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2023-04-16

Great read. New perspective.

@MaverickWealthBuilder:Food Outside Expensive? Will Restaurants be more investable?

2023-04-14

Great ariticle, would you like to share it?

@JC888:If We Have Amazon Stock, Time To Re-Assess As Soon?

2022-11-21

Good read

Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More

2022-11-20

Good article to read

Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation

2022-11-20

Good read!

Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%

2022-11-20

Good read

Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation

2022-11-17

Good read.

Singapore Hospitality Trusts Seen As Ripe for More Take-Private Deals

2022-11-16

Great read

Why Sea Stock Surged 36% on Tuesday?

2022-11-15

Good article, but I may not involve myself in palm oil.

Singapore Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis

2022-11-01

1st trade

Go to Tiger App to see more news

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New perspective.","listText":"Great read. New perspective.","text":"Great read. New perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945746381","repostId":"9945641584","repostType":1,"repost":{"id":9945641584,"gmtCreate":1681468380448,"gmtModify":1681468404590,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Food Outside Expensive? Will Restaurants be more investable?","htmlText":"Since the outbreak of the pandemic, there have been some changes in the dining-out landscape in North America. On one hand, food delivery has become widely popular and related businesses have changed consumer habits to some extent. On the other hand, inflation has affected all aspects of life, leading to an increase in dining-out costs. Food delivery services that emerged during the pandemic have changed consumer behavior and their companies' performance continues to improve. <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> Uber's food delivery business had a booking volume of $14.315 billion USD in Q4 2022, exceeding $13 billion USD for five consecutive quarters and achieving profitability (EBITDA profit margin returning positive). Although its year-on-year growth rate is not as h","listText":"Since the outbreak of the pandemic, there have been some changes in the dining-out landscape in North America. On one hand, food delivery has become widely popular and related businesses have changed consumer habits to some extent. On the other hand, inflation has affected all aspects of life, leading to an increase in dining-out costs. Food delivery services that emerged during the pandemic have changed consumer behavior and their companies' performance continues to improve. <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> Uber's food delivery business had a booking volume of $14.315 billion USD in Q4 2022, exceeding $13 billion USD for five consecutive quarters and achieving profitability (EBITDA profit margin returning positive). Although its year-on-year growth rate is not as h","text":"Since the outbreak of the pandemic, there have been some changes in the dining-out landscape in North America. On one hand, food delivery has become widely popular and related businesses have changed consumer habits to some extent. On the other hand, inflation has affected all aspects of life, leading to an increase in dining-out costs. Food delivery services that emerged during the pandemic have changed consumer behavior and their companies' performance continues to improve. $Uber(UBER)$ Uber's food delivery business had a booking volume of $14.315 billion USD in Q4 2022, exceeding $13 billion USD for five consecutive quarters and achieving profitability (EBITDA profit margin returning positive). Although its year-on-year growth rate is not as h","images":[{"img":"https://static.tigerbbs.com/eb2e5da156c20f7b6360a3301d04dc79","width":"749","height":"450"},{"img":"https://static.tigerbbs.com/918fdb5400770f4cbf60bd22b21abf6f","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/aada3481065ade951945c8998186c7fd","width":"1435","height":"723"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945641584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945647260,"gmtCreate":1681470221951,"gmtModify":1681470223999,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945647260","repostId":"9945148853","repostType":1,"repost":{"id":9945148853,"gmtCreate":1681406162672,"gmtModify":1703658113890,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"If We Have Amazon Stock, Time To Re-Assess As Soon?","htmlText":"US March 2023 CPI - released on 12 Apr 2023 The supposed “celebration” for a “drastic” fall of -0.1% to US CPI Mar 2023 from Feb (6.0%) to 5% proved to be short-lived. The straw that broke the camel’s back was the FOMC Mar 2023 minutes of meeting. FOMC Mar 2023 minutes of meeting reveal 2 Key Points : Fallout from the U.S. banking crisis is likely to tilt the economy into recession later 2023 Although Fed’s Vice Chair for Supervision said the banking sector “is sound and resilient,” staff economists said the economy will take a hit. On a separate note. More official data has been released today. These should help to turn the market around today - Thu (14 Apr 2023); re-capturing Wed (13 Apr) lost grounds. US Weekly Jobless claims for week ending 08 Apr Weekly jobless claims increased by","listText":"US March 2023 CPI - released on 12 Apr 2023 The supposed “celebration” for a “drastic” fall of -0.1% to US CPI Mar 2023 from Feb (6.0%) to 5% proved to be short-lived. The straw that broke the camel’s back was the FOMC Mar 2023 minutes of meeting. 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FOMC Mar 2023 minutes of meeting reveal 2 Key Points : Fallout from the U.S. banking crisis is likely to tilt the economy into recession later 2023 Although Fed’s Vice Chair for Supervision said the banking sector “is sound and resilient,” staff economists said the economy will take a hit. On a separate note. More official data has been released today. These should help to turn the market around today - Thu (14 Apr 2023); re-capturing Wed (13 Apr) lost grounds. US Weekly Jobless claims for week ending 08 Apr Weekly jobless claims increased by","images":[{"img":"https://community-static.tradeup.com/news/0c1c2ffe4eed2417534c8d1c3b8a47ff","width":"937","height":"199"},{"img":"https://community-static.tradeup.com/news/647038a12f65c50e9c1c21b01a461a0f","width":"303","height":"132"},{"img":"https://community-static.tradeup.com/news/7ad6039220cc8fea066a8607cf2681e9","width":"1096","height":"23"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945148853","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961719679,"gmtCreate":1669045733091,"gmtModify":1676538144306,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961719679","repostId":"1103039715","repostType":4,"repost":{"id":"1103039715","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":1669043830,"share":"https://ttm.financial/m/news/1103039715?lang=&edition=fundamental","pubTime":"2022-11-21 23:17","market":"us","language":"en","title":"Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1103039715","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:MoffettNathanson upgrades Disney to outperform from m","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>MoffettNathanson upgrades Disney to outperform from market perform</h2><p>Moffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.</p><blockquote>“We applaudDisney’s Board for the courage to make this change.”</blockquote><h2>Loop downgrades Workday to hold from buy</h2><p>Loop said it’s concerned about slowing growth for the the human capital software company.</p><blockquote>“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”</blockquote><h2>JPMorgan reiterates Amazon as top idea</h2><p>JPMorgan said the e-commerce giant is well positioned heading into the holiday season.</p><blockquote>“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”</blockquote><h2>JPMorgan names Target and Costco top holiday picks</h2><p>JPMorgan said Target and Costco are well positioned heading into the holiday shopping season.</p><blockquote>“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”</blockquote><h2>Raymond James upgrades Comerica to outperform from market perform</h2><p>Raymond James said the bank is well positioned for a recession.</p><blockquote>“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”</blockquote><h2>Wells Fargo upgrades Silvergate to equal weight from underweight</h2><p>Wells said shares are at a “fundamental floor.”</p><blockquote>“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”</blockquote><h2>Goldman Sachs upgrades On Holding to buy from neutral</h2><p>Goldman said the footwear and sports apparel company has an “attractive business model.”</p><blockquote>“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”</blockquote><h2>Raymond James downgrades Cigna and UnitedHealth to outperform from strong buy</h2><p>Raymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.</p><blockquote>“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&amp;A, and some offset from its fee for service exposure in Optum Health.”</blockquote><h2>Argus downgrades Carvana to sell from hold</h2><p>Argus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.</p><blockquote>“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”</blockquote><h2>UBS initiates American Express as neutral</h2><p>UBS said American Express has “limited upside potential.”</p><blockquote>“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”</blockquote><h2>Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pick</h2><p>Morgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”</p><blockquote>“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”</blockquote><h2>Goldman Sachs initiates Mobileye as buy</h2><p>Goldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.</p><blockquote>“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”</blockquote><h2>Morgan Stanley downgrades MongoDB to equal weight from overweight</h2><p>Morgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.</p><blockquote>“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”</blockquote><h2>Cowen downgrades Intel to market perform from outperform</h2><p>Cowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”</p><blockquote>“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”</blockquote><h2>Barclays downgrades RH and Williams-Sonoma to equal weight from overweight</h2><p>Barclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”</p><blockquote>“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.</blockquote><h2>UBS reiterates Microsoft as buy</h2><p>UBS said it likes that Microsoft is relying on price increases to drive greater revenue.</p><p>“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”</p><h2>JPMorgan reiterates Charles Schwab as overweight</h2><p>JPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”</p><blockquote>“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”</blockquote><h2>Deutsche Bank reiterates Nio</h2><p>Deutsche said it thinks the worst operational issues for Nio may be over.</p><blockquote>“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”</blockquote><h2>Morgan Stanley upgrades Restaurant Brands to equal weight from underweight</h2><p>Morgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.</p><blockquote>“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”</blockquote><h2>Cowen reiterates Coinbase as outperform</h2><p>Cowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”</p><blockquote>“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman Sachs said it’s bullish heading into Salesforce earnings next week.</p><blockquote>“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”</blockquote></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>Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More</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\">\nTop Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-21 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>MoffettNathanson upgrades Disney to outperform from market perform</h2><p>Moffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.</p><blockquote>“We applaudDisney’s Board for the courage to make this change.”</blockquote><h2>Loop downgrades Workday to hold from buy</h2><p>Loop said it’s concerned about slowing growth for the the human capital software company.</p><blockquote>“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”</blockquote><h2>JPMorgan reiterates Amazon as top idea</h2><p>JPMorgan said the e-commerce giant is well positioned heading into the holiday season.</p><blockquote>“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”</blockquote><h2>JPMorgan names Target and Costco top holiday picks</h2><p>JPMorgan said Target and Costco are well positioned heading into the holiday shopping season.</p><blockquote>“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”</blockquote><h2>Raymond James upgrades Comerica to outperform from market perform</h2><p>Raymond James said the bank is well positioned for a recession.</p><blockquote>“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”</blockquote><h2>Wells Fargo upgrades Silvergate to equal weight from underweight</h2><p>Wells said shares are at a “fundamental floor.”</p><blockquote>“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”</blockquote><h2>Goldman Sachs upgrades On Holding to buy from neutral</h2><p>Goldman said the footwear and sports apparel company has an “attractive business model.”</p><blockquote>“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”</blockquote><h2>Raymond James downgrades Cigna and UnitedHealth to outperform from strong buy</h2><p>Raymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.</p><blockquote>“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&amp;A, and some offset from its fee for service exposure in Optum Health.”</blockquote><h2>Argus downgrades Carvana to sell from hold</h2><p>Argus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.</p><blockquote>“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”</blockquote><h2>UBS initiates American Express as neutral</h2><p>UBS said American Express has “limited upside potential.”</p><blockquote>“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”</blockquote><h2>Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pick</h2><p>Morgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”</p><blockquote>“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”</blockquote><h2>Goldman Sachs initiates Mobileye as buy</h2><p>Goldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.</p><blockquote>“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”</blockquote><h2>Morgan Stanley downgrades MongoDB to equal weight from overweight</h2><p>Morgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.