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reeyan
2023-07-17
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Tesla, Netflix, Banks on Tap As Earnings Season Ramps up: What to Know This Week
reeyan
2023-07-04
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NIO: This Bounce Has Juice
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Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housingmarket.Earnings r","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Nicholas Jasinski \n</p>\n<p>\n Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housing market. \n</p>\n<p>\n Earnings ramp up on Tuesday, with Morgan Stanley, Bank of America, Lockheed Martin, and Prologis to be the day's highlights. On Wednesday, Tesla, Goldman Sachs Group, <a href=\"https://laohu8.com/S/IBM\">IBM</a>, Netflix, and United Airlines Holdings will report. \n</p>\n<p>\n Thursday will bring results from Taiwan Semiconductor Manufacturing, Johnson & Johnson, Newmont, and American Airlines Group, then American Express will close the week on Friday. \n</p>\n<p>\n On Tuesday, the Census Bureau will report retail sales data for June. It is forecast to show a 0.4% monthly increase in consumer spending, a tenth of a point faster than in May. \n</p>\n<p>\n Also on Tuesday, the National Association of Home Builders will release its Housing Market Index for July. The Census Bureau reports June housing starts on Wednesday then the National Association of Realtors adds existing-home sales for June on Thursday. \n</p>\n<p>\n Finally, the Conference Board will release its Leading Economic Index for June on Thursday, following 14-straight months of declines. \n</p>\n<p>\n Monday 7/17 \n</p>\n<p>\n The Federal Reserve Bank of New York releases the Empire State Manufacturing Survey for July. Consensus estimate is for a negative 6.5 reading, about 13 points less than in June. \n</p>\n<p>\n Tuesday 7/18 \n</p>\n<p>\n Bank of America, Bank of NY Mellon, J.B. Hunt Transport Services, Lockheed Martin, Morgan Stanley, Novartis, Omnicom Group, PNC Financial Services Group, Prologis, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> release earnings. \n</p>\n<p>\n The Census Bureau reports retail sales data for June. Consumer spending is expected to grow 0.4% month over month, following a 0.3% increase in May. Excluding autos, spending is seen rising 0.3%, two-tenths of a percentage point more than previously. U.S. consumers have proved much more resilient than the majority of economists predicted at the start of the year. \n</p>\n<p>\n The National Association of Home Builders releases its Housing Market Index for July. Economists forecast a 57 reading, two points higher than in June. The index has risen for six straight months and is at its highest level in nearly a year, despite 30-year mortgage rates close to a two-decade high. Solid demand and a lack of existing inventory have buoyed home builders' sentiment. \n</p>\n<p>\n Wednesday 7/19 \n</p>\n<p>\n Tesla reports second-quarter results. Shares of the electric-vehicle pioneer are up 128% this year, making them the third best performer in the S&P 500 index. Tesla announced a record 466,140 deliveries for the second quarter in early July, up more than 80% from the prior year. \n</p>\n<p>\n ASML Holding, Baker Hughes, Crown Castle, Discover Financial Services, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Goldman Sachs Group, Halliburton, IBM, Kinder Morgan, Las Vegas Sands, Nasdaq, Netflix, Northern Trust, U.S. Bancorp, and United Airlines Holdings report quarterly results. \n</p>\n<p>\n The Census Bureau reports new residential statistics for June. The consensus call is for a seasonally adjusted annual rate of 1.48 million privately owned housing starts, more than 9% less than in May. \n</p>\n<p>\n Thursday 7/20 \n</p>\n<p>\n Abbott Laboratories, American Airlines Group, Capital One Financial, CSX, D.R. Horton, Freeport-McMoRan, Intuitive Surgical, Johnson & Johnson, Kenvue, Marsh & McLennan, Newmont, Philip Morris International, SAP, Taiwan Semiconductor Manufacturing, Travelers, and Truist Financial hold conference calls to discuss earnings. \n</p>\n<p>\n The National Association of Realtors reports existing-home sales for June. Expectations are for a seasonally adjusted annual rate of 4.3 million homes sold, matching the May data. \n</p>\n<p>\n The Conference Board releases its Leading Economic Index for June. The LEI has declined for 14 consecutive months, which points to weaker economic activity ahead, according to the Conference Board, which projects a recession in the next nine months. \n</p>\n<p>\n Friday 7/21 \n</p>\n<p>\n American Express, Roper Technologies, and SLB announce earnings. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n July 17, 2023 05:40 ET (09:40 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Netflix, Banks on Tap As Earnings Season Ramps up: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Netflix, Banks on Tap As Earnings Season Ramps up: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-17 15:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Nicholas Jasinski \n</p>\n<p>\n Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housing market. \n</p>\n<p>\n Earnings ramp up on Tuesday, with Morgan Stanley, Bank of America, Lockheed Martin, and Prologis to be the day's highlights. On Wednesday, Tesla, Goldman Sachs Group, <a href=\"https://laohu8.com/S/IBM\">IBM</a>, Netflix, and United Airlines Holdings will report. \n</p>\n<p>\n Thursday will bring results from Taiwan Semiconductor Manufacturing, Johnson & Johnson, Newmont, and American Airlines Group, then American Express will close the week on Friday. \n</p>\n<p>\n On