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2023-04-11

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2023-03-31

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Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here

2023-02-11

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U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop

2023-02-13

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Inflation Data Rocked the U.S. Stock Market in 2022: What Investors Need to Know About Tuesday's Reading

2023-02-13

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AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins

2023-04-14

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Singapore's Central Bank Unexpectedly Keeps Monetary Policy Unchanged

2023-02-08

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Disney, Bed Bath & Beyond, CVS Health, Yum! Brands And More: U.S. Stocks To Watch

2023-02-12

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3 Exceptional Dividend Stocks Yielding More Than 3% to Buy Without Hesitation

2023-02-11

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SGX Weekly Review: HDB Resale Prices, Temasek Holdings and Microsoft

2023-04-07

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A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold

2023-02-08

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Option Movers｜Microsoft and Alphabet See Unusual Activities After ChatGPT Frenzy

2023-01-16

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Singapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline

2023-03-25

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2023-03-21

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@POHSWEEGUAN:$E-Micro Gold - Oct 2023(MGC2310)$ $E-Micro Gold - Oct 2023(MGC2310)$ $E-Micro Gold - Aug 2023(MGC2308)$ @Gloria112

2023-02-16

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2023-02-08

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BBBY, UBER, GOOGL Predictions: 3 Hot Stocks for Today

