id=\"id_1213042297\">Growth Potential: UOB vs OCBC</h2><p>What’s UOB’s edge?</p><p>The regional expansion of UOB has provided it with natural development space.</p><p>Citigroup&#39;s consumer asset integration initiative in the ASEAN region has enhanced its scale and expanded the coverage of its digital banking business.</p><p>As interest-based income returns to normal levels, the growth of fee income from wealth and payments will become a key factor.</p><p>On the other side, OCBC’s edge stems from its diversified platform. </p><p>The bank&#39;s business branches in the Greater China region, combined with its insurance department, have enabled it to explore market opportunities outside the ASEAN region.</p><p>The total managed assets increased by 11% year-on-year, reaching S$310 billion, indicating that the trend of wealth growth remains strong.</p><h2 id=\"id_2112999447\"></h2></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/uob-vs-ocbc-which-bank-offers-the-better-blend-of-growth-and-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577343297","content_text":"The three major banks in Singapore have long been important pillars of local portfolios.These two banks - UOB and  OCBC Bank - have attracted attention because they have a good track record in terms of dividend payouts. This is not surprising.As interest rates begin to gradually decline, investors are closely watching how these two banks will respond to the situation of lower profit margins and reduced loan demand.UOB is increasing its business expansion in the region, while OCBC relies on its broader and more diversified business portfolio to maintain its development.But the real question is which strategy will stand out when the interest rate cycle changes.UOB: Expanding regional footprintIn recent years, UOB has been quietly expanding its business coverage in the ASEAN region.The acquisition of  Citigroup's consumer banking divisions in Malaysia, Thailand, Vietnam and Indonesia has brought the bank millions of new customers and enabled it to establish a foothold in some of the most dynamic markets in the region.The current task is to achieve integration.The management has been working hard to carry out product cross-selling activities, such as credit cards, personal loans and wealth management services, and over time, this has improved the profitability of the entire business network.In the first half of 2025 (1H2025), the bank’s net interest income (NII) remained stable at S$4.7 billion.Under non-interest income, net fee income recorded double-digit growth, supported by stronger wealth and card fees.Overall, UOB earned about S$4 billion in operating profit, up 3% compared to a year ago.UOB declared an interim dividend of S$0.85 per ordinary share, representing a payout ratio of approximately 50%, plus the second tranche of its special dividend worth S$0.25 per share, underscoring the management’s confidence in its capital strength.The advantage of this local bank lies in its growth journey within the ASEAN region, namely its orderly and strategically significant expansion initiatives in economies such as Vietnam and Indonesia. In these countries, the continuous growth of residents' income should support the credit demand.Although short-term profits will be limited by the narrowing profit margins, its strong capital base and stable dividend record make it an ideal choice for investors who seek returns while also hoping to gain regional growth advantages.OCBC: A diversified source of revenueOCBC operates under a multi-engine model.In addition to its traditional lending business, the bank has established a considerable business in the insurance and wealth management sectors, enabling it to gain an advantage when interest rates start to decline.Through its 89% stake in Great Eastern Holdings, OCBC has been able to deeply participate in the rapidly growing life insurance and investment markets in the region. In the case of narrowing loan interest rates, this provides it with important revenue security.That diversification works both ways. It gives OCBC greater earnings stability over the long run, but it can also make quarterly results look a little uneven when insurance valuations swing with the markets.For 1H2025, OCBC made about S$3.7 billion in profit — roughly 6% below last year’s level. The softer showing mainly came from thinner lending margins and a quieter performance at its insurance arm.The bank’s net interest margin eased to 1.98% for 1H2025, coming in at 1.92% in 2Q2025. In fact, management guided that full-year margins to land somewhere around 1.9% to 1.95%, with higher funding costs still eating into spreads.Lending was up by around 9% year on year, while deposits grew by 10% over the same period. It’s a steady outcome that highlights the depth of OCBC’s customer base across the region.Non-interest income climbed 8% year on year to S$2.6 billion, thanks to stronger card spending and wealth-management flows. Elsewhere, the bank’s wealth management income, including private banking, premier private client, premier banking, insurance, asset management and stockbroking, inched up 4% year on year to about S$2.7 billion, making up a little more than a third of group income.OCBC's diversified business provides it with multiple profit-making channels - including banking services, insurance services, and wealth management services - which help maintain stable performance during different economic cycles.Although the narrowing of interest margins may bring short-term pressure, the bank's strong capital strength and stable commission income provide it with the impetus for sustainable development.Growth Potential: UOB vs OCBCWhat’s UOB’s edge?The regional expansion of UOB has provided it with natural development space.Citigroup's consumer asset integration initiative in the ASEAN region has enhanced its scale and expanded the coverage of its digital banking business.As interest-based income returns to normal levels, the growth of fee income from wealth and payments will become a key factor.On the other side, OCBC’s edge stems from its diversified platform. The bank's business branches in the Greater China region, combined with its insurance department, have enabled it to explore market opportunities outside the ASEAN region.The total managed assets increased by 11% year-on-year, reaching S$310 billion, indicating that the trend of wealth growth remains strong.","news_type":1,"symbols_score_info":{"O39.SI":1.5,"U11.SI":1.5}},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462426448941704,"gmtCreate":1753915635673,"gmtModify":1753915639626,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Good news.. holding few hundred shares $AMSC at the avg of $10+. Hidden gem.","listText":"Good news.. holding few hundred shares $AMSC at the avg of $10+. Hidden gem.","text":"Good news.. holding few hundred shares $AMSC at the avg of $10+. Hidden gem.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462426448941704","repostId":"1166302742","repostType":2,"repost":{"id":"1166302742","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1753907660,"share":"https://ttm.financial/m/news/1166302742?lang=en_US&edition=fundamental","pubTime":"2025-07-31 04:34","market":"us","language":"en","title":"Stock Track | American Superconductor Soars 5.14% After Hours on Strong Q1 Earnings Beat and Positive Q2 Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1166302742","media":"Stock Track","summary":"American Superconductor (NASDAQ: AMSC) saw its stock price surge 5.14% in after-hours trading on Wednesday, following the release of its impressive first-quarter earnings report and optimistic...","content":"<p>American Superconductor (NASDAQ: AMSC) saw its stock price surge 5.14% in after-hours trading on Wednesday, following the release of its impressive first-quarter earnings report and optimistic second-quarter guidance.</p>\n\n<p>The company reported quarterly earnings of $0.29 per share, significantly outperforming the analyst consensus estimate of $0.12 by 135.77%. This represents a remarkable 262.5% increase from the $0.08 per share earned in the same period last year. Revenue for the quarter came in at $72.358 million, beating the analyst consensus estimate of $64.967 million by 11.38% and marking a 79.59% jump from the $40.290 million reported in the previous year's quarter.</p>\n\n<p>Adding to the positive sentiment, American Superconductor provided an encouraging outlook for the second quarter. The company expects adjusted earnings per share of $0.14 and projects revenue in the range of $65 million to $70 million. This forward-looking guidance suggests continued growth and profitability, likely contributing to investor enthusiasm and the stock's after-hours rally.</p>","source":"ai_movement_en","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>Stock Track | American Superconductor Soars 5.14% After Hours on Strong Q1 Earnings Beat and Positive Q2 Outlook</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\">\nStock Track | American Superconductor Soars 5.14% After Hours on Strong Q1 Earnings Beat and Positive Q2 Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-07-31 04:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>American Superconductor (NASDAQ: AMSC) saw its stock price surge 5.14% in after-hours trading on Wednesday, following the release of its impressive first-quarter earnings report and optimistic second-quarter guidance.</p>\n\n<p>The company reported quarterly earnings of $0.29 per share, significantly outperforming the analyst consensus estimate of $0.12 by 135.77%. This represents a remarkable 262.5% increase from the $0.08 per share earned in the same period last year. Revenue for the quarter came in at $72.358 million, beating the analyst consensus estimate of $64.967 million by 11.38% and marking a 79.59% jump from the $40.290 million reported in the previous year's quarter.</p>\n\n<p>Adding to the positive sentiment, American Superconductor provided an encouraging outlook for the second quarter. The company expects adjusted earnings per share of $0.14 and projects revenue in the range of $65 million to $70 million. This forward-looking guidance suggests continued growth and profitability, likely contributing to investor enthusiasm and the stock's after-hours rally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMSC":"美国超导"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166302742","content_text":"American Superconductor (NASDAQ: AMSC) saw its stock price surge 5.14% in after-hours trading on Wednesday, following the release of its impressive first-quarter earnings report and optimistic second-quarter guidance.\nThe company reported quarterly earnings of $0.29 per share, significantly outperforming the analyst consensus estimate of $0.12 by 135.77%. This represents a remarkable 262.5% increase from the $0.08 per share earned in the same period last year. Revenue for the quarter came in at $72.358 million, beating the analyst consensus estimate of $64.967 million by 11.38% and marking a 79.59% jump from the $40.290 million reported in the previous year's quarter.\nAdding to the positive sentiment, American Superconductor provided an encouraging outlook for the second quarter. The company expects adjusted earnings per share of $0.14 and projects revenue in the range of $65 million to $70 million. This forward-looking guidance suggests continued growth and profitability, likely contributing to investor enthusiasm and the stock's after-hours rally.","news_type":1,"symbols_score_info":{"AMSC":1}},"isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460417892200920,"gmtCreate":1753415403257,"gmtModify":1753415405220,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NikkoAM-STC Asia REIT(CFA.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460417892200920","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410897903764072,"gmtCreate":1741349542302,"gmtModify":1741349554239,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"#1000Days","listText":"#1000Days","text":"#1000Days","images":[{"img":"https://community-static.tradeup.com/news/2d34424cf810c5c7392736b6f279cf44","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410897903764072","isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352504982614144,"gmtCreate":1727079472044,"gmtModify":1727079999025,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"US going overboard to ban all China related things.. Tesla never face any hurdles and running freely in Chinese roads. The way in which US shows its insecurity is appalling.&nbsp;","listText":"US going overboard to ban all China related things.. Tesla never face any hurdles and running freely in Chinese roads. The way in which US shows its insecurity is appalling.&nbsp;","text":"US going overboard to ban all China related things.. Tesla never face any hurdles and running freely in Chinese roads. The way in which US shows its insecurity is appalling.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352504982614144","repostId":"1198478147","repostType":2,"repost":{"id":"1198478147","kind":"news","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":1727079300,"share":"https://ttm.financial/m/news/1198478147?lang=en_US&edition=fundamental","pubTime":"2024-09-23 16:15","market":"us","language":"en","title":"NIO Stock Drops 3% As US to Propose Ban on Chinese Software, Hardware in Connected Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1198478147","media":"Tiger Newspress","summary":"The U.S. Commerce Department is expected on Monday to propose prohibiting Chinese software and hardware in connected and autonomous vehicles on American roads due to national security concerns, two so","content":"<html><head></head><body><p>The U.S. Commerce Department is expected on Monday to propose prohibiting Chinese software and hardware in connected and autonomous vehicles on American roads due to national security concerns, two sources told Reuters.</p><p>NIO shares dropped 2.7% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d56092b2cde0c9dd94e6916b8b607c76\" tg-width=\"879\" tg-height=\"620\"/></p><p>The Biden administration has raised serious concerns about the collection of data by Chinese companies on U.S. drivers and infrastructure as well as the potential foreign manipulation of vehicles connected to the internet and navigation systems.</p><p>The proposed regulation would ban the import and sale of vehicles from China with key communications or automated driving system software or hardware, said the two sources, who declined to be identified because the decision had not been publicly disclosed.</p><p>The move is a significant escalation in the United States&#39; ongoing restrictions on Chinese vehicles, software and components. Last week, the Biden administration locked in steep tariff hikes on Chinese imports, including a 100% duty on electric vehicles as well as new hikes on EV batteries and key minerals.</p><p>NIO&#39;s management revealed production capacity plans for the L60, the first model from sub-brand Onvo, as the model appears to be gaining good initial acceptance.</p><p style=\"text-align: left;\">Onvo L60 capacity is expected to reach 5,000 units in October and 10,000 in December, Nio founder, chairman and CEO William Li said.</p><p style=\"text-align: left;\">By January 2025, the model&#39;s capacity will reach at least 16,000 units and 20,000 units by March, Li said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Drops 3% As US to Propose Ban on Chinese Software, Hardware in Connected Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Drops 3% As US to Propose Ban on Chinese Software, Hardware in Connected Vehicles\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\">2024-09-23 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. Commerce Department is expected on Monday to propose prohibiting Chinese software and hardware in connected and autonomous vehicles on American roads due to national security concerns, two sources told Reuters.</p><p>NIO shares dropped 2.7% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d56092b2cde0c9dd94e6916b8b607c76\" tg-width=\"879\" tg-height=\"620\"/></p><p>The Biden administration has raised serious concerns about the collection of data by Chinese companies on U.S. drivers and infrastructure as well as the potential foreign manipulation of vehicles connected to the internet and navigation systems.