</p><blockquote>“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”</blockquote><h2>Cowen downgrades Intel to market perform from outperform</h2><p>Cowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”</p><blockquote>“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”</blockquote><h2>Barclays downgrades RH and Williams-Sonoma to equal weight from overweight</h2><p>Barclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”</p><blockquote>“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.</blockquote><h2>UBS reiterates Microsoft as buy</h2><p>UBS said it likes that Microsoft is relying on price increases to drive greater revenue.</p><p>“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”</p><h2>JPMorgan reiterates Charles Schwab as overweight</h2><p>JPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”</p><blockquote>“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”</blockquote><h2>Deutsche Bank reiterates Nio</h2><p>Deutsche said it thinks the worst operational issues for Nio may be over.</p><blockquote>“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”</blockquote><h2>Morgan Stanley upgrades Restaurant Brands to equal weight from underweight</h2><p>Morgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.</p><blockquote>“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”</blockquote><h2>Cowen reiterates Coinbase as outperform</h2><p>Cowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”</p><blockquote>“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman Sachs said it’s bullish heading into Salesforce earnings next week.</p><blockquote>“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LVS":"金沙集团","CVNA":"Carvana Co.","COST":"好市多","CI":"信诺保险","DKNG":"DraftKings Inc.","SCHW":"嘉信理财","CMA":"联信银行","UNH":"联合健康","MDB":"MongoDB Inc.","AMZN":"亚马逊","CRM":"赛富时","DIS":"迪士尼","TGT":"塔吉特","RSTRF":"Restaurant Brands International  Limited Partnership","MBLY":"Mobileye Global Inc.","RH":"Restoration Hardware Holdings","AXP":"美国运通","WDAY":"Workday","INTC":"英特尔","MSFT":"微软","WSM":"Williams-Sonoma Inc","COIN":"Coinbase Global, Inc.","ONON":"On Holding AG"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103039715","content_text":"Here are Monday’s biggest calls on Wall Street:MoffettNathanson upgrades Disney to outperform from market performMoffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.“We applaudDisney’s Board for the courage to make this change.”Loop downgrades Workday to hold from buyLoop said it’s concerned about slowing growth for the the human capital software company.“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”JPMorgan reiterates Amazon as top ideaJPMorgan said the e-commerce giant is well positioned heading into the holiday season.“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”JPMorgan names Target and Costco top holiday picksJPMorgan said Target and Costco are well positioned heading into the holiday shopping season.“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”Raymond James upgrades Comerica to outperform from market performRaymond James said the bank is well positioned for a recession.“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”Wells Fargo upgrades Silvergate to equal weight from underweightWells said shares are at a “fundamental floor.”“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”Goldman Sachs upgrades On Holding to buy from neutralGoldman said the footwear and sports apparel company has an “attractive business model.”“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”Raymond James downgrades Cigna and UnitedHealth to outperform from strong buyRaymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&A, and some offset from its fee for service exposure in Optum Health.”Argus downgrades Carvana to sell from holdArgus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”UBS initiates American Express as neutralUBS said American Express has “limited upside potential.”“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pickMorgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”Goldman Sachs initiates Mobileye as buyGoldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”Morgan Stanley downgrades MongoDB to equal weight from overweightMorgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”Cowen downgrades Intel to market perform from outperformCowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”Barclays downgrades RH and Williams-Sonoma to equal weight from overweightBarclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.UBS reiterates Microsoft as buyUBS said it likes that Microsoft is relying on price increases to drive greater revenue.“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”JPMorgan reiterates Charles Schwab as overweightJPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”Deutsche Bank reiterates NioDeutsche said it thinks the worst operational issues for Nio may be over.“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”Morgan Stanley upgrades Restaurant Brands to equal weight from underweightMorgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”Cowen reiterates Coinbase as outperformCowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”Goldman Sachs reiterates Salesforce as buyGoldman Sachs said it’s bullish heading into Salesforce earnings next week.“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961647789,"gmtCreate":1668956680241,"gmtModify":1676538131846,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Good article to read","listText":"Good article to read","text":"Good article to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961647789","repostId":"2284033039","repostType":4,"repost":{"id":"2284033039","pubTimestamp":1668934033,"share":"https://ttm.financial/m/news/2284033039?lang=&edition=fundamental","pubTime":"2022-11-20 16:47","market":"us","language":"en","title":"Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2284033039","media":"Bloomberg","summary":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as in","content":"<html><head></head><body><ul><li>BofA investor survey shows a pervasive belief in stagflation</li><li>Recent inflation data is promising as investors stay defensive</li></ul><p>(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.</p><p>Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.</p><p>With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.</p><p>At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.</p><p>The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.</p><p>Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.</p><p>“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.</p><p><img src=\"https://static.tigerbbs.com/0ef24c09069f86b3bb032bd4713e42f4\" tg-width=\"800\" tg-height=\"497\" width=\"100%\" height=\"auto\"/></p><p>Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.</p><p>The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.</p><p>The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.</p><p><img src=\"https://static.tigerbbs.com/3f6d6256d1c4799743f4357a5d675147\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.</p><p>“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.</p><p>Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.</p><p>“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.</p><p>Even <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.</p><p>“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation</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\">\nWall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 16:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284033039","content_text":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.Even Morgan Stanley’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961647215,"gmtCreate":1668956647837,"gmtModify":1676538131839,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Good read!","listText":"Good read!","text":"Good read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961647215","repostId":"1146905209","repostType":4,"repost":{"id":"1146905209","pubTimestamp":1668917027,"share":"https://ttm.financial/m/news/1146905209?lang=&edition=fundamental","pubTime":"2022-11-20 12:03","market":"us","language":"en","title":"Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146905209","media":"Bloomberg","summary":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue d","content":"<html><head></head><body><ul><li>Bostic sees 75 to 100 basis points of additional tightening</li><li>Atlanta Fed leader wants to avoid undue dislocation in jobs</li></ul><p>Federal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing the pace of interest rate increases, with no more than 1 percentage point more of hikes, to try to ensure the economy has a soft landing.</p><p>“If the economy proceeds as I expect, I believe that 75 to 100 basis points of additional tightening will be warranted,” Bostic said in prepared remarks for a speech in Fort Lauderdale, Florida, on Saturday. “It’s clear that more is needed, and I believe this level of the policy rate will be sufficient to rein in inflation over a reasonable time horizon.”</p><p>Bostic’s plan would shift away from 75 basis-point hikes and continue to raise rates to as much as 4.75%-5% over the next several meetings, which he described as a “moderately restrictive landing rate” where the Fed would hold go on hold for an extended period to continue to put downward pressure on prices.</p><p>Fed officials lifted interest rates by 75 basis points for the fourth straight time on Nov. 2, bringing the target on the benchmark rate to a range of 3.75% to 4%. Several policy makers have signaled they may consider a 50 basis-point increase when they meet in mid-December, depending on what happens with the economy.</p><p>“In terms of pacing, assuming the economy evolves as I expect in the coming weeks, I would be comfortable starting the move away from 75-basis-point increases at the next meeting,” Bostic told the Southern Economic Association annual meeting.</p><p>Bostic’s view of around 4.75% to 5% as a peak rate is less aggressive than some of his more hawkish colleagues. St. Louis Fed President James Bullard on Thursday called for rates of at least 5% to 5.25%, showing charts that outlined 5% to 7% as the policy rate that would be recommended using versions of a popular monetary policy guideline.</p><p>While Bostic repeated that there are “glimmers of hope” that supply disruptions are easing, he said inflation was a “mixed bag” and there was still more work needed to battle price pressures.</p><p>“My baseline outlook is that the macroeconomy will be strong enough that we can tighten policy to that point without causing undue dislocation in output and employment,” Bostic said.</p><p>“I do not think we should continue raising rates until the inflation level has gotten down to 2%. Because of the lag dynamics I discussed earlier, this would guarantee an overshoot and a deep recession,” he said.</p><p>Bostic said once policy reaches a sufficiently restrictive level, he envisions a lengthy pause in rates rather than a quick reversal, to ensure that inflation didn’t revive in a way similar to the experience of the 1970s. He called for policy makers to “remain purposeful and resolute” until inflation was brought down.</p><p>“If it turns out that that policy is not sufficiently restrictive to rein in inflation, then additional policy tightening actions may be appropriate,” Bostic said. “On the other hand, if economic conditions weaken appreciably -- for example, if unemployment rises uncomfortably -- it will be important to resist the temptation to react by reversing our policy course until it is clear that inflation is well on track to return to our longer-run target of 2%.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146905209","content_text":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing the pace of interest rate increases, with no more than 1 percentage point more of hikes, to try to ensure the economy has a soft landing.“If the economy proceeds as I expect, I believe that 75 to 100 basis points of additional tightening will be warranted,” Bostic said in prepared remarks for a speech in Fort Lauderdale, Florida, on Saturday. “It’s clear that more is needed, and I believe this level of the policy rate will be sufficient to rein in inflation over a reasonable time horizon.”Bostic’s plan would shift away from 75 basis-point hikes and continue to raise rates to as much as 4.75%-5% over the next several meetings, which he described as a “moderately restrictive landing rate” where the Fed would hold go on hold for an extended period to continue to put downward pressure on prices.Fed officials lifted interest rates by 75 basis points for the fourth straight time on Nov. 2, bringing the target on the benchmark rate to a range of 3.75% to 4%. Several policy makers have signaled they may consider a 50 basis-point increase when they meet in mid-December, depending on what happens with the economy.“In terms of pacing, assuming the economy evolves as I expect in the coming weeks, I would be comfortable starting the move away from 75-basis-point increases at the next meeting,” Bostic told the Southern Economic Association annual meeting.Bostic’s view of around 4.75% to 5% as a peak rate is less aggressive than some of his more hawkish colleagues. St. Louis Fed President James Bullard on Thursday called for rates of at least 5% to 5.25%, showing charts that outlined 5% to 7% as the policy rate that would be recommended using versions of a popular monetary policy guideline.While Bostic repeated that there are “glimmers of hope” that supply disruptions are easing, he said inflation was a “mixed bag” and there was still more work needed to battle price pressures.“My baseline outlook is that the macroeconomy will be strong enough that we can tighten policy to that point without causing undue dislocation in output and employment,” Bostic said.“I do not think we should continue raising rates until the inflation level has gotten down to 2%. Because of the lag dynamics I discussed earlier, this would guarantee an overshoot and a deep recession,” he said.Bostic said once policy reaches a sufficiently restrictive level, he envisions a lengthy pause in rates rather than a quick reversal, to ensure that inflation didn’t revive in a way similar to the experience of the 1970s. He called for policy makers to “remain purposeful and resolute” until inflation was brought down.“If it turns out that that policy is not sufficiently restrictive to rein in inflation, then additional policy tightening actions may be appropriate,” Bostic said. “On the other hand, if economic conditions weaken appreciably -- for example, if unemployment rises uncomfortably -- it will be important to resist the temptation to react by reversing our policy course until it is clear that inflation is well on track to return to our longer-run target of 2%.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961647807,"gmtCreate":1668956407509,"gmtModify":1676538131831,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961647807","repostId":"2284033039","repostType":4,"repost":{"id":"2284033039","pubTimestamp":1668934033,"share":"https://ttm.financial/m/news/2284033039?lang=&edition=fundamental","pubTime":"2022-11-20 16:47","market":"us","language":"en","title":"Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2284033039","media":"Bloomberg","summary":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as in","content":"<html><head></head><body><ul><li>BofA investor survey shows a pervasive belief in stagflation</li><li>Recent inflation data is promising as investors stay defensive</li></ul><p>(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.