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04-26

Guess the winner，Earn Tiger Coins

Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

Guess the winner，Earn Tiger Coins

03-05

$Mapletree Log Tr(M44U.SI)$

2023-02-18

Okie

SGX Weekly Review: DBS Group, Sembcorp Marine, US Inflation and Buffett’s TSMC Stake

2023-02-18

Nice

4 Dividend-Paying Singapore Stocks for Young Working Adults

2022-10-24

$Medical Properties(MPW)$Up up

2022-10-15

Ok

The Stock Market’s Rebound Fizzled Again. Why a Real Bottom Could Form Soon

2022-10-15

Good

Tesla Stock Is Down 50% From Its High. Time to Buy?

2022-09-26

Damn

2022-09-23

Ok

Apple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders

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the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CGLOCDIY&amp;feature=Message&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=10a673e99bafae267ca808392ac9f6a0&amp;invite=H01GTQ&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CGLOCDIY&amp;feature=Message&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=10a673e99bafae267ca808392ac9f6a0&amp;invite=H01GTQ&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299326478131528","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":280920405012624,"gmtCreate":1709609199625,"gmtModify":1709609203034,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Mapletree Log Tr(M44U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280920405012624","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954770665,"gmtCreate":1676682727758,"gmtModify":1676682731428,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Okie&nbsp;","listText":"Okie&nbsp;","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954770665","repostId":"1141645965","repostType":4,"repost":{"id":"1141645965","pubTimestamp":1676678320,"share":"https://www.laohu8.com/m/news/1141645965?lang=&edition=full","pubTime":"2023-02-18 07:58","market":"sg","language":"en","title":"SGX Weekly Review: DBS Group, Sembcorp Marine, US Inflation and Buffett’s TSMC Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1141645965","media":"The Smart Investor","summary":"Welcome to the latest edition of top stock market highlights.DBS Group (SGX: D05)A week ago, DBS had","content":"<html><head></head><body><p>Welcome to the latest edition of top stock market highlights.</p><p><b>DBS Group (SGX: D05)</b></p><p>A week ago, DBS had just released a sparkling set of earnings for 2022 that saw its net profit scale new heights.</p><p>Singapore’s largest bank saw its total income boosted by higher net interest income resulting from a surge in interest rates.</p><p>But the lender isn’t stopping there.</p><p>The group is considering raising its shareholding in Shenzhen Rural Commercial Bank (SRCB) either before or after SRCB heads for an initial public offering.</p><p>As a recap, DBS purchased a 13% stake in the Chinese bank for S$1.1 billion in 2021 to expand its presence in emerging markets.</p><p>The stake in SRCB provides DBS with greater access to the Greater Bay Area and the supply chains within the region which CEO Piyush Gupta believes will become an “economic powerhouse” in the decades ahead.</p><p>Meanwhile, the DBS Digital Exchange (DDEx) has reported an 80% year on year surge in the amount of Bitcoin traded through the platform in 2022.</p><p>Ether, another popular cryptocurrency, saw its trading volumes soar by 65% year on year over the same period.</p><p>DBS launched DDEx back in late 2020 and it remains a members-only exchange that serves corporate and institutional investors, accredited investors, and family offices.</p><p>The good news is that DDEx managed to double its membership base last year to 1,200 participants, and prospects seem bright for the exchange to continue onboarding new members.</p><p><b>Sembcorp Marine (SGX: S51) and Keppel Corporation Limited (SGX: BN4)</b></p><p>In other news, Sembcorp Marine (SMM) received overwhelming support for its proposed merger with the Offshore and Marine (O&amp;M) division of Keppel Corporation.</p><p>At the extraordinary general meeting convened to approve this deal, over 95% of the votes cast were in favour of the merger.</p><p>With this approval signed and sealed, it paves the way for the two oil and gas giants to combine into a stronger, well-capitalised entity to weather the challenges plaguing the industry.</p><p>The enlarged entity is also well-positioned to bid for projects in the renewable and traditional energy segments.</p><p>However, the same set of risks still applies to the new entity.</p><p>There will be restructuring and integration issues related to merging Keppel’s O&amp;M division with SMM.</p><p>Cost inflation may be another bugbear that the new entity needs to deal with.</p><p>The picture for the enlarged SMM will look clearer once the rig giant releases its first set of financial statements post-merger.</p><p><b>US inflation data</b></p><p>The latest inflation data from the US seems to indicate that high inflation is not going away anytime soon.</p><p>The US Consumer Price Index (CPI) saw a month-on-month increase in January, moving up by 0.5 percent, with higher rental and food costs being the main culprits.</p><p>On a year-on-year basis, prices were 6.4% higher.</p><p>Although this level was slightly lower than the 6.5% logged in December 2022, it was still above economists’ expectations of 6.2%.</p><p>Because of this number, investors are now concerned that the US Federal Reserve could hike interest rates more than originally projected.</p><p>There are rumblings for a 0.5 percentage point increase that may seep into the central bank’s decision-making sentiment and spark off a stronger attempt to rein in inflation.</p><p><b>Warren Buffett and TSMC (NYSE: TSM)</b></p><p>Elsewhere, there was a sense of disquiet among investors when news broke that Warren Buffett had reduced in his ownership of Taiwan Semiconductor Manufacturing Company or TSMC.</p><p>The savvy investor’s company, Berkshire Hathaway (NYSE: BRK.B), had previously taken close to a US$5 billion stake in the world’s most advanced microchip manufacturer back in November last year.</p><p>After just a quarter, Buffett’s holding company sold off 86% of its stake.</p><p>Assuming the sale was made at the average price during the period, it would have netted the investment firm a cool US$3.7 billion.</p><p>Warren Buffett is known for making long-term bets, so this action may run contrary to what investors are used to seeing.</p><p>Last month, TSMC announced a robust set of earnings with net revenue climbing 33.5% year on year to US$75.9 billion.</p><p>However, in light of weaker demand within the technology industry, TSMC has slashed its capital spending budget by 10% to US$36 billion, down from US$40 billion previously.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SGX Weekly Review: DBS Group, Sembcorp Marine, US Inflation and Buffett’s TSMC Stake</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\">\nSGX Weekly Review: DBS Group, Sembcorp Marine, US Inflation and Buffett’s TSMC Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-18 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-dbs-group-sembcorp-marine-us-inflation-and-buffetts-tsmc-stake/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to the latest edition of top stock market highlights.DBS Group (SGX: D05)A week ago, DBS had just released a sparkling set of earnings for 2022 that saw its net profit scale new heights....</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-dbs-group-sembcorp-marine-us-inflation-and-buffetts-tsmc-stake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","S51.SI":"海庭","BN4.SI":"吉宝有限公司","TSM":"台积电"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-dbs-group-sembcorp-marine-us-inflation-and-buffetts-tsmc-stake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141645965","content_text":"Welcome to the latest edition of top stock market highlights.DBS Group (SGX: D05)A week ago, DBS had just released a sparkling set of earnings for 2022 that saw its net profit scale new heights.Singapore’s largest bank saw its total income boosted by higher net interest income resulting from a surge in interest rates.But the lender isn’t stopping there.The group is considering raising its shareholding in Shenzhen Rural Commercial Bank (SRCB) either before or after SRCB heads for an initial public offering.As a recap, DBS purchased a 13% stake in the Chinese bank for S$1.1 billion in 2021 to expand its presence in emerging markets.The stake in SRCB provides DBS with greater access to the Greater Bay Area and the supply chains within the region which CEO Piyush Gupta believes will become an “economic powerhouse” in the decades ahead.Meanwhile, the DBS Digital Exchange (DDEx) has reported an 80% year on year surge in the amount of Bitcoin traded through the platform in 2022.Ether, another popular cryptocurrency, saw its trading volumes soar by 65% year on year over the same period.DBS launched DDEx back in late 2020 and it remains a members-only exchange that serves corporate and institutional investors, accredited investors, and family offices.The good news is that DDEx managed to double its membership base last year to 1,200 participants, and prospects seem bright for the exchange to continue onboarding new members.Sembcorp Marine (SGX: S51) and Keppel Corporation Limited (SGX: BN4)In other news, Sembcorp Marine (SMM) received overwhelming support for its proposed merger with the Offshore and Marine (O&M) division of Keppel Corporation.At the extraordinary general meeting convened to approve this deal, over 95% of the votes cast were in favour of the merger.With this approval signed and sealed, it paves the way for the two oil and gas giants to combine into a stronger, well-capitalised entity to weather the challenges plaguing the industry.The enlarged entity is also well-positioned to bid for projects in the renewable and traditional energy segments.However, the same set of risks still applies to the new entity.There will be restructuring and integration issues related to merging Keppel’s O&M division with SMM.Cost inflation may be another bugbear that the new entity needs to deal with.The picture for the enlarged SMM will look clearer once the rig giant releases its first set of financial statements post-merger.US inflation dataThe latest inflation data from the US seems to indicate that high inflation is not going away anytime soon.The US Consumer Price Index (CPI) saw a month-on-month increase in January, moving up by 0.5 percent, with higher rental and food costs being the main culprits.On a year-on-year basis, prices were 6.4% higher.Although this level was slightly lower than the 6.5% logged in December 2022, it was still above economists’ expectations of 6.2%.Because of this number, investors are now concerned that the US Federal Reserve could hike interest rates more than originally projected.There are rumblings for a 0.5 percentage point increase that may seep into the central bank’s decision-making sentiment and spark off a stronger attempt to rein in inflation.Warren Buffett and TSMC (NYSE: TSM)Elsewhere, there was a sense of disquiet among investors when news broke that Warren Buffett had reduced in his ownership of Taiwan Semiconductor Manufacturing Company or TSMC.The savvy investor’s company, Berkshire Hathaway (NYSE: BRK.B), had previously taken close to a US$5 billion stake in the world’s most advanced microchip manufacturer back in November last year.After just a quarter, Buffett’s holding company sold off 86% of its stake.Assuming the sale was made at the average price during the period, it would have netted the investment firm a cool US$3.7 billion.Warren Buffett is known for making long-term bets, so this action may run contrary to what investors are used to seeing.Last month, TSMC announced a robust set of earnings with net revenue climbing 33.5% year on year to US$75.9 billion.However, in light of weaker demand within the technology industry, TSMC has slashed its capital spending budget by 10% to US$36 billion, down from US$40 billion previously.