Tuesday, the Census Bureau will report retail sales data for June. It is forecast to show a 0.4% monthly increase in consumer spending, a tenth of a point faster than in May. \n</p>\n<p>\n Also on Tuesday, the National Association of Home Builders will release its Housing Market Index for July. The Census Bureau reports June housing starts on Wednesday then the National Association of Realtors adds existing-home sales for June on Thursday. \n</p>\n<p>\n Finally, the Conference Board will release its Leading Economic Index for June on Thursday, following 14-straight months of declines. \n</p>\n<p>\n Monday 7/17 \n</p>\n<p>\n The Federal Reserve Bank of New York releases the Empire State Manufacturing Survey for July. Consensus estimate is for a negative 6.5 reading, about 13 points less than in June. \n</p>\n<p>\n Tuesday 7/18 \n</p>\n<p>\n Bank of America, Bank of NY Mellon, J.B. Hunt Transport Services, Lockheed Martin, Morgan Stanley, Novartis, Omnicom Group, PNC Financial Services Group, Prologis, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> release earnings. \n</p>\n<p>\n The Census Bureau reports retail sales data for June. Consumer spending is expected to grow 0.4% month over month, following a 0.3% increase in May. Excluding autos, spending is seen rising 0.3%, two-tenths of a percentage point more than previously. U.S. consumers have proved much more resilient than the majority of economists predicted at the start of the year. \n</p>\n<p>\n The National Association of Home Builders releases its Housing Market Index for July. Economists forecast a 57 reading, two points higher than in June. The index has risen for six straight months and is at its highest level in nearly a year, despite 30-year mortgage rates close to a two-decade high. Solid demand and a lack of existing inventory have buoyed home builders' sentiment. \n</p>\n<p>\n Wednesday 7/19 \n</p>\n<p>\n Tesla reports second-quarter results. Shares of the electric-vehicle pioneer are up 128% this year, making them the third best performer in the S&P 500 index. Tesla announced a record 466,140 deliveries for the second quarter in early July, up more than 80% from the prior year. \n</p>\n<p>\n ASML Holding, Baker Hughes, Crown Castle, Discover Financial Services, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Goldman Sachs Group, Halliburton, IBM, Kinder Morgan, Las Vegas Sands, Nasdaq, Netflix, Northern Trust, U.S. Bancorp, and United Airlines Holdings report quarterly results. \n</p>\n<p>\n The Census Bureau reports new residential statistics for June. The consensus call is for a seasonally adjusted annual rate of 1.48 million privately owned housing starts, more than 9% less than in May. \n</p>\n<p>\n Thursday 7/20 \n</p>\n<p>\n Abbott Laboratories, American Airlines Group, Capital One Financial, CSX, D.R. Horton, Freeport-McMoRan, Intuitive Surgical, Johnson & Johnson, Kenvue, Marsh & McLennan, Newmont, Philip Morris International, SAP, Taiwan Semiconductor Manufacturing, Travelers, and Truist Financial hold conference calls to discuss earnings. \n</p>\n<p>\n The National Association of Realtors reports existing-home sales for June. Expectations are for a seasonally adjusted annual rate of 4.3 million homes sold, matching the May data. \n</p>\n<p>\n The Conference Board releases its Leading Economic Index for June. The LEI has declined for 14 consecutive months, which points to weaker economic activity ahead, according to the Conference Board, which projects a recession in the next nine months. \n</p>\n<p>\n Friday 7/21 \n</p>\n<p>\n American Express, Roper Technologies, and SLB announce earnings. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n July 17, 2023 05:40 ET (09:40 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4551":"寇图资本持仓","BK4207":"综合性银行","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC",".DJI":"道琼斯","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus",".IXIC":"NASDAQ Composite","PLD":"安博","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元",".SPX":"S&P 500 Index","MS":"摩根士丹利","BK4099":"汽车制造商","TSLA":"特斯拉","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","IBM":"IBM","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4532":"文艺复兴科技持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NFLX":"奈飞","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LMT":"洛克希德马丁","LU0971096721.USD":"富达环球金融服务 A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","BK4555":"新能源车","BK4566":"资本集团","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BAC":"美国银行","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4559":"巴菲特持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352505276","content_text":"By Nicholas Jasinski \n\n\n Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housing market. \n\n\n Earnings ramp up on Tuesday, with Morgan Stanley, Bank of America, Lockheed Martin, and Prologis to be the day's highlights. On Wednesday, Tesla, Goldman Sachs Group, IBM, Netflix, and United Airlines Holdings will report. \n\n\n Thursday will bring results from Taiwan Semiconductor Manufacturing, Johnson & Johnson, Newmont, and American Airlines Group, then American Express will close the week on Friday. \n\n\n On Tuesday, the Census Bureau will report retail sales data for June. It is forecast to show a 0.4% monthly increase in consumer spending, a tenth of a point faster than in May. \n\n\n Also on Tuesday, the National Association of Home Builders will release its Housing Market Index for July. The Census Bureau reports June housing starts on Wednesday then the National Association of Realtors adds existing-home sales for June on Thursday. \n\n\n Finally, the Conference Board will release its