</p><p>The proposed regulation would ban the import and sale of vehicles from China with key communications or automated driving system software or hardware, said the two sources, who declined to be identified because the decision had not been publicly disclosed.</p><p>The move is a significant escalation in the United States&#39; ongoing restrictions on Chinese vehicles, software and components. Last week, the Biden administration locked in steep tariff hikes on Chinese imports, including a 100% duty on electric vehicles as well as new hikes on EV batteries and key minerals.</p><p>NIO&#39;s management revealed production capacity plans for the L60, the first model from sub-brand Onvo, as the model appears to be gaining good initial acceptance.</p><p style=\"text-align: left;\">Onvo L60 capacity is expected to reach 5,000 units in October and 10,000 in December, Nio founder, chairman and CEO William Li said.</p><p style=\"text-align: left;\">By January 2025, the model&#39;s capacity will reach at least 16,000 units and 20,000 units by March, Li said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198478147","content_text":"The U.S. Commerce Department is expected on Monday to propose prohibiting Chinese software and hardware in connected and autonomous vehicles on American roads due to national security concerns, two sources told Reuters.NIO shares dropped 2.7% in premarket trading.The Biden administration has raised serious concerns about the collection of data by Chinese companies on U.S. drivers and infrastructure as well as the potential foreign manipulation of vehicles connected to the internet and navigation systems.The proposed regulation would ban the import and sale of vehicles from China with key communications or automated driving system software or hardware, said the two sources, who declined to be identified because the decision had not been publicly disclosed.The move is a significant escalation in the United States' ongoing restrictions on Chinese vehicles, software and components. Last week, the Biden administration locked in steep tariff hikes on Chinese imports, including a 100% duty on electric vehicles as well as new hikes on EV batteries and key minerals.NIO's management revealed production capacity plans for the L60, the first model from sub-brand Onvo, as the model appears to be gaining good initial acceptance.Onvo L60 capacity is expected to reach 5,000 units in October and 10,000 in December, Nio founder, chairman and CEO William Li said.By January 2025, the model's capacity will reach at least 16,000 units and 20,000 units by March, Li said.","news_type":1,"symbols_score_info":{"NIO":1.1}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314277089501224,"gmtCreate":1717759231621,"gmtModify":1717759236643,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Let's see.. holding little over 1K $PLTR. Already up 100%+.. Expecting to grow over 4X in two to three years time.&nbsp;","listText":"Let's see.. holding little over 1K $PLTR. Already up 100%+.. Expecting to grow over 4X in two to three years time.&nbsp;","text":"Let's see.. holding little over 1K $PLTR. Already up 100%+.. Expecting to grow over 4X in two to three years time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314277089501224","repostId":"2441986086","repostType":2,"isVote":1,"tweetType":1,"viewCount":2864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312152681971896,"gmtCreate":1717234919880,"gmtModify":1717234923309,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"NIO official press release says it delivered 20544","listText":"NIO official press release says it delivered 20544","text":"NIO official press release says it delivered 20544","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312152681971896","repostId":"1182939293","repostType":2,"repost":{"id":"1182939293","kind":"news","pubTimestamp":1717234657,"share":"https://ttm.financial/m/news/1182939293?lang=en_US&edition=fundamental","pubTime":"2024-06-01 17:37","market":"sg","language":"en","title":"NIO Delivered 20,544 Vehicles in May, up 233.8% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1182939293","media":"CnEVPost","summary":"NIO Inc.  , a pioneer and a leading company in the premium smart electric vehicle market, today announced its May 2024 delivery results.NIO delivered 20,544 vehicles in May 2024, representing a substantial increase of 233.8% year-over-year. The deliveries consisted of 12,164 premium smart electric SUVs, and 8,380 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 515,811 as of May 31, 2024.","content":"<div>\n<p>Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 ...</p>\n\n<a href=\"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/\">Source Link</a>\n\n</div>\n","source":"cnevpost_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>NIO Delivered 20,544 Vehicles in May, up 233.8% YoY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivered 20,544 Vehicles in May, up 233.8% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-01 17:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 ...</p>\n\n<a href=\"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182939293","content_text":"Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 percent from 6,155 in the same month last year and up 31.52 percent from 15,620 in April, according to data it released today.Nio's SUVs delivered 12,164 vehicles in May, up 37.96 percent from 8,817 in April. Its sedan models delivered 8,380, up 23.18 percent from 6,803 in April.The EV maker currently has eight models on sale -- ES8, ES7, ES6, EC7, EC6, ET7, ET5, ET5 Touring -- of which the first five are SUVs and the last three are sedans. Deliveries of the ET9 sedan, unveiled last December, will begin in the first quarter of 2025.In January-May, Nio delivered 66,217 vehicles, up 50.99 percent year-on-year, CnEVPost's calculations show.Its SUV model delivered 38,790 vehicles in January-May, up 166.8 percent year-on-year, contributing 58.58 percent of total deliveries.Sedan models delivered 27,427 vehicles in January-May, down 6.44 percent year-on-year, contributing 41.42 percent of total deliveries.At the end of May, Nio's cumulative deliveries since inception stood at 515,811 vehicles.","news_type":1,"symbols_score_info":{"NIO.SI":1.1,"09866":1.1,"NIO":1.1}},"isVote":1,"tweetType":1,"viewCount":3662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302645384159272,"gmtCreate":1714907547722,"gmtModify":1714907551649,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"I know even after staggering delivery numbers these pundits may come up with something negative about $NIO&nbsp;","listText":"I know even after staggering delivery numbers these pundits may come up with something negative about $NIO&nbsp;","text":"I know even after staggering delivery numbers these pundits may come up with something negative about $NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302645384159272","repostId":"2432792199","repostType":2,"repost":{"id":"2432792199","kind":"highlight","pubTimestamp":1714907013,"share":"https://ttm.financial/m/news/2432792199?lang=en_US&edition=fundamental","pubTime":"2024-05-05 19:03","market":"us","language":"en","title":"NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2432792199","media":"InvestorPlace","summary":"The Chinese EV sector has been ravaged over the past year, and NIO stock hasn't been immune to this drawdown, but there are catalysts here.","content":"<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4211":"区域性银行","NIO":"蔚来","BK4509":"腾讯概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓"},"source_url":"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432792199","content_text":"Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.Despite obstacles, a bullish thesis is forming for these names.Source: Robert Way / Shutterstock.comNio stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.Excellent Delivery GrowthNio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the S&P 500 and Nasdaq.Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.Ongoing Trials on Solid-State BatteriesAside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.Be Careful with NIO Stock Right NowNio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.","news_type":1,"symbols_score_info":{"NIO":1,"NIO.SI":0.6,"09866":0.6}},"isVote":1,"tweetType":1,"viewCount":2685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281263046426808,"gmtCreate":1709692285266,"gmtModify":1709692289169,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"I've both DBS and UOB...&nbsp;","listText":"I've both DBS and UOB...&nbsp;","text":"I've both DBS and UOB...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281263046426808","repostId":"2417471039","repostType":2,"repost":{"id":"2417471039","kind":"highlight","pubTimestamp":1709689859,"share":"https://ttm.financial/m/news/2417471039?lang=en_US&edition=fundamental","pubTime":"2024-03-06 09:50","market":"sg","language":"en","title":"DBS, UOB and OCBC: Which of These 3 Banks Should You Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417471039","media":"The Smart Investor","summary":"We compare the three banks to see which makes the best investment choice.","content":"<div>\n<p>The earnings season is officially over.Some of the best results this season were delivered by the trio of local banks as they saw their top and bottom lines surge in tandem with rising global interest...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-buy/\">Source Link</a>\n\n</div>\n","source":"thesmartinvestor_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>DBS, UOB and OCBC: Which of These 3 Banks Should You Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDBS, UOB and OCBC: Which of These 3 Banks Should You Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The earnings season is officially over.Some of the best results this season were delivered by the trio of local banks as they saw their top and bottom lines surge in tandem with rising global interest...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","D05.SI":"星展集团控股","O39.SI":"华侨银行","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","DBS":"Invesco DB Silver Fund","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6516":"银行与投资服务概念","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","NIM":"纽文精选市政基金","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU0557290698.USD":"施罗德环球可持续增长基金","CIR":"Circor国际","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","U11.SI":"大华银行","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","ROE":"ASTORIA US QUALITY KINGS ETF","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A"},"source_url":"https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417471039","content_text":"The earnings season is officially over.Some of the best results this season were delivered by the trio of local banks as they saw their top and bottom lines surge in tandem with rising global interest rates.Singapore’s largest bank, DBS Group (SGX: D05), pulled off an impressive performance with its 2023 net profit passing the S$10 billion mark for the first time.The other two blue-chip banks also fared well.United Overseas Bank Ltd (SGX: U11), or UOB, reported a record high net profit while OCBC Ltd (SGX: O39) saw its net profit hit S$7 billion for the first time.With all three banks reporting record results, which should you pick for your portfolio?Financial performanceFirst, we look at each bank’s financial performance.DBS Group takes the cake with a 22.3% year-on-year jump in total income, the highest among the three banks.However, when it comes to net profit, OCBC recorded the highest year-on-year jump at 27.1%.OCBC also registered a 28.5% year-on-year growth in operating profit before allowances.Winner: OCBCNIMs and loan growthMoving on to each bank’s loan book and net interest margin (NIM), we find that loan growth remains tepid for all three banks.DBS and OCBC both registered just a small 0.4% year on year increase in loans while UOB did slightly better at 0.5% year on year.Surging interest rates helped to boost all the banks’ NIMs for 2023, with DBS seeing the sharpest rise of 0.4 percentage points from 1.75% in 2022 to 2.15% in 2023.However, DBS’s NIM for the fourth quarter of 2023 (4Q 2023) was a tad lower than the 3Q 2023’s 2.19%.UOB’s NIM was also slightly lower quarter-on-quarter at 2.02% for 4Q 2023.Only OCBC managed to register a quarter-on-quarter NIM increase, ending at 2.29% for 4Q 2023 and 2.28% for the year.OCBC’s 2023 NIM was also the highest among the three banks.Winner: OCBCCost-to-income ratioNext, we look at each bank’s cost-to-income ratio (CIR).CIR is calculated as the expenses of the bank divided by its total income, so a lower CIR indicates that a bank’s operations are more efficient.All three banks saw their CIR decline year on year as total income rose faster than expenses.However, the final quarter of the year will typically see higher CIR as the bank makes provision for bonuses for their staff.OCBC has the lowest CIR among the three banks for both 4Q 2023 and the full year, making it the clear winner here.Winner: OCBC Return on equity (ROE)Next, we look at the all-important return on equity (ROE) metric.Return on equity measures the net profit generated per dollar of equity of the company and is a measure of profitability per dollar of capital.DBS not only had the highest ROE among the trio of banks at 18% but also saw the largest year-on-year increase at three percentage points.Winner: DBS GroupNon-performing loans (NPL) ratioThe non-performing loans ratio (NPL ratio) looks at the proportion of loans within a bank’s loan book that are non-performing (i.e. cannot be serviced by borrowers).Once again, OCBC holds the crown for having the lowest NPL ratio.It also enjoyed the biggest improvement in its NPL ratio over the year with a 0.2 percentage point reduction.Winner: OCBCDividend yieldIncome investors will love this next characteristic – the dividend yield for each bank.The good news is that all three banks raised their year-on-year dividends in tandem with their robust financial results.Of the three, OCBC has the highest trailing 12-month dividend yield of 6.3%.However, investors should note that DBS raised its quarterly dividend to S$0.54 from 4Q 2023 onwards.On a projected 2024 dividend of S$2.16, DBS provides a forward dividend yield of 6.4%.In addition, DBS also declared a 1-for-10 bonus issue of shares with the new shares being entitled to the increased dividend.When adjusted for this bonus issue, DBS’s dividend yield rises to 7.1%Winner: DBS GroupValuationFinally, we look at each bank’s valuation to determine if their shares are cheap, or expensive.Of the three, UOB has the lowest price-to-book ratio at 1.08 times, which was a tad lower than 1.1 times back in November 2023.OCBC’s valuation has also come down slightly from 1.14 times price-to-book to just 1.1 times.Only DBS sports the same valuation as it did back in November at 1.45 times price-to-book.Winner: UOBGet Smart: OCBC is the winnerTallying up all the attributes makes OCBC the clear winner.However, income investors may wish to own DBS which sports the highest dividend yield.You also need to look at each bank’s plans and prospects to decide which bank fits best in your investment portfolio.","news_type":1,"symbols_score_info":{"NIM":1,"DBS":1,"CIR":1,"D05.SI":1,"U11.SI":1,"ROE":1,"O39.SI":1}},"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253114128748824,"gmtCreate":1702806140957,"gmtModify":1702806146122,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Until last week you guys are bashing $NIO with back to back articles... Only people stay firm with $NIO are it's retail investors.. We know time will come and $NIO will take off properly.. The time has come now.&nbsp;","listText":"Until last week you guys are bashing $NIO with back to back articles... Only people stay firm with $NIO are it's retail investors.. We know time will come and $NIO will take off properly.. The time has come now.