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05-07

Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new Listings. volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.

4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever

04-10

Kinda of late warning.. stock is down more than 10% from peak.

Veteran Analyst Delivers Blunt Warning About Nvidia's Stock

03-26

Very few ppl use PayPal now. It is obsolete.

PayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024

02-15

did they conduct a survey on fund managers think of Nvidia ?

Hong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market

2023-10-11

JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..

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about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new&nbsp; Listings.&nbsp; volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. &nbsp;Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.","listText":"Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new&nbsp; Listings.&nbsp; volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. &nbsp;Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.","text":"Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new Listings. volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303166640439408","repostId":"2433259095","repostType":2,"repost":{"id":"2433259095","pubTimestamp":1715047234,"share":"https://www.laohu8.com/m/news/2433259095?lang=&edition=full","pubTime":"2024-05-07 10:00","market":"sg","language":"en","title":"4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2433259095","media":"The Smart Investor","summary":"We highlight four solid blue-chip names that you can buy and safely own for the rest of your life.","content":"<html><head></head><body><p>Every investor dreams of owning stocks that they can pass down to their children or loved ones.</p><p>For this to happen, the company must have endearing characteristics such as a robust business model, a long track record of growth, and a stellar management team.</p><p>Blue-chip stocks are a category of stocks that fits these criteria as they are large companies with a track record of going through good times and bad.</p><p>Most of them also pay a dividend to boot, thus helping to generate a stream of passive income for you.</p><p>Here are four Singapore blue-chip stocks that we feel confident you can buy and own forever.</p><h2 id=\"id_3726088013\">DBS Group (SGX: D05)</h2><p>DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p>The lender has a rock-solid reputation and boasts a strong track record of financial performance.</p><p>Investment firm Temasek Holdings also owns 29.05% of DBS as of 7 February 2024.</p><p>The group reported a sparkling set of earnings for the first quarter of 2024 (1Q 2024).</p><p>Net interest income rose 8% year on year to S$3.6 billion, buoyed by overall higher interest rates.</p><p>With fee income jumping 23% year on year to S$1 billion, DBS’s total income increased by 13% year on year to S$5.6 billion.</p><p>The bank’s net profit improved by 15% year on year to S$2.95 billion, a new high.</p><p>An interim dividend of S$0.54 was declared, 42% higher than the S$0.38 paid out a year ago.</p><h2 id=\"id_584217335\">Singapore Exchange Limited (SGX: S68)</h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The bourse operator owns a platform for the buying and selling of a wide variety of securities such as shares, bonds, and derivatives.</p><p>SGX enjoys a natural monopoly as it is the only stock exchange operator in Singapore.</p><p>The group announced a solid set of results for the first half of fiscal 2024 (1H FY2024) ending 31 December 2023.</p><p>Revenue inched up 3.6% year on year to S$592.2 million while adjusted net profit (excluding exceptional and one-off items) increased by 6.2% year on year to S$251.4 million.</p><p>The bourse operator also paid out a quarterly dividend of S$0.085, a slight increase over the S$0.08 paid out a year earlier.</p><p>SGX has been busy rolling out new products to increase the breadth of securities that investors can trade in and use to hedge their investment portfolios.</p><p>In March, the blue-chip group announced that it plans to launch interest rate derivatives in the second half of this year to support strong demand for more risk management tools.</p><p>Just last month, SGX added five new Singapore Depository Receipts to provide investors with more choices to invest in the Thai stock market.</p><h2 id=\"id_1788440364\">Frasers Centrepoint Trust (SGX: J69U)</h2><p>Frasers Centrepoint Trust, or FCT, is a suburban retail REIT with a portfolio of nine retail malls and an office building.</p><p>The REIT’s assets under management (AUM) stood at around S$7.1 billion as of 31 March 2024.</p><p>FCT is a great REIT candidate for owning long-term because of its portfolio of resilient suburban malls.</p><p>These malls attract footfall from nearby HDB estates and ensure that tenant sales remain high, thus attracting strong demand from vendors to set up shop in the REIT’s portfolio of malls.</p><p>For the first half of fiscal 2024 (1H FY2024) ending 31 March 2024, FCT reported a decent set of financial results.</p><p>Gross revenue dipped by 7.2% year on year to S$172.2 million because of the divestment of Changi City Point and asset enhancement initiatives (AEIs) at Tampines 1 mall.</p><p>Net property income (NPI) fell by 8.4% year on year to S$124.6 million.</p><p>Distribution per unit (DPU), however, declined by just 1.8% year on year to S$0.06022.</p><p>Despite the slight dip in DPU, FCT maintained strong operating metrics with committed occupancy at 99.9%.</p><p>Rental reversion also came in positive at 7.5% for 1H FY2024 while both shopper traffic and tenant sales improved year-on-year for the second quarter of FY2024.</p><h2 id=\"id_290961586\">CapitaLand Ascendas REIT (SGX: A17U)</h2><p>CapitaLand Ascendas REIT, or CLAR, is Singapore’s oldest industrial REIT with a portfolio of 227 industrial properties.</p><p>Its AUM stood at S$16.9 billion as of 31 March 2024.</p><p>CLAR has a diversified tenant base of around 1,790 tenants with the top tenant, <strong>Singtel</strong> (SGX: Z74), taking up just 3.2% of gross rental income (GRI).</p><p>In addition, no single property contributed more than 4% of GRI, thus ensuring that the industrial REIT remains resilient through different economic cycles.</p><p>CLAR’s portfolio occupancy also stood high at 93.3% along with a strong positive rental reversion of 16%.</p><p>The REIT is also undertaking five ongoing projects (AEIs) worth around S$551 million to improve the portfolio’s quality.</p><p>These projects will be progressively completed from 3Q 2024 to 1Q 2026.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-you-can-buy-and-hold-forever/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Every investor dreams of owning stocks that they can pass down to their children or loved ones.For this to happen, the company must have endearing characteristics such as a robust business model, a ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-you-can-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002406.SGD":"利安新加坡信托基金","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","STI.SI":"富时新加坡海峡指数","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","GRI":"GRI BIO INC","BK6512":"房地产股","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6133":"工业房地产信托","LU0084288322.USD":"Natixis Asia Equity RD USD","ES3.SI":"STI ETF","LU0048573645.USD":"富达东盟基金","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","D05.SI":"星展集团控股","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","BK6516":"银行与投资服务概念","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","A17U.SI":"凯德腾飞房产信托","BK6523":"ESG概念","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999001135.SGD":"United ASEAN Fund SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","S68.SI":"新加坡交易所","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","CFA.SI":"NikkoAM-STC Asia REIT","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","Z74.SI":"新电信","BK6137":"零售房地产信托","BK6513":"电信服务股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4007":"制药","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","FSTAS.SI":"富时海峡全股指数","J69U.SI":"星狮地产信托","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","FSTM.SI":"富时海峡中盘指数"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-you-can-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433259095","content_text":"Every investor dreams of owning stocks that they can pass down to their children or loved ones.For this to happen, the company must have endearing characteristics such as a robust business model, a long track record of growth, and a stellar management team.Blue-chip stocks are a category of stocks that fits these criteria as they are large companies with a track record of going through good times and bad.Most of them also pay a dividend to boot, thus helping to generate a stream of passive income for you.Here are four Singapore blue-chip stocks that we feel confident you can buy and own forever.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The lender has a rock-solid reputation and boasts a strong track record of financial performance.Investment firm Temasek Holdings also owns 29.05% of DBS as of 7 February 2024.The group reported a sparkling set of earnings for the first quarter of 2024 (1Q 2024).Net interest income rose 8% year on year to S$3.6 billion, buoyed by overall higher interest rates.With fee income jumping 23% year on year to S$1 billion, DBS’s total income increased by 13% year on year to S$5.6 billion.The bank’s net profit improved by 15% year on year to S$2.95 billion, a new high.An interim dividend of S$0.54 was declared, 42% higher than the S$0.38 paid out a year ago.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The bourse operator owns a platform for the buying and selling of a wide variety of securities such as shares, bonds, and derivatives.SGX enjoys a natural monopoly as it is the only stock exchange operator in Singapore.The group announced a solid set of results for the first half of fiscal 2024 (1H FY2024) ending 31 December 2023.Revenue inched up 3.6% year on year to S$592.2 million while adjusted net profit (excluding exceptional and one-off items) increased by 6.2% year on year to S$251.4 million.The bourse operator also paid out a quarterly dividend of S$0.085, a slight increase over the S$0.08 paid out a year earlier.SGX has been busy rolling out new products to increase the breadth of securities that investors can trade in and use to hedge their investment portfolios.In March, the blue-chip group announced that it plans to launch interest rate derivatives in the second half of this year to support strong demand for more risk management tools.Just last month, SGX added five new Singapore Depository Receipts to provide investors with more choices to invest in the Thai stock market.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, or FCT, is a suburban retail REIT with a portfolio of nine retail malls and an office building.The REIT’s assets under management (AUM) stood at around S$7.1 billion as of 31 March 2024.FCT is a great REIT candidate for owning long-term because of its portfolio of resilient suburban malls.These malls attract footfall from nearby HDB estates and ensure that tenant sales remain high, thus attracting strong demand from vendors to set up shop in the REIT’s portfolio of malls.For the first half of fiscal 2024 (1H FY2024) ending 31 March 2024, FCT reported a decent set of financial results.Gross revenue dipped by 7.2% year on year to S$172.2 million because of the divestment of Changi City Point and asset enhancement initiatives (AEIs) at Tampines 1 mall.Net property income (NPI) fell by 8.4% year on year to S$124.6 million.Distribution per unit (DPU), however, declined by just 1.8% year on year to S$0.06022.Despite the slight dip in DPU, FCT maintained strong operating metrics with committed occupancy at 99.9%.Rental reversion also came in positive at 7.5% for 1H FY2024 while both shopper traffic and tenant sales improved year-on-year for the second quarter of FY2024.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is Singapore’s oldest industrial REIT with a portfolio of 227 industrial properties.Its AUM stood at S$16.9 billion as of 31 March 2024.CLAR has a diversified tenant base of around 1,790 tenants with the top tenant, Singtel (SGX: Z74), taking up just 3.2% of gross rental income (GRI).In addition, no single property contributed more than 4% of GRI, thus ensuring that the industrial REIT remains resilient through different economic cycles.CLAR’s portfolio occupancy also stood high at 93.3% along with a strong positive rental reversion of 16%.The REIT is also undertaking five ongoing projects (AEIs) worth around S$551 million to improve the portfolio’s quality.These projects will be progressively completed from 3Q 2024 to 1Q 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293781548503176,"gmtCreate":1712730814032,"gmtModify":1712730817633,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Kinda of late warning.. stock is down more than 10% from peak.&nbsp;","listText":"Kinda of late warning.. stock is down more than 10% from peak.&nbsp;","text":"Kinda of late warning.. stock is down more than 10% from peak.