Leading Economic Index for June on Thursday, following 14-straight months of declines. \n\n\n Monday 7/17 \n\n\n The Federal Reserve Bank of New York releases the Empire State Manufacturing Survey for July. Consensus estimate is for a negative 6.5 reading, about 13 points less than in June. \n\n\n Tuesday 7/18 \n\n\n Bank of America, Bank of NY Mellon, J.B. Hunt Transport Services, Lockheed Martin, Morgan Stanley, Novartis, Omnicom Group, PNC Financial Services Group, Prologis, and Synchrony Financial release earnings. \n\n\n The Census Bureau reports retail sales data for June. Consumer spending is expected to grow 0.4% month over month, following a 0.3% increase in May. Excluding autos, spending is seen rising 0.3%, two-tenths of a percentage point more than previously. U.S. consumers have proved much more resilient than the majority of economists predicted at the start of the year. \n\n\n The National Association of Home Builders releases its Housing Market Index for July. Economists forecast a 57 reading, two points higher than in June. The index has risen for six straight months and is at its highest level in nearly a year, despite 30-year mortgage rates close to a two-decade high. Solid demand and a lack of existing inventory have buoyed home builders' sentiment. \n\n\n Wednesday 7/19 \n\n\n Tesla reports second-quarter results. Shares of the electric-vehicle pioneer are up 128% this year, making them the third best performer in the S&P 500 index. Tesla announced a record 466,140 deliveries for the second quarter in early July, up more than 80% from the prior year. \n\n\n ASML Holding, Baker Hughes, Crown Castle, Discover Financial Services, Elevance Health, Goldman Sachs Group, Halliburton, IBM, Kinder Morgan, Las Vegas Sands, Nasdaq, Netflix, Northern Trust, U.S. Bancorp, and United Airlines Holdings report quarterly results. \n\n\n The Census Bureau reports new residential statistics for June. The consensus call is for a seasonally adjusted annual rate of 1.48 million privately owned housing starts, more than 9% less than in May. \n\n\n Thursday 7/20 \n\n\n Abbott Laboratories, American Airlines Group, Capital One Financial, CSX, D.R. Horton, Freeport-McMoRan, Intuitive Surgical, Johnson & Johnson, Kenvue, Marsh & McLennan, Newmont, Philip Morris International, SAP, Taiwan Semiconductor Manufacturing, Travelers, and Truist Financial hold conference calls to discuss earnings. \n\n\n The National Association of Realtors reports existing-home sales for June. Expectations are for a seasonally adjusted annual rate of 4.3 million homes sold, matching the May data. \n\n\n The Conference Board releases its Leading Economic Index for June. The LEI has declined for 14 consecutive months, which points to weaker economic activity ahead, according to the Conference Board, which projects a recession in the next nine months. \n\n\n Friday 7/21 \n\n\n American Express, Roper Technologies, and SLB announce earnings. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n July 17, 2023 05:40 ET (09:40 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194183133094120,"gmtCreate":1688447832025,"gmtModify":1688448117726,"author":{"id":"4148682819132852","authorId":"4148682819132852","name":"reeyan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4148682819132852","authorIdStr":"4148682819132852"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194183133094120","repostId":"2348402542","repostType":2,"repost":{"id":"2348402542","pubTimestamp":1688442401,"share":"https://ttm.financial/m/news/2348402542?lang=&edition=fundamental","pubTime":"2023-07-04 11:46","market":"us","language":"en","title":"NIO: This Bounce Has Juice","url":"https://stock-news.laohu8.com/highlight/detail?id=2348402542","media":"Seekingalpha","summary":"Andy Feng After a big foreign investment, NIO Inc. (NYSE:NIO) finally has some life back in the business and the stock. The Chinese electric vehicle (\"EV\") manufacturer ended Q2 on a positive note and","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.</p></li><li><p>The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross margins.</p></li><li><p>The company just obtained a $740 million cash infusion in a bullish sign of the current march towards record vehicle deliveries.</p></li></ul><p>After a big foreign investment, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> finally has some life back in the business and the stock. The Chinese electric vehicle ("EV") manufacturer ended Q2 on a positive note and appears poised for record deliveries in Q3. My investment thesis remains ultra Bullish on the stock, with a rally finally in sight.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90cd28243cec115331b29371c0b5c6f\" alt=\"Finviz\" title=\"Finviz\" tg-width=\"991\" tg-height=\"422\"/><span>Finviz</span></p><h2>June Rebound</h2><p>NIO reported June deliveries of 10,707 EVs for a big rebound from April/May. The key to the investment story is further momentum into July on the launch of a couple of additional vehicles during June.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81ee22281921c7229a517adfe185aaca\" alt=\"CnEVPost\" title=\"CnEVPost\" tg-width=\"640\" tg-height=\"339\"/><span>CnEVPost</span></p><p>After the June rebound, NIO has clear sights to record July and Q3 sales. The Chinese EV company has spent the last couple of years trying to capture consistent growth without much success.