</p><p>Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.</p><p>With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.</p><p>At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.</p><p>The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.</p><p>Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.</p><p>“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.</p><p><img src=\"https://static.tigerbbs.com/0ef24c09069f86b3bb032bd4713e42f4\" tg-width=\"800\" tg-height=\"497\" width=\"100%\" height=\"auto\"/></p><p>Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.</p><p>The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.</p><p>The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.</p><p><img src=\"https://static.tigerbbs.com/3f6d6256d1c4799743f4357a5d675147\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.</p><p>“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.</p><p>Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.</p><p>“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.</p><p>Even <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.</p><p>“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation</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\">\nWall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 16:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284033039","content_text":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.Even Morgan Stanley’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963679339,"gmtCreate":1668675978921,"gmtModify":1676538095434,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963679339","repostId":"2243973780","repostType":2,"repost":{"id":"2243973780","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1655357898,"share":"https://ttm.financial/m/news/2243973780?lang=&edition=fundamental","pubTime":"2022-06-16 13:38","market":"us","language":"en","title":"Singapore Hospitality Trusts Seen As Ripe for More Take-Private Deals","url":"https://stock-news.laohu8.com/highlight/detail?id=2243973780","media":"Reuters","summary":"SINGAPORE, June 16 (Reuters) - Deals to take private Singapore's real estate investment trusts (REIT","content":"<html><head></head><body><p>SINGAPORE, June 16 (Reuters) - Deals to take private Singapore&#39;s real estate investment trusts (REITs) are expected to gain momentum as the companies reel under rising interest rates and fierce competition to buy assets, bankers and analysts said.</p><p>The trend in the sector, which is worth $7 billion, was underscored by a proposal this week by Frasers Property Ltd (FPL), part of Thai tycoon Charoen Sirivadhanabhakdi&#39;s TCC Group. FPL wants to take private its unit Frasers Hospitality Trust in a deal that values the target at $1.35 billion ($973 million).</p><p>Hospitality REITs count large groups as their main shareholders. There has been a wave of consolidation among REITs in other sectors over the past couple of years as companies have sought scale and have expanded overseas.</p><p>Prospects of a surge in take-private deals come against the backdrop of the industry&#39;s damage from the COVID-19 pandemic and its disruption to travel and tourism.</p><p>&#34;For the moment, hospitality and retail REITs which are sub-scale and trade at a big discount to now-lower net asset value (NAV) may be targets,&#34; said Quiddity Advisors analyst Travis Lundy, who publishes on the Smartkarma research platform.</p><p>Singapore&#39;s REIT market is dominated by retail investors attracted to the firms&#39; high dividends. REITs in Singapore must pay out 90% of their rental income, whereas a similar form of investment, called property trusts, need not.</p><p>&#34;In hospitality REITs and commercial REITs, takeovers are scale-merit opportunities but take-privates like Frasers are really more about corporate strategy and opportunism than about industrial logic,&#34; said Lundy.</p><p>Singapore had 44 REITs and property trusts with a combined market value of S$117 billion, according to Singapore Exchange research published in May.</p><p>Frasers Hospitality Trust (FHT) has the second least valuable collection of assets among five listed hospitality trusts on the Singapore bourse. Others include Ascott Residence Trust, CDL Hospitality Trusts and Far East Hospitality Trust.</p><p>The other is diversified OUE Commercial REIT, which has investments in both commercial and hospitality sectors.</p><p>FHT&#39;s net asset value has declined since its listing in 2014, partly because of the sector&#39;s muted growth and the strengthening of the Singapore dollar against its operating currencies, it and FPL said.</p><p>&#34;The proposed privatization of Frasers Hospitality Trust by its sponsor should result in a positive kneejerk reaction on hospitality S-REITs (REITs in Singapore) which are still trading at discounts to their NAVs as valuation plays catch-up in the face of the ongoing hospitality recovery,&#34; said Citi analyst Brandon Lee.</p><p>He said in a report he expected the deal to result in &#34;deeper evaluation by sponsors managing REITs currently trading at deep discounts to NAVs, as assets under management growth becomes increasingly challenging in the face of the rising cost of capital, especially for the smaller ones.&#34;</p><p>The offer price of S$0.70 a share for FHT represented a 44% premium to its volume-weighted average price in the 12 months to April 7, the day before a strategic review was announced.</p><p>The offer valued it at 1.07 times its NAV,while FHT&#39;s peers trade at lower valuations, analysts said. FHT said its small size had limited its ability to reap benefits from its listing.</p><p>&#34;There&#39;s so much competition to buy assets, even from private equity players. With interest rates rising, funding assets to boost scale becomes even more challenging,&#34; said one banker familiar with REIT deals.</p><p>($1 = 1.3896 Singapore dollars)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Hospitality Trusts Seen As Ripe for More Take-Private Deals</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 Hospitality Trusts Seen As Ripe for More Take-Private Deals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-16 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, June 16 (Reuters) - Deals to take private Singapore&#39;s real estate investment trusts (REITs) are expected to gain momentum as the companies reel under rising interest rates and fierce competition to buy assets, bankers and analysts said.</p><p>The trend in the sector, which is worth $7 billion, was underscored by a proposal this week by Frasers Property Ltd (FPL), part of Thai tycoon Charoen Sirivadhanabhakdi&#39;s TCC Group. FPL wants to take private its unit Frasers Hospitality Trust in a deal that values the target at $1.35 billion ($973 million).</p><p>Hospitality REITs count large groups as their main shareholders. There has been a wave of consolidation among REITs in other sectors over the past couple of years as companies have sought scale and have expanded overseas.</p><p>Prospects of a surge in take-private deals come against the backdrop of the industry&#39;s damage from the COVID-19 pandemic and its disruption to travel and tourism.</p><p>&#34;For the moment, hospitality and retail REITs which are sub-scale and trade at a big discount to now-lower net asset value (NAV) may be targets,&#34; said Quiddity Advisors analyst Travis Lundy, who publishes on the Smartkarma research platform.</p><p>Singapore&#39;s REIT market is dominated by retail investors attracted to the firms&#39; high dividends. REITs in Singapore must pay out 90% of their rental income, whereas a similar form of investment, called property trusts, need not.</p><p>&#34;In hospitality REITs and commercial REITs, takeovers are scale-merit opportunities but take-privates like Frasers are really more about corporate strategy and opportunism than about industrial logic,&#34; said Lundy.</p><p>Singapore had 44 REITs and property trusts with a combined market value of S$117 billion, according to Singapore Exchange research published in May.</p><p>Frasers Hospitality Trust (FHT) has the second least valuable collection of assets among five listed hospitality trusts on the Singapore bourse. Others include Ascott Residence Trust, CDL Hospitality Trusts and Far East Hospitality Trust.</p><p>The other is diversified OUE Commercial REIT, which has investments in both commercial and hospitality sectors.</p><p>FHT&#39;s net asset value has declined since its listing in 2014, partly because of the sector&#39;s muted growth and the strengthening of the Singapore dollar against its operating currencies, it and FPL said.</p><p>&#34;The proposed privatization of Frasers Hospitality Trust by its sponsor should result in a positive kneejerk reaction on hospitality S-REITs (REITs in Singapore) which are still trading at discounts to their NAVs as valuation plays catch-up in the face of the ongoing hospitality recovery,&#34; said Citi analyst Brandon Lee.</p><p>He said in a report he expected the deal to result in &#34;deeper evaluation by sponsors managing REITs currently trading at deep discounts to NAVs, as assets under management growth becomes increasingly challenging in the face of the rising cost of capital, especially for the smaller ones.&#34;</p><p>The offer price of S$0.70 a share for FHT represented a 44% premium to its volume-weighted average price in the 12 months to April 7, the day before a strategic review was announced.</p><p>The offer valued it at 1.07 times its NAV,while FHT&#39;s peers trade at lower valuations, analysts said. FHT said its small size had limited its ability to reap benefits from its listing.</p><p>&#34;There&#39;s so much competition to buy assets, even from private equity players. With interest rates rising, funding assets to boost scale becomes even more challenging,&#34; said one banker familiar with REIT deals.</p><p>($1 = 1.3896 Singapore dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQ5.SI":"星狮地产有限公司","STI.SI":"富时新加坡海峡指数","J85.SI":"城市酒店信托","TS0U.SI":"华联房地产投资信托","Q5T.SI":"远东酒店信托","ACV.SI":"辉盛国际信托","A68U.SI":"雅诗阁公寓信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243973780","content_text":"SINGAPORE, June 16 (Reuters) - Deals to take private Singapore's real estate investment trusts (REITs) are expected to gain momentum as the companies reel under rising interest rates and fierce competition to buy assets, bankers and analysts said.The trend in the sector, which is worth $7 billion, was underscored by a proposal this week by Frasers Property Ltd (FPL), part of Thai tycoon Charoen Sirivadhanabhakdi's TCC Group. FPL wants to take private its unit Frasers Hospitality Trust in a deal that values the target at $1.35 billion ($973 million).Hospitality REITs count large groups as their main shareholders. There has been a wave of consolidation among REITs in other sectors over the past couple of years as companies have sought scale and have expanded overseas.Prospects of a surge in take-private deals come against the backdrop of the industry's damage from the COVID-19 pandemic and its disruption to travel and tourism.\"For the moment, hospitality and retail REITs which are sub-scale and trade at a big discount to now-lower net asset value (NAV) may be targets,\" said Quiddity Advisors analyst Travis Lundy, who publishes on the Smartkarma research platform.Singapore's REIT market is dominated by retail investors attracted to the firms' high dividends. REITs in Singapore must pay out 90% of their rental income, whereas a similar form of investment, called property trusts, need not.\"In hospitality REITs and commercial REITs, takeovers are scale-merit opportunities but take-privates like Frasers are really more about corporate strategy and opportunism than about industrial logic,\" said Lundy.Singapore had 44 REITs and property trusts with a combined market value of S$117 billion, according to Singapore Exchange research published in May.Frasers Hospitality Trust (FHT) has the second least valuable collection of assets among five listed hospitality trusts on the Singapore bourse. Others include Ascott Residence Trust, CDL Hospitality Trusts and Far East Hospitality Trust.The other is diversified OUE Commercial REIT, which has investments in both commercial and hospitality sectors.FHT's net asset value has declined since its listing in 2014, partly because of the sector's muted growth and the strengthening of the Singapore dollar against its operating currencies, it and FPL said.\"The proposed privatization of Frasers Hospitality Trust by its sponsor should result in a positive kneejerk reaction on hospitality S-REITs (REITs in Singapore) which are still trading at discounts to their NAVs as valuation plays catch-up in the face of the ongoing hospitality recovery,\" said Citi analyst Brandon Lee.He said in a report he expected the deal to result in \"deeper evaluation by sponsors managing REITs currently trading at deep discounts to NAVs, as assets under management growth becomes increasingly challenging in the face of the rising cost of capital, especially for the smaller ones.\"The offer price of S$0.70 a share for FHT represented a 44% premium to its volume-weighted average price in the 12 months to April 7, the day before a strategic review was announced.The offer valued it at 1.07 times its NAV,while FHT's peers trade at lower valuations, analysts said. FHT said its small size had limited its ability to reap benefits from its listing.\"There's so much competition to buy assets, even from private equity players. With interest rates rising, funding assets to boost scale becomes even more challenging,\" said one banker familiar with REIT deals.($1 = 1.3896 Singapore dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963934007,"gmtCreate":1668563610209,"gmtModify":1676538076437,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Great read","listText":"Great read","text":"Great read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963934007","repostId":"2283219665","repostType":4,"repost":{"id":"2283219665","pubTimestamp":1668555458,"share":"https://ttm.financial/m/news/2283219665?lang=&edition=fundamental","pubTime":"2022-11-16 07:37","market":"us","language":"en","title":"Why Sea Stock Surged 36% on Tuesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2283219665","media":"Motley Fool","summary":"Investors have better visibility to future profitability following the latest earnings report.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <a href=\"https://laohu8.com/S/SE\">Sea Limited</a> were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.</p><p><img src=\"https://static.tigerbbs.com/4476ea64bc175e0e71ce0765c7e753fd\" tg-width=\"844\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.