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293781548503176","repostId":"2426171574","repostType":2,"repost":{"id":"2426171574","pubTimestamp":1712730600,"share":"https://www.laohu8.com/m/news/2426171574?lang=&edition=full","pubTime":"2024-04-10 14:30","market":"us","language":"en","title":"Veteran Analyst Delivers Blunt Warning About Nvidia's Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2426171574","media":"TheStreet","summary":"An analyst with 50 years of experience weighs in on Nvidia shares.","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia’s opportunity to profit from exploding growth in artificial intelligence has already caught the eyes of investors. After surprising everybody with jaw-dropping revenue and earnings last summer, shares have catapulted higher on recognition of surging investment in AI research and development.</p><p style=\"text-align: start;\">Over the past year, Nvidia&#39;s stock price has increased by a remarkable 209%, including a 72% gain so far in 2024. </p><p style=\"text-align: start;\">The returns are arguably justified by the company&#39;s top and bottom-line growth; however, investors are right to wonder whether or not much of the upside from AI spending is already reflected in Nvidia&#39;s share price. </p><p style=\"text-align: start;\">That million-dollar question isn&#39;t lost on TheStreet Pro&#39;s Bruce Kamich. Kamich has analyzed stocks and major markets for over five decades to find winners. Recently, he updated his analysis of Nvidia, resulting in a blunt warning about what could happen to its stock. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bb5b9bbdbe1a8937f219d5b192b5da6\" alt=\"Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a &#34;huge opportunity&#34; for Nvidia.\" title=\"Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a &#34;huge opportunity&#34; for Nvidia.\" tg-width=\"1200\" tg-height=\"799\"/><span>Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a &#34;huge opportunity&#34; for Nvidia.</span></p><h2 id=\"nvidia-s-sales-and-profit-soars-on-ai-demand\" style=\"text-align: start;\">Nvidia&#39;s sales and profit soars on AI demand</h2><p style=\"text-align: start;\">AI may seem like it&#39;s new, but the prospect of machines thinking independently has long been considered by scientists, futurists, authors, and movie makers.</p><p>For instance, the mathematician and computer scientist Alan Turing researched how to design AI computers in the 1950s, and the lauded research firm Rand Corp created the first AI computer program in 1956. Science-fiction books and movies have contemplated the implications of AI many times. Isaac Asimov wrote &#34;I, Robot&#34; in 1950. Most of us have watched Arnold Schwarzenegger star in at least one of the Terminator movies, the first one released in 1984.</p><p>Despite the concept being well-worn, mainstream use of AI tools only recently became widespread when OpenAI&#39;s ChatGPT became the fastest app to reach one million users following its launch in December 2022.</p><p style=\"text-align: start;\">ChatGPT was revolutionary in its ability to help anyone, anywhere, quickly search, parse, and create meaningful content from a simple search bar.</p><p style=\"text-align: start;\">The ability of large language AI models like ChatGPT to generate unique insights from previously siloed data sets has unlocked a torrent of activity across most industries.</p><p style=\"text-align: start;\">Financial institutions like JP Morgan use it to hedge risks and evaluate and price loans. Drugmakers are evaluating if it can create better medicines. Manufacturers are investigating if it can improve quality and production. Retailers are researching its potential to improve inventory levels and stop theft. The U.S. Department of Defense is contemplating how AI may reshape the battlefield.</p><p>&#34;While we do not know the full effect or the precise rate at which AI will change our business — or how it will affect society at large — we are completely convinced the consequences will be extraordinary and possibly as transformational as some of the major technological inventions of the past several hundred years: Think the printing press, the steam engine, electricity, computing, and the Internet, among others,&#34; said JP Morgan CEO Jamie Dimon in April.</p><p style=\"text-align: start;\">Dimon&#39;s high praise isn&#39;t isolated. So many are convinced that AI is transformational that network infrastructure is struggling to keep up with training and operating all the AI apps under development.</p><p style=\"text-align: start;\">As a result, enterprise and cloud network operators, including hyperscalers like Amazon&#39;s AWS, Microsoft&#39;s Azure, and Google&#39;s Cloud are plowing big money into upgrades, most of which feature next-generation AI chips made by Nvidia.</p><p style=\"text-align: start;\">Nvidia&#39;s dominance in graphic processing units, or GPUs, capable of handling AI&#39;s heavy workloads has allowed it to capture an estimated 90% market share for sophisticated AI chips.</p><p style=\"text-align: start;\">So many have embraced Nvidia&#39;s GPU-powered solutions, including the H100 and H200, that sales and earnings have skyrocketed. </p><p>In the fourth quarter, Nvidia&#39;s sales jumped 265% to $22.1 billion, marking the third consecutive quarter of triple-digit top-line growth. Nvidia&#39;s earnings per share jumped 486% to $5.16 in the quarter.</p><p style=\"text-align: start;\">As we celebrate the first wave of buying this summer, tougher comparisons will likely slow year-over-year growth. Still, estimates of how big this market could continue to climb suggest that Nvidia will enjoy years of demand.</p><h2 id=\"nvidia-s-new-challenges-include-frenemies\" style=\"text-align: start;\">Nvidia&#39;s challenges include &#34;frenemies&#34;</h2><p style=\"text-align: start;\">Nvidia&#39;s CEO, Jensen Huang, expects the widespread embrace of accelerated computing and generative AI to be a &#34;huge opportunity&#34; for his company.</p><p style=\"text-align: start;\">&#34;We believe these two trends [accelerated computing and generative AI] will drive a doubling of the world&#39;s data-center infrastructure installed base in the next five years,&#34; said Huang during the company&#39;s fourth-quarter earnings conference call.</p><p>Huang pegs the size of that market opportunity at &#34;hundreds of billions of dollars&#34; per year. </p><p style=\"text-align: start;\">Rival Lisa Su, CEO of Advanced Micro Devices, agrees. </p><p style=\"text-align: start;\">AMD launched its first specially designed AI GPUs this year, and Su thinks the AI chip market will reach $45 billion in 2024 and increase to $400 billion by 2027. Su says AMD&#39;s sales of MI300X AI GPUs could total $3.5 billion this year.</p><p>Huang doesn&#39;t only face competition from AMD. It may also lose some sales to companies it considers its best customers.</p><p style=\"text-align: start;\">These frenemies, including Amazon and Google-parent Alphabet, are developing their own silicon to reduce their reliance on Nvidia and others. </p><p style=\"text-align: start;\">&#34;I see generative AI as one of the biggest technical transformations in our lifetimes. I think it has the ability to transform virtually every customer experience that we know,” said Amazon&#39;s CEO Andy Jassy last summer.</p><p style=\"text-align: start;\">Amazon&#39;s Inferentia accelerator chips are being used by AWS to enable deep learning (DL) and generative AI inference applications. Generative AI company Anthropic uses those chips, and Amazon&#39;s Trainium chips, to power its foundation model, Claude, a large machine learning model pre-trained on data to accelerate AI applications.</p><p style=\"text-align: start;\">On April 9, Alphabet unveiled a central processing unit (CPU) chip using an Arm Holdings design. The Axion chip is similarly designed to handle AI processes better than traditional CPUs, like Intel&#39;s x86 chips. It, alongside Google&#39;s tensor processing units (TPUs), made with help from Broadcom, can be used by Google Cloud customers to help them create AI apps. </p><h2 id=\"nvidia-s-unveils-new-better-ai-chips\" style=\"text-align: start;\">Nvidia&#39;s unveils new, better AI chips</h2><p style=\"text-align: start;\">Huang&#39;s team presented its latest AI solutions in March at Nvidia&#39;s annual GTC Conference. </p><p>He said Nvidia&#39;s new Blackwell GPUs are 2.5 to 5 times more powerful and efficient than its Hopper platform chips, including the H100 and H200. The B200 will be available later this year and cost between $30,000 and $40,000.</p><p>Nvidia&#39;s GB200 NVL72, a rack-scale design connecting 36 Grace CPUs and 72 Blackwell GPUs, could be a big catalyst for future sales growth. </p><p style=\"text-align: start;\">KeyBanc analysts John Vinh and Jim Long recently said that GB200 systems with average selling prices of $1.5 million to $2 million could become mainstream configuration next year, resulting in $90 billion to $140 billion in revenues alone.</p><h2 id=\"nvidia-s-stock-chart-reveals-warning-signs\" style=\"text-align: start;\">Nvidia&#39;s stock chart reveals warning signs</h2><p style=\"text-align: start;\">Nvidia&#39;s future is bright, but stocks are forward-looking, and arguably, the rapid advance in Nvidia&#39;s shares reflects at least some of the company&#39;s future opportunities.</p><p style=\"text-align: start;\">For this reason, Nvidia shares may, at a minimum, be due for a pause.</p></body></html>","source":"thestreet_crypto_news","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>Veteran Analyst Delivers Blunt Warning About Nvidia's Stock</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\">\nVeteran Analyst Delivers Blunt Warning About Nvidia's Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/veteran-analyst-delivers-blunt-warning-about-nvidias-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia’s opportunity to profit from exploding growth in artificial intelligence has already caught the eyes of investors. After surprising everybody with jaw-dropping revenue and earnings last summer,...</p>\n\n<a href=\"https://www.thestreet.com/technology/veteran-analyst-delivers-blunt-warning-about-nvidias-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4549":"软银资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4548":"巴美列捷福持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4592":"伊斯兰概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4587":"ChatGPT概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","BK4527":"明星科技股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4141":"半导体产品","BK4503":"景林资产持仓"},"source_url":"https://www.thestreet.com/technology/veteran-analyst-delivers-blunt-warning-about-nvidias-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426171574","content_text":"Nvidia’s opportunity to profit from exploding growth in artificial intelligence has already caught the eyes of investors. After surprising everybody with jaw-dropping revenue and earnings last summer, shares have catapulted higher on recognition of surging investment in AI research and development.Over the past year, Nvidia's stock price has increased by a remarkable 209%, including a 72% gain so far in 2024. The returns are arguably justified by the company's top and bottom-line growth; however, investors are right to wonder whether or not much of the upside from AI spending is already reflected in Nvidia's share price. That million-dollar question isn't lost on TheStreet Pro's Bruce Kamich. Kamich has analyzed stocks and major markets for over five decades to find winners. Recently, he updated his analysis of Nvidia, resulting in a blunt warning about what could happen to its stock. Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a \"huge opportunity\" for Nvidia.Nvidia's sales and profit soars on AI demandAI may seem like it's new, but the prospect of machines thinking independently has long been considered by scientists, futurists, authors, and movie makers.For instance, the mathematician and computer scientist Alan Turing researched how to design AI computers in the 1950s, and the lauded research firm Rand Corp created the first AI computer program in 1956. Science-fiction books and movies have contemplated the implications of AI many times. Isaac Asimov wrote \"I, Robot\" in 1950. Most of us have watched Arnold Schwarzenegger star in at least one of the Terminator movies, the first one released in 1984.Despite the concept being well-worn, mainstream use of AI tools only recently became widespread when OpenAI's ChatGPT became the fastest app to reach one million users following its launch in December 2022.ChatGPT was revolutionary in its ability to help anyone, anywhere, quickly search, parse, and create meaningful content from a simple search bar.The ability of large language AI models like ChatGPT to generate unique insights from previously siloed data sets has unlocked a torrent of activity across most industries.Financial institutions like JP Morgan use it to hedge risks and evaluate and price loans. Drugmakers are evaluating if it can create better medicines. Manufacturers are investigating if it can improve quality and production. Retailers are researching its potential to improve inventory levels and stop theft. The U.S. Department of Defense is contemplating how AI may reshape the battlefield.