</p><p>As CnEVPost highlights, NIO needs to deliver 32,000 vehicles per month in the 2H to double sales in 2023 from the 122,486 units delivered last year. At the BoA 2023 Asia Conference, management reportedly made the following financial targets for the 2H:</p><ul><li><p>20K average monthly vehicle deliveries</p></li><li><p>Q3 gross margin - 10%</p></li><li><p>Q4 gross margin - 15%</p></li></ul><p>Going back to the monthly deliveries, NIO has struggled to deliver much more than 10K vehicles in any particular month. Outside of the last 2 months of 2022, the Chinese EV company has failed to even reach 14K monthly vehicle deliveries, so any month above 2OK, much less multiple months, would be momentous.</p><p>The major problem with the current vehicle delivery targets is that NIO would only deliver 120K units in the 2H after delivering just 55K in the 1H. The vehicle delivery total of 175K would definitely set a new annual delivery record, but NIO would end up far short of the target to double sales to ~250K for the year, questioning whether the company will even meet this new target.</p><p>The delivery targets aren't out of the question, considering <a href=\"https://laohu8.com/S/LI\">Li Auto</a> topped 32K deliveries in June, up 150% from only 11K last year.</p><h2>Cash Wasn't Needed</h2><p>A big part of the investment story in the last month was the investment by CYVN Holdings. Not only did the investment vehicle of the Abu Dhabi government invest nearly $740 million directly into acquiring 84,695,543 new shares at $8.72 per share, but also CYVN bought another 40,137,614 shares from <strong>Tencent Holdings</strong> (OTCPK:TCEHY) to acquire a total position of ~7%.</p><p>NIO ended Q1 with a cash balance of $5.5 billion, though the company does have ~$2.8 billion in debt to offset some of the cash balance. The agreement was more about a partner for international markets. The parties agreed to cooperate to jointly pursue opportunities in NIO's international business.</p><p>Based on the Q1 adjusted net loss of nearly $600 million and a similar loss in Q2, NIO probably saw the cash balance generally flat during Q2. The CYVN investment of $740 million should generally match the quarterly cash burn rate, leaving NIO in a strong cash balance position.</p><p>A big key to the 2H investment story is the ability of NIO to return the gross margin level back to 10% to 15% and shoot for a 20% gross margin. The company is forecasting a path to cutting the quarterly cash burn levels to where additional cash wasn't needed.</p><p>On the $3 billion sales target for Q4'23, NIO would produce $450 million in gross profit after virtually nothing in Q1. The much smaller losses going forward reduce the need for more cash.</p><p>The stock bounced off a higher low around $8 following the equity investment. NIO appears headed in the right direction following the release of new models and the big investment. Besides, the Abu Dhabi government wouldn't invest over $1 billion in a Chinese EV automaker without some plans to push forward international operations and some knowledge that orders are progressing towards targets of over 20K per month in vehicle deliveries.</p><h2>Takeaway</h2><p>The key investor takeaway is that NIO stock is finally trading in a bullish manner after a tough couple of years since the stock topped above $60 in early 2021. The Chinese EV company appears poised for record monthly and quarterly deliveries based on the launch of new models, including the new ES6, ET5 Touring, and new ES8. The large equity investment is another sign of the sentiment change in NIO.</p><p>Investors should continue using NIO Inc. stock trading at all-time lows as an opportunity to invest in a promising Chinese EV automaker.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: This Bounce Has Juice</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: This Bounce Has Juice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 11:46 GMT+8 <a href=https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross ...</p>\n\n<a href=\"https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348402542","content_text":"SummaryNIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross margins.The company just obtained a $740 million cash infusion in a bullish sign of the current march towards record vehicle deliveries.After a big foreign investment, NIO Inc. finally has some life back in the business and the stock. The Chinese electric vehicle (\"EV\") manufacturer ended Q2 on a positive note and appears poised for record deliveries in Q3. My investment thesis remains ultra Bullish on the stock, with a rally finally in sight.FinvizJune ReboundNIO reported June deliveries of 10,707 EVs for a big rebound from April/May. The key to the investment story is further momentum into July on the launch of a couple of additional vehicles during June.CnEVPostAfter the June rebound, NIO has clear sights to record July and Q3 sales. The Chinese EV company has spent the last couple of years trying to capture consistent growth without much success.As CnEVPost highlights, NIO needs to deliver 32,000 vehicles per month in the 2H to double sales in 2023 from the 122,486 units delivered last year. At the BoA 2023 Asia Conference, management reportedly made the following financial targets for the 2H:20K average monthly vehicle deliveriesQ3 gross margin - 10%Q4 gross margin - 15%Going back to the monthly deliveries, NIO has struggled to deliver much more than 10K vehicles in any particular month. Outside of the last 2 months of 2022, the Chinese EV company has failed to even reach 14K monthly vehicle deliveries, so any month above 2OK, much less multiple months, would be momentous.The major problem with the current vehicle delivery targets is that NIO would only deliver 120K units in the 2H after delivering just 55K in the 1H. The vehicle delivery total of 175K would definitely set a new annual delivery record, but NIO would end up far short of the