&nbsp;","text":"Until last week you guys are bashing $NIO with back to back articles... Only people stay firm with $NIO are it's retail investors.. We know time will come and $NIO will take off properly.. The time has come now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253114128748824","repostId":"2392514673","repostType":2,"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":243315971502144,"gmtCreate":1700440331755,"gmtModify":1700440336130,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Both.. I almost invested equally in both stocks.&nbsp;","listText":"Both.. I almost invested equally in both stocks.&nbsp;","text":"Both.. I almost invested equally in both stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243315971502144","repostId":"2384376916","repostType":2,"repost":{"id":"2384376916","kind":"highlight","pubTimestamp":1700440200,"share":"https://ttm.financial/m/news/2384376916?lang=en_US&edition=fundamental","pubTime":"2023-11-20 08:30","market":"us","language":"en","title":"Amazon vs. Alphabet: Which Tech Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2384376916","media":"Motley Fool","summary":"These tech behemoths are flourishing, making it a challenge to choose between them. But some factors tip the scale to one of them.","content":"<div>\n<p>KEY POINTSBoth companies offer reasons for investment, including leadership in their respective industries.Amazon's use of AI and a growing advertising business contributed to 13% year-over-year Q3 ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon vs. Alphabet: Which Tech Stock Is a Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nAmazon vs. Alphabet: Which Tech Stock Is a Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBoth companies offer reasons for investment, including leadership in their respective industries.Amazon's use of AI and a growing advertising business contributed to 13% year-over-year Q3 ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","GOOG":"谷歌","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","BK4559":"巴菲特持仓","BK4538":"云计算","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","GOOGL":"谷歌A","BK4579":"人工智能","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4507":"流媒体概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","AMZN":"亚马逊","BK4551":"寇图资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4554":"元宇宙及AR概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0444971666.USD":"天利全球科技基金","BK4553":"喜马拉雅资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0079474960.USD":"联博美国增长基金A","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384376916","content_text":"KEY POINTSBoth companies offer reasons for investment, including leadership in their respective industries.Amazon's use of AI and a growing advertising business contributed to 13% year-over-year Q3 sales growth.Alphabet’s Q3 revenue rose 11% year over year as its advertising and cloud computing businesses continued to grow.An investment in tech giants Amazon and Alphabet is appealing given their leadership positions in the massive markets of e-commerce and digital advertising, respectively.In addition, both are applying the power of artificial intelligence (AI) across many areas of their businesses, boosting efficiency in their operations and improving products for customers. For instance, AI assists Alphabet's YouTube in processing the more than 500 hours of videos it receives every minute.Ideally, you can invest in both companies. But if you could choose only one, which would it be? Here's an assessment of each to help you decide.Reasons to buy Amazon sharesOne reason to invest in Amazon is its dominance of the e-commerce industry. The company retains a gargantuan 38% share of the market. The next closest competitor, Walmart, holds a 6% share.The company's third-quarter earnings report reflected its e-commerce strength. Online sales grew to $57.3 billion from $53.5 billion in the prior year. Amazon's cadre of Q3 businesses selling on its site added another $34.3 billion in Q3 sales, a 20% year-over-year jump.But e-commerce isn't the only revenue contributor. The company's Amazon Web Services (AWS) platform, the leading cloud computing solution in the world, chipped in Q3 sales of $23.1 billion, a 12% year-over-year increase. Amazon also possesses an advertising business, which contributed another $12.1 billion in Q3 revenue, up from $9.5 billion in 2022.Growth in these divisions helped bring Amazon's total Q3 revenue to $143.1 billion, a 13% year-over-year increase. Contributing to Amazon's success is its application of AI across many parts of its business.AI is used in digital assistant Alexa and to provide consumers with product recommendations. AI manages a legion of robots working in Amazon's warehouses, constantly processing freight to provide customers with fast shipping. AWS even enables customers to tap into Amazon's AI capabilities to use in their own businesses.The case for AlphabetAlphabet is an attractive investment for several reasons. It owns a commanding 27% share of the digital advertising industry in 2023, enabling it to grow Q3 ad revenue to $59.6 billion from 2022's $54.5 billion.But Alphabet also possesses leadership positions in other areas as well. YouTube is the biggest online video platform on the planet. As a result, YouTube brought in $8 billion in Q3 advertising revenue, a 12% jump over 2022's $7.1 billion. Now, Alphabet is working to build up YouTube's subscription revenue by adding popular content such as broadcasting NFL games.Alphabet is also successfully growing a cloud computing business, Google Cloud, which saw Q3 revenue reach $8.4 billion from the prior year's $6.9 billion. Google Cloud is now the third largest cloud computing provider in the world.The success of Alphabet's products helped it produce $76.7 billion in Q3 revenue, an 11% year-over-year increase. Its use of AI contributed to the company's growth. Alphabet uses AI to assist advertisers in creating and managing ads. And like AWS, Google Cloud enables businesses to adopt Alphabet's AI models in their own operations.Deciding between Amazon and Alphabet stockGiven the success of Amazon and Alphabet's businesses, it's ideal to own shares of both companies. But it's worth noting the federal government is suing each for antitrust violations.Amazon's case could take years to resolve. Alphabet's antitrust trial, however, is set to conclude in a few weeks. If the company is victorious, its share price might increase, while the opposite could happen with a loss. So for investors who are more risk averse, you may want hold off on an Alphabet investment until after a verdict is announced.Yet the government's antitrust lawsuits haven't stopped the share price of both companies from going up in the first half of November. So if you could only invest in one of these tech titans, Alphabet is the better buy.Alphabet doesn't have the overhead of Amazon, which must maintain warehouses and products, and deal with customer returns and shipping costs. In fact, through three quarters in 2022, Amazon suffered a net loss of $3 billion. This year, after cutting costs, Amazon's net income through three quarters was $19.8 billion. Contrast this with Alphabet's net income of $53.1 billion over three quarters in 2023.Another factor is the difference between Amazon and Alphabet's free cash flow (FCF), an indicator of a company's ability to invest in its business, or enhance shareholder value through share repurchases. Alphabet generated $78 billion in FCF over the trailing 12 months, compared to Amazon's $21.4 billion over the same period.Alphabet's far greater FCF generation gives the company plenty of cash to improve its business, including its AI investments. Considering these factors, Alphabet gains the edge as the better investment.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240706348707872,"gmtCreate":1699785148259,"gmtModify":1699785153710,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Have two out of three stocks&nbsp;","listText":"Have two out of three stocks&nbsp;","text":"Have two out of three stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240706348707872","repostId":"2382473971","repostType":2,"repost":{"id":"2382473971","kind":"highlight","pubTimestamp":1699758241,"share":"https://ttm.financial/m/news/2382473971?lang=en_US&edition=fundamental","pubTime":"2023-11-12 11:04","market":"us","language":"en","title":"3 Top AI Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2382473971","media":"Motley Fool","summary":"These companies have carved out powerful positions in AI, and are excellent ways to back the budding industry.","content":"<div>\n<p>What a difference a year makes. While fears of an economic downturn triggered a dramatic sell-off in tech stocks in 2022, the artificial intelligence (AI) boom has reignited investor optimism in 2023....</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/10/3-top-artificial-intelligence-ai-stocks-to-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top AI Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top AI Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-12 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/10/3-top-artificial-intelligence-ai-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a difference a year makes. While fears of an economic downturn triggered a dramatic sell-off in tech stocks in 2022, the artificial intelligence (AI) boom has reignited investor optimism in 2023....</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/10/3-top-artificial-intelligence-ai-stocks-to-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/11/10/3-top-artificial-intelligence-ai-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382473971","content_text":"What a difference a year makes. While fears of an economic downturn triggered a dramatic sell-off in tech stocks in 2022, the artificial intelligence (AI) boom has reignited investor optimism in 2023. Countless tech companies' stocks have surged this year, with their gains primarily driven by their prospects in AI.The launch of OpenAI's ChatGPT late last year highlighted how far the technology had come, with the potential to advance numerous industries, from consumer products to healthcare, manufacturing, education, and more. According to Grand View Research, the AI market hit $137 billion in 2022 and is projected to expand at a compound annual rate of 37% through 2030.Even as many companies have pivoted their businesses to AI development this year, the sector still has much to offer new investors. As the proverb goes, \"The best time to plant a tree was 20 years ago. The second-best time is now.\" It's not too late to profit substantially from this budding market, and there's no time like the present.So, here are three top artificial intelligence stocks to buy right now.1. Advanced Micro DevicesThe debut of ChatGPT sent Nvidia shares skyrocketing thanks to its lucrative role as primary supplier of the chips that allow the platform to operate. However, its success also highlighted how far behind Advanced Micro Devices had fallen in AI. As a result, AMD has doubled down on its AI expansion in 2023, making various acquisitions and developing the technology needed to challenge Nvidia's dominance next year.The company will begin shipping what it calls its most powerful graphics process unit (GPU) ever in 2024, a chip meant to compete directly with Nvidia's offerings. AMD has big hopes for the new chip as the market is in desperate need of competition. AI-minded companies have been calling for alternatives to Nvidia's chips for months as more options and supply should reduce the cost of AI chips.In AMD's third-quarter earnings call on Oct. 31, CEO Lisa Su said that the company expects to hit about $400 million in data center GPU revenue in Q4. However, it projects that figure will exceed $2 billion in 2024 as its AI chip sales soar.AMD has massive potential in AI over the long term, and its stock is a compelling option ahead of the company's AI chip launch.2. MicrosoftMicrosoft has emerged as one of the most exciting AI companies this year, and offers arguably the most earnings potential in the industry over the long term. It was an early investor in AI, sinking $1 billion into OpenAI in 2019. Microsoft has since increased that figure by $10 billion, taking a 49% stake in the start-up.OpenAI's technology, paired with potent Microsoft brands such as Office and Azure, could be a winning combination that presents endless earning opportunities. As businesses and consumers increasingly look for ways to boost efficiency with the help of AI, Microsoft could become a go-to provider as it continues to add AI tools across its popular product lineup.The tech giant is already seeing promising growth thanks to AI. In its fiscal 2024 first quarter, which ended in September, Microsoft's revenue increased by 13% year over year, exceeding Wall Street forecasts by close to $2 billion. That rise came alongside a 13% bump in productivity revenue and a 19% increase in cloud sales.Microsoft is gradually making moves to monetize its AI expansion and has solid prospects with the millions of users its services attract and access to OpenAI's AI models.3. AmazonLike AMD, Amazon started the year on the back foot. In its case, the challenge was the head start that Microsoft had in AI. However, it has used its vast financial resources and dominance in cloud computing to carve out a powerful position in the AI space.Amazon owns the world's biggest cloud infrastructure platform with Amazon Web Services (AWS), serving prominent clientele such as Meta Platforms, Sony, and Netflix. Meanwhile, it is rapidly expanding its AI cloud services, adding a range of new tools this year to meet the growing demand for such features.In addition to AI potential in the cloud market, Amazon's research in the industry will likely offer a boost to its e-commerce business. The company has used AI tools for years for tasks such as tracking shopping trends, recommending products to customers, and improving shipping logistics. Amazon's developing AI tech will likely help the company retain its dominance in online retail and profit from the sector's long-term growth.Amazon is on a promising growth trajectory, outperforming analysts' revenue estimates by more than $1.5 billion in Q3 as sales rose 13% year over year. That growth was primarily provided by the company's North American and international segments, which posted revenue increases of 11% and 16%, respectively. Alongside an expanding venture into AI, the company could be unstoppable in the coming years, and you won't want to miss out.","news_type":1,"symbols_score_info":{"AMD":0.9,"MSFT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233805838975208,"gmtCreate":1698110583210,"gmtModify":1698111944878,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/1cc05369f8cb014e2de07edf45940217","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233805838975208","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":233644924989680,"gmtCreate":1698052569959,"gmtModify":1698052574341,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Both not.. my pick is UOB.&nbsp;","listText":"Both not.. my pick is UOB.&nbsp;","text":"Both not.. my pick is UOB.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233644924989680","repostId":"2377755051","repostType":2,"repost":{"id":"2377755051","kind":"highlight","pubTimestamp":1698051244,"share":"https://ttm.financial/m/news/2377755051?lang=en_US&edition=fundamental","pubTime":"2023-10-23 16:54","market":"sg","language":"en","title":"DBS Vs OCBC: Which Bank Will Perform Better in 3Q23?","url":"https://stock-news.laohu8.com/highlight/detail?id=2377755051","media":"Sbr.com","summary":"\nBoth banks are expected to post year-on-year growths during the quarter.\n","content":"<div>\n<p>Both banks are expected to post year-on-year growths during the quarter.\nMajor banks, DBS and OCBC are expected to deliver better earnings in 3Q23, powered by healthy YoY growth in net interest income...</p>\n\n<a href=\"https://sbr.com.sg/financial-services/news/dbs-vs-ocbc-which-bank-will-perform-better-in-3q23\">Source Link</a>\n\n</div>\n","source":"sgbusiess_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>DBS Vs OCBC: Which Bank Will Perform Better in 3Q23?</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\">\nDBS Vs OCBC: Which Bank Will Perform Better in 3Q23?