</p><p>Worries over slowing growth sent the stock down over 70% year to date, but the company&#39;s shift to improving margins could turn things around.</p><h2>So what</h2><p>Revenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it&#39;s all about expectations.</p><p>One thing investors likely jumped on with enthusiasm in the report was management&#39;s focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.</p><p>On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.</p><h2>Now what</h2><p>The company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.</p><p>Sea&#39;s digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.</p><p>Overall, the market cares more about management&#39;s tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.</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>Why Sea Stock Surged 36% on Tuesday?</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\">\nWhy Sea Stock Surged 36% on Tuesday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283219665","content_text":"What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.Worries over slowing growth sent the stock down over 70% year to date, but the company's shift to improving margins could turn things around.So whatRevenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it's all about expectations.One thing investors likely jumped on with enthusiasm in the report was management's focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.Now whatThe company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.Sea's digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.Overall, the market cares more about management's tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969574282,"gmtCreate":1668482450946,"gmtModify":1676538064058,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"Good article, but I may not involve myself in palm oil.","listText":"Good article, but I may not involve myself in palm oil.","text":"Good article, but I may not involve myself in palm oil.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969574282","repostId":"1137904017","repostType":4,"repost":{"id":"1137904017","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":1668474020,"share":"https://ttm.financial/m/news/1137904017?lang=&edition=fundamental","pubTime":"2022-11-15 09:00","market":"sg","language":"en","title":"Singapore Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis","url":"https://stock-news.laohu8.com/highlight/detail?id=1137904017","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 15):</p><p><a href=\"https://laohu8.com/S/S51.SI\">Sembcorp Marine</a> (Sembmarine): It posted a net order book of S$7.1 billion as at Sep 30, of which S$6.7 billion are new contracts acquired year to date. Despite acquiring new orders and completing key projects, the group said on Tuesday that earnings will not offset “residual” Covid-19-related costs such as higher labour expenses. It expects losses for H2 FY2022 to be similar to that of H1. Shares of Sembmarine finished 0.8 per cent or S$0.001 lower at S$0.133 on Monday.</p><p><a href=\"https://laohu8.com/S/E5H.SI\">Golden Agri</a>: Golden Agri-Resources has posted record ebitda of US$1.34 billion ($1.84 billion) for 9M2022, 62% higher y-o-y. Net profit for the period, meanwhile, reached US$726 million, up 88% y-o-y.</p><p>For 3QFY2022 ended September, the company posted ebitda of US$532 million, up 75% y-o-y. Net profit for the period, meanwhile, grew 148% y-o-y to US$285 million.</p><p>Revenue for the quarter grew 9% y-o-y to US$3.08 billion, while revenue for 9M2022 grew 18% y-o-y to US$8.57 billion. In a Nov 14 press release, the company says this was primarily due to higher palm oil prices partly offset by lower sales volume. Crude palm oil (CPO) market prices for the nine months increased by 23% from the same period last year, averaging US$1,368 per tonne.</p><p><a href=\"https://laohu8.com/S/C52.SI\">ComfortDelGro</a>: ComfortDelGro has reported 32.9% higher profit after tax and minority interests (patmi) y-o-y to $34.3 million for 3QFY2022 ended September.</p><p>Operating profit excluding non-recurring items and government relief, meanwhile, grew 170.7% y-o-y to $33.8 million. This is mainly due to improving economic activity in Singapore after Covid-19 restrictions were relaxed, says the transport operator in a business update on Nov 14.</p><p>Revenue grew 10.1% y-o-y to $969.5 million for the quarter, while operating costs grew in tandem by 10.5% y-o-y to $77.6 million.</p><p><a href=\"https://laohu8.com/S/P8Z.SI\">Bumitama</a>: INDONESIAN palm oil producerBumitama Agri : P8Z 0%saw its net profit for the first nine months of 2022 surge to 2.8 trillion rupiah (S$247.4 million), more than double its net profit of 1.1 trillion rupiah in the corresponding year-ago period.</p><p>Revenue recorded for the group’s nine months reached 12.6 trillion rupiah, up 48 per cent from the 8.5 trillion rupiah it recorded the year before. The rise in revenue was mainly attributable to the higher selling price of crude palm oil (CPO), which accounted for 86 per cent of total sales within the period, the group said in a quarterly performance update.</p><p><a href=\"https://laohu8.com/S/5CP.SI\">Silverlake Axis</a>: Silverlake Axis posted a 64 per cent increase in profit after tax for its first quarter ended Sep 30, 2022 to RM57.6 million (S$17.3 million), up from RM35.2 million the year before.</p><p>Earnings per share stood at RM0.0228 for the period, up from RM0.0132 a year ago.</p><p>Revenue for the quarter rose by 23 per cent year-on-year to RM188 million, from RM152.3 million the previous year. This was due to growth in software licensing, hardware sale, insurance ecosystem transactions and services, and retail transactions processing, the group said in a business update.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis</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 Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-15 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 15):</p><p><a href=\"https://laohu8.com/S/S51.SI\">Sembcorp Marine</a> (Sembmarine): It posted a net order book of S$7.1 billion as at Sep 30, of which S$6.7 billion are new contracts acquired year to date. Despite acquiring new orders and completing key projects, the group said on Tuesday that earnings will not offset “residual” Covid-19-related costs such as higher labour expenses. It expects losses for H2 FY2022 to be similar to that of H1. Shares of Sembmarine finished 0.8 per cent or S$0.001 lower at S$0.133 on Monday.</p><p><a href=\"https://laohu8.com/S/E5H.SI\">Golden Agri</a>: Golden Agri-Resources has posted record ebitda of US$1.34 billion ($1.84 billion) for 9M2022, 62% higher y-o-y. Net profit for the period, meanwhile, reached US$726 million, up 88% y-o-y.</p><p>For 3QFY2022 ended September, the company posted ebitda of US$532 million, up 75% y-o-y. Net profit for the period, meanwhile, grew 148% y-o-y to US$285 million.</p><p>Revenue for the quarter grew 9% y-o-y to US$3.08 billion, while revenue for 9M2022 grew 18% y-o-y to US$8.57 billion. In a Nov 14 press release, the company says this was primarily due to higher palm oil prices partly offset by lower sales volume. Crude palm oil (CPO) market prices for the nine months increased by 23% from the same period last year, averaging US$1,368 per tonne.</p><p><a href=\"https://laohu8.com/S/C52.SI\">ComfortDelGro</a>: ComfortDelGro has reported 32.9% higher profit after tax and minority interests (patmi) y-o-y to $34.3 million for 3QFY2022 ended September.</p><p>Operating profit excluding non-recurring items and government relief, meanwhile, grew 170.7% y-o-y to $33.8 million. This is mainly due to improving economic activity in Singapore after Covid-19 restrictions were relaxed, says the transport operator in a business update on Nov 14.</p><p>Revenue grew 10.1% y-o-y to $969.5 million for the quarter, while operating costs grew in tandem by 10.5% y-o-y to $77.6 million.</p><p><a href=\"https://laohu8.com/S/P8Z.SI\">Bumitama</a>: INDONESIAN palm oil producerBumitama Agri : P8Z 0%saw its net profit for the first nine months of 2022 surge to 2.8 trillion rupiah (S$247.4 million), more than double its net profit of 1.1 trillion rupiah in the corresponding year-ago period.</p><p>Revenue recorded for the group’s nine months reached 12.6 trillion rupiah, up 48 per cent from the 8.5 trillion rupiah it recorded the year before. The rise in revenue was mainly attributable to the higher selling price of crude palm oil (CPO), which accounted for 86 per cent of total sales within the period, the group said in a quarterly performance update.</p><p><a href=\"https://laohu8.com/S/5CP.SI\">Silverlake Axis</a>: Silverlake Axis posted a 64 per cent increase in profit after tax for its first quarter ended Sep 30, 2022 to RM57.6 million (S$17.3 million), up from RM35.2 million the year before.</p><p>Earnings per share stood at RM0.0228 for the period, up from RM0.0132 a year ago.</p><p>Revenue for the quarter rose by 23 per cent year-on-year to RM188 million, from RM152.3 million the previous year. This was due to growth in software licensing, hardware sale, insurance ecosystem transactions and services, and retail transactions processing, the group said in a business update.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C52.SI":"康福德高企业","E5H.SI":"金光农业资源","P8Z.SI":"布米达马农业","5CP.SI":"银湖公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137904017","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 15):Sembcorp Marine (Sembmarine): It posted a net order book of S$7.1 billion as at Sep 30, of which S$6.7 billion are new contracts acquired year to date. Despite acquiring new orders and completing key projects, the group said on Tuesday that earnings will not offset “residual” Covid-19-related costs such as higher labour expenses. It expects losses for H2 FY2022 to be similar to that of H1. Shares of Sembmarine finished 0.8 per cent or S$0.001 lower at S$0.133 on Monday.Golden Agri: Golden Agri-Resources has posted record ebitda of US$1.34 billion ($1.84 billion) for 9M2022, 62% higher y-o-y. Net profit for the period, meanwhile, reached US$726 million, up 88% y-o-y.For 3QFY2022 ended September, the company posted ebitda of US$532 million, up 75% y-o-y. Net profit for the period, meanwhile, grew 148% y-o-y to US$285 million.Revenue for the quarter grew 9% y-o-y to US$3.08 billion, while revenue for 9M2022 grew 18% y-o-y to US$8.57 billion. In a Nov 14 press release, the company says this was primarily due to higher palm oil prices partly offset by lower sales volume. Crude palm oil (CPO) market prices for the nine months increased by 23% from the same period last year, averaging US$1,368 per tonne.ComfortDelGro: ComfortDelGro has reported 32.9% higher profit after tax and minority interests (patmi) y-o-y to $34.3 million for 3QFY2022 ended September.Operating profit excluding non-recurring items and government relief, meanwhile, grew 170.7% y-o-y to $33.8 million. This is mainly due to improving economic activity in Singapore after Covid-19 restrictions were relaxed, says the transport operator in a business update on Nov 14.Revenue grew 10.1% y-o-y to $969.5 million for the quarter, while operating costs grew in tandem by 10.5% y-o-y to $77.6 million.Bumitama: INDONESIAN palm oil producerBumitama Agri : P8Z 0%saw its net profit for the first nine months of 2022 surge to 2.8 trillion rupiah (S$247.4 million), more than double its net profit of 1.1 trillion rupiah in the corresponding year-ago period.Revenue recorded for the group’s nine months reached 12.6 trillion rupiah, up 48 per cent from the 8.5 trillion rupiah it recorded the year before. The rise in revenue was mainly attributable to the higher selling price of crude palm oil (CPO), which accounted for 86 per cent of total sales within the period, the group said in a quarterly performance update.Silverlake Axis: Silverlake Axis posted a 64 per cent increase in profit after tax for its first quarter ended Sep 30, 2022 to RM57.6 million (S$17.3 million), up from RM35.2 million the year before.Earnings per share stood at RM0.0228 for the period, up from RM0.0132 a year ago.Revenue for the quarter rose by 23 per cent year-on-year to RM188 million, from RM152.3 million the previous year. This was due to growth in software licensing, hardware sale, insurance ecosystem transactions and services, and retail transactions processing, the group said in a business update.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985071863,"gmtCreate":1667279356253,"gmtModify":1676537890366,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130225886647372","authorIdStr":"4130225886647372"},"themes":[],"htmlText":"1st trade","listText":"1st trade","text":"1st trade","images":[{"img":"https://community-static.tradeup.com/news/1e92e5d790a9043fe1c773891b1eebda","width":"1080","height":"1548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985071863","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9961647789,"gmtCreate":1668956680241,"gmtModify":1676538131846,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Good article to read","listText":"Good article to read","text":"Good article to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961647789","repostId":"2284033039","repostType":4,"repost":{"id":"2284033039","pubTimestamp":1668934033,"share":"https://ttm.financial/m/news/2284033039?lang=&edition=fundamental","pubTime":"2022-11-20 16:47","market":"us","language":"en","title":"Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2284033039","media":"Bloomberg","summary":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as in","content":"<html><head></head><body><ul><li>BofA investor survey shows a pervasive belief in stagflation</li><li>Recent inflation data is promising as investors stay defensive</li></ul><p>(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.</p><p>Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.</p><p>With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.</p><p>At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.</p><p>The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.</p><p>Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.</p><p>“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.</p><p><img src=\"https://static.tigerbbs.com/0ef24c09069f86b3bb032bd4713e42f4\" tg-width=\"800\" tg-height=\"497\" width=\"100%\" height=\"auto\"/></p><p>Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.</p><p>The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.</p><p>The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.</p><p><img src=\"https://static.tigerbbs.com/3f6d6256d1c4799743f4357a5d675147\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.</p><p>“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.</p><p>Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.</p><p>“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.</p><p>Even <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.