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tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945877949","repostId":"2327193949","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942231882,"gmtCreate":1681227136246,"gmtModify":1681227138148,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942231882","repostId":"1116529806","repostType":4,"repost":{"id":"1116529806","pubTimestamp":1681216371,"share":"https://www.laohu8.com/m/news/1116529806?lang=&edition=full","pubTime":"2023-04-11 20:32","market":"us","language":"en","title":"It's Almost Time To Load Up On Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1116529806","media":"Seeking Alpha","summary":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla, Inc.&#39;s massive rally has consolidated for months now.</p></li><li><p>I see some reasons for caution at the moment, but remain longer-term bullish.</p></li><li><p>Risk/reward here is terrific if you use stops prudently.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p>Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.<p></p><p>Perhaps the most followed growth stock is <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly <em>doubled</em> off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.</p><p>The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.</p><h2>Charting the course</h2><p>We’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bd969b308166473c523851a9fe245ed\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"714\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>We have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which <em>has </em>to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.</p><p>I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.</p><p>The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.</p><p>The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.</p><p>To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.</p><p>The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df23caaa9d1b39024f979a6cda4535bb\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"517\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>The 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.</p><h2>Fundamentals a mixed bag</h2><p>We all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.</p><p>It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6db56943296955b720ccc22605349e2\" alt=\"vehicle deliveries\" title=\"vehicle deliveries\" tg-width=\"488\" tg-height=\"663\"/><span>vehicle deliveries</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>Tesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3aa5e5e33f385e932756392920212de\" alt=\"market share\" title=\"market share\" tg-width=\"640\" tg-height=\"303\"/><span>market share</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>So long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd8229ac2f452d6c4265fab68ea84bb9\" alt=\"revenue revisions\" title=\"revenue revisions\" tg-width=\"640\" tg-height=\"220\"/><span>revenue revisions</span></p><p></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>That being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.</p><p>I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.</p><p>Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16a5716422a4230b2d626cd03ab40b35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"185\"/></p>Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, <em>despite declining gross margins</em>. Imagine what would happen should the company focus on building gross margins again.<p></p><p>Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.</p><h2>Cash is king</h2><p>One problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c719393fec512ae018e4c836fbc4def\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"184\"/></p>Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.<p></p><p>How has Tesla built a fortress balance sheet? Free cash flow (&#34;FCF&#34;).</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d1a3f6a321d63b4d9ce1cf8d2a4cce6\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p>TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.<p></p><p>Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/996a5c22b8f9ff33f0550deb49ce1a5b\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"221\"/></p>EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.<p></p><h2>A look at valuations</h2><p>Let’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769ab0ae3f0e5ce9168c55cbb27da5e1\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"215\"/></p>Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.<p></p><p>Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfed176bb7172af777a5dd39de6d86b9\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"214\"/></p>I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.<p></p><p>Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.</p><p>I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Almost Time To Load Up On Tesla</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\">\nIt's Almost Time To Load Up On Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently....</p>\n\n<a href=\"https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla\">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://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1116529806","content_text":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently.Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.Perhaps the most followed growth stock is Tesla, Inc. (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly doubled off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.Charting the courseWe’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.ChartStockChartsWe have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which has to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.ChartStockChartsThe 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.Fundamentals a mixed bagWe all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.vehicle deliveriesInvestor presentationTesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.market shareInvestor presentationSo long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.revenue revisionsSeeking AlphaThat being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, despite declining gross margins. Imagine what would happen should the company focus on building gross margins again.Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.Cash is kingOne problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.How has Tesla built a fortress balance sheet? Free cash flow (\"FCF\").TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.A look at valuationsLet’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946947111,"gmtCreate":1680846576134,"gmtModify":1680846579606,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Tq for sharing&nbsp;","listText":"Tq for sharing&nbsp;","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946947111","repostId":"2325309994","repostType":4,"repost":{"id":"2325309994","pubTimestamp":1680838800,"share":"https://www.laohu8.com/m/news/2325309994?lang=&edition=full","pubTime":"2023-04-07 11:40","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2325309994","media":"Motley Fool","summary":"No company is immune from challenges, but these two tech leaders have what it takes to persevere.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Amazon&#39;s net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.</p></li><li><p>Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.</p></li></ul><p>The companies known by the acronym &#34;FAANG&#34; delivered great returns in the past decade. This clique comprises Facebook parent <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong>, <strong>Apple</strong>, <strong>Amazon</strong>, <strong>Netflix</strong>, and Google parent <strong>Alphabet</strong>. However, even these tech giants haven&#39;t been able to escape the bear market we experienced last year.</p><p>No matter, bull runs are bound to come after downturns. And once the next bull market finally lands, the smart money is on these corporations to ride it. Two of these stocks, Amazon and Alphabet, look especially attractive compared to their peers considering they have performed much worse.</p><p>Here is why both of these FAANG stocks are worth investing in today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a473549222dac74166eb65e3f43218b\" alt=\"GOOG data by YCharts\" title=\"GOOG data by YCharts\" tg-width=\"720\" tg-height=\"500\"/><span>GOOG data by YCharts</span></p><h2>1. Amazon</h2><p>Last year was tough for Amazon as all of its main sources of revenue took a hit due to macroeconomic factors. Consumers reined in spending due to inflation, leading to lower sales than expected for its e-commerce operations. Businesses also decreased ad spending and cut back on cloud services, affecting Amazon&#39;s advertising and cloud computing units.</p><p>The result was a rare annual net loss for the e-commerce giant, which is perhaps why it underperformed other FAANG stocks over the past year. While they have all encountered their share of problems, only Amazon had red ink on the bottom line. Fortunately, the tech giant is addressing some of its issues. Most notably, Amazon has been seeking to decrease expenses and costs with several rounds of layoffs.</p><p>These initiatives should help boost the company&#39;s efficiency and net income in the short run.</p><p>But the best reason to invest in Amazon remains its long-term prospects. Amazon Web Services (AWS), the company&#39;s cloud computing unit, is the leader in this space, offering more than 200 features. As businesses continue to migrate to the cloud, AWS&#39; adoption and revenue will remain northbound. Companies increasingly rely on cloud solutions because they enhance productivity and efficiency while decreasing costs.</p><p>E-commerce is also on what should be a long and sustained upward path. Amazon also leads this industry. The company will continue to attract customers: It has built a solid brand name and reputation as a low-priced online retailer that offers one- and two-day shipping on thousands of items. Similarly, with its cloud business, Amazon has generally expanded the range of its services. The tech company is also involved in other industries, including video and music streaming, streaming devices, grocery shopping, and more.</p><p>Amazon&#39;s long history of successful investment speaks for itself. So even though Amazon&#39;s financial results should improve along with economic conditions, that&#39;s not the most important thing to look forward to with this company. Instead, investors should focus on Amazon&#39;s ability to find profitable avenues for growth, which, along with the industries it currently leads, will allow the company to ride the next bull market, whenever it comes.</p><h2>2. Alphabet</h2><p>Alphabet makes most of its money from advertising. Naturally, it has been having issues on the market for that reason alone, with investors worried about the company&#39;s prospects, at least in the short run. But there is another much-talked-about obstacle Alphabet might be facing. Namely, the rise of OpenAI&#39;s ChatGPT, a surprisingly resourceful AI chatbot that can accurately answer questions, even complex ones, and could help usher in the next step in internet search. </p><p>If Google were to lose its hold on internet search now, that would be very damaging to the company. While this issue is worth monitoring, Alphabet moved quickly to unveil its rival AI chatbot, called Bard. Yes, the unveiling of Bard was a disappointment. But the point is that Alphabet has been an adept innovator for two decades. The company is aware of this challenge to its empire and is working diligently to develop a solution.</p><p>In my view, the smart money is on Alphabet successfully doing so.</p><p>Meanwhile, the tech giant is still diversifying its revenue stream to be less reliant on Google, something it has been doing for a while. It is also one of the leaders in the cloud computing industry through Google Cloud. Alphabet is pouncing onto the rising video streaming market through YouTube. These opportunities still represent a small portion of the company&#39;s total revenue, but there is a long runway for growth ahead in both cases.</p><p>For instance, streaming accounted for just 34.3% of television viewing time in the U.S. in February. YouTube was responsible for 7.9% of that, even above Netflix&#39;s 7.3% market share -- and well above Amazon Prime Video at 3%.</p><p>Perhaps YouTube isn&#39;t an apples-to-apples comparison with these services since it provides free user-generated content. However, through its main YouTube platform and YouTube TV, Alphabet should benefit from the increased switch in how people watch content. Looking at Alphabet&#39;s operations and innovative capabilities, the company is far from dead, even considering the challenge from ChatGPT. Google remains the leading search engine while the company joins the artificial intelligence frenzy and continues to diversify its operations. That&#39;s why Alphabet&#39;s stock remains a buy.</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>A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold</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\">\nA Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAmazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.Alphabet should manage the recent challenge from ChatGPT ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4122":"互联网与直销零售","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4551":"寇图资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4573":"虚拟现实","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4514":"搜索引擎","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","GOOG":"谷歌","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","GOOGL":"谷歌A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0079474960.USD":"联博美国增长基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4534":"瑞士信贷持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4587":"ChatGPT概念","AMZN":"亚马逊","BK4524":"宅经济概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325309994","content_text":"KEY POINTSAmazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.The companies known by the acronym \"FAANG\" delivered great returns in the past decade. This clique comprises Facebook parent Meta Platforms, Apple, Amazon, Netflix, and Google parent Alphabet. However, even these tech giants haven't been able to escape the bear market we experienced last year.No matter, bull runs are bound to come after downturns. And once the next bull market finally lands, the smart money is on these corporations to ride it. Two of these stocks, Amazon and Alphabet, look especially attractive compared to their peers considering they have performed much worse.Here is why both of these FAANG stocks are worth investing in today.GOOG data by YCharts1. AmazonLast year was tough for Amazon as all of its main sources of revenue took a hit due to macroeconomic factors. Consumers reined in spending due to inflation, leading to lower sales than expected for its e-commerce operations. Businesses also decreased ad spending and cut back on cloud services, affecting Amazon's advertising and cloud computing units.The result was a rare annual net loss for the e-commerce giant, which is perhaps why it underperformed other FAANG stocks over the past year. While they have all encountered their share of problems, only Amazon had red ink on the bottom line. Fortunately, the tech giant is addressing some of its issues. Most notably, Amazon has been seeking to decrease expenses and costs with several rounds of layoffs.These initiatives should help boost the company's efficiency and net income in the short run.But the best reason to invest in Amazon remains its long-term prospects. Amazon Web Services (AWS), the company's cloud computing unit, is the leader in this space, offering more than 200 features. As businesses continue to migrate to the cloud, AWS' adoption and revenue will remain northbound. Companies increasingly rely on cloud solutions because they enhance productivity and efficiency while decreasing costs.E-commerce is also on what should be a long and sustained upward path. Amazon also leads this industry. The company will continue to attract customers: It has built a solid brand name and reputation as a low-priced online retailer that offers one- and two-day shipping on thousands of items. Similarly, with its cloud business, Amazon has generally expanded the range of its services. The tech company is also involved in other industries, including video and music streaming, streaming devices, grocery shopping, and more.Amazon's long history of successful investment speaks for itself. So even though Amazon's financial results should improve along with economic conditions, that's not the most important thing to look forward to with this company. Instead, investors should focus on Amazon's ability to find profitable avenues for growth, which, along with the industries it currently leads, will allow the company to ride the next bull market, whenever it comes.2. AlphabetAlphabet makes most of its money from advertising. Naturally, it has been having issues on the market for that reason alone, with investors worried about the company's prospects, at least in the short run. But there is another much-talked-about obstacle Alphabet might be facing. Namely, the rise of OpenAI's ChatGPT, a surprisingly resourceful AI chatbot that can accurately answer questions, even complex ones, and could help usher in the next step in internet search. If Google were to lose its hold on internet search now, that would be very damaging to the company. While this issue is worth monitoring, Alphabet moved quickly to unveil its rival AI chatbot, called Bard. Yes, the unveiling of Bard was a disappointment. But the point is that Alphabet has been an adept innovator for two decades. The company is aware of this challenge to its empire and is working diligently to develop a solution.In my view, the smart money is on Alphabet successfully doing so.Meanwhile, the tech giant is still diversifying its revenue stream to be less reliant on Google, something it has been doing for a while. It is also one of the leaders in the cloud computing industry through Google Cloud. Alphabet is pouncing onto the rising video streaming market through YouTube. These opportunities still represent a small portion of the company's total revenue, but there is a long runway for growth ahead in both cases.For instance, streaming accounted for just 34.3% of television viewing time in the U.S. in February. YouTube was responsible for 7.9% of that, even above Netflix's 7.3% market share -- and well above Amazon Prime Video at 3%.Perhaps YouTube isn't an apples-to-apples comparison with these services since it provides free user-generated content. However, through its main YouTube platform and YouTube TV, Alphabet should benefit from the increased switch in how people watch content. Looking at Alphabet's operations and innovative capabilities, the company is far from dead, even considering the challenge from ChatGPT. Google remains the leading search engine while the company joins the artificial intelligence frenzy and continues to diversify its operations. That's why Alphabet's stock remains a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941662461,"gmtCreate":1680197524253,"gmtModify":1680197528086,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Tq for sharing&nbsp;","listText":"Tq for sharing&nbsp;","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941662461","repostId":"1164007023","repostType":2,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943793772,"gmtCreate":1679677760597,"gmtModify":1679677764603,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943793772","repostId":"1111298195","repostType":2,"repost":{"id":"1111298195","pubTimestamp":1676512757,"share":"https://www.laohu8.com/m/news/1111298195?lang=&edition=full","pubTime":"2023-02-16 09:59","market":"sg","language":"en","title":"4 REITs That Have Announced Distribution Reinvestment Plans: Should You Take Them Up?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111298195","media":"The Smart Investor","summary":"The REIT sector saw its fair share of challenges last year as high inflation and soaring interest ra","content":"<html><head></head><body><p>The REIT sector saw its fair share of challenges last year as high inflation and soaring interest rates dampened sentiment for the asset class.</p><p>Unfortunately, these headwinds have not abated this year.</p><p>Many REITs are, therefore, trying to conserve cash as their operating and finance expenses surge.</p><p>One cash conservation method employed by REITs is the dividend reinvestment plan or DRIP.</p><p>Instead of cash, unitholders can opt to receive their distributions in the form of new units issued by the REIT.</p><p>These units are called scrip and allow unitholders to reinvest their dividends and avoid incurring brokerage fees by buying units from the open market.</p><p>Some REITs also offer a slight discount to the market price to entice unitholders to select the scrip option.</p><p>We profile four REITs that announced DRIPs and assess if investors should take up the offers.</p><p><b>Prime US REIT (SGX: OXMU)</b></p><p>Prime US REIT is a US office REIT with a portfolio of 14 freehold office properties in 13 US markets.</p><p>Its assets under management (AUM) stood at US$1.5 billion as of 31 December 2022.</p><p>The REIT released its fiscal 2022 earnings recently.</p><p>Gross revenue inched up 4% year on year to US$163 million, with contributions from new acquisitions Sorrento Towers and One Tower Center.</p><p>However, net property income (NPI) dipped 2.7% year on year to US$97.9 million.</p><p>Distribution per unit (DPU) slid 3.4% year on year to US$0.0655.</p><p>For the second half of 2022 (2H2022), Prime US REIT declared a DPU of US$0.0303, down 12.2% year on year.</p><p>The REIT manager has announced the application of the DRIP to the 2H2022 DPU.</p><p>The REIT’s occupancy rate remained steady at around 89% and the REIT enjoyed its 11th consecutive quarter of positive rental reversion.</p><p>Aggregate leverage stood at 42.1% with an all-in average interest rate of 3.3%.</p><p>The previous DPU of US$0.0352 per unit saw DRIP units being issued at a 2.5% discount to the volume-weighted average price (VWAP).</p><p><b>Mapletree Industrial Trust (SGX: ME8U)</b></p><p>Mapletree Industrial Trust, or MIT, is an industrial REIT with 85 properties in Singapore and 56 in the US.</p><p>Total AUM stood at S$8.8 billion as of 31 December 2022.</p><p>MIT saw its revenue rise 5% year on year for the third quarter of fiscal 2023 (3Q FY2023) to S$170.4 million.</p><p>NPI rose in tandem to S$128.8 million, but DPU ticked down 2.9% year on year to S$0.0339.</p><p>The manager has announced that the DRIP will apply to the 3Q FY2023 DPU but will be suspended thereafter.</p><p>The issue price for the new units is S$2.3255 per unit, at around a 1% discount to the VWAP.</p><p>MIT’s portfolio occupancy stood high at 95.7%.</p><p>Gearing came in at 37.2% with a cost of debt of 3.3%. The REIT also has close to three-quarters of its loans on fixed rates.</p><p><b>Lendlease Global Commercial REIT (SGX: JYEU)</b></p><p>Lendlease Global Commercial REIT, or LREIT, is an office cum retail REIT that owns Jem, 313 Somerset, both in Singapore, and an interest in Sky Complex in Milan, Italy.</p><p>These properties have an AUM of S$3.6 billion as of 30 June 2022.</p><p>LREIT reported a decent set of earnings for its fiscal 2023’s first half (1H FY2023).</p><p>Gross revenue more than doubled year on year to S$101.7 million as Jem was added to the REIT’s portfolio.</p><p>NPI surged 157.8% year on year to S$76.4 million while DPU inched up 2.1% year on year to S$0.0245.</p><p>The REIT’s gearing ratio stood at 39.2% with a low weighted average cost of debt of 2.35%.</p><p>Committed occupancy was very high at 99.8%.</p><p>The DRIP will apply to the 1H FY2023 DPU and the issue price of new units will be set at around 2% lower than the units’ VWAP.</p><p><b>Starhill Global REIT (SGX: P40U)</b></p><p>Starhill Global REIT, or SGREIT, owns a portfolio of 10 retail and office properties in Singapore, Australia, Malaysia, Japan, and China.</p><p>The portfolio was valued at S$2.9 billion as of 31 December 2022.</p><p>SGREIT’s 1H FY2023 saw revenue rise 4.1% year on year to S$94.7 million.</p><p>NPI increased by 6.7% year on year to S$74.3 million while DPU edged up 2.2% year on year to S$0.0182.</p><p>The REIT’s occupancy stayed high at 97.1% with its portfolio boasting a long weighted average lease expiry of 6.8 years by net lettable area.</p><p>SGREIT’s gearing stood at just 36.3%, opening the REIT up for debt-fuelled acquisitions.</p><p>Around 84% of its loans are on fixed rates and its cost of debt came in at 3.28%.</p><p>The REIT manager has confirmed that the DRIP will apply to the 1H FY2023 DPU and that new units will be issued at a 2% discount to the VWAP.</p><p>After books closure, management announced that the DRIP issue price is S$0.5661 per unit.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 REITs That Have Announced Distribution Reinvestment Plans: Should You Take Them Up?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 REITs That Have Announced Distribution Reinvestment Plans: Should You Take Them Up?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-reits-that-have-announced-distribution-reinvestment-plans-should-you-take-them-up/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The REIT sector saw its fair share of challenges last year as high inflation and soaring interest rates dampened sentiment for the asset class.Unfortunately, these headwinds have not abated this year....</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reits-that-have-announced-distribution-reinvestment-plans-should-you-take-them-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ME8U.SI":"丰树工业信托","OXMU.SI":"Prime US ReitUSD","P40U.SI":"升禧环球房地产投资信托","JYEU.SI":"Lendlease Reit"},"source_url":"https://thesmartinvestor.com.sg/4-reits-that-have-announced-distribution-reinvestment-plans-should-you-take-them-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111298195","content_text":"The REIT sector saw its fair share of challenges last year as high inflation and soaring interest rates dampened sentiment for the asset class.Unfortunately, these headwinds have not abated this year.Many REITs are, therefore, trying to conserve cash as their operating and finance expenses surge.One cash conservation method employed by REITs is the dividend reinvestment plan or DRIP.Instead of cash, unitholders can opt to receive their distributions in the form of new units issued by the REIT.These units are called scrip and allow unitholders to reinvest their dividends and avoid incurring brokerage fees by buying units from the open market.Some REITs also offer a slight discount to the market price to entice unitholders to select the scrip option.We profile four REITs that announced DRIPs and assess if investors should take up the offers.Prime US REIT (SGX: OXMU)Prime US REIT is a US office REIT with a portfolio of 14 freehold office properties in 13 US markets.Its assets under management (AUM) stood at US$1.5 billion as of 31 December 2022.The REIT released its fiscal 2022 earnings recently.Gross revenue inched up 4% year on year to US$163 million, with contributions from new acquisitions Sorrento Towers and One Tower Center.However, net property income (NPI) dipped 2.7% year on year to US$97.9 million.Distribution per unit (DPU) slid 3.4% year on year to US$0.0655.For the second half of 2022 (2H2022), Prime US REIT declared a DPU of US$0.0303, down 12.2% year on year.The REIT manager has announced the application of the DRIP to the 2H2022 DPU.The REIT’s occupancy rate remained steady at around 89% and the REIT enjoyed its 11th consecutive quarter of positive rental reversion.Aggregate leverage stood at 42.1% with an all-in average interest rate of 3.3%.The previous DPU of US$0.0352 per unit saw DRIP units being issued at a 2.5% discount to the volume-weighted average price (VWAP).Mapletree Industrial Trust (SGX: ME8U)Mapletree Industrial Trust, or MIT, is an industrial REIT with 85 properties in Singapore and 56 in the US.Total AUM stood at S$8.8 billion as of 31 December 2022.MIT saw its revenue rise 5% year on year for the third quarter of fiscal 2023 (3Q FY2023) to S$170.4 million.NPI rose in tandem to S$128.8 million, but DPU ticked down 2.9% year on year to S$0.0339.The manager has announced that the DRIP will apply to the 3Q FY2023 DPU but will be suspended thereafter.The issue price for the new units is S$2.3255 per unit, at around a 1% discount to the VWAP.MIT’s portfolio occupancy stood high at 95.7%.Gearing came in at 37.2% with a cost of debt of 3.3%. The REIT also has close to three-quarters of its loans on fixed rates.Lendlease Global Commercial REIT (SGX: JYEU)Lendlease Global Commercial REIT, or LREIT, is an office cum retail REIT that owns Jem, 313 Somerset, both in Singapore, and an interest in Sky Complex in Milan, Italy.These properties have an AUM of S$3.6 billion as of 30 June 2022.LREIT reported a decent set of earnings for its fiscal 2023’s first half (1H FY2023).Gross revenue more than doubled year on year to S$101.7 million as Jem was added to the REIT’s portfolio.NPI surged 157.8% year on year to S$76.4 million while DPU inched up 2.1% year on year to S$0.0245.The REIT’s gearing ratio stood at 39.2% with a low weighted average cost of debt of 2.35%.Committed occupancy was very high at 99.8%.The DRIP will apply to the 1H FY2023 DPU and the issue price of new units will be set at around 2% lower than the units’ VWAP.Starhill Global REIT (SGX: P40U)Starhill Global REIT, or SGREIT, owns a portfolio of 10 retail and office properties in Singapore, Australia, Malaysia, Japan, and China.The portfolio was valued at S$2.9 billion as of 31 December 2022.SGREIT’s 1H FY2023 saw revenue rise 4.1% year on year to S$94.7 million.NPI increased by 6.7% year on year to S$74.3 million while DPU edged up 2.2% year on year to S$0.0182.The REIT’s occupancy stayed high at 97.1% with its portfolio boasting a long weighted average lease expiry of 6.8 years by net lettable area.SGREIT’s gearing stood at just 36.3%, opening the REIT up for debt-fuelled acquisitions.Around 84% of its loans are on fixed rates and its cost of debt came in at 3.28%.The REIT manager has confirmed that the DRIP will apply to the 1H FY2023 DPU and that new units will be issued at a 2% discount to the VWAP.After books closure, management announced that the DRIP issue price is S$0.5661 per unit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943811076,"gmtCreate":1679334403195,"gmtModify":1679334406984,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943811076","repostId":"9943819862","repostType":1,"repost":{"id":9943819862,"gmtCreate":1679333706657,"gmtModify":1679333711402,"author":{"id":"4140388454599512","authorId":"4140388454599512","name":"POHSWEEGUAN","avatar":"https://community-static.tradeup.com/news/84ca47540279e61404346b705a202bc0","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2308\">$E-Micro Gold - Aug 2023(MGC2308)$ &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000575\">@Gloria112 &nbsp;</a>","listText":"<a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2308\">$E-Micro Gold - Aug 2023(MGC2308)$ &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000575\">@Gloria112 &nbsp;</a>","text":"$E-Micro Gold - Oct 2023(MGC2310)$ $E-Micro Gold - Oct 2023(MGC2310)$ $E-Micro Gold - Aug 2023(MGC2308)$ @Gloria112","images":[{"img":"https://community-static.tradeup.com/news/e18ab3f1300c9381b7a590468dda9720","width":"1080","height":"1866"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943819862","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954403034,"gmtCreate":1676515534729,"gmtModify":1676515538812,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954403034","repostId":"1111298195","repostType":4,"repost":{"id":"1111298195","pubTimestamp":1676512757,"share":"https://www.laohu8.com/m/news/1111298195?lang=&edition=full","pubTime":"2023-02-16 09:59","market":"sg","language":"en","title":"4 REITs That Have Announced Distribution Reinvestment Plans: Should You Take Them Up?