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-23 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/financial-services/news/dbs-vs-ocbc-which-bank-will-perform-better-in-3q23><strong>Sbr.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Both banks are expected to post year-on-year growths during the quarter.\nMajor banks, DBS and OCBC are expected to deliver better earnings in 3Q23, powered by healthy YoY growth in net interest income...</p>\n\n<a href=\"https://sbr.com.sg/financial-services/news/dbs-vs-ocbc-which-bank-will-perform-better-in-3q23\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","D05.SI":"星展集团控股","O39.SI":"华侨银行"},"source_url":"https://sbr.com.sg/financial-services/news/dbs-vs-ocbc-which-bank-will-perform-better-in-3q23","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377755051","content_text":"Both banks are expected to post year-on-year growths during the quarter.\nMajor banks, DBS and OCBC are expected to deliver better earnings in 3Q23, powered by healthy YoY growth in net interest income, modest QoQ recovery in wealth management and disciplined cost containment.\nComparing the two banks, DBS is likely to post a higher net profit of $2.5b in 3Q23. The expected profit translates to a 13% YoY increase, but a 4% QoQ drop.\n“The sequential uptick in net interest margin (NIM) and fees was offset by credit costs normalising higher,” UOB Kay Hian said.\nOCBC, on the other hand, is likely to record a 7% YoY and 1% QoQ growth in its net profit. UOB Kay Hian predicts the bank to record a net profit of $1.7b in 3Q23.\n“On a YoY basis, healthy growth in net interest income was partially offset by lower contribution from insurance and higher credit costs,” UOB Kay Hian.\nLooking at the resiliency of the bank’s net interest margin (NIM), UOB Kay Hian expects a muted loan growth of 0.2% QoQ in 3Q23 for DBS due to “weakness in non-trade corporate loans.”\n“NIM expansion was moderated by the outflow of Current Account and Savings Account (CASA) in Singapore and moderation of  Hong Kong Interbank Offered Rate (HIBOR) in Hong Kong during August and September,” UOB Kay Hian said.\nUOB Kay Hian also expects a muted loan growth of 0.2% QoQ in 3Q23 for OCBC  “as corporate customers are cautious on business expansion and trade loans remain weak.”\n“We expect NIM to expand by 20bp YoY but remain flat QoQ at 2.26%. Compounded Singapore Overnight Rate Average (SORA) 3M inched marginally higher by 7bp to 3.71% in 3Q23 despite a 25bp hike in the Fed funds rate to 5.25% in July 2023,” UOB Kay Hian said.\nIn terms of asset quality, UOB Kay Hian said DBS’s remains benign, whilst OCBC’s remains stable.\nCommenting on DBS, UOB Kay Hian said: “We expect non-performing loans (NPL) formation to remain benign and NPL ratio to be stable at 1.1%. DBS has accumulated ample management overlay for general provisions of S$2.1b set aside previously during the COVID-19 pandemic. We expect total provisions of $180m and credit cost of 17bp in 3Q23.”\nOn OCBC, UOB Kay Hian said: “We expect the NPL ratio to be stable at 1.1%. OCBC is expected to review its macroeconomic variable (MEV) model for general provisions due to heightened geopolitical tensions caused by conflict in the Middle East. We have factored in credit costs of 25bp in 3Q23, which is higher than management’s guidance of 15-20bp for 2023.”","news_type":1,"symbols_score_info":{"O39.SI":1,"U11.SI":0.9,"D05.SI":1}},"isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233590263660808,"gmtCreate":1698039093023,"gmtModify":1698039096323,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233590263660808","repostId":"233087375536192","repostType":1,"repost":{"id":233087375536192,"gmtCreate":1697934672950,"gmtModify":1697934676651,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$&nbsp;</a> Sold off all these CEI stock at 0.5699 - will it taper down a bit and move back up? Volatile and market uncertainties so threading cautiously","listText":"<a href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$&nbsp;</a> Sold off all these CEI stock at 0.5699 - will it taper down a bit and move back up? Volatile and market uncertainties so threading cautiously","text":"$Camber Energy(CEI)$ Sold off all these CEI stock at 0.5699 - will it taper down a bit and move back up? Volatile and market uncertainties so threading cautiously","images":[{"img":"https://community-static.tradeup.com/news/3d7d424636d12cd9907a81fe54a52d0b","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233087375536192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233590240550912,"gmtCreate":1698039071966,"gmtModify":1698039075200,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117957040918852","authorIdStr":"4117957040918852"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233590240550912","repostId":"232965411598624","repostType":1,"repost":{"id":232965411598624,"gmtCreate":1697905027895,"gmtModify":1697905037267,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105602698459250","authorIdStr":"4105602698459250"},"themes":[],"title":"Analysis of TSMC's Q3 2023 Performance and Future Outlook","htmlText":"Good morning 🐯&nbsp;community Introduction: In this analysis, we delve into TSMC's (Taiwan Semiconductor Manufacturing Company) Q3 2023 performance report, which was released on October 19, just before the U.S. stock market opened. TSMC is the world's largest semiconductor foundry and a crucial player in the global tech industry. The report reveals some critical insights into TSMC's performance, industry trends, and potential challenges. I. Financial Analysis: Exceeding Expectations - TSMC reported Q3 2023 revenue of 546.73 billion New Taiwan Dollars, a 10.8% decrease year-over-year, but it exceeded expectations. Notably, the quarter saw a significant 13.7% increase in revenue compared to the previous quarter, breaking a trend of three consecutive quarters of revenue decline. - The breakdo","listText":"Good morning 🐯&nbsp;community Introduction: In this analysis, we delve into TSMC's (Taiwan Semiconductor Manufacturing Company) Q3 2023 performance report, which was released on October 19, just before the U.S. stock market opened. TSMC is the world's largest semiconductor foundry and a crucial player in the global tech industry. The report reveals some critical insights into TSMC's performance, industry trends, and potential challenges. I. Financial Analysis: Exceeding Expectations - TSMC reported Q3 2023 revenue of 546.73 billion New Taiwan Dollars, a 10.8% decrease year-over-year, but it exceeded expectations. Notably, the quarter saw a significant 13.7% increase in revenue compared to the previous quarter, breaking a trend of three consecutive quarters of revenue decline. - The breakdo","text":"Good morning 🐯 community Introduction: In this analysis, we delve into TSMC's (Taiwan Semiconductor Manufacturing Company) Q3 2023 performance report, which was released on October 19, just before the U.S. stock market opened. TSMC is the world's largest semiconductor foundry and a crucial player in the global tech industry. The report reveals some critical insights into TSMC's performance, industry trends, and potential challenges. I. Financial Analysis: Exceeding Expectations - TSMC reported Q3 2023 revenue of 546.73 billion New Taiwan Dollars, a 10.8% decrease year-over-year, but it exceeded expectations. Notably, the quarter saw a significant 13.7% increase in revenue compared to the previous quarter, breaking a trend of three consecutive quarters of revenue decline. - The breakdo","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232965411598624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9077344854,"gmtCreate":1658459564778,"gmtModify":1676536163054,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>This one not even moving half a cent. If it move +2cents, I want to sell it :)&nbsp;","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>This one not even moving half a cent. If it move +2cents, I want to sell it :)&nbsp;","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$This one not even moving half a cent. If it move +2cents, I want to sell it :)","images":[{"img":"https://community-static.tradeup.com/news/1568349c3247f6374dc76c60a71c7ee1","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":47,"commentSize":16,"repostSize":1,"link":"https://ttm.financial/post/9077344854","isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Beauty of Sgp stocks they don't fall much during volatile times. Neither do they rise much during Bull run... Hee hee","text":"Beauty of Sgp stocks they don't fall much during volatile times. Neither do they rise much during Bull run... Hee hee","html":"Beauty of Sgp stocks they don't fall much during volatile times. Neither do they rise much during Bull run... Hee hee"},{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"content":"Hope it moves soon! Please help to like my posts too 🤓","text":"Hope it moves soon! Please help to like my posts too 🤓","html":"Hope it moves soon! Please help to like my posts too 🤓"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530723381694792,"gmtCreate":1770592797419,"gmtModify":1770592801705,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"title":"","htmlText":"Bad news in the morning... Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.","listText":"Bad news in the morning... Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.","text":"Bad news in the morning... Let's how the market reacts when it opens. If it goes down lot then its a buying opportunity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530723381694792","repostId":"2610503341","repostType":2,"repost":{"id":"2610503341","kind":"highlight","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1770592500,"share":"https://ttm.financial/m/news/2610503341?lang=en_US&edition=fundamental","pubTime":"2026-02-09 07:15","market":"sg","language":"en","title":"Singapore Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2610503341","media":"Reuters","summary":"DBS posted fourth-quarter net profit on Monday that was down 10% over the same period a year earlier, mainly due to lower net interest margin.","content":"<html><head></head><body><p>SINGAPORE, Feb 9 (Reuters) - Singapore&#39;s biggest bank <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> on Monday maintained expectation that net profit this year will dip slightly from 2025&#39;s, after posting a 10% drop in fourth-quarter earnings that was weighed down by a lower net interest margin.</p><p>DBS, which is also Southeast Asia&#39;s largest bank by assets, said October-December net profit dropped to S$2.26 billion ($1.78 billion) from S$2.52 billion a year earlier.</p><p>That missed the mean estimate of nearly S$2.55 billion from two analysts, according to LSEG data.</p><p>For the period, overall group net interest margin, a key profitability gauge, stood at 1.93% as compared to 2.15% the previous year, with net interest income impacted by lower domestic rates. Return on equity declined to 13.5% from 15.8% a year ago.</p><p>The lender&#39;s wealth segment&#39;s assets under management meanwhile grew 19% in constant-currency terms to a new high of S$488 billion in the fourth quarter.</p><p>In slides accompanying the results, CEO Tan Su Shan said group net interest income in 2026 is expected to be &#34;slightly below 2025 levels&#34;, assuming a Singapore overnight rate average (SORA) of around 1.25%, two Federal Reserve rate cuts and a stronger Singapore dollar.</p><p>Net profit for the year is similarly expected to come in lower than in 2025, Tan added.</p><p>According to the bank&#39;s financial statement, provisions for bad loans jumped 81% to S$415 million in the fourth quarter, mainly due to real-estate exposure, while DBS wrote back S$206 million in general allowances, including amounts previously set aside for that exposure.</p><p>The bank declared an ordinary dividend of S$0.66 per share and a capital return dividend of S$0.15 per share for the fourth quarter.</p><p>DBS is the first Singapore lender to start this earnings season. Smaller peers <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a> and <a href=\"https://laohu8.com/S/O39.SI\">Oversea-Chinese Banking Corp</a> are due to announce their results on February 24 and 25, respectively.</p><p>($1 = 1.2707 Singapore dollars)</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 Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026</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 Bank DBS Q4 Net Profit Misses Forecasts, Flags Rate Headwinds in 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-09 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Feb 9 (Reuters) - Singapore&#39;s biggest bank <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> on Monday maintained expectation that net profit this year will dip slightly from 2025&#39;s, after posting a 10% drop in fourth-quarter earnings that was weighed down by a lower net interest margin.</p><p>DBS, which is also Southeast Asia&#39;s largest bank by assets, said October-December net profit dropped to S$2.26 billion ($1.78 billion) from S$2.52 billion a year earlier.</p><p>That missed the mean estimate of nearly S$2.55 billion from two analysts, according to LSEG data.</p><p>For the period, overall group net interest margin, a key profitability gauge, stood at 1.93% as compared to 2.15% the previous year, with net interest income impacted by lower domestic rates. Return on equity declined to 13.5% from 15.8% a year ago.</p><p>The lender&#39;s wealth segment&#39;s assets under management meanwhile grew 19% in constant-currency terms to a new high of S$488 billion in the fourth quarter.</p><p>In slides accompanying the results, CEO Tan Su Shan said group net interest income in 2026 is expected to be &#34;slightly below 2025 levels&#34;, assuming a Singapore overnight rate average (SORA) of around 1.25%, two Federal Reserve rate cuts and a stronger Singapore dollar.</p><p>Net profit for the year is similarly expected to come in lower than in 2025, Tan added.</p><p>According to the bank&#39;s financial statement, provisions for bad loans jumped 81% to S$415 million in the fourth quarter, mainly due to real-estate exposure, while DBS wrote back S$206 million in general allowances, including amounts previously set aside for that exposure.</p><p>The bank declared an ordinary dividend of S$0.66 per share and a capital return dividend of S$0.15 per share for the fourth quarter.</p><p>DBS is the first Singapore lender to start this earnings season. Smaller peers <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a> and <a href=\"https://laohu8.com/S/O39.SI\">Oversea-Chinese Banking Corp</a> are due to announce their results on February 24 and 25, respectively.</p><p>($1 = 1.2707 Singapore dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6112":"综合性银行","LU0557290698.USD":"施罗德环球可持续增长基金","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0048597586.USD":"富达亚洲焦点A","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - 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ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260208:nPLXB68EF2:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610503341","content_text":"SINGAPORE, Feb 9 (Reuters) - Singapore's biggest bank DBS Group on Monday maintained expectation that net profit this year will dip slightly from 2025's, after posting a 10% drop in fourth-quarter earnings that was weighed down by a lower net interest margin.DBS, which is also Southeast Asia's largest bank by assets, said October-December net profit dropped to S$2.26 billion ($1.78 billion) from S$2.52 billion a year earlier.That missed the mean estimate of nearly S$2.55 billion from two analysts, according to LSEG data.For the period, overall group net interest margin, a key profitability gauge, stood at 1.93% as compared to 2.15% the previous year, with net interest income impacted by lower domestic rates. Return on equity declined to 13.5% from 15.8% a year ago.The lender's wealth segment's assets under management meanwhile grew 19% in constant-currency terms to a new high of S$488 billion in the fourth quarter.In slides accompanying the results, CEO Tan Su Shan said group net interest income in 2026 is expected to be \"slightly below 2025 levels\", assuming a Singapore overnight rate average (SORA) of around 1.25%, two Federal Reserve rate cuts and a stronger Singapore dollar.Net profit for the year is similarly expected to come in lower than in 2025, Tan added.According to the bank's financial statement, provisions for bad loans jumped 81% to S$415 million in the fourth quarter, mainly due to real-estate exposure, while DBS wrote back S$206 million in general allowances, including amounts previously set aside for that exposure.The bank declared an ordinary dividend of S$0.66 per share and a capital return dividend of S$0.15 per share for the fourth quarter.DBS is the first Singapore lender to start this earnings season. Smaller peers United Overseas Bank and Oversea-Chinese Banking Corp are due to announce their results on February 24 and 25, respectively.