</p><p>“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation</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\">\nWall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 16:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284033039","content_text":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.Even Morgan Stanley’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961719679,"gmtCreate":1669045733091,"gmtModify":1676538144306,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961719679","repostId":"1103039715","repostType":4,"repost":{"id":"1103039715","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":1669043830,"share":"https://ttm.financial/m/news/1103039715?lang=&edition=fundamental","pubTime":"2022-11-21 23:17","market":"us","language":"en","title":"Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1103039715","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:MoffettNathanson upgrades Disney to outperform from m","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>MoffettNathanson upgrades Disney to outperform from market perform</h2><p>Moffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.</p><blockquote>“We applaudDisney’s Board for the courage to make this change.”</blockquote><h2>Loop downgrades Workday to hold from buy</h2><p>Loop said it’s concerned about slowing growth for the the human capital software company.</p><blockquote>“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”</blockquote><h2>JPMorgan reiterates Amazon as top idea</h2><p>JPMorgan said the e-commerce giant is well positioned heading into the holiday season.</p><blockquote>“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”</blockquote><h2>JPMorgan names Target and Costco top holiday picks</h2><p>JPMorgan said Target and Costco are well positioned heading into the holiday shopping season.</p><blockquote>“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”</blockquote><h2>Raymond James upgrades Comerica to outperform from market perform</h2><p>Raymond James said the bank is well positioned for a recession.</p><blockquote>“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”</blockquote><h2>Wells Fargo upgrades Silvergate to equal weight from underweight</h2><p>Wells said shares are at a “fundamental floor.”</p><blockquote>“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”</blockquote><h2>Goldman Sachs upgrades On Holding to buy from neutral</h2><p>Goldman said the footwear and sports apparel company has an “attractive business model.”</p><blockquote>“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”</blockquote><h2>Raymond James downgrades Cigna and UnitedHealth to outperform from strong buy</h2><p>Raymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.</p><blockquote>“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&amp;A, and some offset from its fee for service exposure in Optum Health.”</blockquote><h2>Argus downgrades Carvana to sell from hold</h2><p>Argus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.</p><blockquote>“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”</blockquote><h2>UBS initiates American Express as neutral</h2><p>UBS said American Express has “limited upside potential.”</p><blockquote>“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”</blockquote><h2>Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pick</h2><p>Morgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”</p><blockquote>“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”</blockquote><h2>Goldman Sachs initiates Mobileye as buy</h2><p>Goldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.</p><blockquote>“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”</blockquote><h2>Morgan Stanley downgrades MongoDB to equal weight from overweight</h2><p>Morgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.</p><blockquote>“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”</blockquote><h2>Cowen downgrades Intel to market perform from outperform</h2><p>Cowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”</p><blockquote>“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”</blockquote><h2>Barclays downgrades RH and Williams-Sonoma to equal weight from overweight</h2><p>Barclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”</p><blockquote>“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.</blockquote><h2>UBS reiterates Microsoft as buy</h2><p>UBS said it likes that Microsoft is relying on price increases to drive greater revenue.</p><p>“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”</p><h2>JPMorgan reiterates Charles Schwab as overweight</h2><p>JPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”</p><blockquote>“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”</blockquote><h2>Deutsche Bank reiterates Nio</h2><p>Deutsche said it thinks the worst operational issues for Nio may be over.</p><blockquote>“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”</blockquote><h2>Morgan Stanley upgrades Restaurant Brands to equal weight from underweight</h2><p>Morgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.</p><blockquote>“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”</blockquote><h2>Cowen reiterates Coinbase as outperform</h2><p>Cowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”</p><blockquote>“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman Sachs said it’s bullish heading into Salesforce earnings next week.</p><blockquote>“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”</blockquote></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>Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More</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\">\nTop Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-21 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>MoffettNathanson upgrades Disney to outperform from market perform</h2><p>Moffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.</p><blockquote>“We applaudDisney’s Board for the courage to make this change.”</blockquote><h2>Loop downgrades Workday to hold from buy</h2><p>Loop said it’s concerned about slowing growth for the the human capital software company.</p><blockquote>“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”</blockquote><h2>JPMorgan reiterates Amazon as top idea</h2><p>JPMorgan said the e-commerce giant is well positioned heading into the holiday season.</p><blockquote>“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”</blockquote><h2>JPMorgan names Target and Costco top holiday picks</h2><p>JPMorgan said Target and Costco are well positioned heading into the holiday shopping season.</p><blockquote>“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”</blockquote><h2>Raymond James upgrades Comerica to outperform from market perform</h2><p>Raymond James said the bank is well positioned for a recession.</p><blockquote>“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”</blockquote><h2>Wells Fargo upgrades Silvergate to equal weight from underweight</h2><p>Wells said shares are at a “fundamental floor.”</p><blockquote>“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”</blockquote><h2>Goldman Sachs upgrades On Holding to buy from neutral</h2><p>Goldman said the footwear and sports apparel company has an “attractive business model.”</p><blockquote>“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”</blockquote><h2>Raymond James downgrades Cigna and UnitedHealth to outperform from strong buy</h2><p>Raymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.</p><blockquote>“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&amp;A, and some offset from its fee for service exposure in Optum Health.”</blockquote><h2>Argus downgrades Carvana to sell from hold</h2><p>Argus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.</p><blockquote>“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”</blockquote><h2>UBS initiates American Express as neutral</h2><p>UBS said American Express has “limited upside potential.”</p><blockquote>“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”</blockquote><h2>Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pick</h2><p>Morgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”</p><blockquote>“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”</blockquote><h2>Goldman Sachs initiates Mobileye as buy</h2><p>Goldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.</p><blockquote>“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”</blockquote><h2>Morgan Stanley downgrades MongoDB to equal weight from overweight</h2><p>Morgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.</p><blockquote>“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”</blockquote><h2>Cowen downgrades Intel to market perform from outperform</h2><p>Cowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”</p><blockquote>“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”</blockquote><h2>Barclays downgrades RH and Williams-Sonoma to equal weight from overweight</h2><p>Barclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”</p><blockquote>“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.</blockquote><h2>UBS reiterates Microsoft as buy</h2><p>UBS said it likes that Microsoft is relying on price increases to drive greater revenue.</p><p>“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”</p><h2>JPMorgan reiterates Charles Schwab as overweight</h2><p>JPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”</p><blockquote>“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”</blockquote><h2>Deutsche Bank reiterates Nio</h2><p>Deutsche said it thinks the worst operational issues for Nio may be over.</p><blockquote>“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”</blockquote><h2>Morgan Stanley upgrades Restaurant Brands to equal weight from underweight</h2><p>Morgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.</p><blockquote>“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”</blockquote><h2>Cowen reiterates Coinbase as outperform</h2><p>Cowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”</p><blockquote>“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman Sachs said it’s bullish heading into Salesforce earnings next week.</p><blockquote>“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LVS":"金沙集团","CVNA":"Carvana Co.","COST":"好市多","CI":"信诺保险","DKNG":"DraftKings Inc.","SCHW":"嘉信理财","CMA":"联信银行","UNH":"联合健康","MDB":"MongoDB Inc.","AMZN":"亚马逊","CRM":"赛富时","DIS":"迪士尼","TGT":"塔吉特","RSTRF":"Restaurant Brands International  Limited Partnership","MBLY":"Mobileye Global Inc.","RH":"Restoration Hardware Holdings","AXP":"美国运通","WDAY":"Workday","INTC":"英特尔","MSFT":"微软","WSM":"Williams-Sonoma Inc","COIN":"Coinbase Global, Inc.","ONON":"On Holding AG"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103039715","content_text":"Here are Monday’s biggest calls on Wall Street:MoffettNathanson upgrades Disney to outperform from market performMoffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.“We applaudDisney’s Board for the courage to make this change.”Loop downgrades Workday to hold from buyLoop said it’s concerned about slowing growth for the the human capital software company.“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”JPMorgan reiterates Amazon as top ideaJPMorgan said the e-commerce giant is well positioned heading into the holiday season.“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”JPMorgan names Target and Costco top holiday picksJPMorgan said Target and Costco are well positioned heading into the holiday shopping season.“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”Raymond James upgrades Comerica to outperform from market performRaymond James said the bank is well positioned for a recession.“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”Wells Fargo upgrades Silvergate to equal weight from underweightWells said shares are at a “fundamental floor.”“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”Goldman Sachs upgrades On Holding to buy from neutralGoldman said the footwear and sports apparel company has an “attractive business model.”“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”Raymond James downgrades Cigna and UnitedHealth to outperform from strong buyRaymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&A, and some offset from its fee for service exposure in Optum Health.”Argus downgrades Carvana to sell from holdArgus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”UBS initiates American Express as neutralUBS said American Express has “limited upside potential.”“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pickMorgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”Goldman Sachs initiates Mobileye as buyGoldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”Morgan Stanley downgrades MongoDB to equal weight from overweightMorgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”Cowen downgrades Intel to market perform from outperformCowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”Barclays downgrades RH and Williams-Sonoma to equal weight from overweightBarclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.UBS reiterates Microsoft as buyUBS said it likes that Microsoft is relying on price increases to drive greater revenue.“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”JPMorgan reiterates Charles Schwab as overweightJPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”Deutsche Bank reiterates NioDeutsche said it thinks the worst operational issues for Nio may be over.“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”Morgan Stanley upgrades Restaurant Brands to equal weight from underweightMorgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”Cowen reiterates Coinbase as outperformCowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”Goldman Sachs reiterates Salesforce as buyGoldman Sachs said it’s bullish heading into Salesforce earnings next week.“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961647807,"gmtCreate":1668956407509,"gmtModify":1676538131831,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961647807","repostId":"2284033039","repostType":4,"repost":{"id":"2284033039","pubTimestamp":1668934033,"share":"https://ttm.financial/m/news/2284033039?lang=&edition=fundamental","pubTime":"2022-11-20 16:47","market":"us","language":"en","title":"Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2284033039","media":"Bloomberg","summary":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as in","content":"<html><head></head><body><ul><li>BofA investor survey shows a pervasive belief in stagflation</li><li>Recent inflation data is promising as investors stay defensive</li></ul><p>(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.</p><p>Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.</p><p>With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.</p><p>At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.</p><p>The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.</p><p>Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.</p><p>“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.</p><p><img src=\"https://static.tigerbbs.com/0ef24c09069f86b3bb032bd4713e42f4\" tg-width=\"800\" tg-height=\"497\" width=\"100%\" height=\"auto\"/></p><p>Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.