target to double sales to ~250K for the year, questioning whether the company will even meet this new target.The delivery targets aren't out of the question, considering Li Auto topped 32K deliveries in June, up 150% from only 11K last year.Cash Wasn't NeededA big part of the investment story in the last month was the investment by CYVN Holdings. Not only did the investment vehicle of the Abu Dhabi government invest nearly $740 million directly into acquiring 84,695,543 new shares at $8.72 per share, but also CYVN bought another 40,137,614 shares from Tencent Holdings (OTCPK:TCEHY) to acquire a total position of ~7%.NIO ended Q1 with a cash balance of $5.5 billion, though the company does have ~$2.8 billion in debt to offset some of the cash balance. The agreement was more about a partner for international markets. The parties agreed to cooperate to jointly pursue opportunities in NIO's international business.Based on the Q1 adjusted net loss of nearly $600 million and a similar loss in Q2, NIO probably saw the cash balance generally flat during Q2. The CYVN investment of $740 million should generally match the quarterly cash burn rate, leaving NIO in a strong cash balance position.A big key to the 2H investment story is the ability of NIO to return the gross margin level back to 10% to 15% and shoot for a 20% gross margin. The company is forecasting a path to cutting the quarterly cash burn levels to where additional cash wasn't needed.On the $3 billion sales target for Q4'23, NIO would produce $450 million in gross profit after virtually nothing in Q1. The much smaller losses going forward reduce the need for more cash.The stock bounced off a higher low around $8 following the equity investment. NIO appears headed in the right direction following the release of new models and the big investment. Besides, the Abu Dhabi government wouldn't invest over $1 billion in a Chinese EV automaker without some plans to push forward international operations and some knowledge that orders are progressing towards targets of over 20K per month in vehicle deliveries.TakeawayThe key investor takeaway is that NIO stock is finally trading in a bullish manner after a tough couple of years since the stock topped above $60 in early 2021. The Chinese EV company appears poised for record monthly and quarterly deliveries based on the launch of new models, including the new ES6, ET5 Touring, and new ES8. The large equity investment is another sign of the sentiment change in NIO.Investors should continue using NIO Inc. stock trading at all-time lows as an opportunity to invest in a promising Chinese EV automaker.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":194183133094120,"gmtCreate":1688447832025,"gmtModify":1688448117726,"author":{"id":"4148682819132852","authorId":"4148682819132852","name":"reeyan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4148682819132852","idStr":"4148682819132852"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194183133094120","repostId":"2348402542","repostType":2,"repost":{"id":"2348402542","pubTimestamp":1688442401,"share":"https://ttm.financial/m/news/2348402542?lang=&edition=fundamental","pubTime":"2023-07-04 11:46","market":"us","language":"en","title":"NIO: This Bounce Has Juice","url":"https://stock-news.laohu8.com/highlight/detail?id=2348402542","media":"Seekingalpha","summary":"Andy Feng After a big foreign investment, NIO Inc. (NYSE:NIO) finally has some life back in the business and the stock. The Chinese electric vehicle (\"EV\") manufacturer ended Q2 on a positive note and","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.</p></li><li><p>The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross margins.</p></li><li><p>The company just obtained a $740 million cash infusion in a bullish sign of the current march towards record vehicle deliveries.</p></li></ul><p>After a big foreign investment, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> finally has some life back in the business and the stock. The Chinese electric vehicle ("EV") manufacturer ended Q2 on a positive note and appears poised for record deliveries in Q3. My investment thesis remains ultra Bullish on the stock, with a rally finally in sight.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90cd28243cec115331b29371c0b5c6f\" alt=\"Finviz\" title=\"Finviz\" tg-width=\"991\" tg-height=\"422\"/><span>Finviz</span></p><h2>June Rebound</h2><p>NIO reported June deliveries of 10,707 EVs for a big rebound from April/May. The key to the investment story is further momentum into July on the launch of a couple of additional vehicles during June.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81ee22281921c7229a517adfe185aaca\" alt=\"CnEVPost\" title=\"CnEVPost\" tg-width=\"640\" tg-height=\"339\"/><span>CnEVPost</span></p><p>After the June rebound, NIO has clear sights to record July and Q3 sales. The Chinese EV company has spent the last couple of years trying to capture consistent growth without much success.</p><p>As CnEVPost highlights, NIO needs to deliver 32,000 vehicles per month in the 2H to double sales in 2023 from the 122,486 units delivered last year. At the BoA 2023 Asia Conference, management reportedly made the following financial targets for the 2H:</p><ul><li><p>20K average monthly vehicle deliveries</p></li><li><p>Q3 gross margin - 10%</p></li><li><p>Q4 gross margin - 15%</p></li></ul><p>Going back to the monthly deliveries, NIO has struggled to deliver much more than 10K vehicles in any particular month. Outside of the last 2 months of 2022, the Chinese EV company has failed to even reach 14K monthly vehicle deliveries, so any month above 2OK, much less multiple months, would be momentous.