\"While we do not know the full effect or the precise rate at which AI will change our business — or how it will affect society at large — we are completely convinced the consequences will be extraordinary and possibly as transformational as some of the major technological inventions of the past several hundred years: Think the printing press, the steam engine, electricity, computing, and the Internet, among others,\" said JP Morgan CEO Jamie Dimon in April.Dimon's high praise isn't isolated. So many are convinced that AI is transformational that network infrastructure is struggling to keep up with training and operating all the AI apps under development.As a result, enterprise and cloud network operators, including hyperscalers like Amazon's AWS, Microsoft's Azure, and Google's Cloud are plowing big money into upgrades, most of which feature next-generation AI chips made by Nvidia.Nvidia's dominance in graphic processing units, or GPUs, capable of handling AI's heavy workloads has allowed it to capture an estimated 90% market share for sophisticated AI chips.So many have embraced Nvidia's GPU-powered solutions, including the H100 and H200, that sales and earnings have skyrocketed. In the fourth quarter, Nvidia's sales jumped 265% to $22.1 billion, marking the third consecutive quarter of triple-digit top-line growth. Nvidia's earnings per share jumped 486% to $5.16 in the quarter.As we celebrate the first wave of buying this summer, tougher comparisons will likely slow year-over-year growth. Still, estimates of how big this market could continue to climb suggest that Nvidia will enjoy years of demand.Nvidia's challenges include \"frenemies\"Nvidia's CEO, Jensen Huang, expects the widespread embrace of accelerated computing and generative AI to be a \"huge opportunity\" for his company.\"We believe these two trends [accelerated computing and generative AI] will drive a doubling of the world's data-center infrastructure installed base in the next five years,\" said Huang during the company's fourth-quarter earnings conference call.Huang pegs the size of that market opportunity at \"hundreds of billions of dollars\" per year. Rival Lisa Su, CEO of Advanced Micro Devices, agrees. AMD launched its first specially designed AI GPUs this year, and Su thinks the AI chip market will reach $45 billion in 2024 and increase to $400 billion by 2027. Su says AMD's sales of MI300X AI GPUs could total $3.5 billion this year.Huang doesn't only face competition from AMD. It may also lose some sales to companies it considers its best customers.These frenemies, including Amazon and Google-parent Alphabet, are developing their own silicon to reduce their reliance on Nvidia and others. \"I see generative AI as one of the biggest technical transformations in our lifetimes. I think it has the ability to transform virtually every customer experience that we know,” said Amazon's CEO Andy Jassy last summer.Amazon's Inferentia accelerator chips are being used by AWS to enable deep learning (DL) and generative AI inference applications. Generative AI company Anthropic uses those chips, and Amazon's Trainium chips, to power its foundation model, Claude, a large machine learning model pre-trained on data to accelerate AI applications.On April 9, Alphabet unveiled a central processing unit (CPU) chip using an Arm Holdings design. The Axion chip is similarly designed to handle AI processes better than traditional CPUs, like Intel's x86 chips. It, alongside Google's tensor processing units (TPUs), made with help from Broadcom, can be used by Google Cloud customers to help them create AI apps. Nvidia's unveils new, better AI chipsHuang's team presented its latest AI solutions in March at Nvidia's annual GTC Conference. He said Nvidia's new Blackwell GPUs are 2.5 to 5 times more powerful and efficient than its Hopper platform chips, including the H100 and H200. The B200 will be available later this year and cost between $30,000 and $40,000.Nvidia's GB200 NVL72, a rack-scale design connecting 36 Grace CPUs and 72 Blackwell GPUs, could be a big catalyst for future sales growth. KeyBanc analysts John Vinh and Jim Long recently said that GB200 systems with average selling prices of $1.5 million to $2 million could become mainstream configuration next year, resulting in $90 billion to $140 billion in revenues alone.Nvidia's stock chart reveals warning signsNvidia's future is bright, but stocks are forward-looking, and arguably, the rapid advance in Nvidia's shares reflects at least some of the company's future opportunities.For this reason, Nvidia shares may, at a minimum, be due for a pause.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288454150844600,"gmtCreate":1711433754625,"gmtModify":1711434863196,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Very few ppl use PayPal now. It is obsolete.","listText":"Very few ppl use PayPal now. It is obsolete.","text":"Very few ppl use PayPal now. It is obsolete.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288454150844600","repostId":"2422602520","repostType":2,"repost":{"id":"2422602520","pubTimestamp":1711432568,"share":"https://www.laohu8.com/m/news/2422602520?lang=&edition=full","pubTime":"2024-03-26 13:56","market":"us","language":"en","title":"PayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2422602520","media":"Motley Fool","summary":"This fintech specialist probably won't be valued at a discount for long.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>&#39;s valuation is historically low and also inexpensive relative to peers.</p></li><li><p>Its first-mover advantage, widespread reach, and government-backed moat should help ensure growth for years to come.</p></li></ul><p>Nearly 25 years ago, Elon Musk and Peter Thiel disrupted the world with digital payments company PayPal. Today, it remains the strongest competitor in a fast-moving industry, and it is by far the cheapest, highest-quality tech stock you can buy in 2024.</p><p>The core of PayPal&#39;s business comes from the merchants who accept it as a form of payment and the customers who rely on it to pay their bills.</p><p>For merchants, the main value of accepting PayPal is it gives a customer the flexibility to pay with their credit/debit card, Venmo, or even competing digital wallets. This reduces friction and makes it easier (and therefore more likely) for a transaction to occur.</p><p>For customers, the biggest benefit is privacy and security. PayPal customers can buy something without sharing their financial information with the merchant.</p><p>PayPal&#39;s simplicity and security has created widespread brand awareness among people of all ages.</p><h2 id=\"id_3672948174\">Steady annual revenue growth</h2><p>Today, PayPal has 391 million consumer accounts and 35 million merchant accounts, but its most important metric is total payment volume (TPV), which rose 13% in 2023 to $1.53 trillion. It is the single biggest driver of the company&#39;s revenue.</p><p>Overall, PayPal&#39;s net revenue increased 8% in 2022 and 2023, and there&#39;s good reason to think it will grow by a consistent 8%-plus annually for years to come.</p><p>Although this company is no longer the rapidly expanding Silicon Valley start-up it once was, it&#39;s still providing solid revenue and payment volume growth 25 years later, and there are three main reasons this should continue.</p><h2 id=\"id_3749574733\">First-mover advantage</h2><p>First, PayPal&#39;s massive size gives it a moat in the competitive digital payments industry. It was the first mover and operates in 200 countries and territories around the world. For a competitor to take away market share, it has to have a much better value proposition for someone to stop using their PayPal account.</p><p>The more customers who use PayPal, the more merchants will accept it as payment. This will keep total payment volume growing for years to come.</p><h2 id=\"id_140798825\">Widespread reach</h2><p>Second, PayPal isn&#39;t just a high-value, well-known global brand. The company also owns brands including Venmo, Braintree, HyperWallet, and Xoom.</p><p>Venmo is one of the most popular digital payment apps. Over 78 million people use it, mostly in the United States, and Venmo&#39;s revenue doubled from 2020 to 2022. Braintree helps merchants accept both PayPal and credit cards with a single integration. HyperWallet makes global payments quick and simple, and Xoom lets people transfer money.</p><p>Whenever someone makes a purchase using any of PayPal&#39;s brands, the company receives a portion of the amount. It&#39;s a lucrative business to be in, especially when TPV is rising consistently like PayPal&#39;s is.</p><h2 id=\"id_4156636385\">A government-backed moat</h2><p>Finally, PayPal&#39;s moat extends beyond its size and well-known brands. Because the industry is so regulated, that makes it extremely difficult for new competitors to enter. PayPal&#39;s government licenses allow it to operate, and a competitor can&#39;t simply join the industry without government approval.</p><p>The company owns licenses in the U.S. to operate as a money transmitter, and in the state of New York it holds a full BitLicense issued by the New York Department of Financial Services to offer cryptocurrency services. These licenses extend to its other brands.</p><p>PayPal has a consistently growing business, as well as a clear path to staying ahead of the competition, but we haven&#39;t reached my biggest reason to be bullish...</p><h2 id=\"id_2722712251\">The cheapest, highest-quality tech stock today</h2><p>PayPal is a tech stock in the digital payments space, but its valuation is closer to a bargain value stock.</p><p>As I&#39;m writing, its price-to-sales ratio (P/S) is just 2.16, which means investors are paying $2.16 for every dollar of the company&#39;s sales.</p><p>In June 2021, the P/S was nearly 15! This stock is cheap compared to its historical average, and cheap compared to its competitors, too.</p><p><strong>Global Payments</strong> is a digital payments company and member of the <strong>S&amp;P 500</strong> and Fortune 500. Its P/S is 3.52 today, roughly 63% more expensive than PayPal.</p><p><strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong>, which owns CashApp and Square, has a P/S of 2.29 -- just a little more than PayPal.</p><h2 id=\"id_4043143497\">Buy and hold</h2><p>PayPal&#39;s ubiquity has made it one of the world&#39;s most well-known brands among nearly every demographic, and its size and scale are fueling its next evolution of growth.</p><p>The new era of cryptocurrencies has made digital payment software even more important, and PayPal is in a perfect position to capitalize.</p><p>The stock&#39;s 2.16 P/S makes it the cheapest, highest-quality tech company in the market today. PayPal probably won&#39;t trade at a discount for long, because its Venmo subsidiary and its government licenses ensure years of steady growth.</p><p>This is the type of stock you can buy and hold for years.</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>PayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024</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\">\nPayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-26 13:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/25/paypal-the-cheapest-highest-quality-tech-stock-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PayPal's valuation is historically low and also inexpensive relative to peers.Its first-mover advantage, widespread reach, and government-backed moat should help ensure growth for years to come.Nearly...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/25/paypal-the-cheapest-highest-quality-tech-stock-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4551":"寇图资本持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4581":"高盛持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4588":"碎股","BK4534":"瑞士信贷持仓","PYPL":"PayPal","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4227":"交易和支付处理服务","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU1861217088.USD":"贝莱德金融科技A2","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2024/03/25/paypal-the-cheapest-highest-quality-tech-stock-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422602520","content_text":"PayPal's valuation is historically low and also inexpensive relative to peers.Its first-mover advantage, widespread reach, and government-backed moat should help ensure growth for years to come.Nearly 25 years ago, Elon Musk and Peter Thiel disrupted the world with digital payments company PayPal. Today, it remains the strongest competitor in a fast-moving industry, and it is by far the cheapest, highest-quality tech stock you can buy in 2024.The core of PayPal's business comes from the merchants who accept it as a form of payment and the customers who rely on it to pay their bills.For merchants, the main value of accepting PayPal is it gives a customer the flexibility to pay with their credit/debit card, Venmo, or even competing digital wallets. This reduces friction and makes it easier (and therefore more likely) for a transaction to occur.For customers, the biggest benefit is privacy and security. PayPal customers can buy something without sharing their financial information with the merchant.PayPal's simplicity and security has created widespread brand awareness among people of all ages.Steady annual revenue growthToday, PayPal has 391 million consumer accounts and 35 million merchant accounts, but its most important metric is total payment volume (TPV), which rose 13% in 2023 to $1.53 trillion. It is the single biggest driver of the company's revenue.Overall, PayPal's net revenue increased 8% in 2022 and 2023, and there's good reason to think it will grow by a consistent 8%-plus annually for years to come.Although this company is no longer the rapidly expanding Silicon Valley start-up it once was, it's still providing solid revenue and payment volume growth 25 years later, and there are three main reasons this should continue.First-mover advantageFirst, PayPal's massive size gives it a moat in the competitive digital payments industry. It was the first mover and operates in 200 countries and territories around the world. For a competitor to take away market share, it has to have a much better value proposition for someone to stop using their PayPal