</p><p>The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.</p><p>The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.</p><p><img src=\"https://static.tigerbbs.com/3f6d6256d1c4799743f4357a5d675147\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.</p><p>“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.</p><p>Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.</p><p>“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.</p><p>Even <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.</p><p>“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation</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\">\nWall Street Rebuffs Soft-Landing Dream as 92% Bet on Stagflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 16:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/wall-street-rebuffs-soft-landing-dream-as-92-bet-on-stagflation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284033039","content_text":"BofA investor survey shows a pervasive belief in stagflationRecent inflation data is promising as investors stay defensive(Bloomberg) -- On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.Yet no such belief prevails among the big money managers, who are betting that an economic downturn riddled with still-hot price pressures will define trading next year.With a closely watched section of the Treasury yield curve sending fresh recession signals, stagflation is the consensus viewpoint among a whopping 92% of respondents in Bank of America Corp.’s latest fund-manager survey.At the same time, Citigroup Inc. is painting a scenario of the “Powell Push” in which the Fed will be compelled to hike even if growth plunges, while BlackRock Inc. sees no prospect of a soft landing either in the US or Europe.The bearish stance comes even as recent data on employment as well as consumer and producer prices -- combined with decent corporate earnings -- suggest the US central bank may actually succeed in its high-wire mission to ramp up borrowing costs without crashing the business cycle.Yet for now, the professional investing class will need to see more conclusive evidence of a benign shift in the economic trajectory before materially changing their defensive positioning across the beaten-up world of stocks and bonds.“Central banks will overtighten and push economies into moderate recession, but will stop hiking – before they have done enough to get inflation all the way down to target – as the damage from rate hikes becomes clearer,” said Wei Li, global chief investment strategist at BlackRock.Li sees a US growth slowdown, earnings downgrades and elevated price pressures, justifying the firm’s underweights in developed-market equities and bonds, though it’s ready to put some cash back into corporate credit. Her stance is backed by investors at Bank of America, who overwhelmingly see stagflation on the horizon. The firm’s latest survey shows they’re historically underweight equities -- with tech-share positioning the lowest since 2006 -- and overweight cash.The pessimism contrasts with a bout of ebullience sparked by last week’s US inflation report suggesting prices pressures may be peaking. That’s intensifying the debate about whether the Fed has room to moderate the pace of interest-rate hikes.The latter was summarily dismissed by a parade of monetary officials this week. Among the most hawkish, St. Louis Fed President James Bullard said policy makers should increase interest rates to at least to 5%-5.25% to curb inflation. That came after San Francisco Fed President Mary Daly said a pause in hiking cycle was “off the table,” while Kansas City Fed President Esther George warned the Fed could find it increasingly difficult to tame inflation without causing a recession.As rate hikes spark bear markets in stocks and bonds, the Fed has gone from a friend in the bull times to a newfound foe. And no dovish policy pivot looks likely anytime soon. Citi, for one, is touting the idea of the “Powell Push,” with the Jerome Powell-led central bank forced into growth-sapping rate hikes on still-raging inflation ahead.“We classify the environment as stagflationary,” according to Citi strategist Alex Saunders. He recommends selling US equities and credit, and buying commodities and bonds in a Powell Push scenario.Invesco is also treading carefully, tilting exposure to defensive equities with overweight bets in Treasuries and US investment-grade credit.“A signal to become more ‘risk on’ would be signs the Fed is getting close to ‘pausing’ rate hikes,” said Kristina Hooper, chief global market strategist at Invesco.Even Morgan Stanley’s Andrew Sheets -- who holds a minority view that core inflation will fall to 2.9% by the end of 2023 -- isn’t ready to go all risk-on yet given the prospect of an economic slowdown. Still, he cites the mid-90s as a reason for optimism. Back then, an era marked by elevated inflation with interest rates soaring, equities and Treasuries eventually managed to pull off big gains.“Bears say soft landings are rare. But they happen,” Sheets wrote in his outlook for the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961647215,"gmtCreate":1668956647837,"gmtModify":1676538131839,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Good read!","listText":"Good read!","text":"Good read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961647215","repostId":"1146905209","repostType":4,"repost":{"id":"1146905209","pubTimestamp":1668917027,"share":"https://ttm.financial/m/news/1146905209?lang=&edition=fundamental","pubTime":"2022-11-20 12:03","market":"us","language":"en","title":"Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146905209","media":"Bloomberg","summary":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue d","content":"<html><head></head><body><ul><li>Bostic sees 75 to 100 basis points of additional tightening</li><li>Atlanta Fed leader wants to avoid undue dislocation in jobs</li></ul><p>Federal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing the pace of interest rate increases, with no more than 1 percentage point more of hikes, to try to ensure the economy has a soft landing.</p><p>“If the economy proceeds as I expect, I believe that 75 to 100 basis points of additional tightening will be warranted,” Bostic said in prepared remarks for a speech in Fort Lauderdale, Florida, on Saturday. “It’s clear that more is needed, and I believe this level of the policy rate will be sufficient to rein in inflation over a reasonable time horizon.”</p><p>Bostic’s plan would shift away from 75 basis-point hikes and continue to raise rates to as much as 4.75%-5% over the next several meetings, which he described as a “moderately restrictive landing rate” where the Fed would hold go on hold for an extended period to continue to put downward pressure on prices.</p><p>Fed officials lifted interest rates by 75 basis points for the fourth straight time on Nov. 2, bringing the target on the benchmark rate to a range of 3.75% to 4%. Several policy makers have signaled they may consider a 50 basis-point increase when they meet in mid-December, depending on what happens with the economy.</p><p>“In terms of pacing, assuming the economy evolves as I expect in the coming weeks, I would be comfortable starting the move away from 75-basis-point increases at the next meeting,” Bostic told the Southern Economic Association annual meeting.</p><p>Bostic’s view of around 4.75% to 5% as a peak rate is less aggressive than some of his more hawkish colleagues. St. Louis Fed President James Bullard on Thursday called for rates of at least 5% to 5.25%, showing charts that outlined 5% to 7% as the policy rate that would be recommended using versions of a popular monetary policy guideline.</p><p>While Bostic repeated that there are “glimmers of hope” that supply disruptions are easing, he said inflation was a “mixed bag” and there was still more work needed to battle price pressures.</p><p>“My baseline outlook is that the macroeconomy will be strong enough that we can tighten policy to that point without causing undue dislocation in output and employment,” Bostic said.</p><p>“I do not think we should continue raising rates until the inflation level has gotten down to 2%. Because of the lag dynamics I discussed earlier, this would guarantee an overshoot and a deep recession,” he said.</p><p>Bostic said once policy reaches a sufficiently restrictive level, he envisions a lengthy pause in rates rather than a quick reversal, to ensure that inflation didn’t revive in a way similar to the experience of the 1970s. He called for policy makers to “remain purposeful and resolute” until inflation was brought down.</p><p>“If it turns out that that policy is not sufficiently restrictive to rein in inflation, then additional policy tightening actions may be appropriate,” Bostic said. “On the other hand, if economic conditions weaken appreciably -- for example, if unemployment rises uncomfortably -- it will be important to resist the temptation to react by reversing our policy course until it is clear that inflation is well on track to return to our longer-run target of 2%.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146905209","content_text":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing the pace of interest rate increases, with no more than 1 percentage point more of hikes, to try to ensure the economy has a soft landing.“If the economy proceeds as I expect, I believe that 75 to 100 basis points of additional tightening will be warranted,” Bostic said in prepared remarks for a speech in Fort Lauderdale, Florida, on Saturday. “It’s clear that more is needed, and I believe this level of the policy rate will be sufficient to rein in inflation over a reasonable time horizon.”Bostic’s plan would shift away from 75 basis-point hikes and continue to raise rates to as much as 4.75%-5% over the next several meetings, which he described as a “moderately restrictive landing rate” where the Fed would hold go on hold for an extended period to continue to put downward pressure on prices.Fed officials lifted interest rates by 75 basis points for the fourth straight time on Nov. 2, bringing the target on the benchmark rate to a range of 3.75% to 4%. Several policy makers have signaled they may consider a 50 basis-point increase when they meet in mid-December, depending on what happens with the economy.“In terms of pacing, assuming the economy evolves as I expect in the coming weeks, I would be comfortable starting the move away from 75-basis-point increases at the next meeting,” Bostic told the Southern Economic Association annual meeting.Bostic’s view of around 4.75% to 5% as a peak rate is less aggressive than some of his more hawkish colleagues. St. Louis Fed President James Bullard on Thursday called for rates of at least 5% to 5.25%, showing charts that outlined 5% to 7% as the policy rate that would be recommended using versions of a popular monetary policy guideline.While Bostic repeated that there are “glimmers of hope” that supply disruptions are easing, he said inflation was a “mixed bag” and there was still more work needed to battle price pressures.“My baseline outlook is that the macroeconomy will be strong enough that we can tighten policy to that point without causing undue dislocation in output and employment,” Bostic said.“I do not think we should continue raising rates until the inflation level has gotten down to 2%. Because of the lag dynamics I discussed earlier, this would guarantee an overshoot and a deep recession,” he said.Bostic said once policy reaches a sufficiently restrictive level, he envisions a lengthy pause in rates rather than a quick reversal, to ensure that inflation didn’t revive in a way similar to the experience of the 1970s. He called for policy makers to “remain purposeful and resolute” until inflation was brought down.“If it turns out that that policy is not sufficiently restrictive to rein in inflation, then additional policy tightening actions may be appropriate,” Bostic said. “On the other hand, if economic conditions weaken appreciably -- for example, if unemployment rises uncomfortably -- it will be important to resist the temptation to react by reversing our policy course until it is clear that inflation is well on track to return to our longer-run target of 2%.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969574282,"gmtCreate":1668482450946,"gmtModify":1676538064058,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Good article, but I may not involve myself in palm oil.","listText":"Good article, but I may not involve myself in palm oil.","text":"Good article, but I may not involve myself in palm oil.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969574282","repostId":"1137904017","repostType":4,"repost":{"id":"1137904017","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":1668474020,"share":"https://ttm.financial/m/news/1137904017?lang=&edition=fundamental","pubTime":"2022-11-15 09:00","market":"sg","language":"en","title":"Singapore Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis","url":"https://stock-news.laohu8.com/highlight/detail?id=1137904017","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 15):</p><p><a href=\"https://laohu8.com/S/S51.SI\">Sembcorp Marine</a> (Sembmarine): It posted a net order book of S$7.1 billion as at Sep 30, of which S$6.7 billion are new contracts acquired year to date. Despite acquiring new orders and completing key projects, the group said on Tuesday that earnings will not offset “residual” Covid-19-related costs such as higher labour expenses. It expects losses for H2 FY2022 to be similar to that of H1. Shares of Sembmarine finished 0.8 per cent or S$0.001 lower at S$0.133 on Monday.</p><p><a href=\"https://laohu8.com/S/E5H.SI\">Golden Agri</a>: Golden Agri-Resources has posted record ebitda of US$1.34 billion ($1.84 billion) for 9M2022, 62% higher y-o-y. Net profit for the period, meanwhile, reached US$726 million, up 88% y-o-y.</p><p>For 3QFY2022 ended September, the company posted ebitda of US$532 million, up 75% y-o-y. Net profit for the period, meanwhile, grew 148% y-o-y to US$285 million.</p><p>Revenue for the quarter grew 9% y-o-y to US$3.08 billion, while revenue for 9M2022 grew 18% y-o-y to US$8.57 billion. In a Nov 14 press release, the company says this was primarily due to higher palm oil prices partly offset by lower sales volume. Crude palm oil (CPO) market prices for the nine months increased by 23% from the same period last year, averaging US$1,368 per tonne.</p><p><a href=\"https://laohu8.com/S/C52.SI\">ComfortDelGro</a>: ComfortDelGro has reported 32.9% higher profit after tax and minority interests (patmi) y-o-y to $34.3 million for 3QFY2022 ended September.</p><p>Operating profit excluding non-recurring items and government relief, meanwhile, grew 170.7% y-o-y to $33.8 million. This is mainly due to improving economic activity in Singapore after Covid-19 restrictions were relaxed, says the transport operator in a business update on Nov 14.</p><p>Revenue grew 10.1% y-o-y to $969.5 million for the quarter, while operating costs grew in tandem by 10.5% y-o-y to $77.6 million.