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954770887,"gmtCreate":1676682709450,"gmtModify":1676682713552,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954770887","repostId":"1101756413","repostType":4,"repost":{"id":"1101756413","pubTimestamp":1676682188,"share":"https://www.laohu8.com/m/news/1101756413?lang=&edition=full","pubTime":"2023-02-18 09:03","market":"sg","language":"en","title":"4 Dividend-Paying Singapore Stocks for Young Working Adults","url":"https://stock-news.laohu8.com/highlight/detail?id=1101756413","media":"The Smart Investor","summary":"As the saying goes, you are never too young to start investing.While Warren Buffett reportedly inves","content":"<html><head></head><body><p>As the saying goes, you are never too young to start investing.</p><p>While Warren Buffett reportedly invested his first dollar at age 11, most of us may be limited by the amount of money we have at that age.</p><p>Hence, it’s not unusual for many to start investing only when they have earned their first pay cheque.</p><p>If you’ve just entered the workforce, your priority will be on growing your pot of savings.</p><p>You should, therefore, select stocks with promising growth prospects.</p><p>However, a dash of dividends is helpful to add a layer of passive income to their earned income.</p><p>Here is a list of four Singapore stocks that not only display promising growth but also pay out a consistent dividend to boot.</p><p><b>iFAST Corporation Limited (SGX: AIY)</b></p><p>iFAST is a financial technology company that runs a platform for the buying and selling of unit trusts, equities, and bonds.</p><p>The group saw its net profit tumble in 2022 as volatile financial markets and several one-off adjustments impacted its financials.</p><p>However, the fintech still saw healthy fund inflows of S$2.1 billion last year with its fixed income division also seeing a surge in subscriptions as bond yields surged.</p><p>iFAST is also counting on its Hong Kong division to be an important growth driver for the group from this year till 2025.</p><p>The division snagged a significant ePension contract that should greatly boost the division’s revenue and net profit once contributions start flowing in from the fourth quarter of this year (4Q 2023).</p><p>An annual dividend of S$0.048 was declared for 2022, similar to the level paid out in 2021.</p><p>Shares of iFAST provide a 0.9% historical dividend yield.</p><p><b>UMS Holdings Limited (SGX: 558)</b></p><p>UMS provides equipment manufacturing and engineering services to the original equipment manufacturers of semiconductors.</p><p>The group reported a strong set of earnings for the first nine months of 2022 (9M 2022).</p><p>Revenue climbed 48% year on year to S$271.4 million while net profit surged by 73% year on year to S$82 million.</p><p>UMS believes that global chip demand should remain fairly strong over the long term, although the industry may be facing a short-term cyclical downturn.</p><p>The semiconductor market is projected to surpass US$1 trillion by 2030, led by a boom in automobiles and data centres.</p><p>UMS is also ramping up its expansion plans with the construction of its Penang factory completed by the end of last year and in preparation for production ramp-up in the middle of 2023.</p><p>An interim dividend of S$0.01 was declared for the third quarter of 2022.</p><p>UMS’ trailing 12-month dividend stood at S$0.05, giving its shares a trailing 12-month dividend yield of 4.5%.</p><p><b>The Hour Glass (SGX: AGS)</b></p><p>The Hour Glass, or THG, is a retailer of luxury watches with 50 boutiques in the Asia-Pacific region.</p><p>The group is the official retailer of famous Swiss watch brands such as Rolex, Patek Philippe, and Audemars Piguet.</p><p>The group reported a strong set of earnings for its fiscal 2023’s first half (1H FY2023).</p><p>Total revenue rose 18% year on year to S$562.7 million while net profit surged 35% year on year to S$84.6 million.</p><p>The group expects to be profitable for FY2023 and with China’s recent reopening, there could be stronger demand for luxury timepieces in the coming months.</p><p>An interim dividend of S$0.02 was paid out, similar to a year ago.</p><p>The trailing 12-month dividend came in at S$0.08, giving THG’s shares a trailing dividend yield of 3.9%.</p><p><b>Food Empire Holdings Ltd (SGX: F03)</b></p><p>Food Empire is a food and beverage manufacturer that produces instant beverages and frozen and snack food products.</p><p>The group’s products are sold in over 50 countries and it has 23 offices worldwide along with eight manufacturing facilities.</p><p>For 9M 2022, Food Empire posted a 26.5% year on year rise in revenue to US$286 million.</p><p>Net profit soared more than three-fold year on year from US$14.6 million to US$49.6 million.</p><p>The food and beverage group recently announced that for 2022, it will report a substantial increase in profits that is partly due to the disposal of a non-core asset.</p><p>For 2021, Food Empire paid out a total dividend of S$0.022, giving its shares a historical dividend yield of 2.7%.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Dividend-Paying Singapore Stocks for Young Working Adults</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Dividend-Paying Singapore Stocks for Young Working Adults\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-18 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-dividend-paying-singapore-stocks-for-young-working-adults/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the saying goes, you are never too young to start investing.While Warren Buffett reportedly invested his first dollar at age 11, most of us may be limited by the amount of money we have at that age...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-dividend-paying-singapore-stocks-for-young-working-adults/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"558.SI":"UMS控股","F03.SI":"富旺朝","AIY.SI":"奕丰集团","AGS.SI":"欧佳时"},"source_url":"https://thesmartinvestor.com.sg/4-dividend-paying-singapore-stocks-for-young-working-adults/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101756413","content_text":"As the saying goes, you are never too young to start investing.While Warren Buffett reportedly invested his first dollar at age 11, most of us may be limited by the amount of money we have at that age.Hence, it’s not unusual for many to start investing only when they have earned their first pay cheque.If you’ve just entered the workforce, your priority will be on growing your pot of savings.You should, therefore, select stocks with promising growth prospects.However, a dash of dividends is helpful to add a layer of passive income to their earned income.Here is a list of four Singapore stocks that not only display promising growth but also pay out a consistent dividend to boot.iFAST Corporation Limited (SGX: AIY)iFAST is a financial technology company that runs a platform for the buying and selling of unit trusts, equities, and bonds.The group saw its net profit tumble in 2022 as volatile financial markets and several one-off adjustments impacted its financials.However, the fintech still saw healthy fund inflows of S$2.1 billion last year with its fixed income division also seeing a surge in subscriptions as bond yields surged.iFAST is also counting on its Hong Kong division to be an important growth driver for the group from this year till 2025.The division snagged a significant ePension contract that should greatly boost the division’s revenue and net profit once contributions start flowing in from the fourth quarter of this year (4Q 2023).An annual dividend of S$0.048 was declared for 2022, similar to the level paid out in 2021.Shares of iFAST provide a 0.9% historical dividend yield.UMS Holdings Limited (SGX: 558)UMS provides equipment manufacturing and engineering services to the original equipment manufacturers of semiconductors.The group reported a strong set of earnings for the first nine months of 2022 (9M 2022).Revenue climbed 48% year on year to S$271.4 million while net profit surged by 73% year on year to S$82 million.UMS believes that global chip demand should remain fairly strong over the long term, although the industry may be facing a short-term cyclical downturn.The semiconductor market is projected to surpass US$1 trillion by 2030, led by a boom in automobiles and data centres.UMS is also ramping up its expansion plans with the construction of its Penang factory completed by the end of last year and in preparation for production ramp-up in the middle of 2023.An interim dividend of S$0.01 was declared for the third quarter of 2022.UMS’ trailing 12-month dividend stood at S$0.05, giving its shares a trailing 12-month dividend yield of 4.5%.The Hour Glass (SGX: AGS)The Hour Glass, or THG, is a retailer of luxury watches with 50 boutiques in the Asia-Pacific region.The group is the official retailer of famous Swiss watch brands such as Rolex, Patek Philippe, and Audemars Piguet.The group reported a strong set of earnings for its fiscal 2023’s first half (1H FY2023).Total revenue rose 18% year on year to S$562.7 million while net profit surged 35% year on year to S$84.6 million.The group expects to be profitable for FY2023 and with China’s recent reopening, there could be stronger demand for luxury timepieces in the coming months.An interim dividend of S$0.02 was paid out, similar to a year ago.The trailing 12-month dividend came in at S$0.08, giving THG’s shares a trailing dividend yield of 3.9%.Food Empire Holdings Ltd (SGX: F03)Food Empire is a food and beverage manufacturer that produces instant beverages and frozen and snack food products.The group’s products are sold in over 50 countries and it has 23 offices worldwide along with eight manufacturing facilities.For 9M 2022, Food Empire posted a 26.5% year on year rise in revenue to US$286 million.Net profit soared more than three-fold year on year from US$14.6 million to US$49.6 million.The food and beverage group recently announced that for 2022, it will report a substantial increase in profits that is partly due to the disposal of a non-core asset.For 2021, Food Empire paid out a total dividend of S$0.022, giving its shares a historical dividend yield of 2.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981425574,"gmtCreate":1666583614799,"gmtModify":1676537772144,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties(MPW)$</a>Up up","listText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties(MPW)$</a>Up up","text":"$Medical Properties(MPW)$Up up","images":[{"img":"https://community-static.tradeup.com/news/ce9995c45362258b2659f454c9eb1500","width":"1125","height":"2585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":50,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/9981425574","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980795725,"gmtCreate":1665807874267,"gmtModify":1676537668184,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980795725","repostId":"2275665189","repostType":4,"repost":{"id":"2275665189","pubTimestamp":1665787817,"share":"https://www.laohu8.com/m/news/2275665189?lang=&edition=full","pubTime":"2022-10-15 06:50","market":"us","language":"en","title":"The Stock Market’s Rebound Fizzled Again. Why a Real Bottom Could Form Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2275665189","media":"Barron's","summary":"Investors seemingly can’t stop trying to pick a stock market bottom, no matter how bad the news—and ","content":"<html><head></head><body><p>Investors seemingly can’t stop trying to pick a stock market bottom, no matter how bad the news—and it continues to backfire. The day for a real bounce, however, may be coming soon.