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111298195","media":"The Smart Investor","summary":"The REIT sector saw its fair share of challenges last year as high inflation and soaring interest ra","content":"<html><head></head><body><p>The REIT sector saw its fair share of challenges last year as high inflation and soaring interest rates dampened sentiment for the asset class.</p><p>Unfortunately, these headwinds have not abated this year.</p><p>Many REITs are, therefore, trying to conserve cash as their operating and finance expenses surge.</p><p>One cash conservation method employed by REITs is the dividend reinvestment plan or DRIP.</p><p>Instead of cash, unitholders can opt to receive their distributions in the form of new units issued by the REIT.</p><p>These units are called scrip and allow unitholders to reinvest their dividends and avoid incurring brokerage fees by buying units from the open market.</p><p>Some REITs also offer a slight discount to the market price to entice unitholders to select the scrip option.</p><p>We profile four REITs that announced DRIPs and assess if investors should take up the offers.</p><p><b>Prime US REIT (SGX: OXMU)</b></p><p>Prime US REIT is a US office REIT with a portfolio of 14 freehold office properties in 13 US markets.</p><p>Its assets under management (AUM) stood at US$1.5 billion as of 31 December 2022.</p><p>The REIT released its fiscal 2022 earnings recently.</p><p>Gross revenue inched up 4% year on year to US$163 million, with contributions from new acquisitions Sorrento Towers and One Tower Center.</p><p>However, net property income (NPI) dipped 2.7% year on year to US$97.9 million.</p><p>Distribution per unit (DPU) slid 3.4% year on year to US$0.0655.</p><p>For the second half of 2022 (2H2022), Prime US REIT declared a DPU of US$0.0303, down 12.2% year on year.</p><p>The REIT manager has announced the application of the DRIP to the 2H2022 DPU.</p><p>The REIT’s occupancy rate remained steady at around 89% and the REIT enjoyed its 11th consecutive quarter of positive rental reversion.</p><p>Aggregate leverage stood at 42.1% with an all-in average interest rate of 3.3%.</p><p>The previous DPU of US$0.0352 per unit saw DRIP units being issued at a 2.5% discount to the volume-weighted average price (VWAP).</p><p><b>Mapletree Industrial Trust (SGX: ME8U)</b></p><p>Mapletree Industrial Trust, or MIT, is an industrial REIT with 85 properties in Singapore and 56 in the US.</p><p>Total AUM stood at S$8.8 billion as of 31 December 2022.</p><p>MIT saw its revenue rise 5% year on year for the third quarter of fiscal 2023 (3Q FY2023) to S$170.4 million.</p><p>NPI rose in tandem to S$128.8 million, but DPU ticked down 2.9% year on year to S$0.0339.</p><p>The manager has announced that the DRIP will apply to the 3Q FY2023 DPU but will be suspended thereafter.</p><p>The issue price for the new units is S$2.3255 per unit, at around a 1% discount to the VWAP.</p><p>MIT’s portfolio occupancy stood high at 95.7%.</p><p>Gearing came in at 37.2% with a cost of debt of 3.3%. The REIT also has close to three-quarters of its loans on fixed rates.</p><p><b>Lendlease Global Commercial REIT (SGX: JYEU)</b></p><p>Lendlease Global Commercial REIT, or LREIT, is an office cum retail REIT that owns Jem, 313 Somerset, both in Singapore, and an interest in Sky Complex in Milan, Italy.</p><p>These properties have an AUM of S$3.6 billion as of 30 June 2022.</p><p>LREIT reported a decent set of earnings for its fiscal 2023’s first half (1H FY2023).</p><p>Gross revenue more than doubled year on year to S$101.7 million as Jem was added to the REIT’s portfolio.</p><p>NPI surged 157.8% year on year to S$76.4 million while DPU inched up 2.1% year on year to S$0.0245.</p><p>The REIT’s gearing ratio stood at 39.2% with a low weighted average cost of debt of 2.35%.</p><p>Committed occupancy was very high at 99.8%.</p><p>The DRIP will apply to the 1H FY2023 DPU and the issue price of new units will be set at around 2% lower than the units’ VWAP.</p><p><b>Starhill Global REIT (SGX: P40U)</b></p><p>Starhill Global REIT, or SGREIT, owns a portfolio of 10 retail and office properties in Singapore, Australia, Malaysia, Japan, and China.</p><p>The portfolio was valued at S$2.9 billion as of 31 December 2022.</p><p>SGREIT’s 1H FY2023 saw revenue rise 4.1% year on year to S$94.7 million.</p><p>NPI increased by 6.7% year on year to S$74.3 million while DPU edged up 2.2% year on year to S$0.0182.</p><p>The REIT’s occupancy stayed high at 97.1% with its portfolio boasting a long weighted average lease expiry of 6.8 years by net lettable area.</p><p>SGREIT’s gearing stood at just 36.3%, opening the REIT up for debt-fuelled acquisitions.</p><p>Around 84% of its loans are on fixed rates and its cost of debt came in at 3.28%.</p><p>The REIT manager has confirmed that the DRIP will apply to the 1H FY2023 DPU and that new units will be issued at a 2% discount to the VWAP.</p><p>After books closure, management announced that the DRIP issue price is S$0.5661 per unit.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 REITs That Have Announced Distribution Reinvestment Plans: Should You Take Them Up?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 REITs That Have Announced Distribution Reinvestment Plans: Should You Take Them Up?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-reits-that-have-announced-distribution-reinvestment-plans-should-you-take-them-up/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The REIT sector saw its fair share of challenges last year as high inflation and soaring interest rates dampened sentiment for the asset class.Unfortunately, these headwinds have not abated this year....</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reits-that-have-announced-distribution-reinvestment-plans-should-you-take-them-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ME8U.SI":"丰树工业信托","OXMU.SI":"Prime US ReitUSD","P40U.SI":"升禧环球房地产投资信托","JYEU.SI":"Lendlease Reit"},"source_url":"https://thesmartinvestor.com.sg/4-reits-that-have-announced-distribution-reinvestment-plans-should-you-take-them-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111298195","content_text":"The REIT sector saw its fair share of challenges last year as high inflation and soaring interest rates dampened sentiment for the asset class.Unfortunately, these headwinds have not abated this year.Many REITs are, therefore, trying to conserve cash as their operating and finance expenses surge.One cash conservation method employed by REITs is the dividend reinvestment plan or DRIP.Instead of cash, unitholders can opt to receive their distributions in the form of new units issued by the REIT.These units are called scrip and allow unitholders to reinvest their dividends and avoid incurring brokerage fees by buying units from the open market.Some REITs also offer a slight discount to the market price to entice unitholders to select the scrip option.We profile four REITs that announced DRIPs and assess if investors should take up the offers.Prime US REIT (SGX: OXMU)Prime US REIT is a US office REIT with a portfolio of 14 freehold office properties in 13 US markets.Its assets under management (AUM) stood at US$1.5 billion as of 31 December 2022.The REIT released its fiscal 2022 earnings recently.Gross revenue inched up 4% year on year to US$163 million, with contributions from new acquisitions Sorrento Towers and One Tower Center.However, net property income (NPI) dipped 2.7% year on year to US$97.9 million.Distribution per unit (DPU) slid 3.4% year on year to US$0.0655.For the second half of 2022 (2H2022), Prime US REIT declared a DPU of US$0.0303, down 12.2% year on year.The REIT manager has announced the application of the DRIP to the 2H2022 DPU.The REIT’s occupancy rate remained steady at around 89% and the REIT enjoyed its 11th consecutive quarter of positive rental reversion.Aggregate leverage stood at 42.1% with an all-in average interest rate of 3.3%.The previous DPU of US$0.0352 per unit saw DRIP units being issued at a 2.5% discount to the volume-weighted average price (VWAP).Mapletree Industrial Trust (SGX: ME8U)Mapletree Industrial Trust, or MIT, is an industrial REIT with 85 properties in Singapore and 56 in the US.Total AUM stood at S$8.8 billion as of 31 December 2022.MIT saw its revenue rise 5% year on year for the third quarter of fiscal 2023 (3Q FY2023) to S$170.4 million.NPI rose in tandem to S$128.8 million, but DPU ticked down 2.9% year on year to S$0.0339.The manager has announced that the DRIP will apply to the 3Q FY2023 DPU but will be suspended thereafter.The issue price for the new units is S$2.3255 per unit, at around a 1% discount to the VWAP.MIT’s portfolio occupancy stood high at 95.7%.Gearing came in at 37.2% with a cost of debt of 3.3%. The REIT also has close to three-quarters of its loans on fixed rates.Lendlease Global Commercial REIT (SGX: JYEU)Lendlease Global Commercial REIT, or LREIT, is an office cum retail REIT that owns Jem, 313 Somerset, both in Singapore, and an interest in Sky Complex in Milan, Italy.These properties have an AUM of S$3.6 billion as of 30 June 2022.LREIT reported a decent set of earnings for its fiscal 2023’s first half (1H FY2023).Gross revenue more than doubled year on year to S$101.7 million as Jem was added to the REIT’s portfolio.NPI surged 157.8% year on year to S$76.4 million while DPU inched up 2.1% year on year to S$0.0245.The REIT’s gearing ratio stood at 39.2% with a low weighted average cost of debt of 2.35%.Committed occupancy was very high at 99.8%.The DRIP will apply to the 1H FY2023 DPU and the issue price of new units will be set at around 2% lower than the units’ VWAP.Starhill Global REIT (SGX: P40U)Starhill Global REIT, or SGREIT, owns a portfolio of 10 retail and office properties in Singapore, Australia, Malaysia, Japan, and China.The portfolio was valued at S$2.9 billion as of 31 December 2022.SGREIT’s 1H FY2023 saw revenue rise 4.1% year on year to S$94.7 million.NPI increased by 6.7% year on year to S$74.3 million while DPU edged up 2.2% year on year to S$0.0182.The REIT’s occupancy stayed high at 97.1% with its portfolio boasting a long weighted average lease expiry of 6.8 years by net lettable area.SGREIT’s gearing stood at just 36.3%, opening the REIT up for debt-fuelled acquisitions.Around 84% of its loans are on fixed rates and its cost of debt came in at 3.28%.The REIT manager has confirmed that the DRIP will apply to the 1H FY2023 DPU and that new units will be issued at a 2% discount to the VWAP.After books closure, management announced that the DRIP issue price is S$0.5661 per unit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954652408,"gmtCreate":1676344523305,"gmtModify":1676344527439,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954652408","repostId":"1116356029","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954879109,"gmtCreate":1676276812502,"gmtModify":1676276817060,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954879109","repostId":"2311499866","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954844716,"gmtCreate":1676274776646,"gmtModify":1676274780286,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954844716","repostId":"2311491121","repostType":4,"repost":{"id":"2311491121","pubTimestamp":1676268069,"share":"https://www.laohu8.com/m/news/2311491121?lang=&edition=full","pubTime":"2023-02-13 14:01","market":"us","language":"en","title":"AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins","url":"https://stock-news.laohu8.com/highlight/detail?id=2311491121","media":"Seekingalpha","summary":"AI is the talk of the town these days. Google (GOOG) and Microsoft (MSFT) are locked into an all-out","content":"<html><head></head><body><p>AI is the talk of the town these days. <b>Google</b> (GOOG) and <b>Microsoft</b> (MSFT) are locked into an all-out “AI war” that has seen the two companies compete over who can make the best AI chatbot. So far, Microsoft appears to be in the lead, having bought a $10 billion stake in OpenAI (a third of the company) and launched a chatbot demo that is wowing reviewers.</p><p>The competition between Microsoft and Google led to a steep selloff in Google shares. Google initially gained from the AI hype, rallying 7.3% on February 3, but it gave up the gains when a demo of its ChatBot produced an incorrect answer and Satya Nadella predicted that the company’s margins would drop.</p><p>It’s not clear right now who will “win” the AI arms race. Nadella’s claims about Google’s margins are certainly bold. <b>Morgan Stanley</b> (MS) recently estimated that working an LLM into Google would cause a $6 billion hit to EBIT, as LLMs tax servers more than search does. However, these estimates are, for now, just estimates.</p><p>How the “AI wars” will turn out is anybody’s guess. I’m pretty much neutral on it: I hold some Google, I used to hold Microsoft but sold it on valuation concerns. The price I sold MSFT at was much higher than today’s price, so my not holding it now isn’t a vote against buying it.</p><p>One thing I know for sure is that there are ways to get into the AI space without buying companies locked into fierce competitive struggle. If you’re willing to look at indirect AI plays–semiconductor companies, banks and others–you can find companies that profit off AI without being forced into a competitive steel cage match. In this article I will explore three dividend stocks that profit off of AI without facing the intense competition that characterizes the space.</p><h2><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor </a></h2><p>Taiwan Semiconductor is a dividend stock with a 1.91% yield. The company is probably the most obvious beneficiary of the AI wars that’s not named OpenAI. Microsoft, Google, and <b>Meta</b> (META) are all competing intensely with each other for eyeballs, advertiser dollars and other highly sought after prizes. This competition is the sort of thing that shrinks margins. It’s just the opposite with semiconductor foundries. Semiconductors are crucial to running the massive data centers that AI requires; the more advanced the AI, the more chips are needed to run it. TSM currently owns 60% of the foundry space, and if you look at how costly it is for a company to ramp up its foundry capabilities, you’ll see that TSM could easily hold its high share.</p><p>The source of TSM’s moat is the sheer cost of its operations. To make semiconductors you need <b>ASML’s</b> (ASML) EUV lithography machines, and they cost up to $300 million each. Just getting your hands on one of them is a major capital expenditure. So while companies may wish to compete with TSM, they will have to incur great costs to do so.</p><p>Take <b>Intel</b> (INTC) for example. It recently launched a foundry that competes with TSM, but it’s still nowhere near TSM’s market share. It has spent a lot of money on this business ($19 billion in 2021 alone), yet it’s still seeing its earnings decline. TSM by contrast was still growing its revenue last quarter and trades at just 14.5 times earnings and 8.61 times operating cash flow. A high moat AI-beneficiary stock that investors can trust.</p><h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase </a></h2><p>JPMorgan is a name you might be surprised to see on this list. Banks are not exactly known for being big players in AI, but this specific bank is. JPMorgan spends more money on AI research than any of its peers. It’s ranked #1 in AI adoption among 150 peer banks. And, its AI investments are paying off. Just recently, the bank announced that AI managed to do 360,000 hours&#39; worth of filing work in just a few seconds, saving JPM massively on labor costs. Obviously, this kind of thing will work wonders for JPM’s margins.</p><p>The story doesn’t end there. In addition to being a lender, JPM is also an investment bank, and the company’s AI investments could lead to benefits for that segment. When you underwrite deals and IPOs, it helps to understand the industry you’re working with, and JPMorgan would appear to have some “domain knowledge” that could be useful here. Will OpenAI go public? Will <b>Tesla</b> (TSLA) spin off its full-self driving unit to the public? Nobody knows the answers to those questions just now, but if such deals ever were to take place, it would help these companies to have a banker that knows about AI. So, JPMorgan could benefit from future deal-making in the AI space.</p><p>And what about JPMorgan’s overall business? As I’ve written in previous articles about banking stocks, banks can often benefit in periods when rates rise, like the one we’re in now. The effect isn’t guaranteed: inverted yield curves and recessions can offset the margin-boosting effect of high rates. However, JPMorgan is only trading at 11.7 times earnings and 4.55 times operating cash flow right now, so it looks like some risk is already priced in. Additionally, the stock has a 2.84% yield and a mere 33% payout ratio, so the yield is higher than that of the S&amp;P 500 despite being very safe.</p><h2><a href=\"https://laohu8.com/S/MU\">Micron Technology </a></h2><p>Last but not least, we have Micron Technology. This is a dividend stock that I held in the past but sold recently. The yield on this stock is only 0.74%, and it has no dividend growth, making it far from a “high yield” dividend opportunity. But what it lacks in yield it makes up for in potential. Micron sells chips, like TSM does, but it only sells RAM and NAND Flash. RAM is short term memory; NAND Flash is a type of long term storage. The data centers that AI runs on require copious amounts of this stuff. This year, the prices of RAM and NAND Flash are going down, and that’s causing Micron’s revenue to decline. It guided for a loss in its upcoming quarter. These issues are among the reasons I recently sold my Micron shares. However, the stock remains relatively cheap, trading at 10.75 times earnings, 1.36 times book value, and 5.36 times operating cash flow, and it could see prices pick up steam again if AI leads to a surge in Data Center demand. I can’t vouch for this stock as strongly as I can the other two on this list, but it is a dividend stock that makes money selling to AI companies, so it merits inclusion.</p><h2>The Bottom Line</h2><p>The bottom line on AI is that it’s very much like a gold rush now, and history teaches that in gold rushes, you want to be selling the shovels, not prospecting. The competition for AI leadership is fierce, and nobody really knows who will win in the end. What we know with certainty is that chip companies will make money selling to AI companies, and that investment banks will profit off of deal making in the space. Perhaps these companies are safer investments than the companies that are directly throwing themselves into the competitive fray.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins</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\">\nAI Wars: 3 Dividend Stocks That Profit No Matter Who Wins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577670-3-dividend-stocks-profit-artificial-intelligence-wars-tsm-jpm-mu><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI is the talk of the town these days. Google (GOOG) and Microsoft (MSFT) are locked into an all-out “AI war” that has seen the two companies compete over who can make the best AI chatbot. So far, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577670-3-dividend-stocks-profit-artificial-intelligence-wars-tsm-jpm-mu\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","TSM":"台积电","JPM":"摩根大通"},"source_url":"https://seekingalpha.com/article/4577670-3-dividend-stocks-profit-artificial-intelligence-wars-tsm-jpm-mu","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2311491121","content_text":"AI is the talk of the town these days. Google (GOOG) and Microsoft (MSFT) are locked into an all-out “AI war” that has seen the two companies compete over who can make the best AI chatbot. So far, Microsoft appears to be in the lead, having bought a $10 billion stake in OpenAI (a third of the company) and launched a chatbot demo that is wowing reviewers.The competition between Microsoft and Google led to a steep selloff in Google shares. Google initially gained from the AI hype, rallying 7.3% on February 3, but it gave up the gains when a demo of its ChatBot produced an incorrect answer and Satya Nadella predicted that the company’s margins would drop.It’s not clear right now who will “win” the AI arms race. Nadella’s claims about Google’s margins are certainly bold. Morgan Stanley (MS) recently estimated that working an LLM into Google would cause a $6 billion hit to EBIT, as LLMs tax servers more than search does. However, these estimates are, for now, just estimates.How the “AI wars” will turn out is anybody’s guess. I’m pretty much neutral on it: I hold some Google, I used to hold Microsoft but sold it on valuation concerns. The price I sold MSFT at was much higher than today’s price, so my not holding it now isn’t a vote against buying it.One thing I know for sure is that there are ways to get into the AI space without buying companies locked into fierce competitive struggle. If you’re willing to look at indirect AI plays–semiconductor companies, banks and others–you can find companies that profit off AI without being forced into a competitive steel cage match. In this article I will explore three dividend stocks that profit off of AI without facing the intense competition that characterizes the space.Taiwan Semiconductor Taiwan Semiconductor is a dividend stock with a 1.91% yield. The company is probably the most obvious beneficiary of the AI wars that’s not named OpenAI. Microsoft, Google, and Meta (META) are all competing intensely with each other for eyeballs, advertiser dollars and other highly sought after prizes. This competition is the sort of thing that shrinks margins. It’s just the opposite with semiconductor foundries. Semiconductors are crucial to running the massive data centers that AI requires; the more advanced the AI, the more chips are needed to run it. TSM currently owns 60% of the foundry space, and if you look at how costly it is for a company to ramp up its foundry capabilities, you’ll see that TSM could easily hold its high share.The source of TSM’s moat is the sheer cost of its operations. To make semiconductors you need ASML’s (ASML) EUV lithography machines, and they cost up to $300 million each. Just getting your hands on one of them is a major capital expenditure. So while companies may wish to compete with TSM, they will have to incur great costs to do so.Take Intel (INTC) for example. It recently launched a foundry that competes with TSM, but it’s still nowhere near TSM’s market share. It has spent a lot of money on this business ($19 billion in 2021 alone), yet it’s still seeing its earnings decline. TSM by contrast was still growing its revenue last quarter and trades at just 14.5 times earnings and 8.61 times operating cash flow. A high moat AI-beneficiary stock that investors can trust.JPMorgan Chase JPMorgan is a name you might be surprised to see on this list. Banks are not exactly known for being big players in AI, but this specific bank is. JPMorgan spends more money on AI research than any of its peers. It’s ranked #1 in AI adoption among 150 peer banks. And, its AI investments are paying off. Just recently, the bank announced that AI managed to do 360,000 hours' worth of filing work in just a few seconds, saving JPM massively on labor costs. Obviously, this kind of thing will work wonders for JPM’s margins.The story doesn’t end there. In addition to being a lender, JPM is also an investment bank, and the company’s AI investments could lead to benefits for that segment. When you underwrite deals and IPOs, it helps to understand the industry you’re working with, and JPMorgan would appear to have some “domain knowledge” that could be useful here. Will OpenAI go public? Will Tesla (TSLA) spin off its full-self driving unit to the public? Nobody knows the answers to those questions just now, but if such deals ever were to take place, it would help these companies to have a banker that knows about AI. So, JPMorgan could benefit from future deal-making in the AI space.And what about JPMorgan’s overall business? As I’ve written in previous articles about banking stocks, banks can often benefit in periods when rates rise, like the one we’re in now. The effect isn’t guaranteed: inverted yield curves and recessions can offset the margin-boosting effect of high rates. However, JPMorgan is only trading at 11.7 times earnings and 4.55 times operating cash flow right now, so it looks like some risk is already priced in. Additionally, the stock has a 2.84% yield and a mere 33% payout ratio, so the yield is higher than that of the S&P 500 despite being very safe.Micron Technology Last but not least, we have Micron Technology. This is a dividend stock that I held in the past but sold recently. The yield on this stock is only 0.74%, and it has no dividend growth, making it far from a “high yield” dividend opportunity. But what it lacks in yield it makes up for in potential. Micron sells chips, like TSM does, but it only sells RAM and NAND Flash. RAM is short term memory; NAND Flash is a type of long term storage. The data centers that AI runs on require copious amounts of this stuff. This year, the prices of RAM and NAND Flash are going down, and that’s causing Micron’s revenue to decline. It guided for a loss in its upcoming quarter. These issues are among the reasons I recently sold my Micron shares. However, the stock remains relatively cheap, trading at 10.75 times earnings, 1.36 times book value, and 5.36 times operating cash flow, and it could see prices pick up steam again if AI leads to a surge in Data Center demand. I can’t vouch for this stock as strongly as I can the other two on this list, but it is a dividend stock that makes money selling to AI companies, so it merits inclusion.The Bottom LineThe bottom line on AI is that it’s very much like a gold rush now, and history teaches that in gold rushes, you want to be selling the shovels, not prospecting. The competition for AI leadership is fierce, and nobody really knows who will win in the end. What we know with certainty is that chip companies will make money selling to AI companies, and that investment banks will profit off of deal making in the space. Perhaps these companies are safer investments than the companies that are directly throwing themselves into the competitive fray.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954833165,"gmtCreate":1676203378457,"gmtModify":1676203382233,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954833165","repostId":"2310987408","repostType":4,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954112082,"gmtCreate":1676081039646,"gmtModify":1676081044404,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954112082","repostId":"1166661028","repostType":4,"repost":{"id":"1166661028","pubTimestamp":1676073476,"share":"https://www.laohu8.com/m/news/1166661028?lang=&edition=full","pubTime":"2023-02-11 07:57","market":"us","language":"en","title":"U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166661028","media":"Investor's Business Daily","summary":"The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some k","content":"<html><head></head><body><p>The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise rates further than markets expected. <a href=\"https://laohu8.com/S/LBIX\">Leading</a> stocks generally showed strength. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT) rose as it integrated ChatGPT tech into its Bing search engine, while Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOGL) plunged as its AI chatbot underwhelmed. Cloudflare (NET), <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> (FTNT), BP (BP) and On Semiconductor (ON) were earnings winners.</p><h3>Market Rally Retreats</h3><p>The major indexes retreated while the Russell 2000 declined significantly, starting to test some key levels after a strong market advance. This could be a normal, healthy pullback or the start of something more. The 10-year Treasury yield jumped and the dollar strengthened. Crude oil prices rebounded.</p><h3>Google Dives As AI War Heats Up</h3><p>Microsoft (MSFT) and Google-parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOGL) hosted media events highlighting artificial intelligence initiatives and investments. Analysts said Microsoft came out ahead in terms of describing its product strategy and showcasing ChatGPT technology from OpenAI. Microsoft announced that it is integrating the technology behind ChatGPT into its Bing search engine and web browser. Microsoft is the biggest investor in OpenAI. Google announced Bard, its conversational AI chatbot. Google&#39;s press event disappointed with little new news and an advertisement for Bard featured an inaccurate chatbot response. There&#39;s also a concern that Google, given its huge search engine market share, will have to spend massively to run Bard. Meanwhile, <a href=\"https://laohu8.com/S/CAAS\">China</a>&#39;s <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> (BIDU) said it will launch an AI chatbot, called Ernie, to the public in March. Google stock plunged. MSFT and Baidu rose, but pared weekly gains. Various AI plays reversed lower after huge gains in recent weeks.</p><h3><a href=\"https://laohu8.com/S/PI\">Impinj</a>, Monolithic Guide Higher</h3><p>Onsemi (ON) and <a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a> (SWKS) joined the parade of chipmakers guiding lower for the March quarter after delivering in line or better sales and earnings for the December quarter. Meanwhile, <a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) matched views for the fourth quarter and withdrew its outlook. <a href=\"https://laohu8.com/S/DIOD\">Diodes</a> (DIOD) beat estimates and gave in-line guidance. But fabless chipmakers Impinj (PI) and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power</a> Systems (MPWR) each guided higher for first-quarter sales after delivering better-than-expected fourth-quarter results. All of these stocks rose solidly except for PI stock.</p><h3>BP Jumps On <a href=\"https://laohu8.com/S/FOSL\">Fossil</a> Fuel Vision</h3><p>The U.K. energy giant reported a 29% EPS gain, just missing, while revenue rose 33% to $69.3 billion. But BP (BP) spiked higher, breaking out to a three-year high, after downshifting an aggressive move toward renewables. The U.K.-based energy giant anticipates oil and gas production to be around 2.3 million barrels of oil equivalent per day in 2025. By 2030, BP expects to be producing 2 million. That would be 25% below BP&#39;s 2019 production, but much higher than its prior goal of a 40% cut. BP CEO Bernard Looney has also said the goal is to increase alternative energy investments to around 50% of total capital spending by 2030. Shell (SHEL), which also has signaled more fossil fuels recently, flirted with a breakout.</p><h3>Disney Earnings Top, Proxy Fight Over</h3><p>Disney (DIS) reported a 7% EPS decline while revenue grew 8% to $23.5 billion, both beating. Disney+ subscribers fell vs. the prior quarter, but North America customers actually edged up. The entertainment giant announced plans to cut 7,000 jobs, or 3%, as part of a large-scale reorganization. It aims to cut $5.5 billion in costs, including $3 billion from content. Following the earnings and restructuring plan, activist investor Nelson Peltz called off his proxy battle vs. Disney.