account.The more customers who use PayPal, the more merchants will accept it as payment. This will keep total payment volume growing for years to come.Widespread reachSecond, PayPal isn't just a high-value, well-known global brand. The company also owns brands including Venmo, Braintree, HyperWallet, and Xoom.Venmo is one of the most popular digital payment apps. Over 78 million people use it, mostly in the United States, and Venmo's revenue doubled from 2020 to 2022. Braintree helps merchants accept both PayPal and credit cards with a single integration. HyperWallet makes global payments quick and simple, and Xoom lets people transfer money.Whenever someone makes a purchase using any of PayPal's brands, the company receives a portion of the amount. It's a lucrative business to be in, especially when TPV is rising consistently like PayPal's is.A government-backed moatFinally, PayPal's moat extends beyond its size and well-known brands. Because the industry is so regulated, that makes it extremely difficult for new competitors to enter. PayPal's government licenses allow it to operate, and a competitor can't simply join the industry without government approval.The company owns licenses in the U.S. to operate as a money transmitter, and in the state of New York it holds a full BitLicense issued by the New York Department of Financial Services to offer cryptocurrency services. These licenses extend to its other brands.PayPal has a consistently growing business, as well as a clear path to staying ahead of the competition, but we haven't reached my biggest reason to be bullish...The cheapest, highest-quality tech stock todayPayPal is a tech stock in the digital payments space, but its valuation is closer to a bargain value stock.As I'm writing, its price-to-sales ratio (P/S) is just 2.16, which means investors are paying $2.16 for every dollar of the company's sales.In June 2021, the P/S was nearly 15! This stock is cheap compared to its historical average, and cheap compared to its competitors, too.Global Payments is a digital payments company and member of the S&P 500 and Fortune 500. Its P/S is 3.52 today, roughly 63% more expensive than PayPal.Block, which owns CashApp and Square, has a P/S of 2.29 -- just a little more than PayPal.Buy and holdPayPal's ubiquity has made it one of the world's most well-known brands among nearly every demographic, and its size and scale are fueling its next evolution of growth.The new era of cryptocurrencies has made digital payment software even more important, and PayPal is in a perfect position to capitalize.The stock's 2.16 P/S makes it the cheapest, highest-quality tech company in the market today. PayPal probably won't trade at a discount for long, because its Venmo subsidiary and its government licenses ensure years of steady growth.This is the type of stock you can buy and hold for years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274138618548336,"gmtCreate":1707966155245,"gmtModify":1707966201427,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"did they conduct a survey on fund managers think of Nvidia ?&nbsp;","listText":"did they conduct a survey on fund managers think of Nvidia ?&nbsp;","text":"did they conduct a survey on fund managers think of Nvidia ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274138618548336","repostId":"1171549945","repostType":2,"repost":{"id":"1171549945","pubTimestamp":1707965717,"share":"https://www.laohu8.com/m/news/1171549945?lang=&edition=full","pubTime":"2024-02-15 10:55","market":"hk","language":"en","title":"Hong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1171549945","media":"South China Morning Post","summary":"Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not rush","content":"<html><head></head><body><p>Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not rushing back into stocks even amid China’s policy support.</p><p style=\"text-align: start;\">The Hang Seng Index slipped 0.4 per cent to 15,816.10 at 10.30am local time, surrendering half of Wednesday’s advance. The Tech Index declined 0.7 per cent, after logging a 2.2 per cent rally a day earlier. Financial markets in mainland China are closed for this week for the Lunar New Year holiday.</p><p style=\"text-align: start;\">Tencent fell 1.2 per cent to HK$286.60 and Meituan lost 0.9 per cent to HK$70.45. EV maker Li Auto slumped 1.5 per cent to HK$117.80 and developer Sun Hung Kai Properties retreated 1 per cent HK$70.70, while appliances maker Haier Smart Home lost 0.8 per cent to HK$23.40.</p><p>Ping An Insurance tumbled 0.4 per cent to HK$33.30 after analysts at CLSA cut their rating on the firm’s shares with a price target of HK$31, according to Bloomberg data.</p><p>Stocks swung this week after Japan slipped into a technical recession after an official report on Thursday showed the economy unexpectedly shrank last quarter. A stronger US inflation data also tempered bets on rate cuts by the Federal Reserve at the March and May meeting, according to Fed fund futures.</p><p>In Asia, regional funds remained hesitant about chasing Chinese stocks despite efforts by Beijing to stem a rout and repair market confidence, Bank of America said in a report on February 13, based on a survey from February 2 to 8 of people managing US$331 billion of assets.</p><p style=\"text-align: start;\">More survey participants expected a weakening rather than a strengthening in the year ahead for the first time since the periodical survey began 17 months ago, the US bank said. Most them were willing to sit out or avoid the market, including 15 per cent who were looking to cut risk on any bounces, the report added.</p><p style=\"text-align: start;\">Elsewhere, major Asian markets were mixed. The Nikkei 225 in Japan advanced 0.7 per cent while the S&amp;P ASX 200 in Australia gained 0.5 per cent and the Kospi in South Korea dropped 0.1 per cent.</p></body></html>","source":"lsy1600132093512","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>Hong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/markets/article/3252004/hong-kong-stocks-drop-asian-fund-managers-show-no-urgency-chase-market-amid-chinas-policy-support><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not ...</p>\n\n<a href=\"https://www.scmp.com/business/markets/article/3252004/hong-kong-stocks-drop-asian-fund-managers-show-no-urgency-chase-market-amid-chinas-policy-support\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://www.scmp.com/business/markets/article/3252004/hong-kong-stocks-drop-asian-fund-managers-show-no-urgency-chase-market-amid-chinas-policy-support","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171549945","content_text":"Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not rushing back into stocks even amid China’s policy support.The Hang Seng Index slipped 0.4 per cent to 15,816.10 at 10.30am local time, surrendering half of Wednesday’s advance. The Tech Index declined 0.7 per cent, after logging a 2.2 per cent rally a day earlier. Financial markets in mainland China are closed for this week for the Lunar New Year holiday.Tencent fell 1.2 per cent to HK$286.60 and Meituan lost 0.9 per cent to HK$70.45. EV maker Li Auto slumped 1.5 per cent to HK$117.80 and developer Sun Hung Kai Properties retreated 1 per cent HK$70.70, while appliances maker Haier Smart Home lost 0.8 per cent to HK$23.40.Ping An Insurance tumbled 0.4 per cent to HK$33.30 after analysts at CLSA cut their rating on the firm’s shares with a price target of HK$31, according to Bloomberg data.Stocks swung this week after Japan slipped into a technical recession after an official report on Thursday showed the economy unexpectedly shrank last quarter. A stronger US inflation data also tempered bets on rate cuts by the Federal Reserve at the March and May meeting, according to Fed fund futures.In Asia, regional funds remained hesitant about chasing Chinese stocks despite efforts by Beijing to stem a rout and repair market confidence, Bank of America said in a report on February 13, based on a survey from February 2 to 8 of people managing US$331 billion of assets.More survey participants expected a weakening rather than a strengthening in the year ahead for the first time since the periodical survey began 17 months ago, the US bank said. Most them were willing to sit out or avoid the market, including 15 per cent who were looking to cut risk on any bounces, the report added.Elsewhere, major Asian markets were mixed. The Nikkei 225 in Japan advanced 0.7 per cent while the S&P ASX 200 in Australia gained 0.5 per cent and the Kospi in South Korea dropped 0.1 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229327899230448,"gmtCreate":1697030178688,"gmtModify":1697032206321,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..","listText":"JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..","text":"JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229327899230448","repostId":"2374523256","repostType":2,"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":303166640439408,"gmtCreate":1715050901867,"gmtModify":1715063392457,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new&nbsp; Listings.&nbsp; volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. &nbsp;Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.","listText":"Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new&nbsp; Listings.&nbsp; volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. &nbsp;Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.","text":"Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new Listings. volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303166640439408","repostId":"2433259095","repostType":2,"repost":{"id":"2433259095","pubTimestamp":1715047234,"share":"https://www.laohu8.com/m/news/2433259095?lang=&edition=full","pubTime":"2024-05-07 10:00","market":"sg","language":"en","title":"4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2433259095","media":"The Smart Investor","summary":"We highlight four solid blue-chip names that you can buy and safely own for the rest of your life.","content":"<html><head></head><body><p>Every investor dreams of owning stocks that they can pass down to their children or loved ones.</p><p>For this to happen, the company must have endearing characteristics such as a robust business model, a long track record of growth, and a stellar management team.</p><p>Blue-chip stocks are a category of stocks that fits these criteria as they are large companies with a track record of going through good times and bad.</p><p>Most of them also pay a dividend to boot, thus helping to generate a stream of passive income for you.</p><p>Here are four Singapore blue-chip stocks that we feel confident you can buy and own forever.</p><h2 id=\"id_3726088013\">DBS Group (SGX: D05)</h2><p>DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p>The lender has a rock-solid reputation and boasts a strong track record of financial performance.</p><p>Investment firm Temasek Holdings also owns 29.05% of DBS as of 7 February 2024.</p><p>The group reported a sparkling set of earnings for the first quarter of 2024 (1Q 2024).</p><p>Net interest income rose 8% year on year to S$3.6 billion, buoyed by overall higher interest rates.</p><p>With fee income jumping 23% year on year to S$1 billion, DBS’s total income increased by 13% year on year to S$5.6 billion.</p><p>The bank’s net profit improved by 15% year on year to S$2.95 billion, a new high.</p><p>An interim dividend of S$0.54 was declared, 42% higher than the S$0.38 paid out a year ago.</p><h2 id=\"id_584217335\">Singapore Exchange Limited (SGX: S68)</h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The bourse operator owns a platform for the buying and selling of a wide variety of securities such as shares, bonds, and derivatives.</p><p>SGX enjoys a natural monopoly as it is the only stock exchange operator in Singapore.</p><p>The group announced a solid set of results for the first half of fiscal 2024 (1H FY2024) ending 31 December 2023.</p><p>Revenue inched up 3.6% year on year to S$592.2 million while adjusted net profit (excluding exceptional and one-off items) increased by 6.2% year on year to S$251.4 million.</p><p>The bourse operator also paid out a quarterly dividend of S$0.085, a slight increase over the S$0.08 paid out a year earlier.</p><p>SGX has been busy rolling out new products to increase the breadth of securities that investors can trade in and use to hedge their investment portfolios.</p><p>In March, the blue-chip group announced that it plans to launch interest rate derivatives in the second half of this year to support strong demand for more risk management tools.</p><p>Just last month, SGX added five new Singapore Depository Receipts to provide investors with more choices to invest in the Thai stock market.</p><h2 id=\"id_1788440364\">Frasers Centrepoint Trust (SGX: J69U)</h2><p>Frasers Centrepoint Trust, or FCT, is a suburban retail REIT with a portfolio of nine retail malls and an office building.</p><p>The REIT’s assets under management (AUM) stood at around S$7.1 billion as of 31 March 2024.</p><p>FCT is a great REIT candidate for owning long-term because of its portfolio of resilient suburban malls.</p><p>These malls attract footfall from nearby HDB estates and ensure that tenant sales remain high, thus attracting strong demand from vendors to set up shop in the REIT’s portfolio of malls.</p><p>For the first half of fiscal 2024 (1H FY2024) ending 31 March 2024, FCT reported a decent set of financial results.</p><p>Gross revenue dipped by 7.2% year on year to S$172.2 million because of the divestment of Changi City Point and asset enhancement initiatives (AEIs) at Tampines 1 mall.