</p><p>Consider: This past Thursday, September’s consumer inflation report came in much hotter than expected, with the core CPI hitting a 40-year high. The initial response was exactly what you’d expect—the S&amp;P 500 traded down as much as 2.4%—but then it started rallying…and rallying. The index finally finished the day up 2.6%, the first time that’s happened since 2008.</p><p>The rally had people talking about capitulation and bear-market bottoms, but alas, it was not to be. A rise in inflation expectations that showed up in the University of Michigan’s consumer sentiment survey on Friday pushed Treasury yields to their highest levels since 2008.</p><p>As a result, the S&amp;P 500 fell 1.6% this past week, while the Nasdaq Composite dropped 3.1% to close at its lowest level since July 2020. The Dow Jones Industrial Average,thanks to some solid earnings from Walgreens Boots Alliance (ticker: WBA), UnitedHealth Group (UNH), and JPMorgan Chase(JPM), finished the week up 1.2%.</p><p>Still, for the first time in a while, it feels like there’s hope. Part of that is simply the market starting to acknowledge the fact that the Federal Reserve will do what it said it would do—crank rates up as high as they need to go to tame inflation. There’s now more than a 70% chance the Fed raises rates over 4.5% by December, which would have been unthinkable just a few months ago.</p><p>But the market is starting to act the way it does at lows. Take Thursday’s massive turnaround. The S&amp;P 500 fell 2.4% before finishing up 2.6%, a five-point swing. That’s happened just nine other times since 1983, according to Bespoke Investment Group data. The wild swings often continued—the S&amp;P 500 was down 3.5% on average over the following three months, but up an average of 14.6% over the next 12 months. “We’re not sure when or where the ultimate bottom in stocks will end up, but violent moves like yesterday tend to occur closer to lows than highs,” the folks at Bespoke explain.</p><p>Other measures are starting to send similar messages. On Friday, noted Doug Ramsey, chief investment officer at the Leuthold Group, the firm’s Very Long Term Momentum indicator, or VLT, reached an oversold level for the first time since 2016. It’s not a buy signal yet—that happens when the indicator turns up—but it does mean one “is now mathematically possible,” Ramsey writes. “Patience is advised. But this long-term oversold condition should help investors pull the trigger when the time comes.”</p><p>It’s also easy to forget that the S&amp;P 500 has already dropped 25% this year, a level that’s approaching the losses in an average recession, in which the market drops 30% to 40%, observes Rick Bookstaber, head of risk at Fabric. That means investors could rightly expect more losses, but a good portion of the index’s losses are likely behind it. “If you look at historical cases of bad market events and recessions, we’re more than halfway there in terms of the pain that the market has had,” he says.</p><p>Indeed, it might even be time to start nibbling on individual stocks. Morgan Stanley portfolio manager Andrew Slimmon notes that while the market has dropped 25%, the average stock has fallen far more. He’s actively looking to add companies. “The only stocks we’re adding to or buying new are those that reflect a recession because they are down 40% to 60% already,” he says.</p><p>It’s a good place to start.</p></body></html>","source":"lsy1610680873436","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 Stock Market’s Rebound Fizzled Again. Why a Real Bottom Could Form Soon</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 Stock Market’s Rebound Fizzled Again. Why a Real Bottom Could Form Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 06:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-dow-nasdaq-sp500-51665789304?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors seemingly can’t stop trying to pick a stock market bottom, no matter how bad the news—and it continues to backfire. The day for a real bounce, however, may be coming soon.Consider: This past...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-dow-nasdaq-sp500-51665789304?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-dow-nasdaq-sp500-51665789304?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275665189","content_text":"Investors seemingly can’t stop trying to pick a stock market bottom, no matter how bad the news—and it continues to backfire. The day for a real bounce, however, may be coming soon.Consider: This past Thursday, September’s consumer inflation report came in much hotter than expected, with the core CPI hitting a 40-year high. The initial response was exactly what you’d expect—the S&P 500 traded down as much as 2.4%—but then it started rallying…and rallying. The index finally finished the day up 2.6%, the first time that’s happened since 2008.The rally had people talking about capitulation and bear-market bottoms, but alas, it was not to be. A rise in inflation expectations that showed up in the University of Michigan’s consumer sentiment survey on Friday pushed Treasury yields to their highest levels since 2008.As a result, the S&P 500 fell 1.6% this past week, while the Nasdaq Composite dropped 3.1% to close at its lowest level since July 2020. The Dow Jones Industrial Average,thanks to some solid earnings from Walgreens Boots Alliance (ticker: WBA), UnitedHealth Group (UNH), and JPMorgan Chase(JPM), finished the week up 1.2%.Still, for the first time in a while, it feels like there’s hope. Part of that is simply the market starting to acknowledge the fact that the Federal Reserve will do what it said it would do—crank rates up as high as they need to go to tame inflation. There’s now more than a 70% chance the Fed raises rates over 4.5% by December, which would have been unthinkable just a few months ago.But the market is starting to act the way it does at lows. Take Thursday’s massive turnaround. The S&P 500 fell 2.4% before finishing up 2.6%, a five-point swing. That’s happened just nine other times since 1983, according to Bespoke Investment Group data. The wild swings often continued—the S&P 500 was down 3.5% on average over the following three months, but up an average of 14.6% over the next 12 months. “We’re not sure when or where the ultimate bottom in stocks will end up, but violent moves like yesterday tend to occur closer to lows than highs,” the folks at Bespoke explain.Other measures are starting to send similar messages. On Friday, noted Doug Ramsey, chief investment officer at the Leuthold Group, the firm’s Very Long Term Momentum indicator, or VLT, reached an oversold level for the first time since 2016. It’s not a buy signal yet—that happens when the indicator turns up—but it does mean one “is now mathematically possible,” Ramsey writes. “Patience is advised. But this long-term oversold condition should help investors pull the trigger when the time comes.”It’s also easy to forget that the S&P 500 has already dropped 25% this year, a level that’s approaching the losses in an average recession, in which the market drops 30% to 40%, observes Rick Bookstaber, head of risk at Fabric. That means investors could rightly expect more losses, but a good portion of the index’s losses are likely behind it. “If you look at historical cases of bad market events and recessions, we’re more than halfway there in terms of the pain that the market has had,” he says.Indeed, it might even be time to start nibbling on individual stocks. Morgan Stanley portfolio manager Andrew Slimmon notes that while the market has dropped 25%, the average stock has fallen far more. He’s actively looking to add companies. “The only stocks we’re adding to or buying new are those that reflect a recession because they are down 40% to 60% already,” he says.It’s a good place to start.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980795551,"gmtCreate":1665807854273,"gmtModify":1676537668175,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980795551","repostId":"2275632549","repostType":2,"repost":{"id":"2275632549","pubTimestamp":1665787534,"share":"https://www.laohu8.com/m/news/2275632549?lang=&edition=full","pubTime":"2022-10-15 06:45","market":"us","language":"en","title":"Tesla Stock Is Down 50% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275632549","media":"Motley Fool","summary":"The major market indexes fell back to earth Friday, approaching their 2022 lows again.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.</li><li>Tesla shares have fallen by a third in less than a month.</li><li>Tesla&#39;s earnings report next week should give investors some vital information about its fundamental business prospects.</li></ul><p>Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the <b>Nasdaq Composite</b> closed at its worst level of the year, and the <b>S&amp;P 500</b> and <b>Dow Jones Industrial Average</b> gave up most of their advances from earlier in the week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21aa89d7e02f24dc3037cff50f5058b4\" tg-width=\"1211\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: YAHOO! FINANCE.</span></p><p>One of the biggest stock stories of the past several years has been <b>Tesla</b>. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.</p><p>For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They&#39;ve lost about a third of their value in less than a month. Tesla closed Friday&#39;s session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.</p><h2>A lot is happening with Tesla</h2><p>Several items hit Tesla newsfeeds on Friday. One involved the company&#39;s new Gigafactory facility in Germany --  a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that&#39;s already showing signs of strain.</p><p>Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it&#39;s possible that the new accounting requirements (if adopted) would create more volatility in the automaker&#39;s quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla&#39;s crypto holdings aren&#39;t extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.</p><h2>What to expect from Tesla next week</h2><p>Investors will get the latest financial results from Tesla next week, and one question they&#39;ll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company&#39;s profits -- even temporarily -- it could explain the stock&#39;s recent declines.</p><p>It&#39;s new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla&#39;s business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla&#39;s long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Down 50% From Its High. Time to 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\">\nTesla Stock Is Down 50% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 06:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275632549","content_text":"KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should give investors some vital information about its fundamental business prospects.Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the Nasdaq Composite closed at its worst level of the year, and the S&P 500 and Dow Jones Industrial Average gave up most of their advances from earlier in the week.DATA SOURCE: YAHOO! FINANCE.One of the biggest stock stories of the past several years has been Tesla. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They've lost about a third of their value in less than a month. Tesla closed Friday's session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.A lot is happening with TeslaSeveral items hit Tesla newsfeeds on Friday. One involved the company's new Gigafactory facility in Germany --  a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that's already showing signs of strain.Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it's possible that the new accounting requirements (if adopted) would create more volatility in the automaker's quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla's crypto holdings aren't extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.What to expect from Tesla next weekInvestors will get the latest financial results from Tesla next week, and one question they'll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company's profits -- even temporarily -- it could explain the stock's recent declines.It's new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla's business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla's long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911666674,"gmtCreate":1664197327398,"gmtModify":1676537407596,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911666674","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913136035,"gmtCreate":1663933576127,"gmtModify":1676537365932,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913136035","repostId":"1143184962","repostType":2,"repost":{"id":"1143184962","pubTimestamp":1663946413,"share":"https://www.laohu8.com/m/news/1143184962?lang=&edition=full","pubTime":"2022-09-23 23:20","market":"us","language":"en","title":"Apple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1143184962","media":"Seeking Alpha","summary":"SummaryA revenue beat from 3Q22 results came from better than expected supply side factors rather th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A revenue beat from 3Q22 results came from better than expected supply side factors rather than from the demand side.</li><li>Tim Cook did not see any impact on demand for iPhones so far, although there were pockets of weakness in other parts of the business due to macroeconomic impacts.</li><li>There were incremental improvements made for the iPhone, AirPods and Apple Watch in the September 7 event.</li><li>Early data from pre-orders of the new iPhone 14 shows weakness in some models while the iPhone 14 Pro Max demand was strong.</li><li>My 1 year target price for Apple is $128, implying a 17% downside from current levels.</li></ul><p>Apple (NASDAQ:AAPL)has held the status as the most valuable company in the world for some time now and for good reasons. I have written about the positives as well as the negatives for the investment case for and against Apple in my previous article. In this article, I look for early warning signs that demand for Apple products may be less than expected as the global economy starts to weaken.</p><p><b>Investment thesis</b></p><p>While I continue to see Apple as an excellent company with great products and a strong brand with strong competitive moats, I do think that the current price levels are not the right levels for investors to add to Apple. The premium multiple it is commanding today comes with a high level of risk as the market is pricing in mid single digit EPS growth in the next 2 years. With the heightened risk of slowing of the macroeconomic environment and potentially a recession, demand for Apple&#39;s products could start to wane as consumers become more sensitive in their spending.</p><p>As such, I think that the current premium multiple is not warranted given the possibility of further downward revisions to the mid single digit EPS that is priced in today. Even with the competitive moat that Apple has today, with a hefty price tag of 24x 2023 P/E with 6% EPS growth from 2023 to 2024, I think that there could be more downside to come for Apple.</p><p><b>3Q22 revenue beat came from supply side</b></p><p>In the current 3Q22 quarter, the company posted a revenue beat of $2.8 billion. Given that management guided that they expect a supply chain impact of about $4 billion to $8 billion for the current quarter, the approximately $3.5 billion in supply chain impact brought a positive impact of about $2.5 billion to the average of $6 billion supply chain impacts that would be expected for the quarter. As a result, the revenue beat did come from better than expected supply side factors, which is of course, positive news given that supply chain issues have been a major constraint for some of its products.</p><p>That said, I take a more cautious view on the demand side of things for Apple until I start to see demand driving the beat. I would look at the sales of the newest iPhone 14 models to gauge for demand since, as highlighted in my previous article, the iPhone takes up more than50%of Apple&#39;s total revenues.</p><p><b>Weak guidance</b></p><p>Although Apple does not usually give a specific numeric guidance, the fourth quarter guidance was less clear than normally provided. In terms of how the macroeconomic environment and higher inflation is affecting the business, I think that it is encouraging that management cleared the air that for the iPhone in particular, there were no obvious signs that macroeconomic factors were affecting the business.</p><p>However, it is also worth pointing out that CEO Tim Cook did acknowledge pockets of weakness in Wearables and Services as these businesses seem to be experiencing the impacts of weakening macroeconomic environment. Mac and iPad were constrained by supply which were not enough to test the demand. Also, there are headwinds coming from the foreign exchange as there were 300 basis points that had an impact on growth rates in the current quarter coming from these FX headwinds.</p><p>All in all, while there are pockets of weakness, I think that it is not all doom for Apple as consumer demand for the iPhone still looks to be holding up. Should there be any signs of weakness in demand for the iPhone 14, I think that this may spell near-term trouble for the company. However, I think management is currently being cautious about expectations rather than management signaling that consumer demand is waning. Furthermore, I think that the uncertain global environment does make it relatively more difficult for a clearer guidance.</p><p><b>Apple&#39;s 7 Sept event</b></p><p>As usual, Apple&#39;s biggest event of the calendar year was met with much enthusiasm. It was great to see incremental improvements, in my view, for their launches of the new iPhone, Watch and AirPods during the 7 September event.</p><p>Firstly, I would highlight the pricing for all models of its iPhones remain unchanged. In my view, this is necessary given that Apple could see a shift in demand from iPhone Pro to its non-Pro models if there were a price increase. Apple&#39;s iPhone Pro mix was abnormally higher during the pandemic and an increase in prices for the iPhone 14 Pro might have risked a more drastic normalization of the iPhone mix.</p><p>Apple did release other features like the Emergency SOS service that uses satellite connectivity which will be free for 2 years for all the new phones that allow for the service, as well as the Dynamic Island that is meant as a clever use of the cutout in the iPhone Pro model for showing alerts. The iPhone Pro model also has an updated 48MP quad-pixel sensor and up from the previous model&#39;s 12MP. Action mode was also launched for videos to look more smooth in videos with significant motion.</p><p>Targeting the fitness and outdoor enthusiasts that currently use watches from companies like Garmin, Apple launched the Apple Ultra Watch. It is a new premium watch with a 49mm titanium case and the watch has improved multi band GPS and the new L5frequency, with a pricing of $799. Furthermore, the company eliminated the Apple Watch Series 3 while reducing the price of the Apple Watch SE by $30 to $249. This means that the most affordable Apple Watch is now the Apple Watch SE.</p><p>Other upgrades include an upgrade to the AirPods Pro, with a new H2 chip that is said to have better sound quality, almost 2x better noise cancellation as well as a longer battery life of6 hours compared to the 4.5 hours in the previous version. Also, the pricing of the new AirPods Pro remains unchanged at $249.</p><p>All in all, while there were incremental improvements during the event for the new iPhone, Watch and AirPods, I take the view that these will not make meaningful improvements to the company&#39;s business or growth. With the event now behind us, this also leaves one less catalyst for the Apple stock in the near term and since this event does not move the needle much, most of the upside or downside in the near term will still come from the higher or lower demand for Apple&#39;s products in the current uncertain economic environment.</p><p><b>Early signs of demand from iPhone 14 launch</b></p><p>While it may be premature to gauge how the sales of the newest iPhone 14 will be in the next year, the data from the launch can be a good leading indicator of what we can expect moving forward. Furthermore, typically the more loyal Apple fans will be the ones buying the latest model near launch date and may not be a good representation of what the true demand is going forward.</p><p>An analyst from TF Securities has done the good work of analyzing and providing data on the pre-orders of Apple&#39;s newest iPhone 14 models. What he found was that for the top end model, iPhone 14 Pro Max, this surpassed the demand that was seen in the same period last year, for which the analyst rated good. The iPhone 14 Pro saw the same demand as the iPhone 13 Pro one year before and thus, was labeled as neutral. The iPhone 14 and iPhone 14 plus were rated a bad rating.</p><p>I think what this means is that we will see a shift in the mix towards the higher end model and thus a higher average selling price given the strong numbers for the iPhone 14 Pro Max. Furthermore, it does imply that the higher end consumers continue to be willing to spend and that iPhone 14 Pro Max&#39;s features and upgrades are the most attractive relative to the other 3 models.</p><p>The iPhone 14 plus had a weaker demand than that of the iPhone 13 mini launched last year, and the two models of iPhone 14 and iPhone 14 plus made up 45% of total shipments.</p><p>It remains to be seen whether the relatively stronger demand for the iPhone 14 Pro Max will be sustained past the early pre-order phase as we might see demand wane if the less loyal Apple consumers may not have the same enthusiasm for the iPhone 14 Pro Max as those who made the pre-order.</p><p><b>Valuation</b></p><p>Apple is currently trading at 24x 2023 P/E and 23x 2024 P/E. Embedded in this P/E is the pricing in of 6% growth on average in these 2 years. Even though I acknowledge Apple has one of the best businesses and competitive moats, I think that Apple still looks expensive to me at current levels.</p><p>I think that Apple&#39;s premium multiple makes it difficult for me to justify investment into the company at current levels because of the risks of macro economy weakening going into 2023, bringing downside to the current 6% average growth expected over the next 2 years. Furthermore, paying 24x 2023 P/E for 6% growth rate does not make sense to me as I see better opportunities out there.</p><p>I apply a 20x P/E multiple to my 2023F EPS estimate of $6.40. As such, my 1 year target price for Apple is $128, implying 17% downside from current levels. While I have not priced in a recession scenario in my EPS estimates for 2023F, I think that my estimates are relatively de-risked from that of Wall Street and my lower P/E multiple takes into account the higher risk we are seeing today with regard to the weakening macro situation.