</p><h3>Cybersecurity Software</h3><p>Fortinet (FTNT) reported Q4 earnings jumped 76%, beating views. Revenue climbed 33% to $1.28 billion, just below consensus. But billings topped forecasts and so did the 2023 revenue outlook. <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a> Software (CYBR) reported a 43% EPS decline, beating, while a 12% revenue gain fell short. Tenable (TENB) and <a href=\"https://laohu8.com/S/QLYS\">Qualys</a> (QLYS) topped consensus.</p><h3>Human Capital Software Makers Top</h3><p>Ceridian (CDAY) reported EPS up 156% from a year earlier while revenue rose 19% to $336.1 million. <a href=\"https://laohu8.com/S/PAYC\">Paycom</a> Software (PAYC) reported EPS swelled 56% with revenue climbing 30% to $370. 6 million. CDAY jumped, clearing a buy zone. But PAYC stock tumbled.</p><h3>Cloudflare Growth Speedy</h3><p>Cloudflare (NET) reported 6 cents a share, up 500% from a 1 cent a year earlier. Revenue rose 42%, also slightly topping. The software maker also guided slightly higher on 2023 results. Cloudflare speeds up and provides security for web applications routed through its intelligent global network. It has ties with ChatGPT creator OpenAI. NET rose solidly.</p><h3>Database Software Stocks Jump</h3><p><a href=\"https://laohu8.com/S/NEWR\">New Relic</a> (NEWR) spiked as quarterly results soundly beat estimates on the top and bottom lines. The data analytics software maker says it&#39;s attracting new customers at a rapid pace. Alteryx (AYX) easily beats views, swinging to a profit while revenue swelled 73%. It also gave bullish guidance.</p><h3>Travel Firms Bullish On Demand</h3><p>Travel companies report Q4 results and 2023 guidance that varied, but agreed that travel should remain strong. <a href=\"https://laohu8.com/S/HLT\">Hilton</a> Worldwide (HLT) and Hertz (HTZ) both topped expectations. Hilton&#39;s adjusted earnings more than doubled with revenue up 33%, though top-line growth has been slowing. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean (RCL) posted a better-than-expected loss, but was just shy on revenue predictions. <a href=\"https://laohu8.com/S/WYNN\">Wynn</a> Resorts (WYNN) and MGM Resorts (MGM) both reported big Q4 losses, but the Macau-focused gaming giants impressed with strong revenue growth. <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> (EXPE) missed estimates but gave a solid guidance of double-digit top-line and bottom-line growth for 2023. But EXPE tumbled Friday, weighing on other travel plays.</p><h3>Chipotle Misses, But <a href=\"https://laohu8.com/S/YUM\">Yum</a> Stock Looks Tasty</h3><p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> (CMG) reported EPS up 49%, revenue up 11.2% and same-store sales 5.6%, but all missed fourth-quarter estimates as consumers tightened spending. Last year, Chipotle hiked menu prices amid food and wage cost inflation. CMG stock fell back below a buy zone. Yum Brands (YUM) scored an overall beat, led by Taco Bell. EPS grew 28% while Yum also raised its dividend. Shares jumped, flirting a breakout. Yum China (YUMC) popped amid strong earnings, though sales missed.</p><h3>CVS To Buy <a href=\"https://laohu8.com/S/OSH\">Oak Street Health</a></h3><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a> (CVS) will pay $10.6 billion, including debt, for the primary care center operator for older adults. Oak Street Health (OSH), which already gapped up in early January on reports of a deal, spiked higher again. CVS also reported Q4 EPS rose by a penny to $1.99, ahead of estimates. But the midpoint of its 2023 guidance was below Wall Street consensus. CVS stock jumped, but from 52-week lows.</p><h3><a href=\"https://laohu8.com/S/UBER\">Uber</a> Jumps On Surprise Profit; Lyft Crashes</h3><p>Uber (UBER) reported a gain vs. an expected loss, while the ride-hailing and food delivery app giant sees bookings stepping up in Q1. Shares jumped. But Lyft (LYFT) dived on an unexpectedly big loss and weak revenue guidance.</p><h3><a href=\"https://laohu8.com/S/NWS\">News</a> In Brief</h3><p><a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a> (VRTX) sank on lacking near-term catalysts, though adjusted earnings beat views with a 25% gain. Sales grew 11% to $2.3 billion, in line with expectations.</p><p><a href=\"https://laohu8.com/S/INSP\">Inspire Medical Systems</a> (INSP) jumped as it turned profitable and sales rocketed 76% to $137.9 million.</p><p>Dexcom (DXCM) earnings rebounded, easily beating Q4 views, while sales grew 17% for the diabetes products giant. .</p><p><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> (ABBV) popped on a better-than-feared outlook for 2023 profit. Q4 profit beat with a 17% drop. Sales missed, but rose 2% to $15.12 billion in sales.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)modestly beat Q4 views, with EPS up 12% and revenue 7%. The digital payments leader guided slightly higher for Q1 and 2023 earnings. CEO Dan Schulman will leave at the end of 2023</p><p>Affirm Holdings (AFRM) reported a loss of $1.10 per share while revenue rose 11% to $399.6 million. Gross merchandise volume missed views. The buy now, pay now leader also guided lower.</p><p><a href=\"https://laohu8.com/S/TEX\">Terex</a> (TEX) earnings climbed 63% with revenue up 23%. The heavy equipment guided higher for 2023. It also raised its quarterly dividend by 15% to 15 cents a share.</p><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> (ENPH) reported a 107% EPS gain, easily beating, and upped its guidance amid &#34;strong global demand&#34; for its solar products. But concerns about near-term U.S. demand send stocks reversing sharply lower.</p><p>Pinterest (PINS) plunged as EPS topped views but revenue growth slowed again, below estimates. The social media firm also gave a weak revenue outlook.</p></body></html>","source":"lsy1610612141385","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>U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop</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\">\nU.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise ...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4528":"SaaS概念","BK4023":"应用软件","AI":"C3.ai, Inc.",".DJI":"道琼斯","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite","BK4543":"AI"},"source_url":"https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166661028","content_text":"The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise rates further than markets expected. Leading stocks generally showed strength. Microsoft (MSFT) rose as it integrated ChatGPT tech into its Bing search engine, while Google parent Alphabet (GOOGL) plunged as its AI chatbot underwhelmed. Cloudflare (NET), Fortinet (FTNT), BP (BP) and On Semiconductor (ON) were earnings winners.Market Rally RetreatsThe major indexes retreated while the Russell 2000 declined significantly, starting to test some key levels after a strong market advance. This could be a normal, healthy pullback or the start of something more. The 10-year Treasury yield jumped and the dollar strengthened. Crude oil prices rebounded.Google Dives As AI War Heats UpMicrosoft (MSFT) and Google-parent Alphabet (GOOGL) hosted media events highlighting artificial intelligence initiatives and investments. Analysts said Microsoft came out ahead in terms of describing its product strategy and showcasing ChatGPT technology from OpenAI. Microsoft announced that it is integrating the technology behind ChatGPT into its Bing search engine and web browser. Microsoft is the biggest investor in OpenAI. Google announced Bard, its conversational AI chatbot. Google's press event disappointed with little new news and an advertisement for Bard featured an inaccurate chatbot response. There's also a concern that Google, given its huge search engine market share, will have to spend massively to run Bard. Meanwhile, China's Baidu (BIDU) said it will launch an AI chatbot, called Ernie, to the public in March. Google stock plunged. MSFT and Baidu rose, but pared weekly gains. Various AI plays reversed lower after huge gains in recent weeks.Impinj, Monolithic Guide HigherOnsemi (ON) and Skyworks Solutions (SWKS) joined the parade of chipmakers guiding lower for the March quarter after delivering in line or better sales and earnings for the December quarter. Meanwhile, Rambus (RMBS) matched views for the fourth quarter and withdrew its outlook. Diodes (DIOD) beat estimates and gave in-line guidance. But fabless chipmakers Impinj (PI) and Monolithic Power Systems (MPWR) each guided higher for first-quarter sales after delivering better-than-expected fourth-quarter results. All of these stocks rose solidly except for PI stock.BP Jumps On Fossil Fuel VisionThe U.K. energy giant reported a 29% EPS gain, just missing, while revenue rose 33% to $69.3 billion. But BP (BP) spiked higher, breaking out to a three-year high, after downshifting an aggressive move toward renewables. The U.K.-based energy giant anticipates oil and gas production to be around 2.3 million barrels of oil equivalent per day in 2025. By 2030, BP expects to be producing 2 million. That would be 25% below BP's 2019 production, but much higher than its prior goal of a 40% cut. BP CEO Bernard Looney has also said the goal is to increase alternative energy investments to around 50% of total capital spending by 2030. Shell (SHEL), which also has signaled more fossil fuels recently, flirted with a breakout.Disney Earnings Top, Proxy Fight OverDisney (DIS) reported a 7% EPS decline while revenue grew 8% to $23.5 billion, both beating. Disney+ subscribers fell vs. the prior quarter, but North America customers actually edged up. The entertainment giant announced plans to cut 7,000 jobs, or 3%, as part of a large-scale reorganization. It aims to cut $5.5 billion in costs, including $3 billion from content. Following the earnings and restructuring plan, activist investor Nelson Peltz called off his proxy battle vs. Disney.Cybersecurity SoftwareFortinet (FTNT) reported Q4 earnings jumped 76%, beating views. Revenue climbed 33% to $1.28 billion, just below consensus. But billings topped forecasts and so did the 2023 revenue outlook. CyberArk Software (CYBR) reported a 43% EPS decline, beating, while a 12% revenue gain fell short. Tenable (TENB) and Qualys (QLYS) topped consensus.Human Capital Software Makers TopCeridian (CDAY) reported EPS up 156% from a year earlier while revenue rose 19% to $336.1 million. Paycom Software (PAYC) reported EPS swelled 56% with revenue climbing 30% to $370. 6 million. CDAY jumped, clearing a buy zone. But PAYC stock tumbled.Cloudflare Growth SpeedyCloudflare (NET) reported 6 cents a share, up 500% from a 1 cent a year earlier. Revenue rose 42%, also slightly topping. The software maker also guided slightly higher on 2023 results. Cloudflare speeds up and provides security for web applications routed through its intelligent global network. It has ties with ChatGPT creator OpenAI. NET rose solidly.Database Software Stocks JumpNew Relic (NEWR) spiked as quarterly results soundly beat estimates on the top and bottom lines. The data analytics software maker says it's attracting new customers at a rapid pace. Alteryx (AYX) easily beats views, swinging to a profit while revenue swelled 73%. It also gave bullish guidance.Travel Firms Bullish On DemandTravel companies report Q4 results and 2023 guidance that varied, but agreed that travel should remain strong. Hilton Worldwide (HLT) and Hertz (HTZ) both topped expectations. Hilton's adjusted earnings more than doubled with revenue up 33%, though top-line growth has been slowing. Royal Caribbean (RCL) posted a better-than-expected loss, but was just shy on revenue predictions. Wynn Resorts (WYNN) and MGM Resorts (MGM) both reported big Q4 losses, but the Macau-focused gaming giants impressed with strong revenue growth. Expedia (EXPE) missed estimates but gave a solid guidance of double-digit top-line and bottom-line growth for 2023. But EXPE tumbled Friday, weighing on other travel plays.Chipotle Misses, But Yum Stock Looks TastyChipotle Mexican Grill (CMG) reported EPS up 49%, revenue up 11.2% and same-store sales 5.6%, but all missed fourth-quarter estimates as consumers tightened spending. Last year, Chipotle hiked menu prices amid food and wage cost inflation. CMG stock fell back below a buy zone. Yum Brands (YUM) scored an overall beat, led by Taco Bell. EPS grew 28% while Yum also raised its dividend. Shares jumped, flirting a breakout. Yum China (YUMC) popped amid strong earnings, though sales missed.CVS To Buy Oak Street HealthCVS Health (CVS) will pay $10.6 billion, including debt, for the primary care center operator for older adults. Oak Street Health (OSH), which already gapped up in early January on reports of a deal, spiked higher again. CVS also reported Q4 EPS rose by a penny to $1.99, ahead of estimates. But the midpoint of its 2023 guidance was below Wall Street consensus. CVS stock jumped, but from 52-week lows.Uber Jumps On Surprise Profit; Lyft CrashesUber (UBER) reported a gain vs. an expected loss, while the ride-hailing and food delivery app giant sees bookings stepping up in Q1. Shares jumped. But Lyft (LYFT) dived on an unexpectedly big loss and weak revenue guidance.News In BriefVertex Pharmaceuticals (VRTX) sank on lacking near-term catalysts, though adjusted earnings beat views with a 25% gain. Sales grew 11% to $2.3 billion, in line with expectations.Inspire Medical Systems (INSP) jumped as it turned profitable and sales rocketed 76% to $137.9 million.Dexcom (DXCM) earnings rebounded, easily beating Q4 views, while sales grew 17% for the diabetes products giant. .AbbVie (ABBV) popped on a better-than-feared outlook for 2023 profit. Q4 profit beat with a 17% drop. Sales missed, but rose 2% to $15.12 billion in sales.PayPal (PYPL)modestly beat Q4 views, with EPS up 12% and revenue 7%. The digital payments leader guided slightly higher for Q1 and 2023 earnings. CEO Dan Schulman will leave at the end of 2023Affirm Holdings (AFRM) reported a loss of $1.10 per share while revenue rose 11% to $399.6 million. Gross merchandise volume missed views. The buy now, pay now leader also guided lower.Terex (TEX) earnings climbed 63% with revenue up 23%. The heavy equipment guided higher for 2023. It also raised its quarterly dividend by 15% to 15 cents a share.Enphase Energy (ENPH) reported a 107% EPS gain, easily beating, and upped its guidance amid \"strong global demand\" for its solar products. But concerns about near-term U.S. demand send stocks reversing sharply lower.Pinterest (PINS) plunged as EPS topped views but revenue growth slowed again, below estimates. The social media firm also gave a weak revenue outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954118945,"gmtCreate":1676080531187,"gmtModify":1676080534670,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Noted info tq","listText":"Noted info tq","text":"Noted info tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954118945","repostId":"1113367099","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066789,"gmtCreate":1675850840742,"gmtModify":1675850844431,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066789","repostId":"1174779038","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066405,"gmtCreate":1675850793407,"gmtModify":1675851086928,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066405","repostId":"1105862964","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066500,"gmtCreate":1675850734800,"gmtModify":1675851070467,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066500","repostId":"1105430866","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958770394,"gmtCreate":1673835539219,"gmtModify":1676538891789,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958770394","repostId":"1182165784","repostType":4,"repost":{"id":"1182165784","pubTimestamp":1673833403,"share":"https://www.laohu8.com/m/news/1182165784?lang=&edition=full","pubTime":"2023-01-16 09:43","market":"sg","language":"en","title":"Singapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1182165784","media":"The Smart Investor","summary":"REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high in","content":"<html><head></head><body><p>REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high inflation and rising interest rates.</p><p>Sentiment remained weak with the unit prices of popular REITs such as <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a> and <a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life REIT</a> touching a 52-week low.</p><p>Despite the dour sentiment, REITs have done an admirable job of paying out steady, predictable dividends to income-seeking investors.</p><p>However, investors need to remain vigilant.</p><p>With a bumpy path ahead amid economic uncertainties and elevated costs, REITs could see their distribution per unit (DPU) come under pressure.</p><p>Here are three red flags that could indicate a potential DPU decline.</p><h3>A decline in portfolio valuation</h3><p>All REITs revalue their property portfolios once a year when their fiscal year-end arrives.</p><p>Property valuation is performed by independent real estate valuation companies based on factors such as discount and capitalisation rates as well as occupancy rates and prospects.</p><p>REITs could see their properties being revalued downwards if property fundamentals weaken or occupancy rates decline.</p><p>A recent example is <a href=\"https://laohu8.com/S/BTOU.SI\">Manulife US REIT</a>, or MUST.</p><p>The US commercial REIT reported that its portfolio’s valuation had declined by 10.9% year on year from US$2.18 billion in 2021 to S$1.95 billion as of the end of 2022.</p><p>The reasons were varied – MUST disclosed that higher discount rates were used to value properties that reflected heightened risks at both the macroeconomic and property levels.</p><p>Certain properties also saw weaker occupational performance because of slowdowns in demand and leasing activity.</p><p>As a result of the reduced valuations, MUST’s aggregate leverage will hit approximately 49%, just below the maximum threshold of 50% set by the Monetary Authority of Singapore.</p><p>While the REIT manager assures investors that no financial covenants have been breached, the REIT must find ways to reduce its aggregate leverage.</p><p>Some methods may involve the sale of assets to generate cash that can pay down some of its loans, which will ultimately lead to a decline in DPU.</p><h3>Currency weakness</h3><p>Currency movements may also present a challenge for REITs that derive rental income in foreign currencies.</p><p>As DPU is paid out in Singapore dollars (SGD), the translation of rental income from a foreign currency to SGD may be impacted by currency weakness.</p><p>An example is Daiwa House Logistics Trust (SGX: DHLU), or DHLT, which owns a portfolio of 14 logistics properties across Japan.</p><p>For the first nine months of 2022 (9M2022), DHLT reported that actual net property income (NPI) was 6.3% lower at S$41.8 million compared with its forecast of S$44.6 million.</p><p>The difference was due to foreign exchange volatility, as the Japanese Yen (JPY) had declined by 15% against the SGD in the past year.</p><p>A similar situation can be found in Elite Commercial REIT (SGX: MXNU).</p><p>The UK commercial REIT reported a DPU of £0.0379 for 9M2022, down 7.8% year on year.</p><p>With the roughly 12% depreciation of the British Pound against the SGD in the past year, the DPU when translated to SGD will be further negatively impacted.</p><h3>A rise in finance costs</h3><p>With interest rates shooting up, REIT investors should also keep an eye on the all-in financing cost for the REITs that they own.</p><p>Should the cost of debt continue rising, higher finance expenses could signal lower future distributable income.</p><p>For <a href=\"https://laohu8.com/S/ME8U.SI\">Mapletree Industrial Trust</a>, its funding cost rose from 2.5% as of 30 June last year to 2.9% as of 30 September.</p><p>The higher cost of debt could be a precursor for the REIT to report lower year on year DPU in future quarters.</p><p><a href=\"https://laohu8.com/S/T82U.SI\">Suntec REIT</a> reported a 5.8% year on year fall in distributable income for its fiscal 2022’s third quarter (3Q2022) and a 6.6% year on year dip in DPU due, in part, to higher finance costs.</p><p>The retail cum commercial REIT’s all-in financing cost rose from 2.51% as of 30 June to 2.76% as of 30 September.</p><h3>Get Smart: Keep the faith</h3><p>Some REITs may see their DPU come under pressure in the coming quarters.</p><p>But all is not lost.</p><p>Well-managed REITs with strong sponsors can help mitigate the DPU decline through acquisitions, organic growth and asset enhancement initiatives.</p><p>2023 may turn out to be a rocky year, but if a REIT owns high-quality assets, it should turn out fine in the long run.</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>Singapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/singapore-reit-investors-beware-3-red-flags-that-could-lead-to-a-dpu-decline/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high inflation and rising interest rates.Sentiment remained weak with the unit prices of popular REITs such...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-reit-investors-beware-3-red-flags-that-could-lead-to-a-dpu-decline/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","C2PU.SI":"百汇生命产业信托","BTOU.SI":"宏利美国房地产投资信托"},"source_url":"https://thesmartinvestor.com.sg/singapore-reit-investors-beware-3-red-flags-that-could-lead-to-a-dpu-decline/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182165784","content_text":"REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high inflation and rising interest rates.Sentiment remained weak with the unit prices of popular REITs such as Mapletree Logistics Trust and Parkway Life REIT touching a 52-week low.Despite the dour sentiment, REITs have done an admirable job of paying out steady, predictable dividends to income-seeking investors.However, investors need to remain vigilant.With a bumpy path ahead amid economic uncertainties and elevated costs, REITs could see their distribution per unit (DPU) come under pressure.Here are three red flags that could indicate a potential DPU decline.A decline in portfolio valuationAll REITs revalue their property portfolios once a year when their fiscal year-end arrives.Property valuation is performed by independent real estate valuation companies based on factors such as discount and capitalisation rates as well as occupancy rates and prospects.REITs could see their properties being revalued downwards if property fundamentals weaken or occupancy rates decline.A recent example is Manulife US REIT, or MUST.The US commercial REIT reported that its portfolio’s valuation had declined by 10.9% year on year from US$2.18 billion in 2021 to S$1.95 billion as of the end of 2022.The reasons were varied – MUST disclosed that higher discount rates were used to value properties that reflected heightened risks at both the macroeconomic and property levels.Certain properties also saw weaker occupational performance because of slowdowns in demand and leasing activity.As a result of the reduced valuations, MUST’s aggregate leverage will hit approximately 49%, just below the maximum threshold of 50% set by the Monetary Authority of Singapore.While the REIT manager assures investors that no financial covenants have been breached, the REIT must find ways to reduce its aggregate leverage.Some methods may involve the sale of assets to generate cash that can pay down some of its loans, which will ultimately lead to a decline in DPU.Currency weaknessCurrency movements may also present a challenge for REITs that derive rental income in foreign currencies.As DPU is paid out in Singapore dollars (SGD), the translation of rental income from a foreign currency to SGD may be impacted by currency weakness.An example is Daiwa House Logistics Trust (SGX: DHLU), or DHLT, which owns a portfolio of 14 logistics properties across Japan.For the first nine months of 2022 (9M2022), DHLT reported that actual net property income (NPI) was 6.3% lower at S$41.8 million compared with its forecast of S$44.6 million.The difference was due to foreign exchange volatility, as the Japanese Yen (JPY) had declined by 15% against the SGD in the past year.A similar situation can be found in Elite Commercial REIT (SGX: MXNU).The UK commercial REIT reported a DPU of £0.0379 for 9M2022, down 7.8% year on year.With the roughly 12% depreciation of the British Pound against the SGD in the past year, the DPU when translated to SGD will be further negatively impacted.A rise in finance costsWith interest rates shooting up, REIT investors should also keep an eye on the all-in financing cost for the REITs that they own.Should the cost of debt continue rising, higher finance expenses could signal lower future distributable income.For Mapletree Industrial Trust, its funding cost rose from 2.5% as of 30 June last year to 2.9% as of 30 September.The higher cost of debt could be a precursor for the REIT to report lower year on year DPU in future quarters.Suntec REIT reported a 5.8% year on year fall in distributable income for its fiscal 2022’s third quarter (3Q2022) and a 6.6% year on year dip in DPU due, in part, to higher finance costs.The retail cum commercial REIT’s all-in financing cost rose from 2.51% as of 30 June to 2.76% as of 30 September.Get Smart: Keep the faithSome REITs may see their DPU come under pressure in the coming quarters.But all is not lost.Well-managed REITs with strong sponsors can help mitigate the DPU decline through acquisitions, organic growth and asset enhancement initiatives.2023 may turn out to be a rocky year, but if a REIT owns high-quality assets, it should turn out fine in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9942231882,"gmtCreate":1681227136246,"gmtModify":1681227138148,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942231882","repostId":"1116529806","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941662461,"gmtCreate":1680197524253,"gmtModify":1680197528086,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Tq for sharing&nbsp;","listText":"Tq for sharing&nbsp;","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941662461","repostId":"1164007023","repostType":2,"repost":{"id":"1164007023","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1680191360,"share":"https://www.laohu8.com/m/news/1164007023?lang=&edition=full","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1164007023","media":"Benzinga","summary":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% si","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></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>Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here</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\">\nNasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-03-30 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AAPL":"苹果","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164007023","content_text":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.History suggests that Nasdaq 100's returns more than doubled during prior bull markets.The Nasdaq 100 index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.The tech-heavy index, which is perfectly replicated by the Invesco QQQ Trust ETF, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.The following stocks have been the primary drivers of the major technology stock index's ascent over the past months:NVIDIA Corp, up 85% year to date, bringing 2.8 percentage points to the index's overall performance.Apple Inc., up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq's overall performance.Microsoft Corporation, up 17% year to date, adding 2.2 percentage points to total performance.Meta Platforms, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq's total performance.Tesla, Inc., up 57% year to date, delivering 1.6 percentage points to the performance of the index.Nasdaq 100 Index's Return More Than Doubles During Bull MarketsThere have been four bull markets in the Nasdaq 100 index since 1990:From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954112082,"gmtCreate":1676081039646,"gmtModify":1676081044404,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954112082","repostId":"1166661028","repostType":4,"repost":{"id":"1166661028","pubTimestamp":1676073476,"share":"https://www.laohu8.com/m/news/1166661028?lang=&edition=full","pubTime":"2023-02-11 07:57","market":"us","language":"en","title":"U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166661028","media":"Investor's Business Daily","summary":"The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some k","content":"<html><head></head><body><p>The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise rates further than markets expected. <a href=\"https://laohu8.com/S/LBIX\">Leading</a> stocks generally showed strength. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT) rose as it integrated ChatGPT tech into its Bing search engine, while Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOGL) plunged as its AI chatbot underwhelmed. Cloudflare (NET), <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> (FTNT), BP (BP) and On Semiconductor (ON) were earnings winners.</p><h3>Market Rally Retreats</h3><p>The major indexes retreated while the Russell 2000 declined significantly, starting to test some key levels after a strong market advance. This could be a normal, healthy pullback or the start of something more. The 10-year Treasury yield jumped and the dollar strengthened. Crude oil prices rebounded.</p><h3>Google Dives As AI War Heats Up</h3><p>Microsoft (MSFT) and Google-parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOGL) hosted media events highlighting artificial intelligence initiatives and investments. Analysts said Microsoft came out ahead in terms of describing its product strategy and showcasing ChatGPT technology from OpenAI. Microsoft announced that it is integrating the technology behind ChatGPT into its Bing search engine and web browser. Microsoft is the biggest investor in OpenAI. Google announced Bard, its conversational AI chatbot. Google&#39;s press event disappointed with little new news and an advertisement for Bard featured an inaccurate chatbot response. There&#39;s also a concern that Google, given its huge search engine market share, will have to spend massively to run Bard. Meanwhile, <a href=\"https://laohu8.com/S/CAAS\">China</a>&#39;s <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> (BIDU) said it will launch an AI chatbot, called Ernie, to the public in March. Google stock plunged. MSFT and Baidu rose, but pared weekly gains. Various AI plays reversed lower after huge gains in recent weeks.</p><h3><a href=\"https://laohu8.com/S/PI\">Impinj</a>, Monolithic Guide Higher</h3><p>Onsemi (ON) and <a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a> (SWKS) joined the parade of chipmakers guiding lower for the March quarter after delivering in line or better sales and earnings for the December quarter. Meanwhile, <a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) matched views for the fourth quarter and withdrew its outlook. <a href=\"https://laohu8.com/S/DIOD\">Diodes</a> (DIOD) beat estimates and gave in-line guidance. But fabless chipmakers Impinj (PI) and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power</a> Systems (MPWR) each guided higher for first-quarter sales after delivering better-than-expected fourth-quarter results. All of these stocks rose solidly except for PI stock.</p><h3>BP Jumps On <a href=\"https://laohu8.com/S/FOSL\">Fossil</a> Fuel Vision</h3><p>The U.K. energy giant reported a 29% EPS gain, just missing, while revenue rose 33% to $69.3 billion. But BP (BP) spiked higher, breaking out to a three-year high, after downshifting an aggressive move toward renewables. The U.K.