($1 = 1.2707 Singapore dollars)","news_type":1,"symbols_score_info":{"D05.SI":1.96}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226892876529672,"gmtCreate":1696472377823,"gmtModify":1696472382566,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"I guess this is 100th negative story by SeekingAlpha against NIO.. They never wrote anything good about NIO. You guys are keep on sharing it. IMHO NIO making some of the finest EVs in the market. Soon they willl come out of thier shortcomings. NIO is a longtime bet.&nbsp;","listText":"I guess this is 100th negative story by SeekingAlpha against NIO.. They never wrote anything good about NIO. You guys are keep on sharing it. IMHO NIO making some of the finest EVs in the market. Soon they willl come out of thier shortcomings. NIO is a longtime bet.&nbsp;","text":"I guess this is 100th negative story by SeekingAlpha against NIO.. They never wrote anything good about NIO. You guys are keep on sharing it. IMHO NIO making some of the finest EVs in the market. Soon they willl come out of thier shortcomings. NIO is a longtime bet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/226892876529672","repostId":"2372805389","repostType":2,"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097900715273400","authorId":"4097900715273400","name":"Yonhuat","avatar":"https://static.tigerbbs.com/a4ab9f0ed4305d88e3767c39675cedf3","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4097900715273400","idStr":"4097900715273400"},"content":"Second this. Seekingalpha has some agenda against nio. Paid basher, nothing comes out good from them.","text":"Second this. Seekingalpha has some agenda against nio. Paid basher, nothing comes out good from them.","html":"Second this. Seekingalpha has some agenda against nio. Paid basher, nothing comes out good from them."},{"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"Jalopy88","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3584079457608282","idStr":"3584079457608282"},"content":"Third this. Hope the shorts get burn 🤭","text":"Third this. Hope the shorts get burn 🤭","html":"Third this. Hope the shorts get burn 🤭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970349236,"gmtCreate":1684033610326,"gmtModify":1684033614340,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"Very poorly conceived article.. NIO will bounce back in coming months...&nbsp;","listText":"Very poorly conceived article.. NIO will bounce back in coming months...&nbsp;","text":"Very poorly conceived article.. NIO will bounce back in coming months...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970349236","repostId":"2335202640","repostType":2,"repost":{"id":"2335202640","kind":"highlight","pubTimestamp":1684029371,"share":"https://ttm.financial/m/news/2335202640?lang=en_US&edition=fundamental","pubTime":"2023-05-14 09:56","market":"hk","language":"en","title":"Nio Stock: Sell in May and Stay Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2335202640","media":"InvestorPlace","summary":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furt","content":"<div>\n<p>Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in ...</p>\n\n<a href=\"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/\">Source Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: Sell in May and Stay Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: Sell in May and Stay Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-14 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in ...</p>\n\n<a href=\"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335202640","content_text":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in May, and might even consider selling it.At first glance, China-based electric vehicle (EV) manufacturer Nio’s (NYSE: NIO) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker Tesla (NASDAQ: TSLA). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.Nio Won’t Slash Its EV PricesIt’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”NIO Stock Falls After Release of Delivery NumbersFinancial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.NIO Stock Is a Sell in MayIt’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.","news_type":1,"symbols_score_info":{"NIO.SI":0.6,"NIO":1,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497507747795104,"gmtCreate":1762484273970,"gmtModify":1762484278618,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"title":"","htmlText":"All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.&nbsp;","listText":"All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.&nbsp;","text":"All Singapore banks, Singtel, ST Engineering and REITs will drive past 2040. Singtel got very solid investment outside Singapore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/497507747795104","repostId":"1134567970","repostType":2,"repost":{"id":"1134567970","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1762483244,"share":"https://ttm.financial/m/news/1134567970?lang=en_US&edition=fundamental","pubTime":"2025-11-07 10:40","market":"sg","language":"en","title":"STI 10,000 by 2040: Which Companies Will Drive the Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134567970","media":"TigerNews SG","summary":"The future of Singapore's stock market over the next 15 years hinges on just 10 companies.This isn't an exaggeration – it's a statistical fact.The Straits Times Index recently surpassed...","content":"<html><head></head><body><p>The future of Singapore&#39;s stock market over the next 15 years hinges on just 10 companies.</p><p>This isn&#39;t an exaggeration – it&#39;s a statistical fact.</p><p>The <strong>Straits Times Index</strong> recently surpassed 4,400.</p><p>Following this milestone, <strong>DBS Group</strong>&#39;s research predicted the STI could soar to 10,000 by 2040.</p><p>The uncomfortable reality is that this target is heavily dependent on a specific group of stocks.</p><p>However, the question isn&#39;t whether the STI will reach 10,000.</p><p>Instead, we should ask if the underlying companies can generate enough value to achieve this goal over the next 15 years.</p><h2 id=\"id_302661732\">Understanding the 10,000 Target</h2><p>Let’s break down the numbers.</p><p>If the STI ends 2025 at around 4,400, it would need an annual return of about 5.6% to hit 10,000 by 2040.</p><p>This is feasible.</p><p>DBS’s research shows the index’s average total returns (including dividends) over rolling 15-year periods since 2000 have ranged between 6% and 13.3%.</p><p>The crucial question is: can the 30 companies within the STI drive it to 10,000 by 2040?</p><p>Just 10 of these companies control 77% of its weight, indicating the pivotal role of these key players.</p><h2 id=\"id_3519623179\">Singapore Banks: Key Players in the STI</h2><p>Starting with Singapore’s banks, which form half of the STI.</p><p><strong>DBS Group</strong>, <strong>Oversea-Chinese Banking Corporation</strong> or OCBC, and <strong>United Overseas Bank</strong> or UOB collectively held over 50% of the index at the end of September.</p><p>These three banks significantly influence the index&#39;s performance.</p><p>The good news is that they have delivered strong results.</p><p>Over the past decade, their book values have grown between 5.7% and 6.1% annually.</p><p>Including an average dividend yield of about 4.7%, their annual returns exceed 10%.</p><p>However, today&#39;s valuations present challenges.</p><p>All three banks are trading at premiums in terms of their price-to-book ratios.</p><p>DBS, Singapore’s largest bank, is valued at 2.2 times its book value.</p><p>High stock valuations can dampen future returns if multiples decline.</p><p>Additionally, there’s the headwind of interest rates.</p><p>OCBC and UOB have already faced pressure, with net interest incomes and profits declining in the first half of 2025, leading to lower interim dividends.</p><p>DBS has maintained its quarterly dividend and has even hinted at a potential 10% increase in its final payout for this year.</p><p>While DBS remains resilient, its high book value leaves little margin for error.</p><p>In summary, banks can contribute to the STI’s path to 10,000, but they can&#39;t carry the burden alone.</p><h2 id=\"id_1720092490\">Singtel: Grappling with Challenges</h2><p>If banks can&#39;t do it alone, who else might help?</p><p>One contender is <strong>Singapore Telecommunications</strong> or Singtel, which accounts for 7.5% of the index.</p><p>Recently, Singtel showed promise with its Singtel28 plan, unveiled in May 2024, set to unlock S$6 billion from asset recycling for growth and special dividends.</p><p>The market responded positively, pushing shares up 70%.</p><p>Singtel’s earnings per share have grown 4.8% annually over the past decade.</p><p>Including a 4.6% average dividend yield, it has achieved returns above 9%, comfortably meeting the required growth.</p><p>However, September 2025 brought setbacks.</p><p>Optus, Singtel’s Australian subsidiary, experienced two major network outages, attracting regulatory scrutiny.</p><p>Optus represents roughly half of Singtel’s revenue.</p><p>Potential penalties and infrastructure investments could divert capital from the Singtel28 plan, and the reputational damage remains uncertain.</p><p>Until these issues are resolved, Singtel&#39;s role in the STI’s journey to 10,000 is uncertain.</p><h2 id=\"id_964557084\">REITs: Poised for Gains</h2><p>Lower interest rates, which adversely affect banks, benefit REITs.</p><p>Singapore&#39;s real estate investment trusts (REITs) stand to gain from declining rates.</p><p><strong>CapitaLand Integrated Commercial Trust</strong> or CICT, and <strong>CapitaLand Ascendas REIT</strong> or CLAR, together contribute around 6% of the index.</p><p>Historically, both have offered distribution per unit (DPU) yields of 4.5% to 6%.</p><p>However, growth has been limited.</p><p>The pandemic affected both REITs, particularly CICT, with its retail and office assets.</p><p>Rising rates then stalled their recovery.</p><p>Despite these challenges, CICT has delivered 6.4% annual DPU growth since 2020, while CLAR managed 1.6%.</p><p>Falling interest rates can lower financing costs, enhancing distributions.</p><p>With the right conditions, REITs could meaningfully contribute to the STI&#39;s growth.</p><h2 id=\"id_909952211\">SGX and STE: Committed to Growth</h2><p>While REITs await interest rate relief, two companies are making concrete promises.</p><p><strong>Singapore Exchange</strong> or SGX and <strong>Singapore Technologies Engineering</strong> or STE together account for 6.6% of the index.</p><p>Their historical dividend yields — 3.5% for SGX and 4.1% for STE — are moderate.</p><p>However, both companies have announced dividend growth plans.</p><p>SGX aims to increase its annual dividend from S$0.375 in FY2025 to S$0.525 by FY2028, a 40% rise in three years.</p><p>STE is promising nearly a 6% dividend increase for 2025, followed by further incremental growth tied to profit gains.</p><p>These targets indicate a strong commitment to growth.</p><p>Such commitments, if fulfilled, could significantly contribute to the STI&#39;s goal of reaching 10,000.</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>STI 10,000 by 2040: Which Companies Will Drive the Market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSTI 10,000 by 2040: Which Companies Will Drive the Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-11-07 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The future of Singapore&#39;s stock market over the next 15 years hinges on just 10 companies.</p><p>This isn&#39;t an exaggeration – it&#39;s a statistical fact.</p><p>The <strong>Straits Times Index</strong> recently surpassed 4,400.</p><p>Following this milestone, <strong>DBS Group</strong>&#39;s research predicted the STI could soar to 10,000 by 2040.</p><p>The uncomfortable reality is that this target is heavily dependent on a specific group of stocks.</p><p>However, the question isn&#39;t whether the STI will reach 10,000.</p><p>Instead, we should ask if the underlying companies can generate enough value to achieve this goal over the next 15 years.</p><h2 id=\"id_302661732\">Understanding the 10,000 Target</h2><p>Let’s break down the numbers.</p><p>If the STI ends 2025 at around 4,400, it would need an annual return of about 5.6% to hit 10,000 by 2040.</p><p>This is feasible.</p><p>DBS’s research shows the index’s average total returns (including dividends) over rolling 15-year periods since 2000 have ranged between 6% and 13.3%.</p><p>The crucial question is: can the 30 companies within the STI drive it to 10,000 by 2040?</p><p>Just 10 of these companies control 77% of its weight, indicating the pivotal role of these key players.</p><h2 id=\"id_3519623179\">Singapore Banks: Key Players in the STI</h2><p>Starting with Singapore’s banks, which form half of the STI.</p><p><strong>DBS Group</strong>, <strong>Oversea-Chinese Banking Corporation</strong> or OCBC, and <strong>United Overseas Bank</strong> or UOB collectively held over 50% of the index at the end of September.</p><p>These three banks significantly influence the index&#39;s performance.</p><p>The good news is that they have delivered strong results.</p><p>Over the past decade, their book values have grown between 5.7% and 6.1% annually.</p><p>Including an average dividend yield of about 4.7%, their annual returns exceed 10%.</p><p>However, today&#39;s valuations present challenges.</p><p>All three banks are trading at premiums in terms of their price-to-book ratios.</p><p>DBS, Singapore’s largest bank, is valued at 2.2 times its book value.</p><p>High stock valuations can dampen future returns if multiples decline.</p><p>Additionally, there’s the headwind of interest rates.</p><p>OCBC and UOB have already faced pressure, with net interest incomes and profits declining in the first half of 2025, leading to lower interim dividends.</p><p>DBS has maintained its quarterly dividend and has even hinted at a potential 10% increase in its final payout for this year.</p><p>While DBS remains resilient, its high book value leaves little margin for error.</p><p>In summary, banks can contribute to the STI’s path to 10,000, but they can&#39;t carry the burden alone.</p><h2 id=\"id_1720092490\">Singtel: Grappling with Challenges</h2><p>If banks can&#39;t do it alone, who else might help?</p><p>One contender is <strong>Singapore Telecommunications</strong> or Singtel, which accounts for 7.5% of the index.</p><p>Recently, Singtel showed promise with its Singtel28 plan, unveiled in May 2024, set to unlock S$6 billion from asset recycling for growth and special dividends.</p><p>The market responded positively, pushing shares up 70%.</p><p>Singtel’s earnings per share have grown 4.8% annually over the past decade.</p><p>Including a 4.6% average dividend yield, it has achieved returns above 9%, comfortably meeting the required growth.</p><p>However, September 2025 brought setbacks.</p><p>Optus, Singtel’s Australian subsidiary, experienced two major network outages, attracting regulatory scrutiny.</p><p>Optus represents roughly half of Singtel’s revenue.</p><p>Potential penalties and infrastructure investments could divert capital from the Singtel28 plan, and the reputational damage remains uncertain.</p><p>Until these issues are resolved, Singtel&#39;s role in the STI’s journey to 10,000 is uncertain.</p><h2 id=\"id_964557084\">REITs: Poised for Gains</h2><p>Lower interest rates, which adversely affect banks, benefit REITs.