</p><p><b>Risks</b></p><p>Macroeconomic environment</p><p>While it can be argued that Apple has the most loyal fans, the uncertainty around the global macroeconomic environment now means that there are heightened risks that demand could fade if the economy makes a turn for the worse. I think that the main risk for Apple right now both for the upside and the downside is how demand plays out in the near-term. If demand holds up better than expected, we could see further upside in the stock price. However, if the recession scenario does occur and demand falls, there could be substantial downside to come.</p><p>Market share loss in high end smartphone markets</p><p>While Apple has one of the best competitive moats in the world, sometimes, the bigger they come, the harder they may fall. As such, I think it is crucial Apple maintains this competitive advantage. If Apple is unable to maintain its competitive advantage as an ecosystem leader, other high end smartphone players may take up market share and this will negatively affect share price.</p><p><b>Conclusion</b></p><p>Although Apple&#39;s strong platform creates optionality longer term we see this as offset by a premium multiple and both macro and normalization risks to numbers heading into 2023. We believe there are better options for investors wishing to weather deteriorating macro elsewhere in our coverage.</p><p>I prefer to be on the sidelines with Apple at the current levels, and maintain my neutral rating. There are warning signs for the business appearing as Tim Cook has mentioned some pockets of weakness in the business in the 2Q22 call, supply side factors driving the revenue beat in 2Q22, and iPhone 14 and iPhone 14 plus models not being well received in the pre-order stage. That said, I continue to like Apple as a business for the long-term with a great management running the show with best-in-class products and strong brand reputation. The premium valuation is not justified with the heightened risks that we are seeing going into 2023 with risks of weakening of consumer sentiment and potentially a recession. As such, I think that market has not yet priced in these risks for Apple. My 1 year target price for Apple is $128, implying 17% downside from current levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders</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\">\nApple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542569-apple-a-word-of-caution-from-tim-cook-and-iphone-14-pre-orders?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA revenue beat from 3Q22 results came from better than expected supply side factors rather than from the demand side.Tim Cook did not see any impact on demand for iPhones so far, although there...</p>\n\n<a href=\"https://seekingalpha.com/article/4542569-apple-a-word-of-caution-from-tim-cook-and-iphone-14-pre-orders?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4542569-apple-a-word-of-caution-from-tim-cook-and-iphone-14-pre-orders?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143184962","content_text":"SummaryA revenue beat from 3Q22 results came from better than expected supply side factors rather than from the demand side.Tim Cook did not see any impact on demand for iPhones so far, although there were pockets of weakness in other parts of the business due to macroeconomic impacts.There were incremental improvements made for the iPhone, AirPods and Apple Watch in the September 7 event.Early data from pre-orders of the new iPhone 14 shows weakness in some models while the iPhone 14 Pro Max demand was strong.My 1 year target price for Apple is $128, implying a 17% downside from current levels.Apple (NASDAQ:AAPL)has held the status as the most valuable company in the world for some time now and for good reasons. I have written about the positives as well as the negatives for the investment case for and against Apple in my previous article. In this article, I look for early warning signs that demand for Apple products may be less than expected as the global economy starts to weaken.Investment thesisWhile I continue to see Apple as an excellent company with great products and a strong brand with strong competitive moats, I do think that the current price levels are not the right levels for investors to add to Apple. The premium multiple it is commanding today comes with a high level of risk as the market is pricing in mid single digit EPS growth in the next 2 years. With the heightened risk of slowing of the macroeconomic environment and potentially a recession, demand for Apple's products could start to wane as consumers become more sensitive in their spending.As such, I think that the current premium multiple is not warranted given the possibility of further downward revisions to the mid single digit EPS that is priced in today. Even with the competitive moat that Apple has today, with a hefty price tag of 24x 2023 P/E with 6% EPS growth from 2023 to 2024, I think that there could be more downside to come for Apple.3Q22 revenue beat came from supply sideIn the current 3Q22 quarter, the company posted a revenue beat of $2.8 billion. Given that management guided that they expect a supply chain impact of about $4 billion to $8 billion for the current quarter, the approximately $3.5 billion in supply chain impact brought a positive impact of about $2.5 billion to the average of $6 billion supply chain impacts that would be expected for the quarter. As a result, the revenue beat did come from better than expected supply side factors, which is of course, positive news given that supply chain issues have been a major constraint for some of its products.That said, I take a more cautious view on the demand side of things for Apple until I start to see demand driving the beat. I would look at the sales of the newest iPhone 14 models to gauge for demand since, as highlighted in my previous article, the iPhone takes up more than50%of Apple's total revenues.Weak guidanceAlthough Apple does not usually give a specific numeric guidance, the fourth quarter guidance was less clear than normally provided. In terms of how the macroeconomic environment and higher inflation is affecting the business, I think that it is encouraging that management cleared the air that for the iPhone in particular, there were no obvious signs that macroeconomic factors were affecting the business.However, it is also worth pointing out that CEO Tim Cook did acknowledge pockets of weakness in Wearables and Services as these businesses seem to be experiencing the impacts of weakening macroeconomic environment. Mac and iPad were constrained by supply which were not enough to test the demand. Also, there are headwinds coming from the foreign exchange as there were 300 basis points that had an impact on growth rates in the current quarter coming from these FX headwinds.All in all, while there are pockets of weakness, I think that it is not all doom for Apple as consumer demand for the iPhone still looks to be holding up. Should there be any signs of weakness in demand for the iPhone 14, I think that this may spell near-term trouble for the company. However, I think management is currently being cautious about expectations rather than management signaling that consumer demand is waning. Furthermore, I think that the uncertain global environment does make it relatively more difficult for a clearer guidance.Apple's 7 Sept eventAs usual, Apple's biggest event of the calendar year was met with much enthusiasm. It was great to see incremental improvements, in my view, for their launches of the new iPhone, Watch and AirPods during the 7 September event.Firstly, I would highlight the pricing for all models of its iPhones remain unchanged. In my view, this is necessary given that Apple could see a shift in demand from iPhone Pro to its non-Pro models if there were a price increase. Apple's iPhone Pro mix was abnormally higher during the pandemic and an increase in prices for the iPhone 14 Pro might have risked a more drastic normalization of the iPhone mix.Apple did release other features like the Emergency SOS service that uses satellite connectivity which will be free for 2 years for all the new phones that allow for the service, as well as the Dynamic Island that is meant as a clever use of the cutout in the iPhone Pro model for showing alerts. The iPhone Pro model also has an updated 48MP quad-pixel sensor and up from the previous model's 12MP. Action mode was also launched for videos to look more smooth in videos with significant motion.Targeting the fitness and outdoor enthusiasts that currently use watches from companies like Garmin, Apple launched the Apple Ultra Watch. It is a new premium watch with a 49mm titanium case and the watch has improved multi band GPS and the new L5frequency, with a pricing of $799. Furthermore, the company eliminated the Apple Watch Series 3 while reducing the price of the Apple Watch SE by $30 to $249. This means that the most affordable Apple Watch is now the Apple Watch SE.Other upgrades include an upgrade to the AirPods Pro, with a new H2 chip that is said to have better sound quality, almost 2x better noise cancellation as well as a longer battery life of6 hours compared to the 4.5 hours in the previous version. Also, the pricing of the new AirPods Pro remains unchanged at $249.All in all, while there were incremental improvements during the event for the new iPhone, Watch and AirPods, I take the view that these will not make meaningful improvements to the company's business or growth. With the event now behind us, this also leaves one less catalyst for the Apple stock in the near term and since this event does not move the needle much, most of the upside or downside in the near term will still come from the higher or lower demand for Apple's products in the current uncertain economic environment.Early signs of demand from iPhone 14 launchWhile it may be premature to gauge how the sales of the newest iPhone 14 will be in the next year, the data from the launch can be a good leading indicator of what we can expect moving forward. Furthermore, typically the more loyal Apple fans will be the ones buying the latest model near launch date and may not be a good representation of what the true demand is going forward.An analyst from TF Securities has done the good work of analyzing and providing data on the pre-orders of Apple's newest iPhone 14 models. What he found was that for the top end model, iPhone 14 Pro Max, this surpassed the demand that was seen in the same period last year, for which the analyst rated good. The iPhone 14 Pro saw the same demand as the iPhone 13 Pro one year before and thus, was labeled as neutral. The iPhone 14 and iPhone 14 plus were rated a bad rating.I think what this means is that we will see a shift in the mix towards the higher end model and thus a higher average selling price given the strong numbers for the iPhone 14 Pro Max. Furthermore, it does imply that the higher end consumers continue to be willing to spend and that iPhone 14 Pro Max's features and upgrades are the most attractive relative to the other 3 models.The iPhone 14 plus had a weaker demand than that of the iPhone 13 mini launched last year, and the two models of iPhone 14 and iPhone 14 plus made up 45% of total shipments.It remains to be seen whether the relatively stronger demand for the iPhone 14 Pro Max will be sustained past the early pre-order phase as we might see demand wane if the less loyal Apple consumers may not have the same enthusiasm for the iPhone 14 Pro Max as those who made the pre-order.ValuationApple is currently trading at 24x 2023 P/E and 23x 2024 P/E. Embedded in this P/E is the pricing in of 6% growth on average in these 2 years. Even though I acknowledge Apple has one of the best businesses and competitive moats, I think that Apple still looks expensive to me at current levels.I think that Apple's premium multiple makes it difficult for me to justify investment into the company at current