-based energy giant anticipates oil and gas production to be around 2.3 million barrels of oil equivalent per day in 2025. By 2030, BP expects to be producing 2 million. That would be 25% below BP&#39;s 2019 production, but much higher than its prior goal of a 40% cut. BP CEO Bernard Looney has also said the goal is to increase alternative energy investments to around 50% of total capital spending by 2030. Shell (SHEL), which also has signaled more fossil fuels recently, flirted with a breakout.</p><h3>Disney Earnings Top, Proxy Fight Over</h3><p>Disney (DIS) reported a 7% EPS decline while revenue grew 8% to $23.5 billion, both beating. Disney+ subscribers fell vs. the prior quarter, but North America customers actually edged up. The entertainment giant announced plans to cut 7,000 jobs, or 3%, as part of a large-scale reorganization. It aims to cut $5.5 billion in costs, including $3 billion from content. Following the earnings and restructuring plan, activist investor Nelson Peltz called off his proxy battle vs. Disney.</p><h3>Cybersecurity Software</h3><p>Fortinet (FTNT) reported Q4 earnings jumped 76%, beating views. Revenue climbed 33% to $1.28 billion, just below consensus. But billings topped forecasts and so did the 2023 revenue outlook. <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a> Software (CYBR) reported a 43% EPS decline, beating, while a 12% revenue gain fell short. Tenable (TENB) and <a href=\"https://laohu8.com/S/QLYS\">Qualys</a> (QLYS) topped consensus.</p><h3>Human Capital Software Makers Top</h3><p>Ceridian (CDAY) reported EPS up 156% from a year earlier while revenue rose 19% to $336.1 million. <a href=\"https://laohu8.com/S/PAYC\">Paycom</a> Software (PAYC) reported EPS swelled 56% with revenue climbing 30% to $370. 6 million. CDAY jumped, clearing a buy zone. But PAYC stock tumbled.</p><h3>Cloudflare Growth Speedy</h3><p>Cloudflare (NET) reported 6 cents a share, up 500% from a 1 cent a year earlier. Revenue rose 42%, also slightly topping. The software maker also guided slightly higher on 2023 results. Cloudflare speeds up and provides security for web applications routed through its intelligent global network. It has ties with ChatGPT creator OpenAI. NET rose solidly.</p><h3>Database Software Stocks Jump</h3><p><a href=\"https://laohu8.com/S/NEWR\">New Relic</a> (NEWR) spiked as quarterly results soundly beat estimates on the top and bottom lines. The data analytics software maker says it&#39;s attracting new customers at a rapid pace. Alteryx (AYX) easily beats views, swinging to a profit while revenue swelled 73%. It also gave bullish guidance.</p><h3>Travel Firms Bullish On Demand</h3><p>Travel companies report Q4 results and 2023 guidance that varied, but agreed that travel should remain strong. <a href=\"https://laohu8.com/S/HLT\">Hilton</a> Worldwide (HLT) and Hertz (HTZ) both topped expectations. Hilton&#39;s adjusted earnings more than doubled with revenue up 33%, though top-line growth has been slowing. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean (RCL) posted a better-than-expected loss, but was just shy on revenue predictions. <a href=\"https://laohu8.com/S/WYNN\">Wynn</a> Resorts (WYNN) and MGM Resorts (MGM) both reported big Q4 losses, but the Macau-focused gaming giants impressed with strong revenue growth. <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> (EXPE) missed estimates but gave a solid guidance of double-digit top-line and bottom-line growth for 2023. But EXPE tumbled Friday, weighing on other travel plays.</p><h3>Chipotle Misses, But <a href=\"https://laohu8.com/S/YUM\">Yum</a> Stock Looks Tasty</h3><p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> (CMG) reported EPS up 49%, revenue up 11.2% and same-store sales 5.6%, but all missed fourth-quarter estimates as consumers tightened spending. Last year, Chipotle hiked menu prices amid food and wage cost inflation. CMG stock fell back below a buy zone. Yum Brands (YUM) scored an overall beat, led by Taco Bell. EPS grew 28% while Yum also raised its dividend. Shares jumped, flirting a breakout. Yum China (YUMC) popped amid strong earnings, though sales missed.</p><h3>CVS To Buy <a href=\"https://laohu8.com/S/OSH\">Oak Street Health</a></h3><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a> (CVS) will pay $10.6 billion, including debt, for the primary care center operator for older adults. Oak Street Health (OSH), which already gapped up in early January on reports of a deal, spiked higher again. CVS also reported Q4 EPS rose by a penny to $1.99, ahead of estimates. But the midpoint of its 2023 guidance was below Wall Street consensus. CVS stock jumped, but from 52-week lows.</p><h3><a href=\"https://laohu8.com/S/UBER\">Uber</a> Jumps On Surprise Profit; Lyft Crashes</h3><p>Uber (UBER) reported a gain vs. an expected loss, while the ride-hailing and food delivery app giant sees bookings stepping up in Q1. Shares jumped. But Lyft (LYFT) dived on an unexpectedly big loss and weak revenue guidance.</p><h3><a href=\"https://laohu8.com/S/NWS\">News</a> In Brief</h3><p><a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a> (VRTX) sank on lacking near-term catalysts, though adjusted earnings beat views with a 25% gain. Sales grew 11% to $2.3 billion, in line with expectations.</p><p><a href=\"https://laohu8.com/S/INSP\">Inspire Medical Systems</a> (INSP) jumped as it turned profitable and sales rocketed 76% to $137.9 million.</p><p>Dexcom (DXCM) earnings rebounded, easily beating Q4 views, while sales grew 17% for the diabetes products giant. .</p><p><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> (ABBV) popped on a better-than-feared outlook for 2023 profit. Q4 profit beat with a 17% drop. Sales missed, but rose 2% to $15.12 billion in sales.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)modestly beat Q4 views, with EPS up 12% and revenue 7%. The digital payments leader guided slightly higher for Q1 and 2023 earnings. CEO Dan Schulman will leave at the end of 2023</p><p>Affirm Holdings (AFRM) reported a loss of $1.10 per share while revenue rose 11% to $399.6 million. Gross merchandise volume missed views. The buy now, pay now leader also guided lower.</p><p><a href=\"https://laohu8.com/S/TEX\">Terex</a> (TEX) earnings climbed 63% with revenue up 23%. The heavy equipment guided higher for 2023. It also raised its quarterly dividend by 15% to 15 cents a share.</p><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> (ENPH) reported a 107% EPS gain, easily beating, and upped its guidance amid &#34;strong global demand&#34; for its solar products. But concerns about near-term U.S. demand send stocks reversing sharply lower.</p><p>Pinterest (PINS) plunged as EPS topped views but revenue growth slowed again, below estimates. The social media firm also gave a weak revenue outlook.</p></body></html>","source":"lsy1610612141385","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>U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop</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\">\nU.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise ...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4528":"SaaS概念","BK4023":"应用软件","AI":"C3.ai, Inc.",".DJI":"道琼斯","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite","BK4543":"AI"},"source_url":"https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166661028","content_text":"The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise rates further than markets expected. Leading stocks generally showed strength. Microsoft (MSFT) rose as it integrated ChatGPT tech into its Bing search engine, while Google parent Alphabet (GOOGL) plunged as its AI chatbot underwhelmed. Cloudflare (NET), Fortinet (FTNT), BP (BP) and On Semiconductor (ON) were earnings winners.Market Rally RetreatsThe major indexes retreated while the Russell 2000 declined significantly, starting to test some key levels after a strong market advance. This could be a normal, healthy pullback or the start of something more. The 10-year Treasury yield jumped and the dollar strengthened. Crude oil prices rebounded.Google Dives As AI War Heats UpMicrosoft (MSFT) and Google-parent Alphabet (GOOGL) hosted media events highlighting artificial intelligence initiatives and investments. Analysts said Microsoft came out ahead in terms of describing its product strategy and showcasing ChatGPT technology from OpenAI. Microsoft announced that it is integrating the technology behind ChatGPT into its Bing search engine and web browser. Microsoft is the biggest investor in OpenAI. Google announced Bard, its conversational AI chatbot. Google's press event disappointed with little new news and an advertisement for Bard featured an inaccurate chatbot response. There's also a concern that Google, given its huge search engine market share, will have to spend massively to run Bard. Meanwhile, China's Baidu (BIDU) said it will launch an AI chatbot, called Ernie, to the public in March. Google stock plunged. MSFT and Baidu rose, but pared weekly gains. Various AI plays reversed lower after huge gains in recent weeks.Impinj, Monolithic Guide HigherOnsemi (ON) and Skyworks Solutions (SWKS) joined the parade of chipmakers guiding lower for the March quarter after delivering in line or better sales and earnings for the December quarter. Meanwhile, Rambus (RMBS) matched views for the fourth quarter and withdrew its outlook. Diodes (DIOD) beat estimates and gave in-line guidance. But fabless chipmakers Impinj (PI) and Monolithic Power Systems (MPWR) each guided higher for first-quarter sales after delivering better-than-expected fourth-quarter results. All of these stocks rose solidly except for PI stock.BP Jumps On Fossil Fuel VisionThe U.K. energy giant reported a 29% EPS gain, just missing, while revenue rose 33% to $69.3 billion. But BP (BP) spiked higher, breaking out to a three-year high, after downshifting an aggressive move toward renewables. The U.K.-based energy giant anticipates oil and gas production to be around 2.3 million barrels of oil equivalent per day in 2025. By 2030, BP expects to be producing 2 million. That would be 25% below BP's 2019 production, but much higher than its prior goal of a 40% cut. BP CEO Bernard Looney has also said the goal is to increase alternative energy investments to around 50% of total capital spending by 2030. Shell (SHEL), which also has signaled more fossil fuels recently, flirted with a breakout.Disney Earnings Top, Proxy Fight OverDisney (DIS) reported a 7% EPS decline while revenue grew 8% to $23.5 billion, both beating. Disney+ subscribers fell vs. the prior quarter, but North America customers actually edged up. The entertainment giant announced plans to cut 7,000 jobs, or 3%, as part of a large-scale reorganization. It aims to cut $5.5 billion in costs, including $3 billion from content. Following the earnings and restructuring plan, activist investor Nelson Peltz called off his proxy battle vs. Disney.Cybersecurity SoftwareFortinet (FTNT) reported Q4 earnings jumped 76%, beating views. Revenue climbed 33% to $1.28 billion, just below consensus. But billings topped forecasts and so did the 2023 revenue outlook. CyberArk Software (CYBR) reported a 43% EPS decline, beating, while a 12% revenue gain fell short. Tenable (TENB) and Qualys (QLYS) topped consensus.Human Capital Software Makers TopCeridian (CDAY) reported EPS up 156% from a year earlier while revenue rose 19% to $336.1 million. Paycom Software (PAYC) reported EPS swelled 56% with revenue climbing 30% to $370. 6 million. CDAY jumped, clearing a buy zone. But PAYC stock tumbled.Cloudflare Growth SpeedyCloudflare (NET) reported 6 cents a share, up 500% from a 1 cent a year earlier. Revenue rose 42%, also slightly topping. The software maker also guided slightly higher on 2023 results. Cloudflare speeds up and provides security for web applications routed through its intelligent global network. It has ties with ChatGPT creator OpenAI. NET rose solidly.Database Software Stocks JumpNew Relic (NEWR) spiked as quarterly results soundly beat estimates on the top and bottom lines. The data analytics software maker says it's attracting new customers at a rapid pace. Alteryx (AYX) easily beats views, swinging to a profit while revenue swelled 73%. It also gave bullish guidance.Travel Firms Bullish On DemandTravel companies report Q4 results and 2023 guidance that varied, but agreed that travel should remain strong. Hilton Worldwide (HLT) and Hertz (HTZ) both topped expectations. Hilton's adjusted earnings more than doubled with revenue up 33%, though top-line growth has been slowing. Royal Caribbean (RCL) posted a better-than-expected loss, but was just shy on revenue predictions. Wynn Resorts (WYNN) and MGM Resorts (MGM) both reported big Q4 losses, but the Macau-focused gaming giants impressed with strong revenue growth. Expedia (EXPE) missed estimates but gave a solid guidance of double-digit top-line and bottom-line growth for 2023. But EXPE tumbled Friday, weighing on other travel plays.Chipotle Misses, But Yum Stock Looks TastyChipotle Mexican Grill (CMG) reported EPS up 49%, revenue up 11.2% and same-store sales 5.6%, but all missed fourth-quarter estimates as consumers tightened spending. Last year, Chipotle hiked menu prices amid food and wage cost inflation. CMG stock fell back below a buy zone. Yum Brands (YUM) scored an overall beat, led by Taco Bell. EPS grew 28% while Yum also raised its dividend. Shares jumped, flirting a breakout. Yum China (YUMC) popped amid strong earnings, though sales missed.CVS To Buy Oak Street HealthCVS Health (CVS) will pay $10.6 billion, including debt, for the primary care center operator for older adults. Oak Street Health (OSH), which already gapped up in early January on reports of a deal, spiked higher again. CVS also reported Q4 EPS rose by a penny to $1.99, ahead of estimates. But the midpoint of its 2023 guidance was below Wall Street consensus. CVS stock jumped, but from 52-week lows.Uber Jumps On Surprise Profit; Lyft CrashesUber (UBER) reported a gain vs. an expected loss, while the ride-hailing and food delivery app giant sees bookings stepping up in Q1. Shares jumped. But Lyft (LYFT) dived on an unexpectedly big loss and weak revenue guidance.News In BriefVertex Pharmaceuticals (VRTX) sank on lacking near-term catalysts, though adjusted earnings beat views with a 25% gain. Sales grew 11% to $2.3 billion, in line with expectations.Inspire Medical Systems (INSP) jumped as it turned profitable and sales rocketed 76% to $137.9 million.Dexcom (DXCM) earnings rebounded, easily beating Q4 views, while sales grew 17% for the diabetes products giant. .AbbVie (ABBV) popped on a better-than-feared outlook for 2023 profit. Q4 profit beat with a 17% drop. Sales missed, but rose 2% to $15.12 billion in sales.PayPal (PYPL)modestly beat Q4 views, with EPS up 12% and revenue 7%. The digital payments leader guided slightly higher for Q1 and 2023 earnings. CEO Dan Schulman will leave at the end of 2023Affirm Holdings (AFRM) reported a loss of $1.10 per share while revenue rose 11% to $399.6 million. Gross merchandise volume missed views. The buy now, pay now leader also guided lower.Terex (TEX) earnings climbed 63% with revenue up 23%. The heavy equipment guided higher for 2023. It also raised its quarterly dividend by 15% to 15 cents a share.Enphase Energy (ENPH) reported a 107% EPS gain, easily beating, and upped its guidance amid \"strong global demand\" for its solar products. But concerns about near-term U.S. demand send stocks reversing sharply lower.Pinterest (PINS) plunged as EPS topped views but revenue growth slowed again, below estimates. The social media firm also gave a weak revenue outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954879109,"gmtCreate":1676276812502,"gmtModify":1676276817060,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954879109","repostId":"2311499866","repostType":4,"repost":{"id":"2311499866","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1676274022,"share":"https://www.laohu8.com/m/news/2311499866?lang=&edition=full","pubTime":"2023-02-13 15:40","market":"us","language":"en","title":"Inflation Data Rocked the U.S. Stock Market in 2022: What Investors Need to Know About Tuesday's Reading","url":"https://stock-news.laohu8.com/highlight/detail?id=2311499866","media":"Dow Jones","summary":"Few things moved the U.S. stock market last year like inflation data and the next reading is due thi","content":"<html><head></head><body><p>Few things moved the U.S. stock market last year like inflation data and the next reading is due this week.</p><p>Under the spotlight is the January consumer price index, which is set to be released at 8:30 am Eastern on Tuesday. Traders are expecting the data to provide more clues on whether the Federal Reserve may pause its interest rate hikes later this year in its combat with inflation that was running at a 40-year high last year.</p><p>In fact, CPI data publication days have been among the most volatile for stocks for the past year.</p><p>When the August inflation data arrived hotter than expected on Sept. 13, the S&amp;P 500 and Nasdaq Composite plunged 4.3% and 5.2%, respectively, their largest single-day drop in 2022, according to Dow Jones market data.</p><p>By contrast, when the October CPI data was released on Nov. 10, the S&amp;P 500  and the Nasdaq Composite  rallied over 5.5% and 7.3%, respectively, recording their largest single day rally in 2022.</p><p>Intraday volatility tends to be significant as well during CPI days in recent months. When the September data was released on Oct. 13, the Dow Jones Industrial Average  surged nearly 1,500 points from its trough to peak, recording one of the biggest intraday swings for the index in recent years.</p><p>The inflation data for January and the following months especially matters, as it may point to whether the Fed could successfully steer the U.S. economy to a &#34;soft landing,&#34; where inflation falls while unemployment remains low, according to Scott Ladner, chief investment officer at Horizon Investments.</p><p>Earlier this month, Fed Chair Jerome Powell said for the first time that &#34;the disinflationary process&#34; is under way. He reiterated the point in the past week, saying in an interview that &#34;the disinflationary process, the process of getting inflation down, has begun and it&#39;s begun in the goods sector, which is about a quarter of our economy.&#34;</p><p>Still, &#34;the reality is we&#39;re going to react to the data, so if we continue to get, for example, strong labor-market reports or higher inflation reports, it may well be the case that we have do more and raise rates more than is priced in,&#34; he added.</p><p>Powell has been sending a message that as long as inflation continues to ease, the Fed will allow economic growth to remain robust, according to Horizon&#39;s Ladner.</p><p>That being said, the market is not as scared of CPI reports anymore, as the annual rate of inflation had fallen for six months in a row, said Brian Overby, senior markets strategist at Ally. &#34;The market used to be so intently nervous about CPI,&#34; Overby said.</p><p>Read:Traders brace for a blowup as cost of protection for U.S. stocks hits highest level since October</p><p>However, some uncertainty remains. &#34;I think most economists and policymakers just kind of assume that it will be a one way development in terms of inflation from here on now, but that might not be the case,&#34; Megan Greene, global chief economist at the Kroll  Institute, told MarketWatch in a phone interview.</p><p>The data comes after the stock market&#39;s 2023 rally stalled in the past week. The Nasdaq Composite saw a 2.4% fall, ending a string of five straight weekly gains, while the S&amp;P 500 shed 1.1% and the Dow lost 0.2%. Stocks remain up solidly for the new year.</p><p>Economists polled by the Wall Street Journal forecast a 0.4% increase in the January CPI, which would slow the year-over-year rate to 6.2% from 6.5% in December. Year-over-year CPI peaked at a roughly 40-year high of 9.1% last summer. Core CPI, which excludes volatile food and energy prices, is expected to rise 0.3% in January, with the year-over-year rate at 5.4% versus 5.7% in December.</p><p>Jay Hatfield, chief executive at Infrastructure Capital Management, said he is concerned that the core CPI might print hotter than expected.</p><p>&#34;What&#39;s been driving inflation down has been the volatile component of used cars. And our data shows used cars inflation is actually going up and not down,&#34; Hatfield said. Meanwhile, the way that the Bureau of Labor Statistics calculates shelter costs tends to lead the number to print higher, Hatfield said.</p><p>Louis Navellier, founder and chief investment officer at Navellier &amp; Associates, said he is paying particular attention to owners&#39; equivalent rent, which is part of the shelter component of CPI. It&#39;s rise accelerated from November to December and the Fed &#34;really does want to see that fall, because that&#39;s the last bit of inflation we need to fall,&#34; Navellier said.</p><p>Horizon&#39;s Ladner, on the other hand, said that the Fed itself had signaled that housing inflation would remain sticky, thus it is unlikely to pay much attention to it. Ladner said he is mostly focused on non-housing services-related inflation. &#34;There&#39;s a lot of clarity on what&#39;s happening with goods inflation -- it&#39;s obviously coming down,&#34; Ladner said.</p><p>Complicating the picture, the January report will see the Bureau of Labor Statistics introduce new weightings for its calculation of the CPI for the coming year. For this year, the bureau has changed its methodology from using consumption data during a two-year period to only one year to weight the CPI components.</p><p>It means that the 2023 CPI report will be only based on expenditure data in 2021, when the spending was more heavily weighted toward goods consumption instead of services, according to Richard de Chazal, macro analyst at William Blair.</p><p>The January data will in turn also be weighted more towards goods expenditures, which had been moderating, de Chazal wrote in a Friday note.</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>Inflation Data Rocked the U.S. Stock Market in 2022: What Investors Need to Know About Tuesday's Reading</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\">\nInflation Data Rocked the U.S. Stock Market in 2022: What Investors Need to Know About Tuesday's Reading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-13 15:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Few things moved the U.S. stock market last year like inflation data and the next reading is due this week.</p><p>Under the spotlight is the January consumer price index, which is set to be released at 8:30 am Eastern on Tuesday. Traders are expecting the data to provide more clues on whether the Federal Reserve may pause its interest rate hikes later this year in its combat with inflation that was running at a 40-year high last year.</p><p>In fact, CPI data publication days have been among the most volatile for stocks for the past year.</p><p>When the August inflation data arrived hotter than expected on Sept. 13, the S&amp;P 500 and Nasdaq Composite plunged 4.3% and 5.2%, respectively, their largest single-day drop in 2022, according to Dow Jones market data.</p><p>By contrast, when the October CPI data was released on Nov. 10, the S&amp;P 500  and the Nasdaq Composite  rallied over 5.5% and 7.3%, respectively, recording their largest single day rally in 2022.</p><p>Intraday volatility tends to be significant as well during CPI days in recent months. When the September data was released on Oct. 13, the Dow Jones Industrial Average  surged nearly 1,500 points from its trough to peak, recording one of the biggest intraday swings for the index in recent years.</p><p>The inflation data for January and the following months especially matters, as it may point to whether the Fed could successfully steer the U.S. economy to a &#34;soft landing,&#34; where inflation falls while unemployment remains low, according to Scott Ladner, chief investment officer at Horizon Investments.</p><p>Earlier this month, Fed Chair Jerome Powell said for the first time that &#34;the disinflationary process&#34; is under way. He reiterated the point in the past week, saying in an interview that &#34;the disinflationary process, the process of getting inflation down, has begun and it&#39;s begun in the goods sector, which is about a quarter of our economy.&#34;</p><p>Still, &#34;the reality is we&#39;re going to react to the data, so if we continue to get, for example, strong labor-market reports or higher inflation reports, it may well be the case that we have do more and raise rates more than is priced in,&#34; he added.</p><p>Powell has been sending a message that as long as inflation continues to ease, the Fed will allow economic growth to remain robust, according to Horizon&#39;s Ladner.</p><p>That being said, the market is not as scared of CPI reports anymore, as the annual rate of inflation had fallen for six months in a row, said Brian Overby, senior markets strategist at Ally. &#34;The market used to be so intently nervous about CPI,&#34; Overby said.</p><p>Read:Traders brace for a blowup as cost of protection for U.S. stocks hits highest level since October</p><p>However, some uncertainty remains. &#34;I think most economists and policymakers just kind of assume that it will be a one way development in terms of inflation from here on now, but that might not be the case,&#34; Megan Greene, global chief economist at the Kroll  Institute, told MarketWatch in a phone interview.</p><p>The data comes after the stock market&#39;s 2023 rally stalled in the past week. The Nasdaq Composite saw a 2.4% fall, ending a string of five straight weekly gains, while the S&amp;P 500 shed 1.1% and the Dow lost 0.2%. Stocks remain up solidly for the new year.</p><p>Economists polled by the Wall Street Journal forecast a 0.4% increase in the January CPI, which would slow the year-over-year rate to 6.2% from 6.5% in December. Year-over-year CPI peaked at a roughly 40-year high of 9.1% last summer. Core CPI, which excludes volatile food and energy prices, is expected to rise 0.3% in January, with the year-over-year rate at 5.4% versus 5.7% in December.</p><p>Jay Hatfield, chief executive at Infrastructure Capital Management, said he is concerned that the core CPI might print hotter than expected.</p><p>&#34;What&#39;s been driving inflation down has been the volatile component of used cars. And our data shows used cars inflation is actually going up and not down,&#34; Hatfield said. Meanwhile, the way that the Bureau of Labor Statistics calculates shelter costs tends to lead the number to print higher, Hatfield said.</p><p>Louis Navellier, founder and chief investment officer at Navellier &amp; Associates, said he is paying particular attention to owners&#39; equivalent rent, which is part of the shelter component of CPI. It&#39;s rise accelerated from November to December and the Fed &#34;really does want to see that fall, because that&#39;s the last bit of inflation we need to fall,&#34; Navellier said.</p><p>Horizon&#39;s Ladner, on the other hand, said that the Fed itself had signaled that housing inflation would remain sticky, thus it is unlikely to pay much attention to it. Ladner said he is mostly focused on non-housing services-related inflation. &#34;There&#39;s a lot of clarity on what&#39;s happening with goods inflation -- it&#39;s obviously coming down,&#34; Ladner said.</p><p>Complicating the picture, the January report will see the Bureau of Labor Statistics introduce new weightings for its calculation of the CPI for the coming year. For this year, the bureau has changed its methodology from using consumption data during a two-year period to only one year to weight the CPI components.</p><p>It means that the 2023 CPI report will be only based on expenditure data in 2021, when the spending was more heavily weighted toward goods consumption instead of services, according to Richard de Chazal, macro analyst at William Blair.</p><p>The January data will in turn also be weighted more towards goods expenditures, which had been moderating, de Chazal wrote in a Friday note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311499866","content_text":"Few things moved the U.S. stock market last year like inflation data and the next reading is due this week.Under the spotlight is the January consumer price index, which is set to be released at 8:30 am Eastern on Tuesday. Traders are expecting the data to provide more clues on whether the Federal Reserve may pause its interest rate hikes later this year in its combat with inflation that was running at a 40-year high last year.In fact, CPI data publication days have been among the most volatile for stocks for the past year.When the August inflation data arrived hotter than expected on Sept. 13, the S&P 500 and Nasdaq Composite plunged 4.3% and 5.2%, respectively, their largest single-day drop in 2022, according to Dow Jones market data.By contrast, when the October CPI data was released on Nov. 10, the S&P 500  and the Nasdaq Composite  rallied over 5.5% and 7.3%, respectively, recording their largest single day rally in 2022.Intraday volatility tends to be significant as well during CPI days in recent months. When the September data was released on Oct. 13, the Dow Jones Industrial Average  surged nearly 1,500 points from its trough to peak, recording one of the biggest intraday swings for the index in recent years.The inflation data for January and the following months especially matters, as it may point to whether the Fed could successfully steer the U.S. economy to a \"soft landing,\" where inflation falls while unemployment remains low, according to Scott Ladner, chief investment officer at Horizon Investments.Earlier this month, Fed Chair Jerome Powell said for the first time that \"the disinflationary process\" is under way. He reiterated the point in the past week, saying in an interview that \"the disinflationary process, the process of getting inflation down, has begun and it's begun in the goods sector, which is about a quarter of our economy.\"Still, \"the reality is we're going to react to the data, so if we continue to get, for example, strong labor-market reports or higher inflation reports, it may well be the case that we have do more and raise rates more than is priced in,\" he added.Powell has been sending a message that as long as inflation continues to ease, the Fed will allow economic growth to remain robust, according to Horizon's Ladner.That being said, the market is not as scared of CPI reports anymore, as the annual rate of inflation had fallen for six months in a row, said Brian Overby, senior markets strategist at Ally. \"The market used to be so intently nervous about CPI,\" Overby said.Read:Traders brace for a blowup as cost of protection for U.S. stocks hits highest level since OctoberHowever, some uncertainty remains. \"I think most economists and policymakers just kind of assume that it will be a one way development in terms of inflation from here on now, but that might not be the case,\" Megan Greene, global chief economist at the Kroll  Institute, told MarketWatch in a phone interview.The data comes after the stock market's 2023 rally stalled in the past week. The Nasdaq Composite saw a 2.4% fall, ending a string of five straight weekly gains, while the S&P 500 shed 1.1% and the Dow lost 0.2%. Stocks remain up solidly for the new year.Economists polled by the Wall Street Journal forecast a 0.4% increase in the January CPI, which would slow the year-over-year rate to 6.2% from 6.5% in December. Year-over-year CPI peaked at a roughly 40-year high of 9.1% last summer. Core CPI, which excludes volatile food and energy prices, is expected to rise 0.3% in January, with the year-over-year rate at 5.4% versus 5.7% in December.Jay Hatfield, chief executive at Infrastructure Capital Management, said he is concerned that the core CPI might print hotter than expected.