</p><p>Net property income (NPI) fell by 8.4% year on year to S$124.6 million.</p><p>Distribution per unit (DPU), however, declined by just 1.8% year on year to S$0.06022.</p><p>Despite the slight dip in DPU, FCT maintained strong operating metrics with committed occupancy at 99.9%.</p><p>Rental reversion also came in positive at 7.5% for 1H FY2024 while both shopper traffic and tenant sales improved year-on-year for the second quarter of FY2024.</p><h2 id=\"id_290961586\">CapitaLand Ascendas REIT (SGX: A17U)</h2><p>CapitaLand Ascendas REIT, or CLAR, is Singapore’s oldest industrial REIT with a portfolio of 227 industrial properties.</p><p>Its AUM stood at S$16.9 billion as of 31 March 2024.</p><p>CLAR has a diversified tenant base of around 1,790 tenants with the top tenant, <strong>Singtel</strong> (SGX: Z74), taking up just 3.2% of gross rental income (GRI).</p><p>In addition, no single property contributed more than 4% of GRI, thus ensuring that the industrial REIT remains resilient through different economic cycles.</p><p>CLAR’s portfolio occupancy also stood high at 93.3% along with a strong positive rental reversion of 16%.</p><p>The REIT is also undertaking five ongoing projects (AEIs) worth around S$551 million to improve the portfolio’s quality.</p><p>These projects will be progressively completed from 3Q 2024 to 1Q 2026.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-you-can-buy-and-hold-forever/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Every investor dreams of owning stocks that they can pass down to their children or loved ones.For this to happen, the company must have endearing characteristics such as a robust business model, a ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-you-can-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002406.SGD":"利安新加坡信托基金","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","STI.SI":"富时新加坡海峡指数","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","GRI":"GRI BIO INC","BK6512":"房地产股","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6133":"工业房地产信托","LU0084288322.USD":"Natixis Asia Equity RD USD","ES3.SI":"STI ETF","LU0048573645.USD":"富达东盟基金","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","D05.SI":"星展集团控股","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","BK6516":"银行与投资服务概念","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","A17U.SI":"凯德腾飞房产信托","BK6523":"ESG概念","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999001135.SGD":"United ASEAN Fund SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","S68.SI":"新加坡交易所","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","CFA.SI":"NikkoAM-STC Asia REIT","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","Z74.SI":"新电信","BK6137":"零售房地产信托","BK6513":"电信服务股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4007":"制药","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","FSTAS.SI":"富时海峡全股指数","J69U.SI":"星狮地产信托","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","FSTM.SI":"富时海峡中盘指数"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-you-can-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433259095","content_text":"Every investor dreams of owning stocks that they can pass down to their children or loved ones.For this to happen, the company must have endearing characteristics such as a robust business model, a long track record of growth, and a stellar management team.Blue-chip stocks are a category of stocks that fits these criteria as they are large companies with a track record of going through good times and bad.Most of them also pay a dividend to boot, thus helping to generate a stream of passive income for you.Here are four Singapore blue-chip stocks that we feel confident you can buy and own forever.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The lender has a rock-solid reputation and boasts a strong track record of financial performance.Investment firm Temasek Holdings also owns 29.05% of DBS as of 7 February 2024.The group reported a sparkling set of earnings for the first quarter of 2024 (1Q 2024).Net interest income rose 8% year on year to S$3.6 billion, buoyed by overall higher interest rates.With fee income jumping 23% year on year to S$1 billion, DBS’s total income increased by 13% year on year to S$5.6 billion.The bank’s net profit improved by 15% year on year to S$2.95 billion, a new high.An interim dividend of S$0.54 was declared, 42% higher than the S$0.38 paid out a year ago.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The bourse operator owns a platform for the buying and selling of a wide variety of securities such as shares, bonds, and derivatives.SGX enjoys a natural monopoly as it is the only stock exchange operator in Singapore.The group announced a solid set of results for the first half of fiscal 2024 (1H FY2024) ending 31 December 2023.Revenue inched up 3.6% year on year to S$592.2 million while adjusted net profit (excluding exceptional and one-off items) increased by 6.2% year on year to S$251.4 million.The bourse operator also paid out a quarterly dividend of S$0.085, a slight increase over the S$0.08 paid out a year earlier.SGX has been busy rolling out new products to increase the breadth of securities that investors can trade in and use to hedge their investment portfolios.In March, the blue-chip group announced that it plans to launch interest rate derivatives in the second half of this year to support strong demand for more risk management tools.Just last month, SGX added five new Singapore Depository Receipts to provide investors with more choices to invest in the Thai stock market.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, or FCT, is a suburban retail REIT with a portfolio of nine retail malls and an office building.The REIT’s assets under management (AUM) stood at around S$7.1 billion as of 31 March 2024.FCT is a great REIT candidate for owning long-term because of its portfolio of resilient suburban malls.These malls attract footfall from nearby HDB estates and ensure that tenant sales remain high, thus attracting strong demand from vendors to set up shop in the REIT’s portfolio of malls.For the first half of fiscal 2024 (1H FY2024) ending 31 March 2024, FCT reported a decent set of financial results.Gross revenue dipped by 7.2% year on year to S$172.2 million because of the divestment of Changi City Point and asset enhancement initiatives (AEIs) at Tampines 1 mall.Net property income (NPI) fell by 8.4% year on year to S$124.6 million.Distribution per unit (DPU), however, declined by just 1.8% year on year to S$0.06022.Despite the slight dip in DPU, FCT maintained strong operating metrics with committed occupancy at 99.9%.Rental reversion also came in positive at 7.5% for 1H FY2024 while both shopper traffic and tenant sales improved year-on-year for the second quarter of FY2024.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is Singapore’s oldest industrial REIT with a portfolio of 227 industrial properties.Its AUM stood at S$16.9 billion as of 31 March 2024.CLAR has a diversified tenant base of around 1,790 tenants with the top tenant, Singtel (SGX: Z74), taking up just 3.2% of gross rental income (GRI).In addition, no single property contributed more than 4% of GRI, thus ensuring that the industrial REIT remains resilient through different economic cycles.CLAR’s portfolio occupancy also stood high at 93.3% along with a strong positive rental reversion of 16%.The REIT is also undertaking five ongoing projects (AEIs) worth around S$551 million to improve the portfolio’s quality.These projects will be progressively completed from 3Q 2024 to 1Q 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229327899230448,"gmtCreate":1697030178688,"gmtModify":1697032206321,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..","listText":"JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..","text":"JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229327899230448","repostId":"2374523256","repostType":2,"repost":{"id":"2374523256","pubTimestamp":1697009998,"share":"https://www.laohu8.com/m/news/2374523256?lang=&edition=full","pubTime":"2023-10-11 15:39","market":"us","language":"en","title":"JD.com: Cheap, but the Moat Has Narrowed","url":"https://stock-news.laohu8.com/highlight/detail?id=2374523256","media":"GuruFocus","summary":"JD's focus on authentic products and efficient logistics has kept it from losing market shares.The company has experienced past growth and improved profitability, but now faces strong competition from PDD and Bytedance.During the past two years, mismanagement and strategic errors have considerably narrowed its moat.","content":"<html><head></head><body><h3 id=\"id_2807536282\">Summary</h3><ul style=\"\"><li><p>JD&#39;s focus on authentic products and efficient logistics has kept it from losing market shares.</p></li><li><p>The company has experienced past growth and improved profitability, but now faces strong competition from PDD and Bytedance.</p></li><li><p>During the past two years, mismanagement and strategic errors have considerably narrowed its moat.</p></li></ul><p>JD.com Inc. (JD, Financial) is one of the largest e-commerce platforms in China, with a strong focus on authentic products and best-in-class logistics. It is often called China’s Amazon (AMZN, Financial) because it is similar to the company in several ways.</p><p>Most importantly, it operates as both a first-party retailer as well as a marketplace for third-party sellers. JD is also the only Chinese e-commerce player which invested heavily to build its own logistic network. From the very beginning, the company has prided itself in only selling authentic products. Product quality and super-fast delivery was JD’s moat, which helped it maintain a loyal customer base and kept it from losing market share to PDD Holdings Inc. (PDD, Financial) and short-form video platforms such as Douyin and Kuaishou.</p><p>However, during the past two years, JD’s reputation has been damaged, and the recent decision by Richard Liu to start a pricing war with PDD and Alibaba (BABA, Financial) may very well be one of JD’s most costly mistakes in its history.</p><h3 id=\"id_3403624240\">Recent growth and improving profitability</h3><p>The e-commerce industry in China has been growing rapidly in recent years, driven by the increasing use of mobile devices and internet access. Before the rise of PDD and Bytedance, JD.com has been able to capitalize on this trend and grow its market share, becoming one of the top e-commerce players in China.</p><p>JD’s revenue has grown at a compound annual growth rate of 20.8% over the past five years, primarily driven by the strong growth of e-commerce sales in China. The company’s gross margin has remained stable at around 8% and its net profit margin has also improved from negative in previous years to 2%, reflecting its improving profitability and cost-control measures.</p><h3 id=\"id_3387887055\">Pricing war is irrational</h3><p>At the beginning of 2023, JD announced a strategic pricing war with PDD and Alibaba. Internally, it is a very controversial move, one I think could be a very costly strategic mistake for several reasons.</p><p>First of all, PDD is much more efficient than JD and has a cost advantage. Theoretically, PDD can outprice JD in most product categories due to its cost advantage. This is exactly what PDD is doing. Therefore, unless JD is willing to irrationally subsidize its customers, its pricing war will not work at all. </p><p>Second, JD’s moat was based on brand value and premium products. And the anchor of brand value is pricing power. The company’s large-scale subsidy will make consumers question the value of products, and thus affect its brand image.</p><p>Last but not least, even if JD is successful in its pricing war, once the subsidies are reduced or cancelled, it may lead to consumer loss. This will not only affect JD&#39;s sales, but also its user base and market share.</p><p>Therefore, although JD&#39;s billion-yuan subsidy may bring some benefits in the short term, in the long run, this strategy is very likely to have a negative impact on JD&#39;s business.</p><h3 id=\"id_588850179\">Conclusion</h3><p>JD was once a very strong e-commerce leader with a wide moat. But during the past two years, mismanagement and strategic errors have considerably hurt the business. Going forward, the company’s revenue growth and profitability may face significant challenges. </p><p>The company&#39;s valuation does look very cheap at this point. The stock trades at only 0.31 times forward sales, whereas Amazon trades at 2.3 times forward sales and Alibaba trades at 1.67 times forward sales. This indicates the market may already have priced in JD’s possible deteriorating fundamentals. But given the possibility of prolonged fundamental decline, I am not convinced that JD is very undervalued either. </p></body></html>","source":"gurufocus_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com: Cheap, but the Moat Has Narrowed</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\">\nJD.com: Cheap, but the Moat Has Narrowed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-11 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.gurufocus.com/news/2100623/jdcom-cheap-but-the-moat-has-narrowed><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryJD's focus on authentic products and efficient logistics has kept it from losing market shares.The company has experienced past growth and improved profitability, but now faces strong ...