levels because of the risks of macro economy weakening going into 2023, bringing downside to the current 6% average growth expected over the next 2 years. Furthermore, paying 24x 2023 P/E for 6% growth rate does not make sense to me as I see better opportunities out there.I apply a 20x P/E multiple to my 2023F EPS estimate of $6.40. As such, my 1 year target price for Apple is $128, implying 17% downside from current levels. While I have not priced in a recession scenario in my EPS estimates for 2023F, I think that my estimates are relatively de-risked from that of Wall Street and my lower P/E multiple takes into account the higher risk we are seeing today with regard to the weakening macro situation.RisksMacroeconomic environmentWhile it can be argued that Apple has the most loyal fans, the uncertainty around the global macroeconomic environment now means that there are heightened risks that demand could fade if the economy makes a turn for the worse. I think that the main risk for Apple right now both for the upside and the downside is how demand plays out in the near-term. If demand holds up better than expected, we could see further upside in the stock price. However, if the recession scenario does occur and demand falls, there could be substantial downside to come.Market share loss in high end smartphone marketsWhile Apple has one of the best competitive moats in the world, sometimes, the bigger they come, the harder they may fall. As such, I think it is crucial Apple maintains this competitive advantage. If Apple is unable to maintain its competitive advantage as an ecosystem leader, other high end smartphone players may take up market share and this will negatively affect share price.ConclusionAlthough Apple's strong platform creates optionality longer term we see this as offset by a premium multiple and both macro and normalization risks to numbers heading into 2023. We believe there are better options for investors wishing to weather deteriorating macro elsewhere in our coverage.I prefer to be on the sidelines with Apple at the current levels, and maintain my neutral rating. There are warning signs for the business appearing as Tim Cook has mentioned some pockets of weakness in the business in the 2Q22 call, supply side factors driving the revenue beat in 2Q22, and iPhone 14 and iPhone 14 plus models not being well received in the pre-order stage. That said, I continue to like Apple as a business for the long-term with a great management running the show with best-in-class products and strong brand reputation. The premium valuation is not justified with the heightened risks that we are seeing going into 2023 with risks of weakening of consumer sentiment and potentially a recession. As such, I think that market has not yet priced in these risks for Apple. My 1 year target price for Apple is $128, implying 17% downside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9981425574,"gmtCreate":1666583614799,"gmtModify":1676537772144,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties(MPW)$</a>Up up","listText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties(MPW)$</a>Up up","text":"$Medical Properties(MPW)$Up up","images":[{"img":"https://community-static.tradeup.com/news/ce9995c45362258b2659f454c9eb1500","width":"1125","height":"2585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":50,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/9981425574","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913136035,"gmtCreate":1663933576127,"gmtModify":1676537365932,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913136035","repostId":"1143184962","repostType":2,"repost":{"id":"1143184962","pubTimestamp":1663946413,"share":"https://www.laohu8.com/m/news/1143184962?lang=&edition=full","pubTime":"2022-09-23 23:20","market":"us","language":"en","title":"Apple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1143184962","media":"Seeking Alpha","summary":"SummaryA revenue beat from 3Q22 results came from better than expected supply side factors rather th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A revenue beat from 3Q22 results came from better than expected supply side factors rather than from the demand side.</li><li>Tim Cook did not see any impact on demand for iPhones so far, although there were pockets of weakness in other parts of the business due to macroeconomic impacts.</li><li>There were incremental improvements made for the iPhone, AirPods and Apple Watch in the September 7 event.</li><li>Early data from pre-orders of the new iPhone 14 shows weakness in some models while the iPhone 14 Pro Max demand was strong.</li><li>My 1 year target price for Apple is $128, implying a 17% downside from current levels.</li></ul><p>Apple (NASDAQ:AAPL)has held the status as the most valuable company in the world for some time now and for good reasons. I have written about the positives as well as the negatives for the investment case for and against Apple in my previous article. In this article, I look for early warning signs that demand for Apple products may be less than expected as the global economy starts to weaken.</p><p><b>Investment thesis</b></p><p>While I continue to see Apple as an excellent company with great products and a strong brand with strong competitive moats, I do think that the current price levels are not the right levels for investors to add to Apple. The premium multiple it is commanding today comes with a high level of risk as the market is pricing in mid single digit EPS growth in the next 2 years. With the heightened risk of slowing of the macroeconomic environment and potentially a recession, demand for Apple&#39;s products could start to wane as consumers become more sensitive in their spending.</p><p>As such, I think that the current premium multiple is not warranted given the possibility of further downward revisions to the mid single digit EPS that is priced in today. Even with the competitive moat that Apple has today, with a hefty price tag of 24x 2023 P/E with 6% EPS growth from 2023 to 2024, I think that there could be more downside to come for Apple.</p><p><b>3Q22 revenue beat came from supply side</b></p><p>In the current 3Q22 quarter, the company posted a revenue beat of $2.8 billion. Given that management guided that they expect a supply chain impact of about $4 billion to $8 billion for the current quarter, the approximately $3.5 billion in supply chain impact brought a positive impact of about $2.5 billion to the average of $6 billion supply chain impacts that would be expected for the quarter. As a result, the revenue beat did come from better than expected supply side factors, which is of course, positive news given that supply chain issues have been a major constraint for some of its products.</p><p>That said, I take a more cautious view on the demand side of things for Apple until I start to see demand driving the beat. I would look at the sales of the newest iPhone 14 models to gauge for demand since, as highlighted in my previous article, the iPhone takes up more than50%of Apple&#39;s total revenues.</p><p><b>Weak guidance</b></p><p>Although Apple does not usually give a specific numeric guidance, the fourth quarter guidance was less clear than normally provided. In terms of how the macroeconomic environment and higher inflation is affecting the business, I think that it is encouraging that management cleared the air that for the iPhone in particular, there were no obvious signs that macroeconomic factors were affecting the business.</p><p>However, it is also worth pointing out that CEO Tim Cook did acknowledge pockets of weakness in Wearables and Services as these businesses seem to be experiencing the impacts of weakening macroeconomic environment. Mac and iPad were constrained by supply which were not enough to test the demand. Also, there are headwinds coming from the foreign exchange as there were 300 basis points that had an impact on growth rates in the current quarter coming from these FX headwinds.</p><p>All in all, while there are pockets of weakness, I think that it is not all doom for Apple as consumer demand for the iPhone still looks to be holding up. Should there be any signs of weakness in demand for the iPhone 14, I think that this may spell near-term trouble for the company. However, I think management is currently being cautious about expectations rather than management signaling that consumer demand is waning. Furthermore, I think that the uncertain global environment does make it relatively more difficult for a clearer guidance.</p><p><b>Apple&#39;s 7 Sept event</b></p><p>As usual, Apple&#39;s biggest event of the calendar year was met with much enthusiasm. It was great to see incremental improvements, in my view, for their launches of the new iPhone, Watch and AirPods during the 7 September event.</p><p>Firstly, I would highlight the pricing for all models of its iPhones remain unchanged. In my view, this is necessary given that Apple could see a shift in demand from iPhone Pro to its non-Pro models if there were a price increase. Apple&#39;s iPhone Pro mix was abnormally higher during the pandemic and an increase in prices for the iPhone 14 Pro might have risked a more drastic normalization of the iPhone mix.</p><p>Apple did release other features like the Emergency SOS service that uses satellite connectivity which will be free for 2 years for all the new phones that allow for the service, as well as the Dynamic Island that is meant as a clever use of the cutout in the iPhone Pro model for showing alerts. The iPhone Pro model also has an updated 48MP quad-pixel sensor and up from the previous model&#39;s 12MP. Action mode was also launched for videos to look more smooth in videos with significant motion.</p><p>Targeting the fitness and outdoor enthusiasts that currently use watches from companies like Garmin, Apple launched the Apple Ultra Watch. It is a new premium watch with a 49mm titanium case and the watch has improved multi band GPS and the new L5frequency, with a pricing of $799. Furthermore, the company eliminated the Apple Watch Series 3 while reducing the price of the Apple Watch SE by $30 to $249. This means that the most affordable Apple Watch is now the Apple Watch SE.</p><p>Other upgrades include an upgrade to the AirPods Pro, with a new H2 chip that is said to have better sound quality, almost 2x better noise cancellation as well as a longer battery life of6 hours compared to the 4.5 hours in the previous version. Also, the pricing of the new AirPods Pro remains unchanged at $249.</p><p>All in all, while there were incremental improvements during the event for the new iPhone, Watch and AirPods, I take the view that these will not make meaningful improvements to the company&#39;s business or growth. With the event now behind us, this also leaves one less catalyst for the Apple stock in the near term and since this event does not move the needle much, most of the upside or downside in the near term will still come from the higher or lower demand for Apple&#39;s products in the current uncertain economic environment.</p><p><b>Early signs of demand from iPhone 14 launch</b></p><p>While it may be premature to gauge how the sales of the newest iPhone 14 will be in the next year, the data from the launch can be a good leading indicator of what we can expect moving forward. Furthermore, typically the more loyal Apple fans will be the ones buying the latest model near launch date and may not be a good representation of what the true demand is going forward.</p><p>An analyst from TF Securities has done the good work of analyzing and providing data on the pre-orders of Apple&#39;s newest iPhone 14 models. What he found was that for the top end model, iPhone 14 Pro Max, this surpassed the demand that was seen in the same period last year, for which the analyst rated good. The iPhone 14 Pro saw the same demand as the iPhone 13 Pro one year before and thus, was labeled as neutral. The iPhone 14 and iPhone 14 plus were rated a bad rating.