\"What's been driving inflation down has been the volatile component of used cars. And our data shows used cars inflation is actually going up and not down,\" Hatfield said. Meanwhile, the way that the Bureau of Labor Statistics calculates shelter costs tends to lead the number to print higher, Hatfield said.Louis Navellier, founder and chief investment officer at Navellier & Associates, said he is paying particular attention to owners' equivalent rent, which is part of the shelter component of CPI. It's rise accelerated from November to December and the Fed \"really does want to see that fall, because that's the last bit of inflation we need to fall,\" Navellier said.Horizon's Ladner, on the other hand, said that the Fed itself had signaled that housing inflation would remain sticky, thus it is unlikely to pay much attention to it. Ladner said he is mostly focused on non-housing services-related inflation. \"There's a lot of clarity on what's happening with goods inflation -- it's obviously coming down,\" Ladner said.Complicating the picture, the January report will see the Bureau of Labor Statistics introduce new weightings for its calculation of the CPI for the coming year. For this year, the bureau has changed its methodology from using consumption data during a two-year period to only one year to weight the CPI components.It means that the 2023 CPI report will be only based on expenditure data in 2021, when the spending was more heavily weighted toward goods consumption instead of services, according to Richard de Chazal, macro analyst at William Blair.The January data will in turn also be weighted more towards goods expenditures, which had been moderating, de Chazal wrote in a Friday note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954844716,"gmtCreate":1676274776646,"gmtModify":1676274780286,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954844716","repostId":"2311491121","repostType":4,"repost":{"id":"2311491121","pubTimestamp":1676268069,"share":"https://www.laohu8.com/m/news/2311491121?lang=&edition=full","pubTime":"2023-02-13 14:01","market":"us","language":"en","title":"AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins","url":"https://stock-news.laohu8.com/highlight/detail?id=2311491121","media":"Seekingalpha","summary":"AI is the talk of the town these days. Google (GOOG) and Microsoft (MSFT) are locked into an all-out","content":"<html><head></head><body><p>AI is the talk of the town these days. <b>Google</b> (GOOG) and <b>Microsoft</b> (MSFT) are locked into an all-out “AI war” that has seen the two companies compete over who can make the best AI chatbot. So far, Microsoft appears to be in the lead, having bought a $10 billion stake in OpenAI (a third of the company) and launched a chatbot demo that is wowing reviewers.</p><p>The competition between Microsoft and Google led to a steep selloff in Google shares. Google initially gained from the AI hype, rallying 7.3% on February 3, but it gave up the gains when a demo of its ChatBot produced an incorrect answer and Satya Nadella predicted that the company’s margins would drop.</p><p>It’s not clear right now who will “win” the AI arms race. Nadella’s claims about Google’s margins are certainly bold. <b>Morgan Stanley</b> (MS) recently estimated that working an LLM into Google would cause a $6 billion hit to EBIT, as LLMs tax servers more than search does. However, these estimates are, for now, just estimates.</p><p>How the “AI wars” will turn out is anybody’s guess. I’m pretty much neutral on it: I hold some Google, I used to hold Microsoft but sold it on valuation concerns. The price I sold MSFT at was much higher than today’s price, so my not holding it now isn’t a vote against buying it.</p><p>One thing I know for sure is that there are ways to get into the AI space without buying companies locked into fierce competitive struggle. If you’re willing to look at indirect AI plays–semiconductor companies, banks and others–you can find companies that profit off AI without being forced into a competitive steel cage match. In this article I will explore three dividend stocks that profit off of AI without facing the intense competition that characterizes the space.</p><h2><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor </a></h2><p>Taiwan Semiconductor is a dividend stock with a 1.91% yield. The company is probably the most obvious beneficiary of the AI wars that’s not named OpenAI. Microsoft, Google, and <b>Meta</b> (META) are all competing intensely with each other for eyeballs, advertiser dollars and other highly sought after prizes. This competition is the sort of thing that shrinks margins. It’s just the opposite with semiconductor foundries. Semiconductors are crucial to running the massive data centers that AI requires; the more advanced the AI, the more chips are needed to run it. TSM currently owns 60% of the foundry space, and if you look at how costly it is for a company to ramp up its foundry capabilities, you’ll see that TSM could easily hold its high share.</p><p>The source of TSM’s moat is the sheer cost of its operations. To make semiconductors you need <b>ASML’s</b> (ASML) EUV lithography machines, and they cost up to $300 million each. Just getting your hands on one of them is a major capital expenditure. So while companies may wish to compete with TSM, they will have to incur great costs to do so.</p><p>Take <b>Intel</b> (INTC) for example. It recently launched a foundry that competes with TSM, but it’s still nowhere near TSM’s market share. It has spent a lot of money on this business ($19 billion in 2021 alone), yet it’s still seeing its earnings decline. TSM by contrast was still growing its revenue last quarter and trades at just 14.5 times earnings and 8.61 times operating cash flow. A high moat AI-beneficiary stock that investors can trust.</p><h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase </a></h2><p>JPMorgan is a name you might be surprised to see on this list. Banks are not exactly known for being big players in AI, but this specific bank is. JPMorgan spends more money on AI research than any of its peers. It’s ranked #1 in AI adoption among 150 peer banks. And, its AI investments are paying off. Just recently, the bank announced that AI managed to do 360,000 hours&#39; worth of filing work in just a few seconds, saving JPM massively on labor costs. Obviously, this kind of thing will work wonders for JPM’s margins.</p><p>The story doesn’t end there. In addition to being a lender, JPM is also an investment bank, and the company’s AI investments could lead to benefits for that segment. When you underwrite deals and IPOs, it helps to understand the industry you’re working with, and JPMorgan would appear to have some “domain knowledge” that could be useful here. Will OpenAI go public? Will <b>Tesla</b> (TSLA) spin off its full-self driving unit to the public? Nobody knows the answers to those questions just now, but if such deals ever were to take place, it would help these companies to have a banker that knows about AI. So, JPMorgan could benefit from future deal-making in the AI space.</p><p>And what about JPMorgan’s overall business? As I’ve written in previous articles about banking stocks, banks can often benefit in periods when rates rise, like the one we’re in now. The effect isn’t guaranteed: inverted yield curves and recessions can offset the margin-boosting effect of high rates. However, JPMorgan is only trading at 11.7 times earnings and 4.55 times operating cash flow right now, so it looks like some risk is already priced in. Additionally, the stock has a 2.84% yield and a mere 33% payout ratio, so the yield is higher than that of the S&amp;P 500 despite being very safe.</p><h2><a href=\"https://laohu8.com/S/MU\">Micron Technology </a></h2><p>Last but not least, we have Micron Technology. This is a dividend stock that I held in the past but sold recently. The yield on this stock is only 0.74%, and it has no dividend growth, making it far from a “high yield” dividend opportunity. But what it lacks in yield it makes up for in potential. Micron sells chips, like TSM does, but it only sells RAM and NAND Flash. RAM is short term memory; NAND Flash is a type of long term storage. The data centers that AI runs on require copious amounts of this stuff. This year, the prices of RAM and NAND Flash are going down, and that’s causing Micron’s revenue to decline. It guided for a loss in its upcoming quarter. These issues are among the reasons I recently sold my Micron shares. However, the stock remains relatively cheap, trading at 10.75 times earnings, 1.36 times book value, and 5.36 times operating cash flow, and it could see prices pick up steam again if AI leads to a surge in Data Center demand. I can’t vouch for this stock as strongly as I can the other two on this list, but it is a dividend stock that makes money selling to AI companies, so it merits inclusion.</p><h2>The Bottom Line</h2><p>The bottom line on AI is that it’s very much like a gold rush now, and history teaches that in gold rushes, you want to be selling the shovels, not prospecting. The competition for AI leadership is fierce, and nobody really knows who will win in the end. What we know with certainty is that chip companies will make money selling to AI companies, and that investment banks will profit off of deal making in the space. Perhaps these companies are safer investments than the companies that are directly throwing themselves into the competitive fray.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins</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\">\nAI Wars: 3 Dividend Stocks That Profit No Matter Who Wins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577670-3-dividend-stocks-profit-artificial-intelligence-wars-tsm-jpm-mu><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI is the talk of the town these days. Google (GOOG) and Microsoft (MSFT) are locked into an all-out “AI war” that has seen the two companies compete over who can make the best AI chatbot. So far, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577670-3-dividend-stocks-profit-artificial-intelligence-wars-tsm-jpm-mu\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","TSM":"台积电","JPM":"摩根大通"},"source_url":"https://seekingalpha.com/article/4577670-3-dividend-stocks-profit-artificial-intelligence-wars-tsm-jpm-mu","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2311491121","content_text":"AI is the talk of the town these days. Google (GOOG) and Microsoft (MSFT) are locked into an all-out “AI war” that has seen the two companies compete over who can make the best AI chatbot. So far, Microsoft appears to be in the lead, having bought a $10 billion stake in OpenAI (a third of the company) and launched a chatbot demo that is wowing reviewers.The competition between Microsoft and Google led to a steep selloff in Google shares. Google initially gained from the AI hype, rallying 7.3% on February 3, but it gave up the gains when a demo of its ChatBot produced an incorrect answer and Satya Nadella predicted that the company’s margins would drop.It’s not clear right now who will “win” the AI arms race. Nadella’s claims about Google’s margins are certainly bold. Morgan Stanley (MS) recently estimated that working an LLM into Google would cause a $6 billion hit to EBIT, as LLMs tax servers more than search does. However, these estimates are, for now, just estimates.How the “AI wars” will turn out is anybody’s guess. I’m pretty much neutral on it: I hold some Google, I used to hold Microsoft but sold it on valuation concerns. The price I sold MSFT at was much higher than today’s price, so my not holding it now isn’t a vote against buying it.One thing I know for sure is that there are ways to get into the AI space without buying companies locked into fierce competitive struggle. If you’re willing to look at indirect AI plays–semiconductor companies, banks and others–you can find companies that profit off AI without being forced into a competitive steel cage match. In this article I will explore three dividend stocks that profit off of AI without facing the intense competition that characterizes the space.Taiwan Semiconductor Taiwan Semiconductor is a dividend stock with a 1.91% yield. The company is probably the most obvious beneficiary of the AI wars that’s not named OpenAI. Microsoft, Google, and Meta (META) are all competing intensely with each other for eyeballs, advertiser dollars and other highly sought after prizes. This competition is the sort of thing that shrinks margins. It’s just the opposite with semiconductor foundries. Semiconductors are crucial to running the massive data centers that AI requires; the more advanced the AI, the more chips are needed to run it. TSM currently owns 60% of the foundry space, and if you look at how costly it is for a company to ramp up its foundry capabilities, you’ll see that TSM could easily hold its high share.The source of TSM’s moat is the sheer cost of its operations. To make semiconductors you need ASML’s (ASML) EUV lithography machines, and they cost up to $300 million each. Just getting your hands on one of them is a major capital expenditure. So while companies may wish to compete with TSM, they will have to incur great costs to do so.Take Intel (INTC) for example. It recently launched a foundry that competes with TSM, but it’s still nowhere near TSM’s market share. It has spent a lot of money on this business ($19 billion in 2021 alone), yet it’s still seeing its earnings decline. TSM by contrast was still growing its revenue last quarter and trades at just 14.5 times earnings and 8.61 times operating cash flow. A high moat AI-beneficiary stock that investors can trust.JPMorgan Chase JPMorgan is a name you might be surprised to see on this list. Banks are not exactly known for being big players in AI, but this specific bank is. JPMorgan spends more money on AI research than any of its peers. It’s ranked #1 in AI adoption among 150 peer banks. And, its AI investments are paying off. Just recently, the bank announced that AI managed to do 360,000 hours' worth of filing work in just a few seconds, saving JPM massively on labor costs. Obviously, this kind of thing will work wonders for JPM’s margins.The story doesn’t end there. In addition to being a lender, JPM is also an investment bank, and the company’s AI investments could lead to benefits for that segment. When you underwrite deals and IPOs, it helps to understand the industry you’re working with, and JPMorgan would appear to have some “domain knowledge” that could be useful here. Will OpenAI go public? Will Tesla (TSLA) spin off its full-self driving unit to the public? Nobody knows the answers to those questions just now, but if such deals ever were to take place, it would help these companies to have a banker that knows about AI. So, JPMorgan could benefit from future deal-making in the AI space.And what about JPMorgan’s overall business? As I’ve written in previous articles about banking stocks, banks can often benefit in periods when rates rise, like the one we’re in now. The effect isn’t guaranteed: inverted yield curves and recessions can offset the margin-boosting effect of high rates. However, JPMorgan is only trading at 11.7 times earnings and 4.55 times operating cash flow right now, so it looks like some risk is already priced in. Additionally, the stock has a 2.84% yield and a mere 33% payout ratio, so the yield is higher than that of the S&P 500 despite being very safe.Micron Technology Last but not least, we have Micron Technology. This is a dividend stock that I held in the past but sold recently. The yield on this stock is only 0.74%, and it has no dividend growth, making it far from a “high yield” dividend opportunity. But what it lacks in yield it makes up for in potential. Micron sells chips, like TSM does, but it only sells RAM and NAND Flash. RAM is short term memory; NAND Flash is a type of long term storage. The data centers that AI runs on require copious amounts of this stuff. This year, the prices of RAM and NAND Flash are going down, and that’s causing Micron’s revenue to decline. It guided for a loss in its upcoming quarter. These issues are among the reasons I recently sold my Micron shares. However, the stock remains relatively cheap, trading at 10.75 times earnings, 1.36 times book value, and 5.36 times operating cash flow, and it could see prices pick up steam again if AI leads to a surge in Data Center demand. I can’t vouch for this stock as strongly as I can the other two on this list, but it is a dividend stock that makes money selling to AI companies, so it merits inclusion.The Bottom LineThe bottom line on AI is that it’s very much like a gold rush now, and history teaches that in gold rushes, you want to be selling the shovels, not prospecting. The competition for AI leadership is fierce, and nobody really knows who will win in the end. What we know with certainty is that chip companies will make money selling to AI companies, and that investment banks will profit off of deal making in the space. Perhaps these companies are safer investments than the companies that are directly throwing themselves into the competitive fray.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945877949,"gmtCreate":1681437274781,"gmtModify":1681437278207,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945877949","repostId":"2327193949","repostType":4,"repost":{"id":"2327193949","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681433700,"share":"https://www.laohu8.com/m/news/2327193949?lang=&edition=full","pubTime":"2023-04-14 08:55","market":"sg","language":"en","title":"Singapore's Central Bank Unexpectedly Keeps Monetary Policy Unchanged","url":"https://stock-news.laohu8.com/highlight/detail?id=2327193949","media":"Dow Jones","summary":"SINGAPORE--Singapore's central bank unexpectedly kept its monetary policy stance unchanged, citing c","content":"<html><head></head><body><p>SINGAPORE--Singapore&#39;s central bank unexpectedly kept its monetary policy stance unchanged, citing cooling core inflation and the dimming economic growth prospects of the export-dependent nation.</p><p>The Monetary Authority of Singapore will maintain the prevailing rate of appreciation of the Singapore dollar nominal effective exchange rate policy band, as the current path of appreciation is sufficiently tight and appropriate for achieving medium-term price stability, it said in a statement Friday.</p><p>There will be no change to the width and the level at which the policy band is centered, the central bank said. This policy stance will continue to reduce imported inflation and help curb domestic cost pressures, it added.</p><p>Nine of the 14 economists polled by The Wall Street Journal had expected the MAS to tighten its policy. Five had anticipated that it would keep policy unchanged.</p><p>While Singapore&#39;s core inflation will stay high over the next few months as accumulated business costs continue to feed through to consumer prices, it should slow more &#34;discernibly&#34; in the second half of the year, the MAS said. For 2023, core inflation is expected to average 3.5%-4.5%, while overall inflation is projected to come in at 5.5%-6.5%, the central bank said.</p><p>Singapore&#39;s gross domestic product growth is tipped to moderate significantly this year, in line with the global goods and investment cycle downturn, the MAS said. The trade-related cluster is likely to contract further, while activity in the modern services sectors remains subdued, the central bank said. GDP growth is forecast to slow to 0.5%-2.5% in 2023 from 3.6% in 2022, it added.</p><p>The Singapore dollar weakened against the greenback after the MAS&#39;s announcement. The currency weakened to 1.3278 per U.S. dollar immediately after the news and was last trading at 1.3250.</p><p>The MAS&#39;s monetary policy is centered on Singapore&#39;s exchange rate, which it considers an effective tool for maintaining price stability in the small and open economy.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Central Bank Unexpectedly Keeps Monetary Policy Unchanged</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Central Bank Unexpectedly Keeps Monetary Policy Unchanged\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-14 08:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE--Singapore&#39;s central bank unexpectedly kept its monetary policy stance unchanged, citing cooling core inflation and the dimming economic growth prospects of the export-dependent nation.</p><p>The Monetary Authority of Singapore will maintain the prevailing rate of appreciation of the Singapore dollar nominal effective exchange rate policy band, as the current path of appreciation is sufficiently tight and appropriate for achieving medium-term price stability, it said in a statement Friday.</p><p>There will be no change to the width and the level at which the policy band is centered, the central bank said. This policy stance will continue to reduce imported inflation and help curb domestic cost pressures, it added.</p><p>Nine of the 14 economists polled by The Wall Street Journal had expected the MAS to tighten its policy. Five had anticipated that it would keep policy unchanged.</p><p>While Singapore&#39;s core inflation will stay high over the next few months as accumulated business costs continue to feed through to consumer prices, it should slow more &#34;discernibly&#34; in the second half of the year, the MAS said. For 2023, core inflation is expected to average 3.5%-4.5%, while overall inflation is projected to come in at 5.5%-6.5%, the central bank said.</p><p>Singapore&#39;s gross domestic product growth is tipped to moderate significantly this year, in line with the global goods and investment cycle downturn, the MAS said. The trade-related cluster is likely to contract further, while activity in the modern services sectors remains subdued, the central bank said. GDP growth is forecast to slow to 0.5%-2.5% in 2023 from 3.6% in 2022, it added.</p><p>The Singapore dollar weakened against the greenback after the MAS&#39;s announcement. The currency weakened to 1.3278 per U.S. dollar immediately after the news and was last trading at 1.3250.</p><p>The MAS&#39;s monetary policy is centered on Singapore&#39;s exchange rate, which it considers an effective tool for maintaining price stability in the small and open economy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327193949","content_text":"SINGAPORE--Singapore's central bank unexpectedly kept its monetary policy stance unchanged, citing cooling core inflation and the dimming economic growth prospects of the export-dependent nation.The Monetary Authority of Singapore will maintain the prevailing rate of appreciation of the Singapore dollar nominal effective exchange rate policy band, as the current path of appreciation is sufficiently tight and appropriate for achieving medium-term price stability, it said in a statement Friday.There will be no change to the width and the level at which the policy band is centered, the central bank said. This policy stance will continue to reduce imported inflation and help curb domestic cost pressures, it added.Nine of the 14 economists polled by The Wall Street Journal had expected the MAS to tighten its policy. Five had anticipated that it would keep policy unchanged.While Singapore's core inflation will stay high over the next few months as accumulated business costs continue to feed through to consumer prices, it should slow more \"discernibly\" in the second half of the year, the MAS said. For 2023, core inflation is expected to average 3.5%-4.5%, while overall inflation is projected to come in at 5.5%-6.5%, the central bank said.Singapore's gross domestic product growth is tipped to moderate significantly this year, in line with the global goods and investment cycle downturn, the MAS said. The trade-related cluster is likely to contract further, while activity in the modern services sectors remains subdued, the central bank said. GDP growth is forecast to slow to 0.5%-2.5% in 2023 from 3.6% in 2022, it added.The Singapore dollar weakened against the greenback after the MAS's announcement. The currency weakened to 1.3278 per U.S. dollar immediately after the news and was last trading at 1.3250.The MAS's monetary policy is centered on Singapore's exchange rate, which it considers an effective tool for maintaining price stability in the small and open economy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066405,"gmtCreate":1675850793407,"gmtModify":1675851086928,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066405","repostId":"1105862964","repostType":4,"repost":{"id":"1105862964","pubTimestamp":1675848230,"share":"https://www.laohu8.com/m/news/1105862964?lang=&edition=full","pubTime":"2023-02-08 17:23","market":"us","language":"en","title":"Disney, Bed Bath & Beyond, CVS Health, Yum! Brands And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1105862964","media":"Benzinga","summary":"With US futures trading lower this morning on Wednesday, some of the stocks that may grab investor f","content":"<html><head></head><body><p>With US futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>CVS Health Corporation</b> to post quarterly earnings at $1.92 per share on revenue of $76.21 billion before the opening bell.</li><li>Analysts are expecting <b>Yum! Brands, Inc.</b>to have earned $1.26 per share on revenue of $1.92 billion for the latest quarter. The company will release earnings before the markets open.</li><li><b>Chipotle Mexican Grill, Inc.</b> reported downbeat results for its fourth quarter. Chipotle shares fell over 5% in premarket trading.</li></ul><ul><li>Analysts expect <b>The Walt Disney Company</b> to post quarterly earnings at $0.78 per share on revenue of $23.37 billion after the closing bell.</li><li><b>Fortinet, Inc.</b> reported better-than-expected earnings for its fourth quarter. The company also issued revenue and earnings guidance with a midpoint above consensus estimates. Stocks surged over 12% in premarket trading.</li></ul><ul><li><b>Bed Bath &amp; Beyond</b> had raised about $225 million in an equity offering and that it was expecting to receive $800 million more in future installments, in a move that could help it stave off bankruptcy. Stocks rose nearly 6% in premarket trading.</li></ul></body></html>","source":"lsy1606299360108","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>Disney, Bed Bath & Beyond, CVS Health, Yum! Brands And More: U.S. Stocks To Watch</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\">\nDisney, Bed Bath & Beyond, CVS Health, Yum! Brands And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/23/02/30799648/disney-chipotle-and-3-stocks-to-watch-heading-into-wednesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects CVS Health Corporation to post quarterly earnings at $...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/23/02/30799648/disney-chipotle-and-3-stocks-to-watch-heading-into-wednesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FTNT":"飞塔信息","CMG":"墨式烧烤","BBBY":"3B家居","CVS":"西维斯健康","DIS":"迪士尼","YUM":"百胜餐饮集团"},"source_url":"https://www.benzinga.com/news/earnings/23/02/30799648/disney-chipotle-and-3-stocks-to-watch-heading-into-wednesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105862964","content_text":"With US futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects CVS Health Corporation to post quarterly earnings at $1.92 per share on revenue of $76.21 billion before the opening bell.Analysts are expecting Yum! Brands, Inc.to have earned $1.26 per share on revenue of $1.92 billion for the latest quarter. The company will release earnings before the markets open.Chipotle Mexican Grill, Inc. reported downbeat results for its fourth quarter. Chipotle shares fell over 5% in premarket trading.Analysts expect The Walt Disney Company to post quarterly earnings at $0.78 per share on revenue of $23.37 billion after the closing bell.Fortinet, Inc. reported better-than-expected earnings for its fourth quarter. The company also issued revenue and earnings guidance with a midpoint above consensus estimates. Stocks surged over 12% in premarket trading.Bed Bath & Beyond had raised about $225 million in an equity offering and that it was expecting to receive $800 million more in future installments, in a move that could help it stave off bankruptcy. Stocks rose nearly 6% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954833165,"gmtCreate":1676203378457,"gmtModify":1676203382233,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954833165","repostId":"2310987408","repostType":4,"repost":{"id":"2310987408","pubTimestamp":1676200247,"share":"https://www.laohu8.com/m/news/2310987408?lang=&edition=full","pubTime":"2023-02-12 19:10","market":"us","language":"en","title":"3 Exceptional Dividend Stocks Yielding More Than 3% to Buy Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2310987408","media":"Motley Fool","summary":"These companies have done an exceptional job growing their dividends over the years.","content":"<html><head></head><body><p>Dividend stocks make fantastic investments. They&#39;ve historically produced higher total returns than nonpayers, with less volatility. Meanwhile, the best performance has traditionally come from dividend growers and initiators. </p><p>Three dividend stocks that offer an exceptional combination of income and growth are <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management </a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, and <a href=\"https://laohu8.com/S/CPT\">Camden Property Trust </a>. They all pay a dividend yielding more than 3% (nearly double the <b>S&amp;P 500</b>&#39;s 1.6% dividend yield) that they should grow at attractive rates in the future. </p><h2>High-powered dividend growth ahead</h2><p>Brookfield Asset Management recently became public after its parent, <a href=\"https://laohu8.com/S/BAM\">Brookfield Corporation </a>, spun out a 25% stake in its asset management business and distributed it to shareholders. Brookfield Asset Management immediately initiated a dividend, which yields about 3.8% at the company&#39;s recent share price. </p><p>Brookfield Asset Management expects to grow that already attractive payout at a 15% to 20% compound annual rate over the next several years. That aligns with the expected growth in its fee-related earnings as the company invests capital raised by investors in its various funds. It raised a record $93 billion in capital from investors last year, giving it lots of visibility into the future growth of its management fees. </p><p>The company continues to launch new flagship funds and expand into new categories. Last year, it raised $22 billion for its fifth flagship infrastructure fund and $9 billion for its sixth flagship private equity fund. Meanwhile, it recently launched its first energy transition fund, raising $15 billion. The company expects to raise new funds, which should drive strong fee-related earnings growth to support its plan to rapidly increase its already sizable dividend. </p><h2>A big-time dividend growth stock</h2><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> currently yields slightly more than 3%. The semiconductor supplier and infrastructure software solutions company has an excellent track record of growing its dividend. It recently increased its payout by 12%, marking its 12th straight year of growth since initiating a dividend in 2011. It has delivered eye-popping growth since making that first payment: </p><p><img src=\"https://static.tigerbbs.com/411fb4a52a750e6f1fbbf4477b334ba9\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AVGO Dividend data by YCharts</p><p>The company&#39;s dividend policy sees it pay out 50% of its prior fiscal year&#39;s free cash flow to shareholders via the dividend. It uses the other half to maintain a strong balance sheet, finance growth, and repurchase shares. </p><p>The company should be able to continue growing its free cash flow and dividend in the future. It&#39;s working to accelerate its software scale and growth opportunities by acquiring <b>VMWare</b> (VMW) for $61 billion of cash and stock. The company hopes to close that deal this year, which should help drive growth over the next few years. </p><h2>A great home for dividend seekers</h2><p><a href=\"https://laohu8.com/S/CPT\">Camden Property</a> currently yields 3.2%. The apartment REIT recently declared its latest dividend payment, giving investors a 6.4% raise compared to the prior payout level. That continued its steady growth: </p><p><img src=\"https://static.tigerbbs.com/ab13f48236f9d5707137967bdf1aabdb\" tg-width=\"700\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Camden Property Trust Investor Relations Presentation. </p><p>With its latest raise, Camden has more than doubled its dividend payment since 2011.