</p>\n\n<a href=\"https://www.gurufocus.com/news/2100623/jdcom-cheap-but-the-moat-has-narrowed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://www.gurufocus.com/news/2100623/jdcom-cheap-but-the-moat-has-narrowed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374523256","content_text":"SummaryJD's focus on authentic products and efficient logistics has kept it from losing market shares.The company has experienced past growth and improved profitability, but now faces strong competition from PDD and Bytedance.During the past two years, mismanagement and strategic errors have considerably narrowed its moat.JD.com Inc. (JD, Financial) is one of the largest e-commerce platforms in China, with a strong focus on authentic products and best-in-class logistics. It is often called China’s Amazon (AMZN, Financial) because it is similar to the company in several ways.Most importantly, it operates as both a first-party retailer as well as a marketplace for third-party sellers. JD is also the only Chinese e-commerce player which invested heavily to build its own logistic network. From the very beginning, the company has prided itself in only selling authentic products. Product quality and super-fast delivery was JD’s moat, which helped it maintain a loyal customer base and kept it from losing market share to PDD Holdings Inc. (PDD, Financial) and short-form video platforms such as Douyin and Kuaishou.However, during the past two years, JD’s reputation has been damaged, and the recent decision by Richard Liu to start a pricing war with PDD and Alibaba (BABA, Financial) may very well be one of JD’s most costly mistakes in its history.Recent growth and improving profitabilityThe e-commerce industry in China has been growing rapidly in recent years, driven by the increasing use of mobile devices and internet access. Before the rise of PDD and Bytedance, JD.com has been able to capitalize on this trend and grow its market share, becoming one of the top e-commerce players in China.JD’s revenue has grown at a compound annual growth rate of 20.8% over the past five years, primarily driven by the strong growth of e-commerce sales in China. The company’s gross margin has remained stable at around 8% and its net profit margin has also improved from negative in previous years to 2%, reflecting its improving profitability and cost-control measures.Pricing war is irrationalAt the beginning of 2023, JD announced a strategic pricing war with PDD and Alibaba. Internally, it is a very controversial move, one I think could be a very costly strategic mistake for several reasons.First of all, PDD is much more efficient than JD and has a cost advantage. Theoretically, PDD can outprice JD in most product categories due to its cost advantage. This is exactly what PDD is doing. Therefore, unless JD is willing to irrationally subsidize its customers, its pricing war will not work at all. Second, JD’s moat was based on brand value and premium products. And the anchor of brand value is pricing power. The company’s large-scale subsidy will make consumers question the value of products, and thus affect its brand image.Last but not least, even if JD is successful in its pricing war, once the subsidies are reduced or cancelled, it may lead to consumer loss. This will not only affect JD's sales, but also its user base and market share.Therefore, although JD's billion-yuan subsidy may bring some benefits in the short term, in the long run, this strategy is very likely to have a negative impact on JD's business.ConclusionJD was once a very strong e-commerce leader with a wide moat. But during the past two years, mismanagement and strategic errors have considerably hurt the business. Going forward, the company’s revenue growth and profitability may face significant challenges. The company's valuation does look very cheap at this point. The stock trades at only 0.31 times forward sales, whereas Amazon trades at 2.3 times forward sales and Alibaba trades at 1.67 times forward sales. This indicates the market may already have priced in JD’s possible deteriorating fundamentals. But given the possibility of prolonged fundamental decline, I am not convinced that JD is very undervalued either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293781548503176,"gmtCreate":1712730814032,"gmtModify":1712730817633,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Kinda of late warning.. stock is down more than 10% from peak.&nbsp;","listText":"Kinda of late warning.. stock is down more than 10% from peak.&nbsp;","text":"Kinda of late warning.. stock is down more than 10% from peak.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293781548503176","repostId":"2426171574","repostType":2,"repost":{"id":"2426171574","pubTimestamp":1712730600,"share":"https://www.laohu8.com/m/news/2426171574?lang=&edition=full","pubTime":"2024-04-10 14:30","market":"us","language":"en","title":"Veteran Analyst Delivers Blunt Warning About Nvidia's Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2426171574","media":"TheStreet","summary":"An analyst with 50 years of experience weighs in on Nvidia shares.","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia’s opportunity to profit from exploding growth in artificial intelligence has already caught the eyes of investors. After surprising everybody with jaw-dropping revenue and earnings last summer, shares have catapulted higher on recognition of surging investment in AI research and development.</p><p style=\"text-align: start;\">Over the past year, Nvidia&#39;s stock price has increased by a remarkable 209%, including a 72% gain so far in 2024. </p><p style=\"text-align: start;\">The returns are arguably justified by the company&#39;s top and bottom-line growth; however, investors are right to wonder whether or not much of the upside from AI spending is already reflected in Nvidia&#39;s share price. </p><p style=\"text-align: start;\">That million-dollar question isn&#39;t lost on TheStreet Pro&#39;s Bruce Kamich. Kamich has analyzed stocks and major markets for over five decades to find winners. Recently, he updated his analysis of Nvidia, resulting in a blunt warning about what could happen to its stock. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bb5b9bbdbe1a8937f219d5b192b5da6\" alt=\"Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a &#34;huge opportunity&#34; for Nvidia.\" title=\"Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a &#34;huge opportunity&#34; for Nvidia.\" tg-width=\"1200\" tg-height=\"799\"/><span>Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a &#34;huge opportunity&#34; for Nvidia.</span></p><h2 id=\"nvidia-s-sales-and-profit-soars-on-ai-demand\" style=\"text-align: start;\">Nvidia&#39;s sales and profit soars on AI demand</h2><p style=\"text-align: start;\">AI may seem like it&#39;s new, but the prospect of machines thinking independently has long been considered by scientists, futurists, authors, and movie makers.</p><p>For instance, the mathematician and computer scientist Alan Turing researched how to design AI computers in the 1950s, and the lauded research firm Rand Corp created the first AI computer program in 1956. Science-fiction books and movies have contemplated the implications of AI many times. Isaac Asimov wrote &#34;I, Robot&#34; in 1950. Most of us have watched Arnold Schwarzenegger star in at least one of the Terminator movies, the first one released in 1984.</p><p>Despite the concept being well-worn, mainstream use of AI tools only recently became widespread when OpenAI&#39;s ChatGPT became the fastest app to reach one million users following its launch in December 2022.</p><p style=\"text-align: start;\">ChatGPT was revolutionary in its ability to help anyone, anywhere, quickly search, parse, and create meaningful content from a simple search bar.</p><p style=\"text-align: start;\">The ability of large language AI models like ChatGPT to generate unique insights from previously siloed data sets has unlocked a torrent of activity across most industries.</p><p style=\"text-align: start;\">Financial institutions like JP Morgan use it to hedge risks and evaluate and price loans. Drugmakers are evaluating if it can create better medicines. Manufacturers are investigating if it can improve quality and production. Retailers are researching its potential to improve inventory levels and stop theft. The U.S. Department of Defense is contemplating how AI may reshape the battlefield.</p><p>&#34;While we do not know the full effect or the precise rate at which AI will change our business — or how it will affect society at large — we are completely convinced the consequences will be extraordinary and possibly as transformational as some of the major technological inventions of the past several hundred years: Think the printing press, the steam engine, electricity, computing, and the Internet, among others,&#34; said JP Morgan CEO Jamie Dimon in April.</p><p style=\"text-align: start;\">Dimon&#39;s high praise isn&#39;t isolated. So many are convinced that AI is transformational that network infrastructure is struggling to keep up with training and operating all the AI apps under development.</p><p style=\"text-align: start;\">As a result, enterprise and cloud network operators, including hyperscalers like Amazon&#39;s AWS, Microsoft&#39;s Azure, and Google&#39;s Cloud are plowing big money into upgrades, most of which feature next-generation AI chips made by Nvidia.</p><p style=\"text-align: start;\">Nvidia&#39;s dominance in graphic processing units, or GPUs, capable of handling AI&#39;s heavy workloads has allowed it to capture an estimated 90% market share for sophisticated AI chips.</p><p style=\"text-align: start;\">So many have embraced Nvidia&#39;s GPU-powered solutions, including the H100 and H200, that sales and earnings have skyrocketed. </p><p>In the fourth quarter, Nvidia&#39;s sales jumped 265% to $22.1 billion, marking the third consecutive quarter of triple-digit top-line growth. Nvidia&#39;s earnings per share jumped 486% to $5.16 in the quarter.</p><p style=\"text-align: start;\">As we celebrate the first wave of buying this summer, tougher comparisons will likely slow year-over-year growth. Still, estimates of how big this market could continue to climb suggest that Nvidia will enjoy years of demand.</p><h2 id=\"nvidia-s-new-challenges-include-frenemies\" style=\"text-align: start;\">Nvidia&#39;s challenges include &#34;frenemies&#34;</h2><p style=\"text-align: start;\">Nvidia&#39;s CEO, Jensen Huang, expects the widespread embrace of accelerated computing and generative AI to be a &#34;huge opportunity&#34; for his company.</p><p style=\"text-align: start;\">&#34;We believe these two trends [accelerated computing and generative AI] will drive a doubling of the world&#39;s data-center infrastructure installed base in the next five years,&#34; said Huang during the company&#39;s fourth-quarter earnings conference call.</p><p>Huang pegs the size of that market opportunity at &#34;hundreds of billions of dollars&#34; per year. </p><p style=\"text-align: start;\">Rival Lisa Su, CEO of Advanced Micro Devices, agrees. </p><p style=\"text-align: start;\">AMD launched its first specially designed AI GPUs this year, and Su thinks the AI chip market will reach $45 billion in 2024 and increase to $400 billion by 2027. Su says AMD&#39;s sales of MI300X AI GPUs could total $3.5 billion this year.</p><p>Huang doesn&#39;t only face competition from AMD. It may also lose some sales to companies it considers its best customers.</p><p style=\"text-align: start;\">These frenemies, including Amazon and Google-parent Alphabet, are developing their own silicon to reduce their reliance on Nvidia and others. </p><p style=\"text-align: start;\">&#34;I see generative AI as one of the biggest technical transformations in our lifetimes. I think it has the ability to transform virtually every customer experience that we know,” said Amazon&#39;s CEO Andy Jassy last summer.</p><p style=\"text-align: start;\">Amazon&#39;s Inferentia accelerator chips are being used by AWS to enable deep learning (DL) and generative AI inference applications. Generative AI company Anthropic uses those chips, and Amazon&#39;s Trainium chips, to power its foundation model, Claude, a large machine learning model pre-trained on data to accelerate AI applications.</p><p style=\"text-align: start;\">On April 9, Alphabet unveiled a central processing unit (CPU) chip using an Arm Holdings design. The Axion chip is similarly designed to handle AI processes better than traditional CPUs, like Intel&#39;s x86 chips. It, alongside Google&#39;s tensor processing units (TPUs), made with help from Broadcom, can be used by Google Cloud customers to help them create AI apps. </p><h2 id=\"nvidia-s-unveils-new-better-ai-chips\" style=\"text-align: start;\">Nvidia&#39;s unveils new, better AI chips</h2><p style=\"text-align: start;\">Huang&#39;s team presented its latest AI solutions in March at Nvidia&#39;s annual GTC Conference. </p><p>He said Nvidia&#39;s new Blackwell GPUs are 2.5 to 5 times more powerful and efficient than its Hopper platform chips, including the H100 and H200. The B200 will be available later this year and cost between $30,000 and $40,000.</p><p>Nvidia&#39;s GB200 NVL72, a rack-scale design connecting 36 Grace CPUs and 72 Blackwell GPUs, could be a big catalyst for future sales growth. </p><p style=\"text-align: start;\">KeyBanc analysts John Vinh and Jim Long recently said that GB200 systems with average selling prices of $1.5 million to $2 million could become mainstream configuration next year, resulting in $90 billion to $140 billion in revenues alone.</p><h2 id=\"nvidia-s-stock-chart-reveals-warning-signs\" style=\"text-align: start;\">Nvidia&#39;s stock chart reveals warning signs</h2><p style=\"text-align: start;\">Nvidia&#39;s future is bright, but stocks are forward-looking, and arguably, the rapid advance in Nvidia&#39;s shares reflects at least some of the company&#39;s future opportunities.