</p><p>I think what this means is that we will see a shift in the mix towards the higher end model and thus a higher average selling price given the strong numbers for the iPhone 14 Pro Max. Furthermore, it does imply that the higher end consumers continue to be willing to spend and that iPhone 14 Pro Max&#39;s features and upgrades are the most attractive relative to the other 3 models.</p><p>The iPhone 14 plus had a weaker demand than that of the iPhone 13 mini launched last year, and the two models of iPhone 14 and iPhone 14 plus made up 45% of total shipments.</p><p>It remains to be seen whether the relatively stronger demand for the iPhone 14 Pro Max will be sustained past the early pre-order phase as we might see demand wane if the less loyal Apple consumers may not have the same enthusiasm for the iPhone 14 Pro Max as those who made the pre-order.</p><p><b>Valuation</b></p><p>Apple is currently trading at 24x 2023 P/E and 23x 2024 P/E. Embedded in this P/E is the pricing in of 6% growth on average in these 2 years. Even though I acknowledge Apple has one of the best businesses and competitive moats, I think that Apple still looks expensive to me at current levels.</p><p>I think that Apple&#39;s premium multiple makes it difficult for me to justify investment into the company at current levels because of the risks of macro economy weakening going into 2023, bringing downside to the current 6% average growth expected over the next 2 years. Furthermore, paying 24x 2023 P/E for 6% growth rate does not make sense to me as I see better opportunities out there.</p><p>I apply a 20x P/E multiple to my 2023F EPS estimate of $6.40. As such, my 1 year target price for Apple is $128, implying 17% downside from current levels. While I have not priced in a recession scenario in my EPS estimates for 2023F, I think that my estimates are relatively de-risked from that of Wall Street and my lower P/E multiple takes into account the higher risk we are seeing today with regard to the weakening macro situation.</p><p><b>Risks</b></p><p>Macroeconomic environment</p><p>While it can be argued that Apple has the most loyal fans, the uncertainty around the global macroeconomic environment now means that there are heightened risks that demand could fade if the economy makes a turn for the worse. I think that the main risk for Apple right now both for the upside and the downside is how demand plays out in the near-term. If demand holds up better than expected, we could see further upside in the stock price. However, if the recession scenario does occur and demand falls, there could be substantial downside to come.</p><p>Market share loss in high end smartphone markets</p><p>While Apple has one of the best competitive moats in the world, sometimes, the bigger they come, the harder they may fall. As such, I think it is crucial Apple maintains this competitive advantage. If Apple is unable to maintain its competitive advantage as an ecosystem leader, other high end smartphone players may take up market share and this will negatively affect share price.</p><p><b>Conclusion</b></p><p>Although Apple&#39;s strong platform creates optionality longer term we see this as offset by a premium multiple and both macro and normalization risks to numbers heading into 2023. We believe there are better options for investors wishing to weather deteriorating macro elsewhere in our coverage.</p><p>I prefer to be on the sidelines with Apple at the current levels, and maintain my neutral rating. There are warning signs for the business appearing as Tim Cook has mentioned some pockets of weakness in the business in the 2Q22 call, supply side factors driving the revenue beat in 2Q22, and iPhone 14 and iPhone 14 plus models not being well received in the pre-order stage. That said, I continue to like Apple as a business for the long-term with a great management running the show with best-in-class products and strong brand reputation. The premium valuation is not justified with the heightened risks that we are seeing going into 2023 with risks of weakening of consumer sentiment and potentially a recession. As such, I think that market has not yet priced in these risks for Apple. My 1 year target price for Apple is $128, implying 17% downside from current levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: A Word Of Caution From Tim Cook And iPhone 14 Pre-Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542569-apple-a-word-of-caution-from-tim-cook-and-iphone-14-pre-orders?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA revenue beat from 3Q22 results came from better than expected supply side factors rather than from the demand side.Tim Cook did not see any impact on demand for iPhones so far, although there...</p>\n\n<a href=\"https://seekingalpha.com/article/4542569-apple-a-word-of-caution-from-tim-cook-and-iphone-14-pre-orders?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4542569-apple-a-word-of-caution-from-tim-cook-and-iphone-14-pre-orders?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143184962","content_text":"SummaryA revenue beat from 3Q22 results came from better than expected supply side factors rather than from the demand side.Tim Cook did not see any impact on demand for iPhones so far, although there were pockets of weakness in other parts of the business due to macroeconomic impacts.There were incremental improvements made for the iPhone, AirPods and Apple Watch in the September 7 event.Early data from pre-orders of the new iPhone 14 shows weakness in some models while the iPhone 14 Pro Max demand was strong.My 1 year target price for Apple is $128, implying a 17% downside from current levels.Apple (NASDAQ:AAPL)has held the status as the most valuable company in the world for some time now and for good reasons. I have written about the positives as well as the negatives for the investment case for and against Apple in my previous article. In this article, I look for early warning signs that demand for Apple products may be less than expected as the global economy starts to weaken.Investment thesisWhile I continue to see Apple as an excellent company with great products and a strong brand with strong competitive moats, I do think that the current price levels are not the right levels for investors to add to Apple. The premium multiple it is commanding today comes with a high level of risk as the market is pricing in mid single digit EPS growth in the next 2 years. With the heightened risk of slowing of the macroeconomic environment and potentially a recession, demand for Apple's products could start to wane as consumers become more sensitive in their spending.As such, I think that the current premium multiple is not warranted given the possibility of further downward revisions to the mid single digit EPS that is priced in today. Even with the competitive moat that Apple has today, with a hefty price tag of 24x 2023 P/E with 6% EPS growth from 2023 to 2024, I think that there could be more downside to come for Apple.3Q22 revenue beat came from supply sideIn the current 3Q22 quarter, the company posted a revenue beat of $2.8 billion. Given that management guided that they expect a supply chain impact of about $4 billion to $8 billion for the current quarter, the approximately $3.5 billion in supply chain impact brought a positive impact of about $2.5 billion to the average of $6 billion supply chain impacts that would be expected for the quarter. As a result, the revenue beat did come from better than expected supply side factors, which is of course, positive news given that supply chain issues have been a major constraint for some of its products.That said, I take a more cautious view on the demand side of things for Apple until I start to see demand driving the beat. I would look at the sales of the newest iPhone 14 models to gauge for demand since, as highlighted in my previous article, the iPhone takes up more than50%of Apple's total revenues.Weak guidanceAlthough Apple does not usually give a specific numeric guidance, the fourth quarter guidance was less clear than normally provided. In terms of how the macroeconomic environment and higher inflation is affecting the business, I think that it is encouraging that management cleared the air that for the iPhone in particular, there were no obvious signs that macroeconomic factors were affecting the business.However, it is also worth pointing out that CEO Tim Cook did acknowledge pockets of weakness in Wearables and Services as these businesses seem to be experiencing the impacts of weakening macroeconomic environment. Mac and iPad were constrained by supply which were not enough to test the demand. Also, there are headwinds coming from the foreign exchange as there were 300 basis points that had an impact on growth rates in the current quarter coming from these FX headwinds.All in all, while there are pockets of weakness, I think that it is not all doom for Apple as consumer demand for the iPhone still looks to be holding up. Should there be any signs of weakness in demand for the iPhone 14, I think that this may spell near-term trouble for the company. However, I think management is currently being cautious about expectations rather than management signaling that consumer demand is waning. Furthermore, I think that the uncertain global environment does make it relatively more difficult for a clearer guidance.Apple's 7 Sept eventAs usual, Apple's biggest event of the calendar year was met with much enthusiasm. It was great to see incremental improvements, in my view, for their launches of the new iPhone, Watch and AirPods during the 7 September event.Firstly, I would highlight the pricing for all models of its iPhones remain unchanged. In my view, this is necessary given that Apple could see a shift in demand from iPhone Pro to its non-Pro models if there were a price increase. Apple's iPhone Pro mix was abnormally higher during the pandemic and an increase in prices for the iPhone 14 Pro might have risked a more drastic normalization of the iPhone mix.Apple did release other features like the Emergency SOS service that uses satellite connectivity which will be free for 2 years for all the new phones that allow for the service, as well as the Dynamic Island that is meant as a clever use of the cutout in the iPhone Pro model for showing alerts. The iPhone Pro model also has an updated 48MP quad-pixel sensor and up from the previous model's 12MP. Action mode was also launched for videos to look more smooth in videos with significant motion.Targeting the fitness and outdoor enthusiasts that currently use watches from companies like Garmin, Apple launched the Apple Ultra Watch. It is a new premium watch with a 49mm titanium case and the watch has improved multi band GPS and the new L5frequency, with a pricing of $799. Furthermore, the company eliminated the Apple Watch Series 3 while reducing the price of the Apple Watch SE by $30 to $249. This means that the most affordable Apple Watch is now the Apple Watch SE.Other upgrades include an upgrade to the AirPods Pro, with a new H2 chip that is said to have better sound quality, almost 2x better noise cancellation as well as a longer battery life of6 hours compared to the 4.5 hours in the previous version. Also, the pricing of the new AirPods Pro remains unchanged at $249.All in all, while there were incremental improvements during the event for the new iPhone, Watch and AirPods, I take the view that these will not make meaningful improvements to the company's business or growth. With the event now behind us, this also leaves one less