</p><p>The apartment owner should be able to continue growing its payout in the future. It focuses on owning apartment communities in the fastest-growing cities in the country&#39;s southern half that benefit from above-average employment and population growth rates. That drives demand for apartments, keeps occupancy rates high, and pushes strong rent growth.</p><p>Camden Property also benefits from its investments to grow its portfolio. The REIT is investing $661 million to construct six more rental communities, including two single-family home rental communities. It also has the land bank to build several more communities in top markets as demand grows. The company has ample liquidity to fund new investments, with $1.2 billion in cash and borrowing capacity on its credit line and only $306.7 million left to finance in its current construction pipeline. Along with rent growth, these developments should help increase its FFO, enabling Camden to continue growing its dividend. </p><h2>Top-tier dividend stocks</h2><p>Brookfield Asset Management, Broadcom, and Camden Property Trust offer investors the best of both worlds. They pay high-yielding dividends that should grow at attractive rates in the coming years. That makes them exceptional dividend stocks to buy without hesitation right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Exceptional Dividend Stocks Yielding More Than 3% to Buy Without Hesitation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Exceptional Dividend Stocks Yielding More Than 3% to Buy Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-12 19:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/11/3-exceptional-dividend-stocks-yielding-more-than-3/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks make fantastic investments. They've historically produced higher total returns than nonpayers, with less volatility. Meanwhile, the best performance has traditionally come from ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/11/3-exceptional-dividend-stocks-yielding-more-than-3/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAM":"布鲁克菲尔德资产管理","AVGO":"博通","CPT":"卡姆登物业信托"},"source_url":"https://www.fool.com/investing/2023/02/11/3-exceptional-dividend-stocks-yielding-more-than-3/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310987408","content_text":"Dividend stocks make fantastic investments. They've historically produced higher total returns than nonpayers, with less volatility. Meanwhile, the best performance has traditionally come from dividend growers and initiators. Three dividend stocks that offer an exceptional combination of income and growth are Brookfield Asset Management , Broadcom , and Camden Property Trust . They all pay a dividend yielding more than 3% (nearly double the S&P 500's 1.6% dividend yield) that they should grow at attractive rates in the future. High-powered dividend growth aheadBrookfield Asset Management recently became public after its parent, Brookfield Corporation , spun out a 25% stake in its asset management business and distributed it to shareholders. Brookfield Asset Management immediately initiated a dividend, which yields about 3.8% at the company's recent share price. Brookfield Asset Management expects to grow that already attractive payout at a 15% to 20% compound annual rate over the next several years. That aligns with the expected growth in its fee-related earnings as the company invests capital raised by investors in its various funds. It raised a record $93 billion in capital from investors last year, giving it lots of visibility into the future growth of its management fees. The company continues to launch new flagship funds and expand into new categories. Last year, it raised $22 billion for its fifth flagship infrastructure fund and $9 billion for its sixth flagship private equity fund. Meanwhile, it recently launched its first energy transition fund, raising $15 billion. The company expects to raise new funds, which should drive strong fee-related earnings growth to support its plan to rapidly increase its already sizable dividend. A big-time dividend growth stockBroadcom currently yields slightly more than 3%. The semiconductor supplier and infrastructure software solutions company has an excellent track record of growing its dividend. It recently increased its payout by 12%, marking its 12th straight year of growth since initiating a dividend in 2011. It has delivered eye-popping growth since making that first payment: AVGO Dividend data by YChartsThe company's dividend policy sees it pay out 50% of its prior fiscal year's free cash flow to shareholders via the dividend. It uses the other half to maintain a strong balance sheet, finance growth, and repurchase shares. The company should be able to continue growing its free cash flow and dividend in the future. It's working to accelerate its software scale and growth opportunities by acquiring VMWare (VMW) for $61 billion of cash and stock. The company hopes to close that deal this year, which should help drive growth over the next few years. A great home for dividend seekersCamden Property currently yields 3.2%. The apartment REIT recently declared its latest dividend payment, giving investors a 6.4% raise compared to the prior payout level. That continued its steady growth: Image source: Camden Property Trust Investor Relations Presentation. With its latest raise, Camden has more than doubled its dividend payment since 2011.The apartment owner should be able to continue growing its payout in the future. It focuses on owning apartment communities in the fastest-growing cities in the country's southern half that benefit from above-average employment and population growth rates. That drives demand for apartments, keeps occupancy rates high, and pushes strong rent growth.Camden Property also benefits from its investments to grow its portfolio. The REIT is investing $661 million to construct six more rental communities, including two single-family home rental communities. It also has the land bank to build several more communities in top markets as demand grows. The company has ample liquidity to fund new investments, with $1.2 billion in cash and borrowing capacity on its credit line and only $306.7 million left to finance in its current construction pipeline. Along with rent growth, these developments should help increase its FFO, enabling Camden to continue growing its dividend. Top-tier dividend stocksBrookfield Asset Management, Broadcom, and Camden Property Trust offer investors the best of both worlds. They pay high-yielding dividends that should grow at attractive rates in the coming years. That makes them exceptional dividend stocks to buy without hesitation right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954118945,"gmtCreate":1676080531187,"gmtModify":1676080534670,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Noted info tq","listText":"Noted info tq","text":"Noted info tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954118945","repostId":"1113367099","repostType":4,"repost":{"id":"1113367099","pubTimestamp":1676072952,"share":"https://www.laohu8.com/m/news/1113367099?lang=&edition=full","pubTime":"2023-02-11 07:49","market":"sg","language":"en","title":"SGX Weekly Review: HDB Resale Prices, Temasek Holdings and Microsoft","url":"https://stock-news.laohu8.com/highlight/detail?id=1113367099","media":"The Smart Investor","summary":"Welcome to the latest edition of top stock market highlights.HDB resale pricesHDB resale prices have","content":"<html><head></head><body><p>Welcome to the latest edition of top stock market highlights.</p><h3>HDB resale prices</h3><p>HDB resale prices have continued climbing, demonstrating their resilience in an economy marked by high inflation and surging interest rates.</p><p>Prices inched up 1.4% in January compared with December last year, based on flash estimates released by StreetSine Technology Group (SRX) and 99.co.</p><p>Though this quantum may seem low, it was still higher than the 0.2% month-on-month increase in December and the 0.6% month-on-month increase logged in November.</p><p>More HDB flats also transacted above the S$1 million mark last month, coming in at 40 compared with 28 in December.</p><p>Transaction volumes have also climbed, with 2,575 resale flats changing hands, up 14.9% year on year.</p><p>On a year-on-year basis, prices rose 8.7% while transaction volumes increased by 5.4%.</p><p>These numbers were surprising, considering the government had imposed new property cooling measures back in September last year.</p><p>Private homeowners who sell their flats need to wait for 15 months before they can purchase an HDB resale flat.</p><p>One possible reason for this resilience is that HDB upgraders who find private condominiums too expensive and are looking for larger spaces may go for HDB resale flats instead.</p><p>It remains to be seen if these numbers can hold up for the remainder of this year.</p><p>But if they do, real estate brokerages APAC Realty (SGX: CLN) and PropNex (SGX: OYY) could see healthy business volumes for 2023.</p><h3>Temasek Holdings</h3><p>Meanwhile, Temasek Holdings is raising funds through the issuance of bonds.</p><p>The investment firm is issuing two tranches of bonds comprising four and 10-year Euro-denominated bonds through its wholly-owned subsidiary Temasek Financial (I).</p><p>Aptly named T2027-EUR and T2033-EUR, these bonds will be issued under Temasek subsidiary’s US$25 billion guaranteed global medium note programme.</p><p>Temasek has been assigned a corporate credit rating of Aaa by Moody’s and AAA by S&amp;P Global Ratings, a testament to the firm’s high credit standing.</p><p>These bonds will be listed on Singapore Exchange Limited (SGX: S68) and the net proceeds will be used to fund ordinary business activities.</p><p>The four-year bond offers a coupon rate of 3.25% per annum and the 10-year bond is priced at 3.5% per annum.</p><p>Listing for both bonds is expected to take place on 16 February.</p><p>Investors who wish to diversify their portfolio holdings away from shares can consider buying these bonds from the market.</p><h3><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h3><p>Software giant Microsoft is bullish on incorporating artificial intelligence (AI) into its search engine</p><p>CEO Satya Nadella gushed about AI-powered search in a recent interview with the news channel CNBC.</p><p>According to him, such enhanced search capabilities are the biggest thing to happen to Microsoft in the last 15 years since cloud infrastructure was first pioneered.</p><p>The Redmond-based company is incorporating AI into its Bing search engine and Edge browser, and Nadella commented that this enhancement represents a “big opportunity” for Microsoft as search is a “very profitable” business.</p><p>Last month, Microsoft announced a multi-billion-dollar deal to invest in ChatGPT’s maker OpenAI.</p><p>This new investment phase, its third, looks set to accelerate the development of AI and help to commercialise more advanced technologies.</p><p>ChatGPT took the world by storm as one of the largest and most powerful language-processing AI models to date.</p><p>Powered by a large language model (LLM), it is programmed to data mine a huge amount of data to generate coherent responses to human questions and statements.</p><p>Bing, however, sits in a distant second place to Google, a division of technology titan Alphabet (NASDAQ: GOOGL).</p><p>Google has also announced an AI-powered chatbot called Bard that will be rolled out more extensively in the coming weeks.</p><p>Bard is powered by Google’s internally-developed LLM called LaMDA, or Language Model for Dialogue Applications.</p><p>It seems that these two technology behemoths will square against each other in the coming months to see which AI-enabled search engine gains the upper hand.</p><p>These advancements also promise to usher in a new era for search and communications powered by AI, and investors could see more updates soon as both companies compete to be the best in their industry.</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: HDB Resale Prices, Temasek Holdings and Microsoft</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: HDB Resale Prices, Temasek Holdings and Microsoft\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-hdb-resale-prices-temasek-holdings-and-microsoft/><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.HDB resale pricesHDB resale prices have continued climbing, demonstrating their resilience in an economy marked by high inflation and ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-hdb-resale-prices-temasek-holdings-and-microsoft/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-hdb-resale-prices-temasek-holdings-and-microsoft/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113367099","content_text":"Welcome to the latest edition of top stock market highlights.HDB resale pricesHDB resale prices have continued climbing, demonstrating their resilience in an economy marked by high inflation and surging interest rates.Prices inched up 1.4% in January compared with December last year, based on flash estimates released by StreetSine Technology Group (SRX) and 99.co.Though this quantum may seem low, it was still higher than the 0.2% month-on-month increase in December and the 0.6% month-on-month increase logged in November.More HDB flats also transacted above the S$1 million mark last month, coming in at 40 compared with 28 in December.Transaction volumes have also climbed, with 2,575 resale flats changing hands, up 14.9% year on year.On a year-on-year basis, prices rose 8.7% while transaction volumes increased by 5.4%.These numbers were surprising, considering the government had imposed new property cooling measures back in September last year.Private homeowners who sell their flats need to wait for 15 months before they can purchase an HDB resale flat.One possible reason for this resilience is that HDB upgraders who find private condominiums too expensive and are looking for larger spaces may go for HDB resale flats instead.It remains to be seen if these numbers can hold up for the remainder of this year.But if they do, real estate brokerages APAC Realty (SGX: CLN) and PropNex (SGX: OYY) could see healthy business volumes for 2023.Temasek HoldingsMeanwhile, Temasek Holdings is raising funds through the issuance of bonds.The investment firm is issuing two tranches of bonds comprising four and 10-year Euro-denominated bonds through its wholly-owned subsidiary Temasek Financial (I).Aptly named T2027-EUR and T2033-EUR, these bonds will be issued under Temasek subsidiary’s US$25 billion guaranteed global medium note programme.Temasek has been assigned a corporate credit rating of Aaa by Moody’s and AAA by S&P Global Ratings, a testament to the firm’s high credit standing.These bonds will be listed on Singapore Exchange Limited (SGX: S68) and the net proceeds will be used to fund ordinary business activities.The four-year bond offers a coupon rate of 3.25% per annum and the 10-year bond is priced at 3.5% per annum.Listing for both bonds is expected to take place on 16 February.Investors who wish to diversify their portfolio holdings away from shares can consider buying these bonds from the market.MicrosoftSoftware giant Microsoft is bullish on incorporating artificial intelligence (AI) into its search engineCEO Satya Nadella gushed about AI-powered search in a recent interview with the news channel CNBC.According to him, such enhanced search capabilities are the biggest thing to happen to Microsoft in the last 15 years since cloud infrastructure was first pioneered.The Redmond-based company is incorporating AI into its Bing search engine and Edge browser, and Nadella commented that this enhancement represents a “big opportunity” for Microsoft as search is a “very profitable” business.Last month, Microsoft announced a multi-billion-dollar deal to invest in ChatGPT’s maker OpenAI.This new investment phase, its third, looks set to accelerate the development of AI and help to commercialise more advanced technologies.ChatGPT took the world by storm as one of the largest and most powerful language-processing AI models to date.Powered by a large language model (LLM), it is programmed to data mine a huge amount of data to generate coherent responses to human questions and statements.Bing, however, sits in a distant second place to Google, a division of technology titan Alphabet (NASDAQ: GOOGL).Google has also announced an AI-powered chatbot called Bard that will be rolled out more extensively in the coming weeks.Bard is powered by Google’s internally-developed LLM called LaMDA, or Language Model for Dialogue Applications.It seems that these two technology behemoths will square against each other in the coming months to see which AI-enabled search engine gains the upper hand.These advancements also promise to usher in a new era for search and communications powered by AI, and investors could see more updates soon as both companies compete to be the best in their industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946947111,"gmtCreate":1680846576134,"gmtModify":1680846579606,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Tq for sharing&nbsp;","listText":"Tq for sharing&nbsp;","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946947111","repostId":"2325309994","repostType":4,"repost":{"id":"2325309994","pubTimestamp":1680838800,"share":"https://www.laohu8.com/m/news/2325309994?lang=&edition=full","pubTime":"2023-04-07 11:40","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2325309994","media":"Motley Fool","summary":"No company is immune from challenges, but these two tech leaders have what it takes to persevere.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Amazon&#39;s net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.</p></li><li><p>Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.</p></li></ul><p>The companies known by the acronym &#34;FAANG&#34; delivered great returns in the past decade. This clique comprises Facebook parent <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong>, <strong>Apple</strong>, <strong>Amazon</strong>, <strong>Netflix</strong>, and Google parent <strong>Alphabet</strong>. However, even these tech giants haven&#39;t been able to escape the bear market we experienced last year.</p><p>No matter, bull runs are bound to come after downturns. And once the next bull market finally lands, the smart money is on these corporations to ride it. Two of these stocks, Amazon and Alphabet, look especially attractive compared to their peers considering they have performed much worse.</p><p>Here is why both of these FAANG stocks are worth investing in today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a473549222dac74166eb65e3f43218b\" alt=\"GOOG data by YCharts\" title=\"GOOG data by YCharts\" tg-width=\"720\" tg-height=\"500\"/><span>GOOG data by YCharts</span></p><h2>1. Amazon</h2><p>Last year was tough for Amazon as all of its main sources of revenue took a hit due to macroeconomic factors. Consumers reined in spending due to inflation, leading to lower sales than expected for its e-commerce operations. Businesses also decreased ad spending and cut back on cloud services, affecting Amazon&#39;s advertising and cloud computing units.</p><p>The result was a rare annual net loss for the e-commerce giant, which is perhaps why it underperformed other FAANG stocks over the past year. While they have all encountered their share of problems, only Amazon had red ink on the bottom line. Fortunately, the tech giant is addressing some of its issues. Most notably, Amazon has been seeking to decrease expenses and costs with several rounds of layoffs.</p><p>These initiatives should help boost the company&#39;s efficiency and net income in the short run.</p><p>But the best reason to invest in Amazon remains its long-term prospects. Amazon Web Services (AWS), the company&#39;s cloud computing unit, is the leader in this space, offering more than 200 features. As businesses continue to migrate to the cloud, AWS&#39; adoption and revenue will remain northbound. Companies increasingly rely on cloud solutions because they enhance productivity and efficiency while decreasing costs.</p><p>E-commerce is also on what should be a long and sustained upward path. Amazon also leads this industry. The company will continue to attract customers: It has built a solid brand name and reputation as a low-priced online retailer that offers one- and two-day shipping on thousands of items. Similarly, with its cloud business, Amazon has generally expanded the range of its services. The tech company is also involved in other industries, including video and music streaming, streaming devices, grocery shopping, and more.</p><p>Amazon&#39;s long history of successful investment speaks for itself. So even though Amazon&#39;s financial results should improve along with economic conditions, that&#39;s not the most important thing to look forward to with this company. Instead, investors should focus on Amazon&#39;s ability to find profitable avenues for growth, which, along with the industries it currently leads, will allow the company to ride the next bull market, whenever it comes.</p><h2>2. Alphabet</h2><p>Alphabet makes most of its money from advertising. Naturally, it has been having issues on the market for that reason alone, with investors worried about the company&#39;s prospects, at least in the short run. But there is another much-talked-about obstacle Alphabet might be facing. Namely, the rise of OpenAI&#39;s ChatGPT, a surprisingly resourceful AI chatbot that can accurately answer questions, even complex ones, and could help usher in the next step in internet search. </p><p>If Google were to lose its hold on internet search now, that would be very damaging to the company. While this issue is worth monitoring, Alphabet moved quickly to unveil its rival AI chatbot, called Bard. Yes, the unveiling of Bard was a disappointment. But the point is that Alphabet has been an adept innovator for two decades. The company is aware of this challenge to its empire and is working diligently to develop a solution.</p><p>In my view, the smart money is on Alphabet successfully doing so.</p><p>Meanwhile, the tech giant is still diversifying its revenue stream to be less reliant on Google, something it has been doing for a while. It is also one of the leaders in the cloud computing industry through Google Cloud. Alphabet is pouncing onto the rising video streaming market through YouTube. These opportunities still represent a small portion of the company&#39;s total revenue, but there is a long runway for growth ahead in both cases.</p><p>For instance, streaming accounted for just 34.3% of television viewing time in the U.S. in February. YouTube was responsible for 7.9% of that, even above Netflix&#39;s 7.3% market share -- and well above Amazon Prime Video at 3%.</p><p>Perhaps YouTube isn&#39;t an apples-to-apples comparison with these services since it provides free user-generated content. However, through its main YouTube platform and YouTube TV, Alphabet should benefit from the increased switch in how people watch content. Looking at Alphabet&#39;s operations and innovative capabilities, the company is far from dead, even considering the challenge from ChatGPT. Google remains the leading search engine while the company joins the artificial intelligence frenzy and continues to diversify its operations. That&#39;s why Alphabet&#39;s stock remains a buy.</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>A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold</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\">\nA Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAmazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.Alphabet should manage the recent challenge from ChatGPT ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4122":"互联网与直销零售","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4551":"寇图资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4573":"虚拟现实","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4514":"搜索引擎","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","GOOG":"谷歌","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","GOOGL":"谷歌A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0079474960.USD":"联博美国增长基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4534":"瑞士信贷持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4587":"ChatGPT概念","AMZN":"亚马逊","BK4524":"宅经济概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2023/04/06/a-bull-market-is-coming-2-magnificent-faang-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325309994","content_text":"KEY POINTSAmazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal.Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.The companies known by the acronym \"FAANG\" delivered great returns in the past decade. This clique comprises Facebook parent Meta Platforms, Apple, Amazon, Netflix, and Google parent Alphabet. However, even these tech giants haven't been able to escape the bear market we experienced last year.No matter, bull runs are bound to come after downturns. And once the next bull market finally lands, the smart money is on these corporations to ride it. Two of these stocks, Amazon and Alphabet, look especially attractive compared to their peers considering they have performed much worse.Here is why both of these FAANG stocks are worth investing in today.GOOG data by YCharts1. AmazonLast year was tough for Amazon as all of its main sources of revenue took a hit due to macroeconomic factors. Consumers reined in spending due to inflation, leading to lower sales than expected for its e-commerce operations. Businesses also decreased ad spending and cut back on cloud services, affecting Amazon's advertising and cloud computing units.The result was a rare annual net loss for the e-commerce giant, which is perhaps why it underperformed other FAANG stocks over the past year. While they have all encountered their share of problems, only Amazon had red ink on the bottom line. Fortunately, the tech giant is addressing some of its issues. Most notably, Amazon has been seeking to decrease expenses and costs with several rounds of layoffs.These initiatives should help boost the company's efficiency and net income in the short run.But the best reason to invest in Amazon remains its long-term prospects. Amazon Web Services (AWS), the company's cloud computing unit, is the leader in this space, offering more than 200 features. As businesses continue to migrate to the cloud, AWS' adoption and revenue will remain northbound. Companies increasingly rely on cloud solutions because they enhance productivity and efficiency while decreasing costs.E-commerce is also on what should be a long and sustained upward path. Amazon also leads this industry. The company will continue to attract customers: It has built a solid brand name and reputation as a low-priced online retailer that offers one- and two-day shipping on thousands of items. Similarly, with its cloud business, Amazon has generally expanded the range of its services. The tech company is also involved in other industries, including video and music streaming, streaming devices, grocery shopping, and more.Amazon's long history of successful investment speaks for itself. So even though Amazon's financial results should improve along with economic conditions, that's not the most important thing to look forward to with this company. Instead, investors should focus on Amazon's ability to find profitable avenues for growth, which, along with the industries it currently leads, will allow the company to ride the next bull market, whenever it comes.2. AlphabetAlphabet makes most of its money from advertising. Naturally, it has been having issues on the market for that reason alone, with investors worried about the company's prospects, at least in the short run. But there is another much-talked-about obstacle Alphabet might be facing. Namely, the rise of OpenAI's ChatGPT, a surprisingly resourceful AI chatbot that can accurately answer questions, even complex ones, and could help usher in the next step in internet search. If Google were to lose its hold on internet search now, that would be very damaging to the company. While this issue is worth monitoring, Alphabet moved quickly to unveil its rival AI chatbot, called Bard. Yes, the unveiling of Bard was a disappointment. But the point is that Alphabet has been an adept innovator for two decades. The company is aware of this challenge to its empire and is working diligently to develop a solution.In my view, the smart money is on Alphabet successfully doing so.Meanwhile, the tech giant is still diversifying its revenue stream to be less reliant on Google, something it has been doing for a while. It is also one of the leaders in the cloud computing industry through Google Cloud. Alphabet is pouncing onto the rising video streaming market through YouTube. These opportunities still represent a small portion of the company's total revenue, but there is a long runway for growth ahead in both cases.For instance, streaming accounted for just 34.3% of television viewing time in the U.S. in February. YouTube was responsible for 7.9% of that, even above Netflix's 7.3% market share -- and well above Amazon Prime Video at 3%.Perhaps YouTube isn't an apples-to-apples comparison with these services since it provides free user-generated content. However, through its main YouTube platform and YouTube TV, Alphabet should benefit from the increased switch in how people watch content. Looking at Alphabet's operations and innovative capabilities, the company is far from dead, even considering the challenge from ChatGPT. Google remains the leading search engine while the company joins the artificial intelligence frenzy and continues to diversify its operations. That's why Alphabet's stock remains a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066500,"gmtCreate":1675850734800,"gmtModify":1675851070467,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066500","repostId":"1105430866","repostType":4,"repost":{"id":"1105430866","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675844776,"share":"https://www.laohu8.com/m/news/1105430866?lang=&edition=full","pubTime":"2023-02-08 16:26","market":"us","language":"en","title":"Option Movers｜Microsoft and Alphabet See Unusual Activities After ChatGPT Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1105430866","media":"Tiger Newspress","summary":"Market OverviewU.S. stocks rallied to a convincingly higher close on Tuesday(Feb. 7), but trade was ","content":"<html><head></head><body><h2>Market Overview</h2><p>U.S. stocks rallied to a convincingly higher close on Tuesday(Feb. 7), but trade was choppy as investors digested comments from Federal Reserve Chair Jerome Powell about how long the central bank may need to tame inflation. The Dow Jones Industrial Average rose 0.78%, the S&amp;P 500 gained 1.29% and the Nasdaq Composite added 1.9%.</p><p>Regarding the options market, a total volume of 42,609,967 contracts was traded, up 14% from the previous trading day.