</p><p>The major problem with the current vehicle delivery targets is that NIO would only deliver 120K units in the 2H after delivering just 55K in the 1H. The vehicle delivery total of 175K would definitely set a new annual delivery record, but NIO would end up far short of the target to double sales to ~250K for the year, questioning whether the company will even meet this new target.</p><p>The delivery targets aren't out of the question, considering <a href=\"https://laohu8.com/S/LI\">Li Auto</a> topped 32K deliveries in June, up 150% from only 11K last year.</p><h2>Cash Wasn't Needed</h2><p>A big part of the investment story in the last month was the investment by CYVN Holdings. Not only did the investment vehicle of the Abu Dhabi government invest nearly $740 million directly into acquiring 84,695,543 new shares at $8.72 per share, but also CYVN bought another 40,137,614 shares from <strong>Tencent Holdings</strong> (OTCPK:TCEHY) to acquire a total position of ~7%.</p><p>NIO ended Q1 with a cash balance of $5.5 billion, though the company does have ~$2.8 billion in debt to offset some of the cash balance. The agreement was more about a partner for international markets. The parties agreed to cooperate to jointly pursue opportunities in NIO's international business.</p><p>Based on the Q1 adjusted net loss of nearly $600 million and a similar loss in Q2, NIO probably saw the cash balance generally flat during Q2. The CYVN investment of $740 million should generally match the quarterly cash burn rate, leaving NIO in a strong cash balance position.</p><p>A big key to the 2H investment story is the ability of NIO to return the gross margin level back to 10% to 15% and shoot for a 20% gross margin. The company is forecasting a path to cutting the quarterly cash burn levels to where additional cash wasn't needed.</p><p>On the $3 billion sales target for Q4'23, NIO would produce $450 million in gross profit after virtually nothing in Q1. The much smaller losses going forward reduce the need for more cash.</p><p>The stock bounced off a higher low around $8 following the equity investment. NIO appears headed in the right direction following the release of new models and the big investment. Besides, the Abu Dhabi government wouldn't invest over $1 billion in a Chinese EV automaker without some plans to push forward international operations and some knowledge that orders are progressing towards targets of over 20K per month in vehicle deliveries.</p><h2>Takeaway</h2><p>The key investor takeaway is that NIO stock is finally trading in a bullish manner after a tough couple of years since the stock topped above $60 in early 2021. The Chinese EV company appears poised for record monthly and quarterly deliveries based on the launch of new models, including the new ES6, ET5 Touring, and new ES8. The large equity investment is another sign of the sentiment change in NIO.</p><p>Investors should continue using NIO Inc. stock trading at all-time lows as an opportunity to invest in a promising Chinese EV automaker.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: This Bounce Has Juice</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: This Bounce Has Juice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 11:46 GMT+8 <a href=https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross ...</p>\n\n<a href=\"https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4615020-nio-this-bounce-has-juice","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348402542","content_text":"SummaryNIO Inc. reported a rebound in June vehicle delivery sales after a couple of weak months.The Chinese EV automaker forecasts a big rebound in 2H vehicle deliveries, leading to much higher gross margins.The company just obtained a $740 million cash infusion in a bullish sign of the current march towards record vehicle deliveries.After a big foreign investment, NIO Inc. finally has some life back in the business and the stock. The Chinese electric vehicle (\"EV\") manufacturer ended Q2 on a positive note and appears poised for record deliveries in Q3. My investment thesis remains ultra Bullish on the stock, with a rally finally in sight.FinvizJune ReboundNIO reported June deliveries of 10,707 EVs for a big rebound from April/May. The key to the investment story is further momentum into July on the launch of a couple of additional vehicles during June.CnEVPostAfter the June rebound, NIO has clear sights to record July and Q3 sales. The Chinese EV company has spent the last couple of years trying to capture consistent growth without much success.As CnEVPost highlights, NIO needs to deliver 32,000 vehicles per month in the 2H to double sales in 2023 from the 122,486 units delivered last year. At the BoA 2023 Asia Conference, management reportedly made the following financial targets for the 2H:20K average monthly vehicle deliveriesQ3 gross margin - 10%Q4 gross margin - 15%Going back to the monthly deliveries, NIO has struggled to deliver much more than 10K vehicles in any particular month. Outside of the last 2 months of 2022, the Chinese EV company has failed to even reach 14K monthly vehicle deliveries, so any month above 2OK, much less multiple months, would be momentous.The major problem with the current vehicle delivery targets is that NIO would only deliver 120K units in the 2H after delivering just 55K in the 1H. The vehicle delivery total of 175K would definitely set a new annual delivery record, but NIO would end up far short of the target to double sales to ~250K for the year, questioning whether the company will even meet this new target.The delivery targets aren't out of the question, considering Li Auto topped 32K