</p><p style=\"text-align: start;\">For this reason, Nvidia shares may, at a minimum, be due for a pause.</p></body></html>","source":"thestreet_crypto_news","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>Veteran Analyst Delivers Blunt Warning About Nvidia's Stock</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\">\nVeteran Analyst Delivers Blunt Warning About Nvidia's Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/veteran-analyst-delivers-blunt-warning-about-nvidias-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia’s opportunity to profit from exploding growth in artificial intelligence has already caught the eyes of investors. After surprising everybody with jaw-dropping revenue and earnings last summer,...</p>\n\n<a href=\"https://www.thestreet.com/technology/veteran-analyst-delivers-blunt-warning-about-nvidias-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4549":"软银资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4548":"巴美列捷福持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4592":"伊斯兰概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4587":"ChatGPT概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","BK4527":"明星科技股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4141":"半导体产品","BK4503":"景林资产持仓"},"source_url":"https://www.thestreet.com/technology/veteran-analyst-delivers-blunt-warning-about-nvidias-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426171574","content_text":"Nvidia’s opportunity to profit from exploding growth in artificial intelligence has already caught the eyes of investors. After surprising everybody with jaw-dropping revenue and earnings last summer, shares have catapulted higher on recognition of surging investment in AI research and development.Over the past year, Nvidia's stock price has increased by a remarkable 209%, including a 72% gain so far in 2024. The returns are arguably justified by the company's top and bottom-line growth; however, investors are right to wonder whether or not much of the upside from AI spending is already reflected in Nvidia's share price. That million-dollar question isn't lost on TheStreet Pro's Bruce Kamich. Kamich has analyzed stocks and major markets for over five decades to find winners. Recently, he updated his analysis of Nvidia, resulting in a blunt warning about what could happen to its stock. Jensen Huang, co-founder and chief executive officer of Nvidia Corp., believes AI is a \"huge opportunity\" for Nvidia.Nvidia's sales and profit soars on AI demandAI may seem like it's new, but the prospect of machines thinking independently has long been considered by scientists, futurists, authors, and movie makers.For instance, the mathematician and computer scientist Alan Turing researched how to design AI computers in the 1950s, and the lauded research firm Rand Corp created the first AI computer program in 1956. Science-fiction books and movies have contemplated the implications of AI many times. Isaac Asimov wrote \"I, Robot\" in 1950. Most of us have watched Arnold Schwarzenegger star in at least one of the Terminator movies, the first one released in 1984.Despite the concept being well-worn, mainstream use of AI tools only recently became widespread when OpenAI's ChatGPT became the fastest app to reach one million users following its launch in December 2022.ChatGPT was revolutionary in its ability to help anyone, anywhere, quickly search, parse, and create meaningful content from a simple search bar.The ability of large language AI models like ChatGPT to generate unique insights from previously siloed data sets has unlocked a torrent of activity across most industries.Financial institutions like JP Morgan use it to hedge risks and evaluate and price loans. Drugmakers are evaluating if it can create better medicines. Manufacturers are investigating if it can improve quality and production. Retailers are researching its potential to improve inventory levels and stop theft. The U.S. Department of Defense is contemplating how AI may reshape the battlefield.\"While we do not know the full effect or the precise rate at which AI will change our business — or how it will affect society at large — we are completely convinced the consequences will be extraordinary and possibly as transformational as some of the major technological inventions of the past several hundred years: Think the printing press, the steam engine, electricity, computing, and the Internet, among others,\" said JP Morgan CEO Jamie Dimon in April.Dimon's high praise isn't isolated. So many are convinced that AI is transformational that network infrastructure is struggling to keep up with training and operating all the AI apps under development.As a result, enterprise and cloud network operators, including hyperscalers like Amazon's AWS, Microsoft's Azure, and Google's Cloud are plowing big money into upgrades, most of which feature next-generation AI chips made by Nvidia.Nvidia's dominance in graphic processing units, or GPUs, capable of handling AI's heavy workloads has allowed it to capture an estimated 90% market share for sophisticated AI chips.So many have embraced Nvidia's GPU-powered solutions, including the H100 and H200, that sales and earnings have skyrocketed. In the fourth quarter, Nvidia's sales jumped 265% to $22.1 billion, marking the third consecutive quarter of triple-digit top-line growth. Nvidia's earnings per share jumped 486% to $5.16 in the quarter.As we celebrate the first wave of buying this summer, tougher comparisons will likely slow year-over-year growth. Still, estimates of how big this market could continue to climb suggest that Nvidia will enjoy years of demand.Nvidia's challenges include \"frenemies\"Nvidia's CEO, Jensen Huang, expects the widespread embrace of accelerated computing and generative AI to be a \"huge opportunity\" for his company.\"We believe these two trends [accelerated computing and generative AI] will drive a doubling of the world's data-center infrastructure installed base in the next five years,\" said Huang during the company's fourth-quarter earnings conference call.Huang pegs the size of that market opportunity at \"hundreds of billions of dollars\" per year. Rival Lisa Su, CEO of Advanced Micro Devices, agrees. AMD launched its first specially designed AI GPUs this year, and Su thinks the AI chip market will reach $45 billion in 2024 and increase to $400 billion by 2027. Su says AMD's sales of MI300X AI GPUs could total $3.5 billion this year.Huang doesn't only face competition from AMD. It may also lose some sales to companies it considers its best customers.These frenemies, including Amazon and Google-parent Alphabet, are developing their own silicon to reduce their reliance on Nvidia and others. \"I see generative AI as one of the biggest technical transformations in our lifetimes. I think it has the ability to transform virtually every customer experience that we know,” said Amazon's CEO Andy Jassy last summer.Amazon's Inferentia accelerator chips are being used by AWS to enable deep learning (DL) and generative AI inference applications. Generative AI company Anthropic uses those chips, and Amazon's Trainium chips, to power its foundation model, Claude, a large machine learning model pre-trained on data to accelerate AI applications.On April 9, Alphabet unveiled a central processing unit (CPU) chip using an Arm Holdings design. The Axion chip is similarly designed to handle AI processes better than traditional CPUs, like Intel's x86 chips. It, alongside Google's tensor processing units (TPUs), made with help from Broadcom, can be used by Google Cloud customers to help them create AI apps. Nvidia's unveils new, better AI chipsHuang's team presented its latest AI solutions in March at Nvidia's annual GTC Conference. He said Nvidia's new Blackwell GPUs are 2.5 to 5 times more powerful and efficient than its Hopper platform chips, including the H100 and H200. The B200 will be available later this year and cost between $30,000 and $40,000.Nvidia's GB200 NVL72, a rack-scale design connecting 36 Grace CPUs and 72 Blackwell GPUs, could be a big catalyst for future sales growth. KeyBanc analysts John Vinh and Jim Long recently said that GB200 systems with average selling prices of $1.5 million to $2 million could become mainstream configuration next year, resulting in $90 billion to $140 billion in revenues alone.Nvidia's stock chart reveals warning signsNvidia's future is bright, but stocks are forward-looking, and arguably, the rapid advance in Nvidia's shares reflects at least some of the company's future opportunities.For this reason, Nvidia shares may, at a minimum, be due for a pause.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288454150844600,"gmtCreate":1711433754625,"gmtModify":1711434863196,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Very few ppl use PayPal now. It is obsolete.","listText":"Very few ppl use PayPal now. It is obsolete.","text":"Very few ppl use PayPal now. It is obsolete.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288454150844600","repostId":"2422602520","repostType":2,"repost":{"id":"2422602520","pubTimestamp":1711432568,"share":"https://www.laohu8.com/m/news/2422602520?lang=&edition=full","pubTime":"2024-03-26 13:56","market":"us","language":"en","title":"PayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2422602520","media":"Motley Fool","summary":"This fintech specialist probably won't be valued at a discount for long.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>&#39;s valuation is historically low and also inexpensive relative to peers.</p></li><li><p>Its first-mover advantage, widespread reach, and government-backed moat should help ensure growth for years to come.</p></li></ul><p>Nearly 25 years ago, Elon Musk and Peter Thiel disrupted the world with digital payments company PayPal. Today, it remains the strongest competitor in a fast-moving industry, and it is by far the cheapest, highest-quality tech stock you can buy in 2024.</p><p>The core of PayPal&#39;s business comes from the merchants who accept it as a form of payment and the customers who rely on it to pay their bills.</p><p>For merchants, the main value of accepting PayPal is it gives a customer the flexibility to pay with their credit/debit card, Venmo, or even competing digital wallets. This reduces friction and makes it easier (and therefore more likely) for a transaction to occur.</p><p>For customers, the biggest benefit is privacy and security. PayPal customers can buy something without sharing their financial information with the merchant.</p><p>PayPal&#39;s simplicity and security has created widespread brand awareness among people of all ages.</p><h2 id=\"id_3672948174\">Steady annual revenue growth</h2><p>Today, PayPal has 391 million consumer accounts and 35 million merchant accounts, but its most important metric is total payment volume (TPV), which rose 13% in 2023 to $1.53 trillion. It is the single biggest driver of the company&#39;s revenue.</p><p>Overall, PayPal&#39;s net revenue increased 8% in 2022 and 2023, and there&#39;s good reason to think it will grow by a consistent 8%-plus annually for years to come.</p><p>Although this company is no longer the rapidly expanding Silicon Valley start-up it once was, it&#39;s still providing solid revenue and payment volume growth 25 years later, and there are three main reasons this should continue.</p><h2 id=\"id_3749574733\">First-mover advantage</h2><p>First, PayPal&#39;s massive size gives it a moat in the competitive digital payments industry. It was the first mover and operates in 200 countries and territories around the world. For a competitor to take away market share, it has to have a much better value proposition for someone to stop using their PayPal account.</p><p>The more customers who use PayPal, the more merchants will accept it as payment. This will keep total payment volume growing for years to come.</p><h2 id=\"id_140798825\">Widespread reach</h2><p>Second, PayPal isn&#39;t just a high-value, well-known global brand. The company also owns brands including Venmo, Braintree, HyperWallet, and Xoom.</p><p>Venmo is one of the most popular digital payment apps. Over 78 million people use it, mostly in the United States, and Venmo&#39;s revenue doubled from 2020 to 2022. Braintree helps merchants accept both PayPal and credit cards with a single integration. HyperWallet makes global payments quick and simple, and Xoom lets people transfer money.</p><p>Whenever someone makes a purchase using any of PayPal&#39;s brands, the company receives a portion of the amount. It&#39;s a lucrative business to be in, especially when TPV is rising consistently like PayPal&#39;s is.</p><h2 id=\"id_4156636385\">A government-backed moat</h2><p>Finally, PayPal&#39;s moat extends beyond its size and well-known brands. Because the industry is so regulated, that makes it extremely difficult for new competitors to enter. PayPal&#39;s government licenses allow it to operate, and a competitor can&#39;t simply join the industry without government approval.</p><p>The company owns licenses in the U.S. to operate as a money transmitter, and in the state of New York it holds a full BitLicense issued by the New York Department of Financial Services to offer cryptocurrency services. These licenses extend to its other brands.</p><p>PayPal has a consistently growing business, as well as a clear path to staying ahead of the competition, but we haven&#39;t reached my biggest reason to be bullish...</p><h2 id=\"id_2722712251\">The cheapest, highest-quality tech stock today</h2><p>PayPal is a tech stock in the digital payments space, but its valuation is closer to a bargain value stock.