</p><p><a href=\"https://laohu8.com/S/P8Z.SI\">Bumitama</a>: INDONESIAN palm oil producerBumitama Agri : P8Z 0%saw its net profit for the first nine months of 2022 surge to 2.8 trillion rupiah (S$247.4 million), more than double its net profit of 1.1 trillion rupiah in the corresponding year-ago period.</p><p>Revenue recorded for the group’s nine months reached 12.6 trillion rupiah, up 48 per cent from the 8.5 trillion rupiah it recorded the year before. The rise in revenue was mainly attributable to the higher selling price of crude palm oil (CPO), which accounted for 86 per cent of total sales within the period, the group said in a quarterly performance update.</p><p><a href=\"https://laohu8.com/S/5CP.SI\">Silverlake Axis</a>: Silverlake Axis posted a 64 per cent increase in profit after tax for its first quarter ended Sep 30, 2022 to RM57.6 million (S$17.3 million), up from RM35.2 million the year before.</p><p>Earnings per share stood at RM0.0228 for the period, up from RM0.0132 a year ago.</p><p>Revenue for the quarter rose by 23 per cent year-on-year to RM188 million, from RM152.3 million the previous year. This was due to growth in software licensing, hardware sale, insurance ecosystem transactions and services, and retail transactions processing, the group said in a business update.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis</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 Stocks to Watch: Sembmarine, Golden Agri, ComfortDelGro, Bumitama, Silverlake Axis\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-15 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 15):</p><p><a href=\"https://laohu8.com/S/S51.SI\">Sembcorp Marine</a> (Sembmarine): It posted a net order book of S$7.1 billion as at Sep 30, of which S$6.7 billion are new contracts acquired year to date. Despite acquiring new orders and completing key projects, the group said on Tuesday that earnings will not offset “residual” Covid-19-related costs such as higher labour expenses. It expects losses for H2 FY2022 to be similar to that of H1. Shares of Sembmarine finished 0.8 per cent or S$0.001 lower at S$0.133 on Monday.</p><p><a href=\"https://laohu8.com/S/E5H.SI\">Golden Agri</a>: Golden Agri-Resources has posted record ebitda of US$1.34 billion ($1.84 billion) for 9M2022, 62% higher y-o-y. Net profit for the period, meanwhile, reached US$726 million, up 88% y-o-y.</p><p>For 3QFY2022 ended September, the company posted ebitda of US$532 million, up 75% y-o-y. Net profit for the period, meanwhile, grew 148% y-o-y to US$285 million.</p><p>Revenue for the quarter grew 9% y-o-y to US$3.08 billion, while revenue for 9M2022 grew 18% y-o-y to US$8.57 billion. In a Nov 14 press release, the company says this was primarily due to higher palm oil prices partly offset by lower sales volume. Crude palm oil (CPO) market prices for the nine months increased by 23% from the same period last year, averaging US$1,368 per tonne.</p><p><a href=\"https://laohu8.com/S/C52.SI\">ComfortDelGro</a>: ComfortDelGro has reported 32.9% higher profit after tax and minority interests (patmi) y-o-y to $34.3 million for 3QFY2022 ended September.</p><p>Operating profit excluding non-recurring items and government relief, meanwhile, grew 170.7% y-o-y to $33.8 million. This is mainly due to improving economic activity in Singapore after Covid-19 restrictions were relaxed, says the transport operator in a business update on Nov 14.</p><p>Revenue grew 10.1% y-o-y to $969.5 million for the quarter, while operating costs grew in tandem by 10.5% y-o-y to $77.6 million.</p><p><a href=\"https://laohu8.com/S/P8Z.SI\">Bumitama</a>: INDONESIAN palm oil producerBumitama Agri : P8Z 0%saw its net profit for the first nine months of 2022 surge to 2.8 trillion rupiah (S$247.4 million), more than double its net profit of 1.1 trillion rupiah in the corresponding year-ago period.</p><p>Revenue recorded for the group’s nine months reached 12.6 trillion rupiah, up 48 per cent from the 8.5 trillion rupiah it recorded the year before. The rise in revenue was mainly attributable to the higher selling price of crude palm oil (CPO), which accounted for 86 per cent of total sales within the period, the group said in a quarterly performance update.</p><p><a href=\"https://laohu8.com/S/5CP.SI\">Silverlake Axis</a>: Silverlake Axis posted a 64 per cent increase in profit after tax for its first quarter ended Sep 30, 2022 to RM57.6 million (S$17.3 million), up from RM35.2 million the year before.</p><p>Earnings per share stood at RM0.0228 for the period, up from RM0.0132 a year ago.</p><p>Revenue for the quarter rose by 23 per cent year-on-year to RM188 million, from RM152.3 million the previous year. This was due to growth in software licensing, hardware sale, insurance ecosystem transactions and services, and retail transactions processing, the group said in a business update.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C52.SI":"康福德高企业","E5H.SI":"金光农业资源","P8Z.SI":"布米达马农业","5CP.SI":"银湖公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137904017","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Nov 15):Sembcorp Marine (Sembmarine): It posted a net order book of S$7.1 billion as at Sep 30, of which S$6.7 billion are new contracts acquired year to date. Despite acquiring new orders and completing key projects, the group said on Tuesday that earnings will not offset “residual” Covid-19-related costs such as higher labour expenses. It expects losses for H2 FY2022 to be similar to that of H1. Shares of Sembmarine finished 0.8 per cent or S$0.001 lower at S$0.133 on Monday.Golden Agri: Golden Agri-Resources has posted record ebitda of US$1.34 billion ($1.84 billion) for 9M2022, 62% higher y-o-y. Net profit for the period, meanwhile, reached US$726 million, up 88% y-o-y.For 3QFY2022 ended September, the company posted ebitda of US$532 million, up 75% y-o-y. Net profit for the period, meanwhile, grew 148% y-o-y to US$285 million.Revenue for the quarter grew 9% y-o-y to US$3.08 billion, while revenue for 9M2022 grew 18% y-o-y to US$8.57 billion. In a Nov 14 press release, the company says this was primarily due to higher palm oil prices partly offset by lower sales volume. Crude palm oil (CPO) market prices for the nine months increased by 23% from the same period last year, averaging US$1,368 per tonne.ComfortDelGro: ComfortDelGro has reported 32.9% higher profit after tax and minority interests (patmi) y-o-y to $34.3 million for 3QFY2022 ended September.Operating profit excluding non-recurring items and government relief, meanwhile, grew 170.7% y-o-y to $33.8 million. This is mainly due to improving economic activity in Singapore after Covid-19 restrictions were relaxed, says the transport operator in a business update on Nov 14.Revenue grew 10.1% y-o-y to $969.5 million for the quarter, while operating costs grew in tandem by 10.5% y-o-y to $77.6 million.Bumitama: INDONESIAN palm oil producerBumitama Agri : P8Z 0%saw its net profit for the first nine months of 2022 surge to 2.8 trillion rupiah (S$247.4 million), more than double its net profit of 1.1 trillion rupiah in the corresponding year-ago period.Revenue recorded for the group’s nine months reached 12.6 trillion rupiah, up 48 per cent from the 8.5 trillion rupiah it recorded the year before. The rise in revenue was mainly attributable to the higher selling price of crude palm oil (CPO), which accounted for 86 per cent of total sales within the period, the group said in a quarterly performance update.Silverlake Axis: Silverlake Axis posted a 64 per cent increase in profit after tax for its first quarter ended Sep 30, 2022 to RM57.6 million (S$17.3 million), up from RM35.2 million the year before.Earnings per share stood at RM0.0228 for the period, up from RM0.0132 a year ago.Revenue for the quarter rose by 23 per cent year-on-year to RM188 million, from RM152.3 million the previous year. This was due to growth in software licensing, hardware sale, insurance ecosystem transactions and services, and retail transactions processing, the group said in a business update.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945746381,"gmtCreate":1681608763544,"gmtModify":1681608767388,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Great read. New perspective.","listText":"Great read. New perspective.","text":"Great read. New perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945746381","repostId":"9945641584","repostType":1,"repost":{"id":9945641584,"gmtCreate":1681468380448,"gmtModify":1681468404590,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Food Outside Expensive? Will Restaurants be more investable?","htmlText":"Since the outbreak of the pandemic, there have been some changes in the dining-out landscape in North America. On one hand, food delivery has become widely popular and related businesses have changed consumer habits to some extent. On the other hand, inflation has affected all aspects of life, leading to an increase in dining-out costs. Food delivery services that emerged during the pandemic have changed consumer behavior and their companies' performance continues to improve. <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> Uber's food delivery business had a booking volume of $14.315 billion USD in Q4 2022, exceeding $13 billion USD for five consecutive quarters and achieving profitability (EBITDA profit margin returning positive). Although its year-on-year growth rate is not as h","listText":"Since the outbreak of the pandemic, there have been some changes in the dining-out landscape in North America. On one hand, food delivery has become widely popular and related businesses have changed consumer habits to some extent. On the other hand, inflation has affected all aspects of life, leading to an increase in dining-out costs. Food delivery services that emerged during the pandemic have changed consumer behavior and their companies' performance continues to improve. <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> Uber's food delivery business had a booking volume of $14.315 billion USD in Q4 2022, exceeding $13 billion USD for five consecutive quarters and achieving profitability (EBITDA profit margin returning positive). Although its year-on-year growth rate is not as h","text":"Since the outbreak of the pandemic, there have been some changes in the dining-out landscape in North America. On one hand, food delivery has become widely popular and related businesses have changed consumer habits to some extent. On the other hand, inflation has affected all aspects of life, leading to an increase in dining-out costs. Food delivery services that emerged during the pandemic have changed consumer behavior and their companies' performance continues to improve. $Uber(UBER)$ Uber's food delivery business had a booking volume of $14.315 billion USD in Q4 2022, exceeding $13 billion USD for five consecutive quarters and achieving profitability (EBITDA profit margin returning positive). Although its year-on-year growth rate is not as h","images":[{"img":"https://static.tigerbbs.com/eb2e5da156c20f7b6360a3301d04dc79","width":"749","height":"450"},{"img":"https://static.tigerbbs.com/918fdb5400770f4cbf60bd22b21abf6f","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/aada3481065ade951945c8998186c7fd","width":"1435","height":"723"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945641584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945647260,"gmtCreate":1681470221951,"gmtModify":1681470223999,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945647260","repostId":"9945148853","repostType":1,"repost":{"id":9945148853,"gmtCreate":1681406162672,"gmtModify":1703658113890,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"If We Have Amazon Stock, Time To Re-Assess As Soon?","htmlText":"US March 2023 CPI - released on 12 Apr 2023 The supposed “celebration” for a “drastic” fall of -0.1% to US CPI Mar 2023 from Feb (6.0%) to 5% proved to be short-lived. The straw that broke the camel’s back was the FOMC Mar 2023 minutes of meeting. FOMC Mar 2023 minutes of meeting reveal 2 Key Points : Fallout from the U.S. banking crisis is likely to tilt the economy into recession later 2023 Although Fed’s Vice Chair for Supervision said the banking sector “is sound and resilient,” staff economists said the economy will take a hit. On a separate note. More official data has been released today. These should help to turn the market around today - Thu (14 Apr 2023); re-capturing Wed (13 Apr) lost grounds. US Weekly Jobless claims for week ending 08 Apr Weekly jobless claims increased by","listText":"US March 2023 CPI - released on 12 Apr 2023 The supposed “celebration” for a “drastic” fall of -0.1% to US CPI Mar 2023 from Feb (6.0%) to 5% proved to be short-lived. The straw that broke the camel’s back was the FOMC Mar 2023 minutes of meeting. FOMC Mar 2023 minutes of meeting reveal 2 Key Points : Fallout from the U.S. banking crisis is likely to tilt the economy into recession later 2023 Although Fed’s Vice Chair for Supervision said the banking sector “is sound and resilient,” staff economists said the economy will take a hit. On a separate note. More official data has been released today. These should help to turn the market around today - Thu (14 Apr 2023); re-capturing Wed (13 Apr) lost grounds. US Weekly Jobless claims for week ending 08 Apr Weekly jobless claims increased by","text":"US March 2023 CPI - released on 12 Apr 2023 The supposed “celebration” for a “drastic” fall of -0.1% to US CPI Mar 2023 from Feb (6.0%) to 5% proved to be short-lived. The straw that broke the camel’s back was the FOMC Mar 2023 minutes of meeting. FOMC Mar 2023 minutes of meeting reveal 2 Key Points : Fallout from the U.S. banking crisis is likely to tilt the economy into recession later 2023 Although Fed’s Vice Chair for Supervision said the banking sector “is sound and resilient,” staff economists said the economy will take a hit. On a separate note. More official data has been released today. These should help to turn the market around today - Thu (14 Apr 2023); re-capturing Wed (13 Apr) lost grounds. US Weekly Jobless claims for week ending 08 Apr Weekly jobless claims increased by","images":[{"img":"https://community-static.tradeup.com/news/0c1c2ffe4eed2417534c8d1c3b8a47ff","width":"937","height":"199"},{"img":"https://community-static.tradeup.com/news/647038a12f65c50e9c1c21b01a461a0f","width":"303","height":"132"},{"img":"https://community-static.tradeup.com/news/7ad6039220cc8fea066a8607cf2681e9","width":"1096","height":"23"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945148853","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963679339,"gmtCreate":1668675978921,"gmtModify":1676538095434,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963679339","repostId":"2243973780","repostType":2,"repost":{"id":"2243973780","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1655357898,"share":"https://ttm.financial/m/news/2243973780?lang=&edition=fundamental","pubTime":"2022-06-16 13:38","market":"us","language":"en","title":"Singapore Hospitality Trusts Seen As Ripe for More Take-Private Deals","url":"https://stock-news.laohu8.com/highlight/detail?id=2243973780","media":"Reuters","summary":"SINGAPORE, June 16 (Reuters) - Deals to take private Singapore's real estate investment trusts (REIT","content":"<html><head></head><body><p>SINGAPORE, June 16 (Reuters) - Deals to take private Singapore&#39;s real estate investment trusts (REITs) are expected to gain momentum as the companies reel under rising interest rates and fierce competition to buy assets, bankers and analysts said.