deliveries in June, up 150% from only 11K last year.Cash Wasn't NeededA big part of the investment story in the last month was the investment by CYVN Holdings. Not only did the investment vehicle of the Abu Dhabi government invest nearly $740 million directly into acquiring 84,695,543 new shares at $8.72 per share, but also CYVN bought another 40,137,614 shares from Tencent Holdings (OTCPK:TCEHY) to acquire a total position of ~7%.NIO ended Q1 with a cash balance of $5.5 billion, though the company does have ~$2.8 billion in debt to offset some of the cash balance. The agreement was more about a partner for international markets. The parties agreed to cooperate to jointly pursue opportunities in NIO's international business.Based on the Q1 adjusted net loss of nearly $600 million and a similar loss in Q2, NIO probably saw the cash balance generally flat during Q2. The CYVN investment of $740 million should generally match the quarterly cash burn rate, leaving NIO in a strong cash balance position.A big key to the 2H investment story is the ability of NIO to return the gross margin level back to 10% to 15% and shoot for a 20% gross margin. The company is forecasting a path to cutting the quarterly cash burn levels to where additional cash wasn't needed.On the $3 billion sales target for Q4'23, NIO would produce $450 million in gross profit after virtually nothing in Q1. The much smaller losses going forward reduce the need for more cash.The stock bounced off a higher low around $8 following the equity investment. NIO appears headed in the right direction following the release of new models and the big investment. Besides, the Abu Dhabi government wouldn't invest over $1 billion in a Chinese EV automaker without some plans to push forward international operations and some knowledge that orders are progressing towards targets of over 20K per month in vehicle deliveries.TakeawayThe key investor takeaway is that NIO stock is finally trading in a bullish manner after a tough couple of years since the stock topped above $60 in early 2021. The Chinese EV company appears poised for record monthly and quarterly deliveries based on the launch of new models, including the new ES6, ET5 Touring, and new ES8. The large equity investment is another sign of the sentiment change in NIO.Investors should continue using NIO Inc. stock trading at all-time lows as an opportunity to invest in a promising Chinese EV automaker.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198714618843184,"gmtCreate":1689548709491,"gmtModify":1689558031977,"author":{"id":"4148682819132852","authorId":"4148682819132852","name":"reeyan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4148682819132852","idStr":"4148682819132852"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198714618843184","repostId":"2352505276","repostType":2,"repost":{"id":"2352505276","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1689579900,"share":"https://ttm.financial/m/news/2352505276?lang=&edition=fundamental","pubTime":"2023-07-17 15:45","market":"us","language":"en","title":"Tesla, Netflix, Banks on Tap As Earnings Season Ramps up: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2352505276","media":"Dow Jones","summary":"Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housingmarket.Earnings r","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Nicholas Jasinski \n</p>\n<p>\n Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housing market. \n</p>\n<p>\n Earnings ramp up on Tuesday, with Morgan Stanley, Bank of America, Lockheed Martin, and Prologis to be the day's highlights. On Wednesday, Tesla, Goldman Sachs Group, <a href=\"https://laohu8.com/S/IBM\">IBM</a>, Netflix, and United Airlines Holdings will report. \n</p>\n<p>\n Thursday will bring results from Taiwan Semiconductor Manufacturing, Johnson & Johnson, Newmont, and American Airlines Group, then American Express will close the week on Friday. \n</p>\n<p>\n On Tuesday, the Census Bureau will report retail sales data for June. It is forecast to show a 0.4% monthly increase in consumer spending, a tenth of a point faster than in May. \n</p>\n<p>\n Also on Tuesday, the National Association of Home Builders will release its Housing Market Index for July. The Census Bureau reports June housing starts on Wednesday then the National Association of Realtors adds existing-home sales for June on Thursday. \n</p>\n<p>\n Finally, the Conference Board will release its Leading Economic Index for June on Thursday, following 14-straight months of declines. \n</p>\n<p>\n Monday 7/17 \n</p>\n<p>\n The Federal Reserve Bank of New York releases the Empire State Manufacturing Survey for July. Consensus estimate is for a negative 6.5 reading, about 13 points less than in June. \n</p>\n<p>\n Tuesday 7/18 \n</p>\n<p>\n Bank of America, Bank of NY Mellon, J.B. Hunt Transport Services, Lockheed Martin, Morgan Stanley, Novartis, Omnicom Group, PNC Financial Services Group, Prologis, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> release earnings. \n</p>\n<p>\n The Census Bureau reports retail sales data for June. Consumer spending is expected to grow 0.4% month over month, following a 0.3% increase in May. Excluding autos, spending is seen rising 0.3%, two-tenths of a percentage point more than previously. U.S. consumers have proved much more resilient than the majority of economists predicted at the start of the year. \n</p>\n<p>\n The National Association of Home Builders releases its Housing Market Index for July. Economists forecast a 57 reading, two points higher than in June. The index has risen for six straight months and is at its highest level in nearly a year, despite 30-year mortgage rates