</p><p>As I&#39;m writing, its price-to-sales ratio (P/S) is just 2.16, which means investors are paying $2.16 for every dollar of the company&#39;s sales.</p><p>In June 2021, the P/S was nearly 15! This stock is cheap compared to its historical average, and cheap compared to its competitors, too.</p><p><strong>Global Payments</strong> is a digital payments company and member of the <strong>S&amp;P 500</strong> and Fortune 500. Its P/S is 3.52 today, roughly 63% more expensive than PayPal.</p><p><strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong>, which owns CashApp and Square, has a P/S of 2.29 -- just a little more than PayPal.</p><h2 id=\"id_4043143497\">Buy and hold</h2><p>PayPal&#39;s ubiquity has made it one of the world&#39;s most well-known brands among nearly every demographic, and its size and scale are fueling its next evolution of growth.</p><p>The new era of cryptocurrencies has made digital payment software even more important, and PayPal is in a perfect position to capitalize.</p><p>The stock&#39;s 2.16 P/S makes it the cheapest, highest-quality tech company in the market today. PayPal probably won&#39;t trade at a discount for long, because its Venmo subsidiary and its government licenses ensure years of steady growth.</p><p>This is the type of stock you can buy and hold for years.</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>PayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024</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\">\nPayPal: The Cheapest, Highest-Quality Tech Stock to Buy in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-26 13:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/25/paypal-the-cheapest-highest-quality-tech-stock-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PayPal's valuation is historically low and also inexpensive relative to peers.Its first-mover advantage, widespread reach, and government-backed moat should help ensure growth for years to come.Nearly...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/25/paypal-the-cheapest-highest-quality-tech-stock-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4551":"寇图资本持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4581":"高盛持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4588":"碎股","BK4534":"瑞士信贷持仓","PYPL":"PayPal","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4227":"交易和支付处理服务","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU1861217088.USD":"贝莱德金融科技A2","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2024/03/25/paypal-the-cheapest-highest-quality-tech-stock-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422602520","content_text":"PayPal's valuation is historically low and also inexpensive relative to peers.Its first-mover advantage, widespread reach, and government-backed moat should help ensure growth for years to come.Nearly 25 years ago, Elon Musk and Peter Thiel disrupted the world with digital payments company PayPal. Today, it remains the strongest competitor in a fast-moving industry, and it is by far the cheapest, highest-quality tech stock you can buy in 2024.The core of PayPal's business comes from the merchants who accept it as a form of payment and the customers who rely on it to pay their bills.For merchants, the main value of accepting PayPal is it gives a customer the flexibility to pay with their credit/debit card, Venmo, or even competing digital wallets. This reduces friction and makes it easier (and therefore more likely) for a transaction to occur.For customers, the biggest benefit is privacy and security. PayPal customers can buy something without sharing their financial information with the merchant.PayPal's simplicity and security has created widespread brand awareness among people of all ages.Steady annual revenue growthToday, PayPal has 391 million consumer accounts and 35 million merchant accounts, but its most important metric is total payment volume (TPV), which rose 13% in 2023 to $1.53 trillion. It is the single biggest driver of the company's revenue.Overall, PayPal's net revenue increased 8% in 2022 and 2023, and there's good reason to think it will grow by a consistent 8%-plus annually for years to come.Although this company is no longer the rapidly expanding Silicon Valley start-up it once was, it's still providing solid revenue and payment volume growth 25 years later, and there are three main reasons this should continue.First-mover advantageFirst, PayPal's massive size gives it a moat in the competitive digital payments industry. It was the first mover and operates in 200 countries and territories around the world. For a competitor to take away market share, it has to have a much better value proposition for someone to stop using their PayPal account.The more customers who use PayPal, the more merchants will accept it as payment. This will keep total payment volume growing for years to come.Widespread reachSecond, PayPal isn't just a high-value, well-known global brand. The company also owns brands including Venmo, Braintree, HyperWallet, and Xoom.Venmo is one of the most popular digital payment apps. Over 78 million people use it, mostly in the United States, and Venmo's revenue doubled from 2020 to 2022. Braintree helps merchants accept both PayPal and credit cards with a single integration. HyperWallet makes global payments quick and simple, and Xoom lets people transfer money.Whenever someone makes a purchase using any of PayPal's brands, the company receives a portion of the amount. It's a lucrative business to be in, especially when TPV is rising consistently like PayPal's is.A government-backed moatFinally, PayPal's moat extends beyond its size and well-known brands. Because the industry is so regulated, that makes it extremely difficult for new competitors to enter. PayPal's government licenses allow it to operate, and a competitor can't simply join the industry without government approval.The company owns licenses in the U.S. to operate as a money transmitter, and in the state of New York it holds a full BitLicense issued by the New York Department of Financial Services to offer cryptocurrency services. These licenses extend to its other brands.PayPal has a consistently growing business, as well as a clear path to staying ahead of the competition, but we haven't reached my biggest reason to be bullish...The cheapest, highest-quality tech stock todayPayPal is a tech stock in the digital payments space, but its valuation is closer to a bargain value stock.As I'm writing, its price-to-sales ratio (P/S) is just 2.16, which means investors are paying $2.16 for every dollar of the company's sales.In June 2021, the P/S was nearly 15! This stock is cheap compared to its historical average, and cheap compared to its competitors, too.Global Payments is a digital payments company and member of the S&P 500 and Fortune 500. Its P/S is 3.52 today, roughly 63% more expensive than PayPal.Block, which owns CashApp and Square, has a P/S of 2.29 -- just a little more than PayPal.Buy and holdPayPal's ubiquity has made it one of the world's most well-known brands among nearly every demographic, and its size and scale are fueling its next evolution of growth.The new era of cryptocurrencies has made digital payment software even more important, and PayPal is in a perfect position to capitalize.The stock's 2.16 P/S makes it the cheapest, highest-quality tech company in the market today. PayPal probably won't trade at a discount for long, because its Venmo subsidiary and its government licenses ensure years of steady growth.This is the type of stock you can buy and hold for years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274138618548336,"gmtCreate":1707966155245,"gmtModify":1707966201427,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"did they conduct a survey on fund managers think of Nvidia ?&nbsp;","listText":"did they conduct a survey on fund managers think of Nvidia ?&nbsp;","text":"did they conduct a survey on fund managers think of Nvidia ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274138618548336","repostId":"1171549945","repostType":2,"repost":{"id":"1171549945","pubTimestamp":1707965717,"share":"https://www.laohu8.com/m/news/1171549945?lang=&edition=full","pubTime":"2024-02-15 10:55","market":"hk","language":"en","title":"Hong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1171549945","media":"South China Morning Post","summary":"Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not rush","content":"<html><head></head><body><p>Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not rushing back into stocks even amid China’s policy support.</p><p style=\"text-align: start;\">The Hang Seng Index slipped 0.4 per cent to 15,816.10 at 10.30am local time, surrendering half of Wednesday’s advance. The Tech Index declined 0.7 per cent, after logging a 2.2 per cent rally a day earlier. Financial markets in mainland China are closed for this week for the Lunar New Year holiday.</p><p style=\"text-align: start;\">Tencent fell 1.2 per cent to HK$286.60 and Meituan lost 0.9 per cent to HK$70.45. EV maker Li Auto slumped 1.5 per cent to HK$117.80 and developer Sun Hung Kai Properties retreated 1 per cent HK$70.70, while appliances maker Haier Smart Home lost 0.8 per cent to HK$23.40.</p><p>Ping An Insurance tumbled 0.4 per cent to HK$33.30 after analysts at CLSA cut their rating on the firm’s shares with a price target of HK$31, according to Bloomberg data.</p><p>Stocks swung this week after Japan slipped into a technical recession after an official report on Thursday showed the economy unexpectedly shrank last quarter. A stronger US inflation data also tempered bets on rate cuts by the Federal Reserve at the March and May meeting, according to Fed fund futures.</p><p>In Asia, regional funds remained hesitant about chasing Chinese stocks despite efforts by Beijing to stem a rout and repair market confidence, Bank of America said in a report on February 13, based on a survey from February 2 to 8 of people managing US$331 billion of assets.</p><p style=\"text-align: start;\">More survey participants expected a weakening rather than a strengthening in the year ahead for the first time since the periodical survey began 17 months ago, the US bank said. Most them were willing to sit out or avoid the market, including 15 per cent who were looking to cut risk on any bounces, the report added.</p><p style=\"text-align: start;\">Elsewhere, major Asian markets were mixed. The Nikkei 225 in Japan advanced 0.7 per cent while the S&amp;P ASX 200 in Australia gained 0.5 per cent and the Kospi in South Korea dropped 0.1 per cent.</p></body></html>","source":"lsy1600132093512","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>Hong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks Drop As Asian Fund Managers Show No Urgency to Chase Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/markets/article/3252004/hong-kong-stocks-drop-asian-fund-managers-show-no-urgency-chase-market-amid-chinas-policy-support><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not ...</p>\n\n<a href=\"https://www.scmp.com/business/markets/article/3252004/hong-kong-stocks-drop-asian-fund-managers-show-no-urgency-chase-market-amid-chinas-policy-support\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://www.scmp.com/business/markets/article/3252004/hong-kong-stocks-drop-asian-fund-managers-show-no-urgency-chase-market-amid-chinas-policy-support","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171549945","content_text":"Hong Kong stocks dropped, struggling to sustain a winning start to the Year of the Dragon as signs of fresh economic headwinds in the region. A survey showed Asia’s biggest money managers are not rushing back into stocks even amid China’s policy support.The Hang Seng Index slipped 0.4 per cent to 15,816.10 at 10.30am local time, surrendering half of Wednesday’s advance. The Tech Index declined 0.7 per cent, after logging a 2.2 per cent rally a day earlier. Financial markets in mainland China are closed for this week for the Lunar New Year holiday.Tencent fell 1.2 per cent to HK$286.60 and Meituan lost 0.9 per cent to HK$70.45. EV maker Li Auto slumped 1.5 per cent to HK$117.80 and developer Sun Hung Kai Properties retreated 1 per cent HK$70.70, while appliances maker Haier Smart Home lost 0.8 per cent to HK$23.40.Ping An Insurance tumbled 0.4 per cent to HK$33.30 after analysts at CLSA cut their rating on the firm’s shares with a price target of HK$31, according to Bloomberg data.Stocks swung this week after Japan slipped into a technical recession after an official report on Thursday showed the economy unexpectedly shrank last quarter. A stronger US inflation data also tempered bets on rate cuts by the Federal Reserve at the March and May meeting, according to Fed fund futures.In Asia, regional funds remained hesitant about chasing Chinese stocks despite efforts by Beijing to stem a rout and repair market confidence, Bank of America said in a report on February 13, based on a survey from February 2 to 8 of people managing US$331 billion of assets.More survey participants expected a weakening rather than a strengthening in the year ahead for the first time since the periodical survey began 17 months ago, the US bank said. Most them were willing to sit out or avoid the market, including 15 per cent who were looking to cut risk on any bounces, the report added.Elsewhere, major Asian markets were mixed. The Nikkei 225 in Japan advanced 0.7 per cent while the S&P ASX 200 in Australia gained 0.5 per cent and the Kospi in South Korea dropped 0.1 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}