catalyst for the Apple stock in the near term and since this event does not move the needle much, most of the upside or downside in the near term will still come from the higher or lower demand for Apple's products in the current uncertain economic environment.Early signs of demand from iPhone 14 launchWhile it may be premature to gauge how the sales of the newest iPhone 14 will be in the next year, the data from the launch can be a good leading indicator of what we can expect moving forward. Furthermore, typically the more loyal Apple fans will be the ones buying the latest model near launch date and may not be a good representation of what the true demand is going forward.An analyst from TF Securities has done the good work of analyzing and providing data on the pre-orders of Apple's newest iPhone 14 models. What he found was that for the top end model, iPhone 14 Pro Max, this surpassed the demand that was seen in the same period last year, for which the analyst rated good. The iPhone 14 Pro saw the same demand as the iPhone 13 Pro one year before and thus, was labeled as neutral. The iPhone 14 and iPhone 14 plus were rated a bad rating.I think what this means is that we will see a shift in the mix towards the higher end model and thus a higher average selling price given the strong numbers for the iPhone 14 Pro Max. Furthermore, it does imply that the higher end consumers continue to be willing to spend and that iPhone 14 Pro Max's features and upgrades are the most attractive relative to the other 3 models.The iPhone 14 plus had a weaker demand than that of the iPhone 13 mini launched last year, and the two models of iPhone 14 and iPhone 14 plus made up 45% of total shipments.It remains to be seen whether the relatively stronger demand for the iPhone 14 Pro Max will be sustained past the early pre-order phase as we might see demand wane if the less loyal Apple consumers may not have the same enthusiasm for the iPhone 14 Pro Max as those who made the pre-order.ValuationApple is currently trading at 24x 2023 P/E and 23x 2024 P/E. Embedded in this P/E is the pricing in of 6% growth on average in these 2 years. Even though I acknowledge Apple has one of the best businesses and competitive moats, I think that Apple still looks expensive to me at current levels.I think that Apple's premium multiple makes it difficult for me to justify investment into the company at current levels because of the risks of macro economy weakening going into 2023, bringing downside to the current 6% average growth expected over the next 2 years. Furthermore, paying 24x 2023 P/E for 6% growth rate does not make sense to me as I see better opportunities out there.I apply a 20x P/E multiple to my 2023F EPS estimate of $6.40. As such, my 1 year target price for Apple is $128, implying 17% downside from current levels. While I have not priced in a recession scenario in my EPS estimates for 2023F, I think that my estimates are relatively de-risked from that of Wall Street and my lower P/E multiple takes into account the higher risk we are seeing today with regard to the weakening macro situation.RisksMacroeconomic environmentWhile it can be argued that Apple has the most loyal fans, the uncertainty around the global macroeconomic environment now means that there are heightened risks that demand could fade if the economy makes a turn for the worse. I think that the main risk for Apple right now both for the upside and the downside is how demand plays out in the near-term. If demand holds up better than expected, we could see further upside in the stock price. However, if the recession scenario does occur and demand falls, there could be substantial downside to come.Market share loss in high end smartphone marketsWhile Apple has one of the best competitive moats in the world, sometimes, the bigger they come, the harder they may fall. As such, I think it is crucial Apple maintains this competitive advantage. If Apple is unable to maintain its competitive advantage as an ecosystem leader, other high end smartphone players may take up market share and this will negatively affect share price.ConclusionAlthough Apple's strong platform creates optionality longer term we see this as offset by a premium multiple and both macro and normalization risks to numbers heading into 2023. We believe there are better options for investors wishing to weather deteriorating macro elsewhere in our coverage.I prefer to be on the sidelines with Apple at the current levels, and maintain my neutral rating. There are warning signs for the business appearing as Tim Cook has mentioned some pockets of weakness in the business in the 2Q22 call, supply side factors driving the revenue beat in 2Q22, and iPhone 14 and iPhone 14 plus models not being well received in the pre-order stage. That said, I continue to like Apple as a business for the long-term with a great management running the show with best-in-class products and strong brand reputation. The premium valuation is not justified with the heightened risks that we are seeing going into 2023 with risks of weakening of consumer sentiment and potentially a recession. As such, I think that market has not yet priced in these risks for Apple. My 1 year target price for Apple is $128, implying 17% downside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980795725,"gmtCreate":1665807874267,"gmtModify":1676537668184,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980795725","repostId":"2275665189","repostType":4,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954770887,"gmtCreate":1676682709450,"gmtModify":1676682713552,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954770887","repostId":"1101756413","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954770665,"gmtCreate":1676682727758,"gmtModify":1676682731428,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Okie&nbsp;","listText":"Okie&nbsp;","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954770665","repostId":"1141645965","repostType":4,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980795551,"gmtCreate":1665807854273,"gmtModify":1676537668175,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980795551","repostId":"2275632549","repostType":2,"repost":{"id":"2275632549","pubTimestamp":1665787534,"share":"https://www.laohu8.com/m/news/2275632549?lang=&edition=full","pubTime":"2022-10-15 06:45","market":"us","language":"en","title":"Tesla Stock Is Down 50% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275632549","media":"Motley Fool","summary":"The major market indexes fell back to earth Friday, approaching their 2022 lows again.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.</li><li>Tesla shares have fallen by a third in less than a month.</li><li>Tesla&#39;s earnings report next week should give investors some vital information about its fundamental business prospects.</li></ul><p>Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the <b>Nasdaq Composite</b> closed at its worst level of the year, and the <b>S&amp;P 500</b> and <b>Dow Jones Industrial Average</b> gave up most of their advances from earlier in the week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21aa89d7e02f24dc3037cff50f5058b4\" tg-width=\"1211\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: YAHOO! FINANCE.</span></p><p>One of the biggest stock stories of the past several years has been <b>Tesla</b>. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.</p><p>For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They&#39;ve lost about a third of their value in less than a month. Tesla closed Friday&#39;s session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.</p><h2>A lot is happening with Tesla</h2><p>Several items hit Tesla newsfeeds on Friday. One involved the company&#39;s new Gigafactory facility in Germany --  a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that&#39;s already showing signs of strain.</p><p>Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it&#39;s possible that the new accounting requirements (if adopted) would create more volatility in the automaker&#39;s quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla&#39;s crypto holdings aren&#39;t extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.</p><h2>What to expect from Tesla next week</h2><p>Investors will get the latest financial results from Tesla next week, and one question they&#39;ll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company&#39;s profits -- even temporarily -- it could explain the stock&#39;s recent declines.</p><p>It&#39;s new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla&#39;s business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla&#39;s long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Down 50% From Its High. Time to 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\">\nTesla Stock Is Down 50% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 06:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275632549","content_text":"KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should give investors some vital information about its fundamental business prospects.Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the Nasdaq Composite closed at its worst level of the year, and the S&P 500 and Dow Jones Industrial Average gave up most of their advances from earlier in the week.DATA SOURCE: YAHOO! FINANCE.One of the biggest stock stories of the past several years has been Tesla. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They've lost about a third of their value in less than a month. Tesla closed Friday's session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.A lot is happening with TeslaSeveral items hit Tesla newsfeeds on Friday. One involved the company's new Gigafactory facility in Germany --  a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that's already showing signs of strain.Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it's possible that the new accounting requirements (if adopted) would create more volatility in the automaker's quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla's crypto holdings aren't extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.What to expect from Tesla next weekInvestors will get the latest financial results from Tesla next week, and one question they'll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company's profits -- even temporarily -- it could explain the stock's recent declines.It's new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla's business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla's long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911666674,"gmtCreate":1664197327398,"gmtModify":1676537407596,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911666674","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280920405012624,"gmtCreate":1709609199625,"gmtModify":1709609203034,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Mapletree Log Tr(M44U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280920405012624","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299326478131528,"gmtCreate":1714103965892,"gmtModify":1714108859364,"author":{"id":"4124535038630542","authorId":"4124535038630542","name":"SkyBMT","avatar":"https://community-static.tradeup.com/news/7620330dee6c8fbb0ed0a7a50f3b8d45","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CGLOCDIY&amp;feature=Message&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=10a673e99bafae267ca808392ac9f6a0&amp;invite=H01GTQ&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CGLOCDIY&amp;feature=Message&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=10a673e99bafae267ca808392ac9f6a0&amp;invite=H01GTQ&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299326478131528","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}