</p><p>The trend in the sector, which is worth $7 billion, was underscored by a proposal this week by Frasers Property Ltd (FPL), part of Thai tycoon Charoen Sirivadhanabhakdi&#39;s TCC Group. FPL wants to take private its unit Frasers Hospitality Trust in a deal that values the target at $1.35 billion ($973 million).</p><p>Hospitality REITs count large groups as their main shareholders. There has been a wave of consolidation among REITs in other sectors over the past couple of years as companies have sought scale and have expanded overseas.</p><p>Prospects of a surge in take-private deals come against the backdrop of the industry&#39;s damage from the COVID-19 pandemic and its disruption to travel and tourism.</p><p>&#34;For the moment, hospitality and retail REITs which are sub-scale and trade at a big discount to now-lower net asset value (NAV) may be targets,&#34; said Quiddity Advisors analyst Travis Lundy, who publishes on the Smartkarma research platform.</p><p>Singapore&#39;s REIT market is dominated by retail investors attracted to the firms&#39; high dividends. REITs in Singapore must pay out 90% of their rental income, whereas a similar form of investment, called property trusts, need not.</p><p>&#34;In hospitality REITs and commercial REITs, takeovers are scale-merit opportunities but take-privates like Frasers are really more about corporate strategy and opportunism than about industrial logic,&#34; said Lundy.</p><p>Singapore had 44 REITs and property trusts with a combined market value of S$117 billion, according to Singapore Exchange research published in May.</p><p>Frasers Hospitality Trust (FHT) has the second least valuable collection of assets among five listed hospitality trusts on the Singapore bourse. Others include Ascott Residence Trust, CDL Hospitality Trusts and Far East Hospitality Trust.</p><p>The other is diversified OUE Commercial REIT, which has investments in both commercial and hospitality sectors.</p><p>FHT&#39;s net asset value has declined since its listing in 2014, partly because of the sector&#39;s muted growth and the strengthening of the Singapore dollar against its operating currencies, it and FPL said.</p><p>&#34;The proposed privatization of Frasers Hospitality Trust by its sponsor should result in a positive kneejerk reaction on hospitality S-REITs (REITs in Singapore) which are still trading at discounts to their NAVs as valuation plays catch-up in the face of the ongoing hospitality recovery,&#34; said Citi analyst Brandon Lee.</p><p>He said in a report he expected the deal to result in &#34;deeper evaluation by sponsors managing REITs currently trading at deep discounts to NAVs, as assets under management growth becomes increasingly challenging in the face of the rising cost of capital, especially for the smaller ones.&#34;</p><p>The offer price of S$0.70 a share for FHT represented a 44% premium to its volume-weighted average price in the 12 months to April 7, the day before a strategic review was announced.</p><p>The offer valued it at 1.07 times its NAV,while FHT&#39;s peers trade at lower valuations, analysts said. FHT said its small size had limited its ability to reap benefits from its listing.</p><p>&#34;There&#39;s so much competition to buy assets, even from private equity players. With interest rates rising, funding assets to boost scale becomes even more challenging,&#34; said one banker familiar with REIT deals.</p><p>($1 = 1.3896 Singapore dollars)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Hospitality Trusts Seen As Ripe for More Take-Private Deals</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 Hospitality Trusts Seen As Ripe for More Take-Private Deals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-16 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, June 16 (Reuters) - Deals to take private Singapore&#39;s real estate investment trusts (REITs) are expected to gain momentum as the companies reel under rising interest rates and fierce competition to buy assets, bankers and analysts said.</p><p>The trend in the sector, which is worth $7 billion, was underscored by a proposal this week by Frasers Property Ltd (FPL), part of Thai tycoon Charoen Sirivadhanabhakdi&#39;s TCC Group. FPL wants to take private its unit Frasers Hospitality Trust in a deal that values the target at $1.35 billion ($973 million).</p><p>Hospitality REITs count large groups as their main shareholders. There has been a wave of consolidation among REITs in other sectors over the past couple of years as companies have sought scale and have expanded overseas.</p><p>Prospects of a surge in take-private deals come against the backdrop of the industry&#39;s damage from the COVID-19 pandemic and its disruption to travel and tourism.</p><p>&#34;For the moment, hospitality and retail REITs which are sub-scale and trade at a big discount to now-lower net asset value (NAV) may be targets,&#34; said Quiddity Advisors analyst Travis Lundy, who publishes on the Smartkarma research platform.</p><p>Singapore&#39;s REIT market is dominated by retail investors attracted to the firms&#39; high dividends. REITs in Singapore must pay out 90% of their rental income, whereas a similar form of investment, called property trusts, need not.</p><p>&#34;In hospitality REITs and commercial REITs, takeovers are scale-merit opportunities but take-privates like Frasers are really more about corporate strategy and opportunism than about industrial logic,&#34; said Lundy.</p><p>Singapore had 44 REITs and property trusts with a combined market value of S$117 billion, according to Singapore Exchange research published in May.</p><p>Frasers Hospitality Trust (FHT) has the second least valuable collection of assets among five listed hospitality trusts on the Singapore bourse. Others include Ascott Residence Trust, CDL Hospitality Trusts and Far East Hospitality Trust.</p><p>The other is diversified OUE Commercial REIT, which has investments in both commercial and hospitality sectors.</p><p>FHT&#39;s net asset value has declined since its listing in 2014, partly because of the sector&#39;s muted growth and the strengthening of the Singapore dollar against its operating currencies, it and FPL said.</p><p>&#34;The proposed privatization of Frasers Hospitality Trust by its sponsor should result in a positive kneejerk reaction on hospitality S-REITs (REITs in Singapore) which are still trading at discounts to their NAVs as valuation plays catch-up in the face of the ongoing hospitality recovery,&#34; said Citi analyst Brandon Lee.</p><p>He said in a report he expected the deal to result in &#34;deeper evaluation by sponsors managing REITs currently trading at deep discounts to NAVs, as assets under management growth becomes increasingly challenging in the face of the rising cost of capital, especially for the smaller ones.&#34;</p><p>The offer price of S$0.70 a share for FHT represented a 44% premium to its volume-weighted average price in the 12 months to April 7, the day before a strategic review was announced.</p><p>The offer valued it at 1.07 times its NAV,while FHT&#39;s peers trade at lower valuations, analysts said. FHT said its small size had limited its ability to reap benefits from its listing.</p><p>&#34;There&#39;s so much competition to buy assets, even from private equity players. With interest rates rising, funding assets to boost scale becomes even more challenging,&#34; said one banker familiar with REIT deals.</p><p>($1 = 1.3896 Singapore dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQ5.SI":"星狮地产有限公司","STI.SI":"富时新加坡海峡指数","J85.SI":"城市酒店信托","TS0U.SI":"华联房地产投资信托","Q5T.SI":"远东酒店信托","ACV.SI":"辉盛国际信托","A68U.SI":"雅诗阁公寓信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243973780","content_text":"SINGAPORE, June 16 (Reuters) - Deals to take private Singapore's real estate investment trusts (REITs) are expected to gain momentum as the companies reel under rising interest rates and fierce competition to buy assets, bankers and analysts said.The trend in the sector, which is worth $7 billion, was underscored by a proposal this week by Frasers Property Ltd (FPL), part of Thai tycoon Charoen Sirivadhanabhakdi's TCC Group. FPL wants to take private its unit Frasers Hospitality Trust in a deal that values the target at $1.35 billion ($973 million).Hospitality REITs count large groups as their main shareholders. There has been a wave of consolidation among REITs in other sectors over the past couple of years as companies have sought scale and have expanded overseas.Prospects of a surge in take-private deals come against the backdrop of the industry's damage from the COVID-19 pandemic and its disruption to travel and tourism.\"For the moment, hospitality and retail REITs which are sub-scale and trade at a big discount to now-lower net asset value (NAV) may be targets,\" said Quiddity Advisors analyst Travis Lundy, who publishes on the Smartkarma research platform.Singapore's REIT market is dominated by retail investors attracted to the firms' high dividends. REITs in Singapore must pay out 90% of their rental income, whereas a similar form of investment, called property trusts, need not.\"In hospitality REITs and commercial REITs, takeovers are scale-merit opportunities but take-privates like Frasers are really more about corporate strategy and opportunism than about industrial logic,\" said Lundy.Singapore had 44 REITs and property trusts with a combined market value of S$117 billion, according to Singapore Exchange research published in May.Frasers Hospitality Trust (FHT) has the second least valuable collection of assets among five listed hospitality trusts on the Singapore bourse. Others include Ascott Residence Trust, CDL Hospitality Trusts and Far East Hospitality Trust.The other is diversified OUE Commercial REIT, which has investments in both commercial and hospitality sectors.FHT's net asset value has declined since its listing in 2014, partly because of the sector's muted growth and the strengthening of the Singapore dollar against its operating currencies, it and FPL said.\"The proposed privatization of Frasers Hospitality Trust by its sponsor should result in a positive kneejerk reaction on hospitality S-REITs (REITs in Singapore) which are still trading at discounts to their NAVs as valuation plays catch-up in the face of the ongoing hospitality recovery,\" said Citi analyst Brandon Lee.He said in a report he expected the deal to result in \"deeper evaluation by sponsors managing REITs currently trading at deep discounts to NAVs, as assets under management growth becomes increasingly challenging in the face of the rising cost of capital, especially for the smaller ones.\"The offer price of S$0.70 a share for FHT represented a 44% premium to its volume-weighted average price in the 12 months to April 7, the day before a strategic review was announced.The offer valued it at 1.07 times its NAV,while FHT's peers trade at lower valuations, analysts said. FHT said its small size had limited its ability to reap benefits from its listing.\"There's so much competition to buy assets, even from private equity players. With interest rates rising, funding assets to boost scale becomes even more challenging,\" said one banker familiar with REIT deals.($1 = 1.3896 Singapore dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963934007,"gmtCreate":1668563610209,"gmtModify":1676538076437,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"Great read","listText":"Great read","text":"Great read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963934007","repostId":"2283219665","repostType":4,"repost":{"id":"2283219665","pubTimestamp":1668555458,"share":"https://ttm.financial/m/news/2283219665?lang=&edition=fundamental","pubTime":"2022-11-16 07:37","market":"us","language":"en","title":"Why Sea Stock Surged 36% on Tuesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2283219665","media":"Motley Fool","summary":"Investors have better visibility to future profitability following the latest earnings report.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <a href=\"https://laohu8.com/S/SE\">Sea Limited</a> were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.</p><p><img src=\"https://static.tigerbbs.com/4476ea64bc175e0e71ce0765c7e753fd\" tg-width=\"844\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.</p><p>Worries over slowing growth sent the stock down over 70% year to date, but the company&#39;s shift to improving margins could turn things around.</p><h2>So what</h2><p>Revenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it&#39;s all about expectations.</p><p>One thing investors likely jumped on with enthusiasm in the report was management&#39;s focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.</p><p>On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.</p><h2>Now what</h2><p>The company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.</p><p>Sea&#39;s digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.</p><p>Overall, the market cares more about management&#39;s tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.</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>Why Sea Stock Surged 36% on Tuesday?</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\">\nWhy Sea Stock Surged 36% on Tuesday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283219665","content_text":"What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.Worries over slowing growth sent the stock down over 70% year to date, but the company's shift to improving margins could turn things around.So whatRevenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it's all about expectations.One thing investors likely jumped on with enthusiasm in the report was management's focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.Now whatThe company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.Sea's digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.Overall, the market cares more about management's tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985071863,"gmtCreate":1667279356253,"gmtModify":1676537890366,"author":{"id":"4130225886647372","authorId":"4130225886647372","name":"loading...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130225886647372","idStr":"4130225886647372"},"themes":[],"htmlText":"1st trade","listText":"1st trade","text":"1st trade","images":[{"img":"https://community-static.tradeup.com/news/1e92e5d790a9043fe1c773891b1eebda","width":"1080","height":"1548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985071863","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}