</p><p>Singapore&#39;s real estate investment trusts (REITs) stand to gain from declining rates.</p><p><strong>CapitaLand Integrated Commercial Trust</strong> or CICT, and <strong>CapitaLand Ascendas REIT</strong> or CLAR, together contribute around 6% of the index.</p><p>Historically, both have offered distribution per unit (DPU) yields of 4.5% to 6%.</p><p>However, growth has been limited.</p><p>The pandemic affected both REITs, particularly CICT, with its retail and office assets.</p><p>Rising rates then stalled their recovery.</p><p>Despite these challenges, CICT has delivered 6.4% annual DPU growth since 2020, while CLAR managed 1.6%.</p><p>Falling interest rates can lower financing costs, enhancing distributions.</p><p>With the right conditions, REITs could meaningfully contribute to the STI&#39;s growth.</p><h2 id=\"id_909952211\">SGX and STE: Committed to Growth</h2><p>While REITs await interest rate relief, two companies are making concrete promises.</p><p><strong>Singapore Exchange</strong> or SGX and <strong>Singapore Technologies Engineering</strong> or STE together account for 6.6% of the index.</p><p>Their historical dividend yields — 3.5% for SGX and 4.1% for STE — are moderate.</p><p>However, both companies have announced dividend growth plans.</p><p>SGX aims to increase its annual dividend from S$0.375 in FY2025 to S$0.525 by FY2028, a 40% rise in three years.</p><p>STE is promising nearly a 6% dividend increase for 2025, followed by further incremental growth tied to profit gains.</p><p>These targets indicate a strong commitment to growth.</p><p>Such commitments, if fulfilled, could significantly contribute to the STI&#39;s goal of reaching 10,000.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","STI.SI":"富时新加坡海峡指数","U11.SI":"大华银行","O39.SI":"华侨银行","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134567970","content_text":"The future of Singapore's stock market over the next 15 years hinges on just 10 companies.This isn't an exaggeration – it's a statistical fact.The Straits Times Index recently surpassed 4,400.Following this milestone, DBS Group's research predicted the STI could soar to 10,000 by 2040.The uncomfortable reality is that this target is heavily dependent on a specific group of stocks.However, the question isn't whether the STI will reach 10,000.Instead, we should ask if the underlying companies can generate enough value to achieve this goal over the next 15 years.Understanding the 10,000 TargetLet’s break down the numbers.If the STI ends 2025 at around 4,400, it would need an annual return of about 5.6% to hit 10,000 by 2040.This is feasible.DBS’s research shows the index’s average total returns (including dividends) over rolling 15-year periods since 2000 have ranged between 6% and 13.3%.The crucial question is: can the 30 companies within the STI drive it to 10,000 by 2040?Just 10 of these companies control 77% of its weight, indicating the pivotal role of these key players.Singapore Banks: Key Players in the STIStarting with Singapore’s banks, which form half of the STI.DBS Group, Oversea-Chinese Banking Corporation or OCBC, and United Overseas Bank or UOB collectively held over 50% of the index at the end of September.These three banks significantly influence the index's performance.The good news is that they have delivered strong results.Over the past decade, their book values have grown between 5.7% and 6.1% annually.Including an average dividend yield of about 4.7%, their annual returns exceed 10%.However, today's valuations present challenges.All three banks are trading at premiums in terms of their price-to-book ratios.DBS, Singapore’s largest bank, is valued at 2.2 times its book value.High stock valuations can dampen future returns if multiples decline.Additionally, there’s the headwind of interest rates.OCBC and UOB have already faced pressure, with net interest incomes and profits declining in the first half of 2025, leading to lower interim dividends.DBS has maintained its quarterly dividend and has even hinted at a potential 10% increase in its final payout for this year.While DBS remains resilient, its high book value leaves little margin for error.In summary, banks can contribute to the STI’s path to 10,000, but they can't carry the burden alone.Singtel: Grappling with ChallengesIf banks can't do it alone, who else might help?One contender is Singapore Telecommunications or Singtel, which accounts for 7.5% of the index.Recently, Singtel showed promise with its Singtel28 plan, unveiled in May 2024, set to unlock S$6 billion from asset recycling for growth and special dividends.The market responded positively, pushing shares up 70%.Singtel’s earnings per share have grown 4.8% annually over the past decade.Including a 4.6% average dividend yield, it has achieved returns above 9%, comfortably meeting the required growth.However, September 2025 brought setbacks.Optus, Singtel’s Australian subsidiary, experienced two major network outages, attracting regulatory scrutiny.Optus represents roughly half of Singtel’s revenue.Potential penalties and infrastructure investments could divert capital from the Singtel28 plan, and the reputational damage remains uncertain.Until these issues are resolved, Singtel's role in the STI’s journey to 10,000 is uncertain.REITs: Poised for GainsLower interest rates, which adversely affect banks, benefit REITs.Singapore's real estate investment trusts (REITs) stand to gain from declining rates.CapitaLand Integrated Commercial Trust or CICT, and CapitaLand Ascendas REIT or CLAR, together contribute around 6% of the index.Historically, both have offered distribution per unit (DPU) yields of 4.5% to 6%.However, growth has been limited.The pandemic affected both REITs, particularly CICT, with its retail and office assets.Rising rates then stalled their recovery.Despite these challenges, CICT has delivered 6.4% annual DPU growth since 2020, while CLAR managed 1.6%.Falling interest rates can lower financing costs, enhancing distributions.With the right conditions, REITs could meaningfully contribute to the STI's growth.SGX and STE: Committed to GrowthWhile REITs await interest rate relief, two companies are making concrete promises.Singapore Exchange or SGX and Singapore Technologies Engineering or STE together account for 6.6% of the index.Their historical dividend yields — 3.5% for SGX and 4.1% for STE — are moderate.However, both companies have announced dividend growth plans.SGX aims to increase its annual dividend from S$0.375 in FY2025 to S$0.525 by FY2028, a 40% rise in three years.STE is promising nearly a 6% dividend increase for 2025, followed by further incremental growth tied to profit gains.These targets indicate a strong commitment to growth.Such commitments, if fulfilled, could significantly contribute to the STI's goal of reaching 10,000.","news_type":1,"symbols_score_info":{"U11.SI":2,"STI.SI":2,"O39.SI":2,"D05.SI":2,"Z74.SI":2}},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947867099,"gmtCreate":1682939622612,"gmtModify":1682939626242,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"It's a great stock For long time.. holding 1.4K $SOFI . Will keep it for years.&nbsp;","listText":"It's a great stock For long time.. holding 1.4K $SOFI . Will keep it for years.&nbsp;","text":"It's a great stock For long time.. holding 1.4K $SOFI . Will keep it for years.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9947867099","repostId":"1148773697","repostType":2,"repost":{"id":"1148773697","kind":"news","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":1682938911,"share":"https://ttm.financial/m/news/1148773697?lang=en_US&edition=fundamental","pubTime":"2023-05-01 19:01","market":"us","language":"en","title":"SoFi Stock Surges 10% After Earnings Beat As Personal-Lending Business Keeps Roaring","url":"https://stock-news.laohu8.com/highlight/detail?id=1148773697","media":"Tiger Newspress","summary":"Shares of SoFi Technologies Inc. roared 10.9% higher in premarket trading Monday after the financial","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> roared 10.9% higher in premarket trading Monday after the financial-services company easily topped earnings expectations for its latest quarter while seeing continued strength in personal lending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec62ecbf52ead09037e18c2bd5e93c9\" title=\"\" tg-width=\"835\" tg-height=\"622\"/></p><p>The company reported a first-quarter net loss of $34 million, or 5 cents a share, whereas it recorded a loss of $110 million, or 14 cents a share, in the year-prior period. Analysts tracked by FactSet were expecting 8 cents a share in GAAP earnings.</p><p>SoFi (SOFI) also posted adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) of $76 million, up from $9 million a year before and above the $42 million that analysts tracked by FactSet had been expecting.</p><p>GAAP revenue rose to $472 million from $330 million, while analysts were anticipating $436 million.</p><p>The company saw more than 433,000 new member additions in the period, bringing its total member count up to almost 5.7 million by the end of the quarter.</p><p>Personal loan origination volumes shot up 46% to $2.95 billion, which the company said in a release was &#34;aided by years of investment in technology to automate and accelerate the application-to-approval process for qualified borrowers and constant testing of risk controls and underwriting models to maintain high credit quality.&#34;</p><p>The strength in personal lending helped to make up for softer trends in the student-lending and home-lending segments. SoFi saw $525 million in student-loan origination volume during the first quarter, down 47% from a year before, and $90 million in home-loan origination volume, down 71%.</p><p>See also: SoFi&#39;s campaign to stop the student-loan payment pause that helps its own customers</p><p>SoFi&#39;s student-lending business has been weighed down by the student-loan moratorium, while the home-loan business has felt pressure from interest-rate trends and continued issues with SoFi&#39;s fulfillment partners.</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>SoFi Stock Surges 10% After Earnings Beat As Personal-Lending Business Keeps Roaring</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\">\nSoFi Stock Surges 10% After Earnings Beat As Personal-Lending Business Keeps Roaring\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\">2023-05-01 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> roared 10.9% higher in premarket trading Monday after the financial-services company easily topped earnings expectations for its latest quarter while seeing continued strength in personal lending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec62ecbf52ead09037e18c2bd5e93c9\" title=\"\" tg-width=\"835\" tg-height=\"622\"/></p><p>The company reported a first-quarter net loss of $34 million, or 5 cents a share, whereas it recorded a loss of $110 million, or 14 cents a share, in the year-prior period. Analysts tracked by FactSet were expecting 8 cents a share in GAAP earnings.</p><p>SoFi (SOFI) also posted adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) of $76 million, up from $9 million a year before and above the $42 million that analysts tracked by FactSet had been expecting.</p><p>GAAP revenue rose to $472 million from $330 million, while analysts were anticipating $436 million.</p><p>The company saw more than 433,000 new member additions in the period, bringing its total member count up to almost 5.7 million by the end of the quarter.</p><p>Personal loan origination volumes shot up 46% to $2.95 billion, which the company said in a release was &#34;aided by years of investment in technology to automate and accelerate the application-to-approval process for qualified borrowers and constant testing of risk controls and underwriting models to maintain high credit quality.&#34;</p><p>The strength in personal lending helped to make up for softer trends in the student-lending and home-lending segments. SoFi saw $525 million in student-loan origination volume during the first quarter, down 47% from a year before, and $90 million in home-loan origination volume, down 71%.</p><p>See also: SoFi&#39;s campaign to stop the student-loan payment pause that helps its own customers</p><p>SoFi&#39;s student-lending business has been weighed down by the student-loan moratorium, while the home-loan business has felt pressure from interest-rate trends and continued issues with SoFi&#39;s fulfillment partners.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148773697","content_text":"Shares of SoFi Technologies Inc. roared 10.9% higher in premarket trading Monday after the financial-services company easily topped earnings expectations for its latest quarter while seeing continued strength in personal lending.The company reported a first-quarter net loss of $34 million, or 5 cents a share, whereas it recorded a loss of $110 million, or 14 cents a share, in the year-prior period. Analysts tracked by FactSet were expecting 8 cents a share in GAAP earnings.SoFi (SOFI) also posted adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) of $76 million, up from $9 million a year before and above the $42 million that analysts tracked by FactSet had been expecting.GAAP revenue rose to $472 million from $330 million, while analysts were anticipating $436 million.The company saw more than 433,000 new member additions in the period, bringing its total member count up to almost 5.7 million by the end of the quarter.Personal loan origination volumes shot up 46% to $2.95 billion, which the company said in a release was \"aided by years of investment in technology to automate and accelerate the application-to-approval process for qualified borrowers and constant testing of risk controls and underwriting models to maintain high credit quality.\"The strength in personal lending helped to make up for softer trends in the student-lending and home-lending segments. SoFi saw $525 million in student-loan origination volume during the first quarter, down 47% from a year before, and $90 million in home-loan origination volume, down 71%.See also: SoFi's campaign to stop the student-loan payment pause that helps its own customersSoFi's student-lending business has been weighed down by the student-loan moratorium, while the home-loan business has felt pressure from interest-rate trends and continued issues with SoFi's fulfillment partners.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559961877824252","authorId":"3559961877824252","name":"GCR_XBT","avatar":"https://static.tigerbbs.com/0cb75c3b8a57909acdcd1ed9d8552d30","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559961877824252","idStr":"3559961877824252"},"content":"Its okay i am holding 5x more than you 😂","text":"Its okay i am holding 5x more than you 😂","html":"Its okay i am holding 5x more than you 😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302645384159272,"gmtCreate":1714907547722,"gmtModify":1714907551649,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"I know even after staggering delivery numbers these pundits may come up with something negative about $NIO&nbsp;","listText":"I know even after staggering delivery numbers these pundits may come up with something negative about $NIO&nbsp;","text":"I know even after staggering delivery numbers these pundits may come up with something negative about $NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302645384159272","repostId":"2432792199","repostType":2,"repost":{"id":"2432792199","kind":"highlight","pubTimestamp":1714907013,"share":"https://ttm.financial/m/news/2432792199?lang=en_US&edition=fundamental","pubTime":"2024-05-05 19:03","market":"us","language":"en","title":"NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2432792199","media":"InvestorPlace","summary":"The Chinese EV sector has been ravaged over the past year, and NIO stock hasn't been immune to this drawdown, but there are catalysts here.","content":"<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers</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\">\nNIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4211":"区域性银行","NIO":"蔚来","BK4509":"腾讯概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓"},"source_url":"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432792199","content_text":"Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.Despite obstacles, a bullish thesis is forming for these names.Source: Robert Way / Shutterstock.comNio stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.Excellent Delivery GrowthNio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the S&P 500 and Nasdaq.Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.Ongoing Trials on Solid-State BatteriesAside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.Be Careful with NIO Stock Right NowNio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.","news_type":1,"symbols_score_info":{"NIO":1,"NIO.SI":0.6,"09866":0.6}},"isVote":1,"tweetType":1,"viewCount":2685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902746597,"gmtCreate":1659758652521,"gmtModify":1703766348294,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"\"Blue Sky Coming\" .. $NIO gonna make very big impact in EV industry in the&nbsp;coming months and years ahead..!!! Wait and watch.&nbsp;","listText":"\"Blue Sky Coming\" .. $NIO gonna make very big impact in EV industry in the&nbsp;coming months and years ahead..!!! Wait and watch.&nbsp;","text":"\"Blue Sky Coming\" .. $NIO gonna make very big impact in EV industry in the coming months and years ahead..!!! Wait and watch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902746597","repostId":"1169492962","repostType":2,"repost":{"id":"1169492962","kind":"news","pubTimestamp":1659757863,"share":"https://ttm.financial/m/news/1169492962?lang=en_US&edition=fundamental","pubTime":"2022-08-06 11:51","market":"us","language":"en","title":"Tesla: No Competitor Yet From EV Startups","url":"https://stock-news.laohu8.com/highlight/detail?id=1169492962","media":"Seeking Alpha","summary":"SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for &#34;brand equity.&#34;</li><li>EV startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.</li><li>Tesla is facing little competition from these EVs startups in the U.S. and Europe.</li><li>Tesla&#39;s greatest challenge will come from traditional automotive companies with EV products.</li></ul><p>In an increasingly competitive business as incumbent automakers introduce their own EVs, startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.</p><p>I discussed in detail the lengths some of these startups have gone through to go public and get operating capital by forming Special Purpose Acquisition Companies (SPAC), which are shell companies that have no operations but go public with the intention of merging with or acquiring a company using the proceeds of the SPAC&#39;s IPO. I noted in my July 27, 2022, Seeking Alpha article entitled &#34;MOKE + EV Technology Group: The Cost And Value Of &#39;Brand Equity&#39; In The EV Automotive Value Chain:&#34;</p><blockquote>&#34;SPACs contributed half of the $29 billion raised publicly by EV manufacturers, suppliers and charging firms in 2021. EV startups Nikola (NKLA), Lordstown Motors (RIDE), Canoo (GOEV), Faraday Future Intelligent Electric (FFIE), Fisker (FSR), and Lucid Group (LCID) all went public through SPAC deals over the last two years.&#34;</blockquote><p>SPACs go public at $10 per share, a price point that serves as a simple benchmark for how those stocks have been received. Of these SPAC companies, only the share price of Lucid Group is above its IPO price at $18.25, as shown in Chart 1.</p><p><img src=\"https://static.tigerbbs.com/d5714c58d0d64a5bccfd46926742db3f\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 1</p><p><b>Is There a Doctor in the House?</b></p><p>In Tables 1-3, I break down the current crop of EV startups by <i>level of funding</i> from all sources and compare each to Tesla (NASDAQ:TSLA). Table 1 shows the first five ranked companies. I don&#39;t include Rivian Automotive (RIVN), which would top the list by accumulating $10.7 billion in funding. Rivian&#39;s shares are down 65.95% since the IPO in 11/21, and the company continues to struggle. Layoffs at Rivian started in late July 2022 as the company races to cut costs amid a challenging economic climate and pressure to increase production. It delivered 1,227 vehicles in the first quarter and reported 4,467 deliveries in Q2. Rivian is targeting production of 25,000 vehicles this year, half of its initial production guidance for 2022.</p><p>Table 1 shows significant variations in financial metrics among the five companies. TSLA shows positive TTM revenue, Net Income, and Gross Profit. All the startups reported TTM Revenue, but only Li Auto (LI) reported a positive Net Income and Gross Profit.</p><p>Lucid Group was the top fund raiser on this list. Lucid delivered 360 EVs, helping to account for $57.7 million in revenue in Q1 2022, but revised its 2022 production volume outlook to a range of 6K to 7K vehicles following the release of itsQ2 results. Guidance earlier in the year was for production volume of 12K to 14K vehicles.</p><p>China&#39;s NIO (NIO) delivered 25,059 electric cars in Q2, which is slightly above the guidance of 23,000-25,000. So far this year, NIO globally sold 50,827 electric cars. But NIO reported a loss from operations was RMB2,445.1 million (US$383.7 million) in the fourth quarter of 2021, representing an increase of 162.5% from the fourth quarter of 2020 and an increase of 146.5% from the third quarter of 2021.</p><p><img src=\"https://static.tigerbbs.com/dfe93875be1bf07e575523460045fcdf\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 2 shows a similar story based on one-year share price percent change for the companies listed in Table 1. TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. LI share price was -1.65%. NIO share price is down 55.84% showing investors the COVID situation in China remains fluid and EV shares in general remain under a cloud amid rising interest rates and fears of a global recession.</p><p><img src=\"https://static.tigerbbs.com/efe4c7e633c9284904c710ab74634088\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 2</p><p>Table 2 shows TSLA compared with startups ranked #5-8 based on level of funding. Only Fisker reported TTM revenues of just $96,000. Wall Street was initially attracted to its asset-light business model based on contract manufacturing. However, declining investor appetite for pre-revenue companies has taken the focus away from companies like Fisker.</p><p>That will change as the Fisker Ocean is set to start production in November 2022 and sold exclusively through the Fisker app. According to the company, reservations for the Ocean electric SUV surpassed 50,000, a significant rise from the 40,000 preorders announced in early April. The Ocean with the base Sport trim priced at $37,499 before incentives.</p><p><img src=\"https://static.tigerbbs.com/3a779539168c1ed560346f0bd91e702a\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 3 shows one-year share price percent change for the companies listed in Table 2. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. FSR share price is down 40.57%. The stock is trading below its IPO price.</p><p><img src=\"https://static.tigerbbs.com/c79d2a4a21567a786f5279bb8518a03d\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 3</p><p>Table 3 shows the remaining EV startups, but funding has not been disclosed. Of the four startups, only Ayro (AYRO) showed positive TTM revenue of just $2.92M but net income was -$32.01M. Ayro has a different business model than the other companies included in this article as it designs and manufactures electric vehicles for closed campus mobility, urban and community transport, local on-demand and last mile delivery, and government use. The company provides four-wheeled purpose-built electric vehicles for universities, business and medical campuses, last mile delivery services, and food service providers.</p><p><img src=\"https://static.tigerbbs.com/7f10fa589992a7ab699d73dbc255e0f0\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 4 shows one-year share price percent change for the companies listed in Table 3. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. All others have exhibited large negative double-digit share performance.</p><p><img src=\"https://static.tigerbbs.com/cd4ac75c6f128418a1b06ff8262e2389\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 4</p><p><b>Tesla&#39;s Performance</b></p><p>Tesla reported a mixed Q2 earnings report on in its Q2 earnings call on July 20, 2022. Adjusted earnings per share came in at $2.27 vs. $1.81 expected. Revenue missed at $16.93 billion vs. $17.1 billion expected. Chart 5 shows quarterly performance through Q2 2022.</p><p><img src=\"https://static.tigerbbs.com/4052a39627697f9c8983ee7159207dee\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 5</p><p>In Q2 2022, TSLA achieved record production rates across the company, producing more than 258,000 vehicles and delivered 254,695 vehicles. That was below consensus estimates of 266,795 vehicles, and down from 310,048 in 1Q 2022, as the company faced a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited its ability to consistently run our factories at full capacity.</p><p>While the Shanghai factory was shut down fully and then partially for the majority of Q2, TSLA ended the quarter with a record monthly production level. Recent equipment upgrades will enable the company to continue to increase its production rate further.</p><p>The Fremont Factory made a record number of vehicles in Q2. I see opportunities for further production rate improvements. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow.</p><p>Gigafactory Berlin-Brandenburg reached an important milestone of over 1,000 cars produced in a single week while achieving positive gross margin during the quarter. Tesla expect the production rate to continue improving through the rest of the year.</p><p>Table 4 shows U.S. EV shipments for Q2 2021 and Q2 2022 by model. In Q2, Tesla was the top-selling luxury brand in the U.S., outpacing all the established names: Audi, BMW, Cadillac, Lexus, Mercedes-Benz, as seen in Table 4.</p><p>EV sales as a percentage of total automobile sales. In Q2, EV sales accounted for 5.6% of the total market, an increase from 5.3% in Q1. EV share in Q2 2021 was 2.7%. In Q2 2021, there were 19 EV models for sale in the U.S. One year later, the number jumped to 33.</p><p>Table 4 - Source: Cox Automotive</p><p><img src=\"https://static.tigerbbs.com/426fa2458fb9e40d222a5fc1f897b9c9\" tg-width=\"640\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p>Cox Automotive</p><p>However, as new EV models continue to enter the market, Tesla&#39;s share of the EV segment is dropping. Last quarter, it fell to 66.1%, down from 74.6% in Q1 2022, as shown in Table 5. Tesla shipments by model are also shown. Importantly, Tesla is losing market share to traditional automobile companies with EV entrants, rather than the EV startups discussed above.</p><p><img src=\"https://static.tigerbbs.com/0918cc0a62c48586076b6fbceda928a7\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Cox Automotive</p><p><b>Investor Takeaway</b></p><p>I discussed in my July 27, 2022, Seeking Alpha article entitled &#34;MOKE + EV Technology Group: The Cost And Value Of &#39;Brand Equity&#39; In The EV Automotive Value Chain&#34; that Brand Equity would be critical to growth of a startup. The advantages of Brand Equity, which gives a product competitive edge in the marketplace include:</p><ul><li>Developing a greater market share</li><li>Charging a price premium</li><li>Ease of Recognition</li><li>Differentiation from the competition</li></ul><p>Brand equity can be defined as the additional value that a recognizable brand name adds to a product offering, and is created as customers becoming increasingly and more personally aware of a brand and build a connection with it.</p><p>None of the EV startups detailed in Tables 1-3 are on the radar in sales in the U.S., Europe, and China. Indeed, the only competition for Tesla in the U.S. and Europe are established automobile companies with EV offerings. China is different with little competition coming from traditional non-Chinese automobile manufacturers with EV offerings, yet Tesla is still within the Top 10 of sales through June 2022.</p><p>In Chart 7, I show share price for the five EV companies (including TSLA) listed in Table 1, and show EPS for the past one-year period. Indeed, only Tesla has a positive EPS.</p><p><img src=\"https://static.tigerbbs.com/a3a40f40a1f17002fa2eb540525072ea\" tg-width=\"634\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 7</p><p>The point of this article is to expand on my thesis in my previous article the importance of Brand Equity. Tesla has achieved Brand Equity, as I showed in that article. But without it, EV startups are struggling. The competition to Tesla outside China is coming from established automobile makers with EV offerings, not these startups.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: No Competitor Yet From EV Startups</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: No Competitor Yet From EV Startups\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for \"brand equity.\"EV startups are in trouble as sales have been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169492962","content_text":"SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for \"brand equity.\"EV startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.Tesla is facing little competition from these EVs startups in the U.S. and Europe.Tesla's greatest challenge will come from traditional automotive companies with EV products.In an increasingly competitive business as incumbent automakers introduce their own EVs, startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.I discussed in detail the lengths some of these startups have gone through to go public and get operating capital by forming Special Purpose Acquisition Companies (SPAC), which are shell companies that have no operations but go public with the intention of merging with or acquiring a company using the proceeds of the SPAC's IPO. I noted in my July 27, 2022, Seeking Alpha article entitled \"MOKE + EV Technology Group: The Cost And Value Of 'Brand Equity' In The EV Automotive Value Chain:\"\"SPACs contributed half of the $29 billion raised publicly by EV manufacturers, suppliers and charging firms in 2021. EV startups Nikola (NKLA), Lordstown Motors (RIDE), Canoo (GOEV), Faraday Future Intelligent Electric (FFIE), Fisker (FSR), and Lucid Group (LCID) all went public through SPAC deals over the last two years.\"SPACs go public at $10 per share, a price point that serves as a simple benchmark for how those stocks have been received. Of these SPAC companies, only the share price of Lucid Group is above its IPO price at $18.25, as shown in Chart 1.YChartsChart 1Is There a Doctor in the House?In Tables 1-3, I break down the current crop of EV startups by level of funding from all sources and compare each to Tesla (NASDAQ:TSLA). Table 1 shows the first five ranked companies. I don't include Rivian Automotive (RIVN), which would top the list by accumulating $10.7 billion in funding. Rivian's shares are down 65.95% since the IPO in 11/21, and the company continues to struggle. Layoffs at Rivian started in late July 2022 as the company races to cut costs amid a challenging economic climate and pressure to increase production. It delivered 1,227 vehicles in the first quarter and reported 4,467 deliveries in Q2. Rivian is targeting production of 25,000 vehicles this year, half of its initial production guidance for 2022.Table 1 shows significant variations in financial metrics among the five companies. TSLA shows positive TTM revenue, Net Income, and Gross Profit. All the startups reported TTM Revenue, but only Li Auto (LI) reported a positive Net Income and Gross Profit.Lucid Group was the top fund raiser on this list. Lucid delivered 360 EVs, helping to account for $57.7 million in revenue in Q1 2022, but revised its 2022 production volume outlook to a range of 6K to 7K vehicles following the release of itsQ2 results. Guidance earlier in the year was for production volume of 12K to 14K vehicles.China's NIO (NIO) delivered 25,059 electric cars in Q2, which is slightly above the guidance of 23,000-25,000. So far this year, NIO globally sold 50,827 electric cars. But NIO reported a loss from operations was RMB2,445.1 million (US$383.7 million) in the fourth quarter of 2021, representing an increase of 162.5% from the fourth quarter of 2020 and an increase of 146.5% from the third quarter of 2021.Seeking AlphaChart 2 shows a similar story based on one-year share price percent change for the companies listed in Table 1. TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. LI share price was -1.65%. NIO share price is down 55.84% showing investors the COVID situation in China remains fluid and EV shares in general remain under a cloud amid rising interest rates and fears of a global recession.YChartsChart 2Table 2 shows TSLA compared with startups ranked #5-8 based on level of funding. Only Fisker reported TTM revenues of just $96,000. Wall Street was initially attracted to its asset-light business model based on contract manufacturing. However, declining investor appetite for pre-revenue companies has taken the focus away from companies like Fisker.That will change as the Fisker Ocean is set to start production in November 2022 and sold exclusively through the Fisker app. According to the company, reservations for the Ocean electric SUV surpassed 50,000, a significant rise from the 40,000 preorders announced in early April. The Ocean with the base Sport trim priced at $37,499 before incentives.Seeking AlphaChart 3 shows one-year share price percent change for the companies listed in Table 2. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. FSR share price is down 40.57%. The stock is trading below its IPO price.YChartsChart 3Table 3 shows the remaining EV startups, but funding has not been disclosed. Of the four startups, only Ayro (AYRO) showed positive TTM revenue of just $2.92M but net income was -$32.01M. Ayro has a different business model than the other companies included in this article as it designs and manufactures electric vehicles for closed campus mobility, urban and community transport, local on-demand and last mile delivery, and government use. The company provides four-wheeled purpose-built electric vehicles for universities, business and medical campuses, last mile delivery services, and food service providers.Seeking AlphaChart 4 shows one-year share price percent change for the companies listed in Table 3. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. All others have exhibited large negative double-digit share performance.YChartsChart 4Tesla's PerformanceTesla reported a mixed Q2 earnings report on in its Q2 earnings call on July 20, 2022. Adjusted earnings per share came in at $2.27 vs. $1.81 expected. Revenue missed at $16.93 billion vs. $17.1 billion expected. Chart 5 shows quarterly performance through Q2 2022.YChartsChart 5In Q2 2022, TSLA achieved record production rates across the company, producing more than 258,000 vehicles and delivered 254,695 vehicles. That was below consensus estimates of 266,795 vehicles, and down from 310,048 in 1Q 2022, as the company faced a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited its ability to consistently run our factories at full capacity.While the Shanghai factory was shut down fully and then partially for the majority of Q2, TSLA ended the quarter with a record monthly production level. Recent equipment upgrades will enable the company to continue to increase its production rate further.The Fremont Factory made a record number of vehicles in Q2. I see opportunities for further production rate improvements. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow.Gigafactory Berlin-Brandenburg reached an important milestone of over 1,000 cars produced in a single week while achieving positive gross margin during the quarter. Tesla expect the production rate to continue improving through the rest of the year.Table 4 shows U.S. EV shipments for Q2 2021 and Q2 2022 by model. In Q2, Tesla was the top-selling luxury brand in the U.S., outpacing all the established names: Audi, BMW, Cadillac, Lexus, Mercedes-Benz, as seen in Table 4.EV sales as a percentage of total automobile sales. In Q2, EV sales accounted for 5.6% of the total market, an increase from 5.3% in Q1. EV share in Q2 2021 was 2.7%. In Q2 2021, there were 19 EV models for sale in the U.S. One year later, the number jumped to 33.Table 4 - Source: Cox AutomotiveCox AutomotiveHowever, as new EV models continue to enter the market, Tesla's share of the EV segment is dropping. Last quarter, it fell to 66.1%, down from 74.6% in Q1 2022, as shown in Table 5. Tesla shipments by model are also shown. Importantly, Tesla is losing market share to traditional automobile companies with EV entrants, rather than the EV startups discussed above.Cox AutomotiveInvestor TakeawayI discussed in my July 27, 2022, Seeking Alpha article entitled \"MOKE + EV Technology Group: The Cost And Value Of 'Brand Equity' In The EV Automotive Value Chain\" that Brand Equity would be critical to growth of a startup. The advantages of Brand Equity, which gives a product competitive edge in the marketplace include:Developing a greater market shareCharging a price premiumEase of RecognitionDifferentiation from the competitionBrand equity can be defined as the additional value that a recognizable brand name adds to a product offering, and is created as customers becoming increasingly and more personally aware of a brand and build a connection with it.None of the EV startups detailed in Tables 1-3 are on the radar in sales in the U.S., Europe, and China. Indeed, the only competition for Tesla in the U.S. and Europe are established automobile companies with EV offerings. China is different with little competition coming from traditional non-Chinese automobile manufacturers with EV offerings, yet Tesla is still within the Top 10 of sales through June 2022.In Chart 7, I show share price for the five EV companies (including TSLA) listed in Table 1, and show EPS for the past one-year period. Indeed, only Tesla has a positive EPS.YChartsChart 7The point of this article is to expand on my thesis in my previous article the importance of Brand Equity. Tesla has achieved Brand Equity, as I showed in that article. But without it, EV startups are struggling. The competition to Tesla outside China is coming from established automobile makers with EV offerings, not these startups.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183743633064096,"gmtCreate":1685880664671,"gmtModify":1685880669647,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"Currently NVIDIA is super over valued.. It may crash anytime. As of now the best bet on tech stocks are $GOOG, $AMZN and $MSFT... All these companies also investing in result oriented AI.. Buy these stocks and holding it for another 10 years may fetch you multi&nbsp;folds returns.&nbsp;","listText":"Currently NVIDIA is super over valued.. It may crash anytime. As of now the best bet on tech stocks are $GOOG, $AMZN and $MSFT... All these companies also investing in result oriented AI.. Buy these stocks and holding it for another 10 years may fetch you multi&nbsp;folds returns.&nbsp;","text":"Currently NVIDIA is super over valued.. It may crash anytime. As of now the best bet on tech stocks are $GOOG, $AMZN and $MSFT... All these companies also investing in result oriented AI.. Buy these stocks and holding it for another 10 years may fetch you multi folds returns.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183743633064096","repostId":"2340074853","repostType":2,"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077171528,"gmtCreate":1658478617864,"gmtModify":1676536165670,"author":{"id":"4117957040918852","authorId":"4117957040918852","name":"Nana30","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4117957040918852","idStr":"4117957040918852"},"themes":[],"htmlText":"Except Alphapet.. I don't agree with other stocks..&nbsp;","listText":"Except Alphapet.. I don't agree with other stocks..&nbsp;","text":"Except Alphapet.. I don't agree with other stocks..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077171528","repostId":"2253498728","repostType":4,"repost":{"id":"2253498728","kind":"highlight","pubTimestamp":1658478385,"share":"https://ttm.financial/m/news/2253498728?lang=en_US&edition=fundamental","pubTime":"2022-07-22 16:26","market":"us","language":"en","title":"The Best Stocks to Invest $50,000 in Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2253498728","media":"Motley Fool","summary":"These five stocks look like great long-term values in a bear market.","content":"<div>\n<p>Bear markets are a great time to buy if you're a long-term investor. With the market punishing stocks indiscriminately, there are deals to be had for those with the patience to wait out elevated ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/\">Source Link</a>\n\n</div>\n","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>The Best Stocks to Invest $50,000 in Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Best Stocks to Invest $50,000 in Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bear markets are a great time to buy if you're a long-term investor. With the market punishing stocks indiscriminately, there are deals to be had for those with the patience to wait out elevated ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","CROX":"卡骆驰","TWLO":"Twilio Inc","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253498728","content_text":"Bear markets are a great time to buy if you're a long-term investor. With the market punishing stocks indiscriminately, there are deals to be had for those with the patience to wait out elevated volatility. Buying (and holding) during times like 2022 is easier said than done, but the payoff can be substantial once the bear market gives way to the next bull market.If you have $50,000 (or another sizable chunk of change to put to work), I think Alphabet, Nvidia, Block, Twilio, and Crocs are compelling stocks to buy right now. Here's why I'm bullish.Alphabet: A boring name with serious market-beating potentialI like big old boring Google parent Alphabet. If you're looking for a company to start building a portfolio around, Alphabet is about as good as it gets. It's benefiting from multiple secular growth trends (digital ads, online video content consumption via YouTube, and cloud computing via Google Cloud), so this should be a steady growth story for many years.Alphabet is also highly profitable, exactly the type of stock that should rebound quickly from the current bear market. Inflation and interest rates are on the rise, but Google's profit margins provide plenty of cushion. So does $125 billion in net cash and short-term investments, which Alphabet is using to repurchase shares.Working from a position of technological and financial strength also gives Alphabet the ability to invest in things like its Waymo subsidiary. Self-driving cars could reshape the global economy, and Waymo is a leader in this bleeding-edge technology. Trading for just 22 times trailing-12-month free cash flow, Alphabet is a value right now -- especially when considering its long-term potential.Nvidia: The top platform for building AII believe Nvidia will be the next business to join the trillion-dollar club: that exclusive group of stocks (Alphabet included) with a market cap of at least $1 trillion. Currently valued at $445 billion, the semiconductor giant is already almost halfway there.Nvidia's GPUs, historically the realm of high-end video game PCs, are finding use in data centers creating and running artificial intelligence software. AI is in the early stages of deployment, just now reaching that convergence of usefulness and affordability that makes it compelling for industries of all sorts. Building on its lead here, Nvidia has launched new chip types outside of GPUs to address other parts of the modern business data center.If its impressive hardware weren't enough, Nvidia is also early on in developing a cloud-based software business too. AI software won't only help Nvidia sustain its growth momentum but could also lift profit margins higher as well. This is a premium-priced stock at 57 times trailing 12-month free cash flow, but this is a great company to buy and hold for the next decade if you're looking for a way to bet on the AI industry.Block: A depressed fintech name with international potentialBlock (formerly Square) was a high-flying financial technology leader just a year ago. Now, it trades for just over seven times enterprise value (just over $35 billion as of this writing) to trailing-12-month gross profit ($4.75 billion). The market is feeling particularly ho-hum on Block.The punishment isn't completely unwarranted. Block is trying to develop the Bitcoin blockchain network, and it isn't clear if Bitcoin will ever have a future as a means of enabling transactions on the internet. It also paid a pretty penny for buy-now-pay-later company Afterpay early this year, and it will take time to see if the combined fintechs are worth more together than they would have been on their own.Personally, though, I like Block's plan of attack with Afterpay. Block needs a way to connect its Square merchant services ecosystem with the more consumer-facing Cash App. Afterpay could act as the rails between the two and create a truly two-sided network that keeps merchants and individuals highly engaged -- and makes Block more profitable over time. And at 39 times trailing-12-month free cash flow, Block's growth potential looks severely underappreciated right now.Twilio: Communications head for the cloudThe pandemic accelerated large organizations' migration to the cloud, which was especially apparent with cloud-based communications tools. Zoom Video Communications got all the early attention, but Twilio has been the more enduring growth story as Zoom's expansion has decelerated.Twilio's secret is it has a wide range of tools available for businesses to integrate into their operations -- from text and email to website chatbots to internet-based phone and video calling. Twilio's latest efforts have been to add customer data analytics to its platform, helping businesses understand when and how to stay in touch with customers.Twilio thinks it can sustain about a 30% organic growth rate (which excludes acquisitions) for the foreseeable future. The only problem is that Twilio hasn't generated a profit yet. This is partially by design as the company spends heavily to maximize its rate of expansion, but a rising interest rate environment doesn't look favorably on stocks like this.Nevertheless, Twilio expects to generate adjusted operating profit by 2023 and currently trades for a meager 3.6 times enterprise value to trailing-12-month revenue. If the business continues to grow at a rapid pace and reaches profitability next year, there is a lot of upside here.Crocs: Get a top-trending brand among young generations for a stealTo mix up the tech-heavy stock list above, I also really like Crocs stock right now. Yes, Crocs, the maker of the goofy foam clogs. Whether or not you like them, this is a popular brand among young people. Crocs ranked in the top 10 shoe brands among Generation Z (early 20-somethings), according to Piper Sandler's \"Taking Stock With Teens\" Spring 2022 report. And seemingly out of nowhere came Hey Dude, also now a Top 10 shoe brand among teens according to Piper Sandler's report. Hey Dude is the casual shoe brand Crocs just acquired.Crocs' comfy kicks are growing fast (sales have more than doubled over the last three years), but the stock has been beaten down some 55% so far in 2022. Inflation is hurting profits in the short term, and Crocs had to take on significant debt to purchase Hey Dude. The company reported nearly $2.9 billion in debt at the end of the first quarter.But if Crocs can maintain its shoe industry-best operating profit margin and keep growing, this stock is a deep value. It trades for just 5.97 times current year expected earnings. If you're looking for a bet on a resilient consumer, Crocs could create lots of rewards for the present risks right now. I'm a buyer.","news_type":1,"symbols_score_info":{"GOOG":0.9,"TWLO":0.9,"GOOGL":0.9,"NVDA":0.9,"SQ":0.9,"CROX":0.9}},"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}