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, AMZN, AAPL, BBBY, IWM, MSFT, NVDA, GOOGL</p><p>Options related to equity index ETFs are still popular with investors, with 10.15 million <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a> and 3.23 million <a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a> options contracts trading on Tuesday.</p><p>Total trading volumes for SPY and QQQ were up about 33% and 28%, respectively, from the previous day. 55% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c758f9282feb9d06170fc8cbd5809108\" tg-width=\"828\" tg-height=\"1431\" width=\"100%\" height=\"auto\"/><span>Source: Tiger Trade APP</span></p><p>Microsoft unveiled new versions of its Bing internet-search engine and Edge browser powered by the newest technology from ChatGPT maker OpenAI, aiming to gain ground on Google’s web-search juggernaut by being first to offer a more conversational alternative for finding answers on the web and creating content. Microsoft stock jumped 4.2% on Tuesday.</p><p>There were 822.8K Microsoft options trading on Tuesday, of which call options accounted for 67%. A particularly high volume was seen for the $270 strike call option expiring February 10, with 63,793 contracts trading on Tuesday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80839635044a93bdfa155fa6bc7dd960\" tg-width=\"1214\" tg-height=\"304\" width=\"100%\" height=\"auto\"/><span>Source: Market Chameleon</span></p><p>Bed Bath &amp; Beyond Inc said on Tuesday it had raised about $225 million in an equity offering and that it was expecting to receive $800 million more in future installments, in a move that could help it stave off bankruptcy. Bed Bath &amp; Beyond shares plummeted 48% on Tuesday.</p><p>There were 1,086,696 Bed Bath &amp; Beyond options trading on Tuesday, of which call options accounted for 56%. A particularly high options trading volume was seen for the $4 strike call option expiring February 10, with 72,404 contracts trading on Tuesday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: META, FCX, GOOGL, RCL, OXY, C, BA, XOM, SWKS, F</p><p>Top 10 bearish stocks: AAPL, LUMN, AMZN, MSFT, AMD, NVDA, CCL, TSLA, GOOG, SBUX</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96d97554df6991ab7ae487d1013f7b13\" tg-width=\"813\" tg-height=\"398\" width=\"100%\" height=\"auto\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li><li>Read options-related market updates/insights.</li><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Option Movers｜Microsoft and Alphabet See Unusual Activities After ChatGPT Frenzy</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\">\nOption Movers｜Microsoft and Alphabet See Unusual Activities After ChatGPT Frenzy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-08 16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Market Overview</h2><p>U.S. stocks rallied to a convincingly higher close on Tuesday(Feb. 7), but trade was choppy as investors digested comments from Federal Reserve Chair Jerome Powell about how long the central bank may need to tame inflation. The Dow Jones Industrial Average rose 0.78%, the S&amp;P 500 gained 1.29% and the Nasdaq Composite added 1.9%.</p><p>Regarding the options market, a total volume of 42,609,967 contracts was traded, up 14% from the previous trading day.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, AMZN, AAPL, BBBY, IWM, MSFT, NVDA, GOOGL</p><p>Options related to equity index ETFs are still popular with investors, with 10.15 million <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a> and 3.23 million <a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a> options contracts trading on Tuesday.</p><p>Total trading volumes for SPY and QQQ were up about 33% and 28%, respectively, from the previous day. 55% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c758f9282feb9d06170fc8cbd5809108\" tg-width=\"828\" tg-height=\"1431\" width=\"100%\" height=\"auto\"/><span>Source: Tiger Trade APP</span></p><p>Microsoft unveiled new versions of its Bing internet-search engine and Edge browser powered by the newest technology from ChatGPT maker OpenAI, aiming to gain ground on Google’s web-search juggernaut by being first to offer a more conversational alternative for finding answers on the web and creating content. Microsoft stock jumped 4.2% on Tuesday.</p><p>There were 822.8K Microsoft options trading on Tuesday, of which call options accounted for 67%. A particularly high volume was seen for the $270 strike call option expiring February 10, with 63,793 contracts trading on Tuesday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80839635044a93bdfa155fa6bc7dd960\" tg-width=\"1214\" tg-height=\"304\" width=\"100%\" height=\"auto\"/><span>Source: Market Chameleon</span></p><p>Bed Bath &amp; Beyond Inc said on Tuesday it had raised about $225 million in an equity offering and that it was expecting to receive $800 million more in future installments, in a move that could help it stave off bankruptcy. Bed Bath &amp; Beyond shares plummeted 48% on Tuesday.</p><p>There were 1,086,696 Bed Bath &amp; Beyond options trading on Tuesday, of which call options accounted for 56%. A particularly high options trading volume was seen for the $4 strike call option expiring February 10, with 72,404 contracts trading on Tuesday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: META, FCX, GOOGL, RCL, OXY, C, BA, XOM, SWKS, F</p><p>Top 10 bearish stocks: AAPL, LUMN, AMZN, MSFT, AMD, NVDA, CCL, TSLA, GOOG, SBUX</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96d97554df6991ab7ae487d1013f7b13\" tg-width=\"813\" tg-height=\"398\" width=\"100%\" height=\"auto\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li><li>Read options-related market updates/insights.</li><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105430866","content_text":"Market OverviewU.S. stocks rallied to a convincingly higher close on Tuesday(Feb. 7), but trade was choppy as investors digested comments from Federal Reserve Chair Jerome Powell about how long the central bank may need to tame inflation. The Dow Jones Industrial Average rose 0.78%, the S&P 500 gained 1.29% and the Nasdaq Composite added 1.9%.Regarding the options market, a total volume of 42,609,967 contracts was traded, up 14% from the previous trading day.Top 10 Option VolumesTop 10: SPY, QQQ, TSLA, AMZN, AAPL, BBBY, IWM, MSFT, NVDA, GOOGLOptions related to equity index ETFs are still popular with investors, with 10.15 million SPDR S&P500 ETF Trust and 3.23 million Invest QQQ Trust ETF options contracts trading on Tuesday.Total trading volumes for SPY and QQQ were up about 33% and 28%, respectively, from the previous day. 55% of SPY trades bet on bearish options.Source: Tiger Trade APPMicrosoft unveiled new versions of its Bing internet-search engine and Edge browser powered by the newest technology from ChatGPT maker OpenAI, aiming to gain ground on Google’s web-search juggernaut by being first to offer a more conversational alternative for finding answers on the web and creating content. Microsoft stock jumped 4.2% on Tuesday.There were 822.8K Microsoft options trading on Tuesday, of which call options accounted for 67%. A particularly high volume was seen for the $270 strike call option expiring February 10, with 63,793 contracts trading on Tuesday.Unusual Options ActivitySource: Market ChameleonBed Bath & Beyond Inc said on Tuesday it had raised about $225 million in an equity offering and that it was expecting to receive $800 million more in future installments, in a move that could help it stave off bankruptcy. Bed Bath & Beyond shares plummeted 48% on Tuesday.There were 1,086,696 Bed Bath & Beyond options trading on Tuesday, of which call options accounted for 56%. A particularly high options trading volume was seen for the $4 strike call option expiring February 10, with 72,404 contracts trading on Tuesday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: META, FCX, GOOGL, RCL, OXY, C, BA, XOM, SWKS, FTop 10 bearish stocks: AAPL, LUMN, AMZN, MSFT, AMD, NVDA, CCL, TSLA, GOOG, SBUXSource: Market ChameleonIf you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958770394,"gmtCreate":1673835539219,"gmtModify":1676538891789,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958770394","repostId":"1182165784","repostType":4,"repost":{"id":"1182165784","pubTimestamp":1673833403,"share":"https://www.laohu8.com/m/news/1182165784?lang=&edition=full","pubTime":"2023-01-16 09:43","market":"sg","language":"en","title":"Singapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1182165784","media":"The Smart Investor","summary":"REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high in","content":"<html><head></head><body><p>REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high inflation and rising interest rates.</p><p>Sentiment remained weak with the unit prices of popular REITs such as <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a> and <a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life REIT</a> touching a 52-week low.</p><p>Despite the dour sentiment, REITs have done an admirable job of paying out steady, predictable dividends to income-seeking investors.</p><p>However, investors need to remain vigilant.</p><p>With a bumpy path ahead amid economic uncertainties and elevated costs, REITs could see their distribution per unit (DPU) come under pressure.</p><p>Here are three red flags that could indicate a potential DPU decline.</p><h3>A decline in portfolio valuation</h3><p>All REITs revalue their property portfolios once a year when their fiscal year-end arrives.</p><p>Property valuation is performed by independent real estate valuation companies based on factors such as discount and capitalisation rates as well as occupancy rates and prospects.</p><p>REITs could see their properties being revalued downwards if property fundamentals weaken or occupancy rates decline.</p><p>A recent example is <a href=\"https://laohu8.com/S/BTOU.SI\">Manulife US REIT</a>, or MUST.</p><p>The US commercial REIT reported that its portfolio’s valuation had declined by 10.9% year on year from US$2.18 billion in 2021 to S$1.95 billion as of the end of 2022.</p><p>The reasons were varied – MUST disclosed that higher discount rates were used to value properties that reflected heightened risks at both the macroeconomic and property levels.</p><p>Certain properties also saw weaker occupational performance because of slowdowns in demand and leasing activity.</p><p>As a result of the reduced valuations, MUST’s aggregate leverage will hit approximately 49%, just below the maximum threshold of 50% set by the Monetary Authority of Singapore.</p><p>While the REIT manager assures investors that no financial covenants have been breached, the REIT must find ways to reduce its aggregate leverage.</p><p>Some methods may involve the sale of assets to generate cash that can pay down some of its loans, which will ultimately lead to a decline in DPU.</p><h3>Currency weakness</h3><p>Currency movements may also present a challenge for REITs that derive rental income in foreign currencies.</p><p>As DPU is paid out in Singapore dollars (SGD), the translation of rental income from a foreign currency to SGD may be impacted by currency weakness.</p><p>An example is Daiwa House Logistics Trust (SGX: DHLU), or DHLT, which owns a portfolio of 14 logistics properties across Japan.</p><p>For the first nine months of 2022 (9M2022), DHLT reported that actual net property income (NPI) was 6.3% lower at S$41.8 million compared with its forecast of S$44.6 million.</p><p>The difference was due to foreign exchange volatility, as the Japanese Yen (JPY) had declined by 15% against the SGD in the past year.</p><p>A similar situation can be found in Elite Commercial REIT (SGX: MXNU).</p><p>The UK commercial REIT reported a DPU of £0.0379 for 9M2022, down 7.8% year on year.</p><p>With the roughly 12% depreciation of the British Pound against the SGD in the past year, the DPU when translated to SGD will be further negatively impacted.</p><h3>A rise in finance costs</h3><p>With interest rates shooting up, REIT investors should also keep an eye on the all-in financing cost for the REITs that they own.</p><p>Should the cost of debt continue rising, higher finance expenses could signal lower future distributable income.</p><p>For <a href=\"https://laohu8.com/S/ME8U.SI\">Mapletree Industrial Trust</a>, its funding cost rose from 2.5% as of 30 June last year to 2.9% as of 30 September.</p><p>The higher cost of debt could be a precursor for the REIT to report lower year on year DPU in future quarters.</p><p><a href=\"https://laohu8.com/S/T82U.SI\">Suntec REIT</a> reported a 5.8% year on year fall in distributable income for its fiscal 2022’s third quarter (3Q2022) and a 6.6% year on year dip in DPU due, in part, to higher finance costs.</p><p>The retail cum commercial REIT’s all-in financing cost rose from 2.51% as of 30 June to 2.76% as of 30 September.</p><h3>Get Smart: Keep the faith</h3><p>Some REITs may see their DPU come under pressure in the coming quarters.</p><p>But all is not lost.</p><p>Well-managed REITs with strong sponsors can help mitigate the DPU decline through acquisitions, organic growth and asset enhancement initiatives.</p><p>2023 may turn out to be a rocky year, but if a REIT owns high-quality assets, it should turn out fine in the long run.</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>Singapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore REIT Investors Beware: 3 Red Flags That Could Lead to a DPU Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/singapore-reit-investors-beware-3-red-flags-that-could-lead-to-a-dpu-decline/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high inflation and rising interest rates.Sentiment remained weak with the unit prices of popular REITs such...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-reit-investors-beware-3-red-flags-that-could-lead-to-a-dpu-decline/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","C2PU.SI":"百汇生命产业信托","BTOU.SI":"宏利美国房地产投资信托"},"source_url":"https://thesmartinvestor.com.sg/singapore-reit-investors-beware-3-red-flags-that-could-lead-to-a-dpu-decline/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182165784","content_text":"REIT investors faced a turbulent year in 2022 as the asset class was hit by a combination of high inflation and rising interest rates.Sentiment remained weak with the unit prices of popular REITs such as Mapletree Logistics Trust and Parkway Life REIT touching a 52-week low.Despite the dour sentiment, REITs have done an admirable job of paying out steady, predictable dividends to income-seeking investors.However, investors need to remain vigilant.With a bumpy path ahead amid economic uncertainties and elevated costs, REITs could see their distribution per unit (DPU) come under pressure.Here are three red flags that could indicate a potential DPU decline.A decline in portfolio valuationAll REITs revalue their property portfolios once a year when their fiscal year-end arrives.Property valuation is performed by independent real estate valuation companies based on factors such as discount and capitalisation rates as well as occupancy rates and prospects.REITs could see their properties being revalued downwards if property fundamentals weaken or occupancy rates decline.A recent example is Manulife US REIT, or MUST.The US commercial REIT reported that its portfolio’s valuation had declined by 10.9% year on year from US$2.18 billion in 2021 to S$1.95 billion as of the end of 2022.The reasons were varied – MUST disclosed that higher discount rates were used to value properties that reflected heightened risks at both the macroeconomic and property levels.Certain properties also saw weaker occupational performance because of slowdowns in demand and leasing activity.As a result of the reduced valuations, MUST’s aggregate leverage will hit approximately 49%, just below the maximum threshold of 50% set by the Monetary Authority of Singapore.While the REIT manager assures investors that no financial covenants have been breached, the REIT must find ways to reduce its aggregate leverage.Some methods may involve the sale of assets to generate cash that can pay down some of its loans, which will ultimately lead to a decline in DPU.Currency weaknessCurrency movements may also present a challenge for REITs that derive rental income in foreign currencies.As DPU is paid out in Singapore dollars (SGD), the translation of rental income from a foreign currency to SGD may be impacted by currency weakness.An example is Daiwa House Logistics Trust (SGX: DHLU), or DHLT, which owns a portfolio of 14 logistics properties across Japan.For the first nine months of 2022 (9M2022), DHLT reported that actual net property income (NPI) was 6.3% lower at S$41.8 million compared with its forecast of S$44.6 million.The difference was due to foreign exchange volatility, as the Japanese Yen (JPY) had declined by 15% against the SGD in the past year.A similar situation can be found in Elite Commercial REIT (SGX: MXNU).The UK commercial REIT reported a DPU of £0.0379 for 9M2022, down 7.8% year on year.With the roughly 12% depreciation of the British Pound against the SGD in the past year, the DPU when translated to SGD will be further negatively impacted.A rise in finance costsWith interest rates shooting up, REIT investors should also keep an eye on the all-in financing cost for the REITs that they own.Should the cost of debt continue rising, higher finance expenses could signal lower future distributable income.For Mapletree Industrial Trust, its funding cost rose from 2.5% as of 30 June last year to 2.9% as of 30 September.The higher cost of debt could be a precursor for the REIT to report lower year on year DPU in future quarters.Suntec REIT reported a 5.8% year on year fall in distributable income for its fiscal 2022’s third quarter (3Q2022) and a 6.6% year on year dip in DPU due, in part, to higher finance costs.The retail cum commercial REIT’s all-in financing cost rose from 2.51% as of 30 June to 2.76% as of 30 September.Get Smart: Keep the faithSome REITs may see their DPU come under pressure in the coming quarters.But all is not lost.Well-managed REITs with strong sponsors can help mitigate the DPU decline through acquisitions, organic growth and asset enhancement initiatives.2023 may turn out to be a rocky year, but if a REIT owns high-quality assets, it should turn out fine in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943793772,"gmtCreate":1679677760597,"gmtModify":1679677764603,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943793772","repostId":"1111298195","repostType":2,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943811076,"gmtCreate":1679334403195,"gmtModify":1679334406984,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok tq","listText":"Ok tq","text":"Ok tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943811076","repostId":"9943819862","repostType":1,"repost":{"id":9943819862,"gmtCreate":1679333706657,"gmtModify":1679333711402,"author":{"id":"4140388454599512","authorId":"4140388454599512","name":"POHSWEEGUAN","avatar":"https://community-static.tradeup.com/news/84ca47540279e61404346b705a202bc0","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2308\">$E-Micro Gold - Aug 2023(MGC2308)$ &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000575\">@Gloria112 &nbsp;</a>","listText":"<a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2310\">$E-Micro Gold - Oct 2023(MGC2310)$ &nbsp;</a><a href=\"https://ttm.financial/FUT/MGC2308\">$E-Micro Gold - Aug 2023(MGC2308)$ &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000575\">@Gloria112 &nbsp;</a>","text":"$E-Micro Gold - Oct 2023(MGC2310)$ $E-Micro Gold - Oct 2023(MGC2310)$ $E-Micro Gold - Aug 2023(MGC2308)$ @Gloria112","images":[{"img":"https://community-static.tradeup.com/news/e18ab3f1300c9381b7a590468dda9720","width":"1080","height":"1866"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943819862","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954403034,"gmtCreate":1676515534729,"gmtModify":1676515538812,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954403034","repostId":"1111298195","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066789,"gmtCreate":1675850840742,"gmtModify":1675850844431,"author":{"id":"4128899324677872","authorId":"4128899324677872","name":"NKCT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066789","repostId":"1174779038","repostType":4,"repost":{"id":"1174779038","pubTimestamp":1675843841,"share":"https://www.laohu8.com/m/news/1174779038?lang=&edition=full","pubTime":"2023-02-08 16:10","market":"us","language":"en","title":"BBBY, UBER, GOOGL Predictions: 3 Hot Stocks for Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1174779038","media":"InvestorPlace","summary":"From a short squeeze to a big tech company making its entry into artificial intelligence, these are ","content":"<html><head></head><body><ul><li>From a short squeeze to a big tech company making its entry into artificial intelligence, these are the hot stocks for tomorrow.</li><li><b>Bed Bath &amp; Beyond</b>(<b>BBBY</b>) has been incredibly volatile and is the first of our hot stocks for tomorrow to watch.</li><li><b>Uber</b>(<b>UBER</b>) will report earnings before the open and the stock just hit its highest level since April.</li><li><b>Alphabet</b>(<b><u>GOOGL</u></b>, <b><u>GOOG</u></b>) will hold an AI event on Wednesday, a topic that has been all the rage lately.</li></ul><p>The stock market is looking the best it has in weeks, and yet many investors are still nervous. That anxiety is justified, as we still have to technically finish the bear market we’re in. Earnings have been mixed, as have the economic reports. What should investors be watching as the hot stocks for tomorrow?</p><p>We’re seeing growth stocks come back to life, along with tech. Tech has been the backbone of the market, as many of these companies have grown to sport market capitalizations in excess of $1 trillion.</p><p>If this group can continue to roar higher, the market will go along for the ride. However, if it begins to roll back over, equities will be in trouble. Let’s look at a few hot stocks for tomorrow, Feb. 8, starting with a small-time retailer getting a lot of attention.</p><p><b>Bed Bath &amp; Beyond (BBBY)</b></p><p>Shares of <b>Bed Bath &amp; Beyond</b>(NASDAQ: <b><u>BBBY</u></b>) have been all over the place lately. On Monday, the stock gained attention when it was up 20% to 40% throughout the early afternoon. Then the squeeze really came to life.</p><p>At one point, BBBY stock was up more than 130% and shares closed the day higher by 92%. On Tuesday, the stock is down 48.63%.</p><p>The volatility comes amid renewed interest in so-called “meme stocks.” That’s why Bed Bath &amp; Beyond has now become one of the hot stocks for tomorrow — because it’s leading the charge on names like <b>Carvana</b>(NYSE: <b><u>CVNA</u></b>), <b>AMC Entertainment</b>(NYSE: <b><u>AMC</u></b>) and <b>GameStop</b>(NYSE: <b><u>GME</u></b>), among others.</p><p>After Monday’s gains, the retailer announced a capital raise, and so far, the stock doesn’t seem to like the dilution impact. We’ll see how it shakes out as the company tries to avoid bankruptcy.</p><p><b>The Chart:</b> On the upside, the 200-day moving average has limited the rally. On the downside, keep an eye on uptrend support (blue line.) After last week’s low of $2.57, shares could fall back below $2. It should be clear, but in case it’s not: BBBY stock is a pure speculation play at this point and most investors should avoid it.</p><p><b>Uber (UBER)</b></p><p><b>Uber</b>(NYSE: <b><u>UBER</u></b>) will report earnings on Wednesday before the opening. For what it’s worth, <b>Lyft</b>(NASDAQ: <b><u>LYFT</u></b>) will report on Thursday evening. On Tuesday, Uber stock hit its highest level since April as bulls continue to pile into the name.</p><p>Multiple catalysts are helping to drive shares higher. First, tech stocks in general have been doing quite well. That’s as investors dive back into equities and gobble up some of the most beaten down names. Many happen to be investor favorites as well.</p><p>Second, travel trends have been incredibly strong, whether we’re looking at trends at Las Vegas casinos or listening to the conference calls of <b>Royal Caribbean</b>(NYSE: <b><u>RCL</u></b>) or <b>Delta Air Lines</b>(NYSE: <b><u>DAL</u></b>). That should bode well for Uber too.</p><p><b>The Chart:</b> UBER stock is working on its sixth weekly rally in the last seven weeks. However, it’s currently struggling with the 50% retracement (again.) If it can clear the $34.50 area, it will open the door to the 61.8% retracement near $38. Above that and $40-plus is in play. On the downside, it’d be very bullish for Uber to hold the Q4 high as support, along with the 10-week moving average.</p><p><b>Alphabet (GOOG, GOOGL)</b></p><p>Artificial intelligence (AI) has been all the rage lately. <b>OpenAI’s</b> ChatGPT has garnered attention from millions of people and is popping up all over social media and in the news.</p><p>Of course, big tech isn’t going to lie down and let other companies dominate this new and headline-worthy field. Or at least, they’re not going to go down without a fight.</p><p>On Wednesday, <b>Alphabet</b>(NASDAQ: <b><u>GOOG</u></b>, NASDAQ: <b><u>GOOGL</u></b>) is expected to hold an event on search and on AI. According to some reports, “the tech giant said it will detail the power of AI to reimagine how people search for, explore and interact with information. Shopping, Maps, and Travel are also a few of the highlights that are expected to be highlighted at the event.”</p><p>Further, Alphabet recently introduced Bard, an AI-powered chatbot. It’s possible that all of these products were coming to a head just a few months ago, but it seems like the progress and excitement around ChatGPT is really pushing big tech to adapt their AI approach even faster.</p><p><b>The Chart:</b> I don’t know that an AI event will be enough to trigger a breakout in Alphabet stock, but if it can, it could be significant. If the stock can clear $110, it puts it above last week’s high, the 61.8% retracement, the gap-fill and the 50-week moving average. On the downside, a break of $100 opens up more downside.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BBBY, UBER, GOOGL Predictions: 3 Hot Stocks for Today</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\">\nBBBY, UBER, GOOGL Predictions: 3 Hot Stocks for Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/bbby-uber-googl-predictions-3-hot-stocks-for-tomorrow/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From a short squeeze to a big tech company making its entry into artificial intelligence, these are the hot stocks for tomorrow.Bed Bath & Beyond(BBBY) has been incredibly volatile and is the first of...</p>\n\n<a href=\"https://investorplace.com/2023/02/bbby-uber-googl-predictions-3-hot-stocks-for-tomorrow/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","UBER":"优步","GOOGL":"谷歌A","BBBY":"3B家居"},"source_url":"https://investorplace.com/2023/02/bbby-uber-googl-predictions-3-hot-stocks-for-tomorrow/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174779038","content_text":"From a short squeeze to a big tech company making its entry into artificial intelligence, these are the hot stocks for tomorrow.Bed Bath & Beyond(BBBY) has been incredibly volatile and is the first of our hot stocks for tomorrow to watch.Uber(UBER) will report earnings before the open and the stock just hit its highest level since April.Alphabet(GOOGL, GOOG) will hold an AI event on Wednesday, a topic that has been all the rage lately.The stock market is looking the best it has in weeks, and yet many investors are still nervous. That anxiety is justified, as we still have to technically finish the bear market we’re in. Earnings have been mixed, as have the economic reports. What should investors be watching as the hot stocks for tomorrow?We’re seeing growth stocks come back to life, along with tech. Tech has been the backbone of the market, as many of these companies have grown to sport market capitalizations in excess of $1 trillion.If this group can continue to roar higher, the market will go along for the ride. However, if it begins to roll back over, equities will be in trouble. Let’s look at a few hot stocks for tomorrow, Feb. 8, starting with a small-time retailer getting a lot of attention.Bed Bath & Beyond (BBBY)Shares of Bed Bath & Beyond(NASDAQ: BBBY) have been all over the place lately. On Monday, the stock gained attention when it was up 20% to 40% throughout the early afternoon. Then the squeeze really came to life.At one point, BBBY stock was up more than 130% and shares closed the day higher by 92%. On Tuesday, the stock is down 48.63%.The volatility comes amid renewed interest in so-called “meme stocks.” That’s why Bed Bath & Beyond has now become one of the hot stocks for tomorrow — because it’s leading the charge on names like Carvana(NYSE: CVNA), AMC Entertainment(NYSE: AMC) and GameStop(NYSE: GME), among others.After Monday’s gains, the retailer announced a capital raise, and so far, the stock doesn’t seem to like the dilution impact. We’ll see how it shakes out as the company tries to avoid bankruptcy.The Chart: On the upside, the 200-day moving average has limited the rally. On the downside, keep an eye on uptrend support (blue line.) After last week’s low of $2.57, shares could fall back below $2. It should be clear, but in case it’s not: BBBY stock is a pure speculation play at this point and most investors should avoid it.Uber (UBER)Uber(NYSE: UBER) will report earnings on Wednesday before the opening. For what it’s worth, Lyft(NASDAQ: LYFT) will report on Thursday evening. On Tuesday, Uber stock hit its highest level since April as bulls continue to pile into the name.Multiple catalysts are helping to drive shares higher. First, tech stocks in general have been doing quite well. That’s as investors dive back into equities and gobble up some of the most beaten down names. Many happen to be investor favorites as well.Second, travel trends have been incredibly strong, whether we’re looking at trends at Las Vegas casinos or listening to the conference calls of Royal Caribbean(NYSE: RCL) or Delta Air Lines(NYSE: DAL). That should bode well for Uber too.The Chart: UBER stock is working on its sixth weekly rally in the last seven weeks. However, it’s currently struggling with the 50% retracement (again.) If it can clear the $34.50 area, it will open the door to the 61.8% retracement near $38. Above that and $40-plus is in play. On the downside, it’d be very bullish for Uber to hold the Q4 high as support, along with the 10-week moving average.Alphabet (GOOG, GOOGL)Artificial intelligence (AI) has been all the rage lately. OpenAI’s ChatGPT has garnered attention from millions of people and is popping up all over social media and in the news.Of course, big tech isn’t going to lie down and let other companies dominate this new and headline-worthy field. Or at least, they’re not going to go down without a fight.On Wednesday, Alphabet(NASDAQ: GOOG, NASDAQ: GOOGL) is expected to hold an event on search and on AI. According to some reports, “the tech giant said it will detail the power of AI to reimagine how people search for, explore and interact with information. Shopping, Maps, and Travel are also a few of the highlights that are expected to be highlighted at the event.”Further, Alphabet recently introduced Bard, an AI-powered chatbot. It’s possible that all of these products were coming to a head just a few months ago, but it seems like the progress and excitement around ChatGPT is really pushing big tech to adapt their AI approach even faster.The Chart: I don’t know that an AI event will be enough to trigger a breakout in Alphabet stock, but if it can, it could be significant. If the stock can clear $110, it puts it above last week’s high, the 61.8% retracement, the gap-fill and the 50-week moving average. On the downside, a break of $100 opens up more downside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}