close to a two-decade high. Solid demand and a lack of existing inventory have buoyed home builders' sentiment. \n</p>\n<p>\n Wednesday 7/19 \n</p>\n<p>\n Tesla reports second-quarter results. Shares of the electric-vehicle pioneer are up 128% this year, making them the third best performer in the S&P 500 index. Tesla announced a record 466,140 deliveries for the second quarter in early July, up more than 80% from the prior year. \n</p>\n<p>\n ASML Holding, Baker Hughes, Crown Castle, Discover Financial Services, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Goldman Sachs Group, Halliburton, IBM, Kinder Morgan, Las Vegas Sands, Nasdaq, Netflix, Northern Trust, U.S. Bancorp, and United Airlines Holdings report quarterly results. \n</p>\n<p>\n The Census Bureau reports new residential statistics for June. The consensus call is for a seasonally adjusted annual rate of 1.48 million privately owned housing starts, more than 9% less than in May. \n</p>\n<p>\n Thursday 7/20 \n</p>\n<p>\n Abbott Laboratories, American Airlines Group, Capital One Financial, CSX, D.R. Horton, Freeport-McMoRan, Intuitive Surgical, Johnson & Johnson, Kenvue, Marsh & McLennan, Newmont, Philip Morris International, SAP, Taiwan Semiconductor Manufacturing, Travelers, and Truist Financial hold conference calls to discuss earnings. \n</p>\n<p>\n The National Association of Realtors reports existing-home sales for June. Expectations are for a seasonally adjusted annual rate of 4.3 million homes sold, matching the May data. \n</p>\n<p>\n The Conference Board releases its Leading Economic Index for June. The LEI has declined for 14 consecutive months, which points to weaker economic activity ahead, according to the Conference Board, which projects a recession in the next nine months. \n</p>\n<p>\n Friday 7/21 \n</p>\n<p>\n American Express, Roper Technologies, and SLB announce earnings. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n July 17, 2023 05:40 ET (09:40 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Netflix, Banks on Tap As Earnings Season Ramps up: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Netflix, Banks on Tap As Earnings Season Ramps up: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-17 15:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Nicholas Jasinski \n</p>\n<p>\n Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housing market. \n</p>\n<p>\n Earnings ramp up on Tuesday, with Morgan Stanley, Bank of America, Lockheed Martin, and Prologis to be the day's highlights. On Wednesday, Tesla, Goldman Sachs Group, <a href=\"https://laohu8.com/S/IBM\">IBM</a>, Netflix, and United Airlines Holdings will report. \n</p>\n<p>\n Thursday will bring results from Taiwan Semiconductor Manufacturing, Johnson & Johnson, Newmont, and American Airlines Group, then American Express will close the week on Friday. \n</p>\n<p>\n On Tuesday, the Census Bureau will report retail sales data for June. It is forecast to show a 0.4% monthly increase in consumer spending, a tenth of a point faster than in May. \n</p>\n<p>\n Also on Tuesday, the National Association of Home Builders will release its Housing Market Index for July. The Census Bureau reports June housing starts on Wednesday then the National Association of Realtors adds existing-home sales for June on Thursday. \n</p>\n<p>\n Finally, the Conference Board will release its Leading Economic Index for June on Thursday, following 14-straight months of declines. \n</p>\n<p>\n Monday 7/17 \n</p>\n<p>\n The Federal Reserve Bank of New York releases the Empire State Manufacturing Survey for July. Consensus estimate is for a negative 6.5 reading, about 13 points less than in June. \n</p>\n<p>\n Tuesday 7/18 \n</p>\n<p>\n Bank of America, Bank of NY Mellon, J.B. Hunt Transport Services, Lockheed Martin, Morgan Stanley, Novartis, Omnicom Group, PNC Financial Services Group, Prologis, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> release earnings. \n</p>\n<p>\n The Census Bureau reports retail sales data for June. Consumer spending is expected to grow 0.4% month over month, following a 0.3% increase in May. Excluding autos, spending is seen rising 0.3%, two-tenths of a percentage point more than previously. U.S. consumers have proved much more resilient than the majority of economists predicted at the start of the year. \n</p>\n<p>\n The National Association of Home Builders releases its Housing Market Index for July. Economists forecast a 57 reading, two points higher than in June. The index has risen for six straight months and is at its highest level in nearly a year, despite 30-year mortgage rates close to a two-decade high. Solid demand and a lack of existing inventory have buoyed home builders' sentiment. \n</p>\n<p>\n Wednesday 7/19 \n</p>\n<p>\n Tesla reports second-quarter results. Shares of the electric-vehicle pioneer are up 128% this year, making them the third best performer in the S&P 500 index. Tesla announced a record 466,140 deliveries for the second quarter in early July, up more than 80% from the prior year. \n</p>\n<p>\n ASML Holding, Baker Hughes, Crown Castle, Discover Financial Services, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Goldman Sachs Group, Halliburton, IBM, Kinder Morgan, Las Vegas Sands, Nasdaq, Netflix, Northern Trust, U.S. Bancorp, and United Airlines Holdings report quarterly results. \n</p>\n<p>\n The Census Bureau reports new residential statistics for June. The consensus call is for a seasonally adjusted annual rate of 1.48 million privately owned housing starts, more than 9% less than in May. \n</p>\n<p>\n Thursday 7/20 \n</p>\n<p>\n Abbott Laboratories, American Airlines Group, Capital One Financial, CSX, D.R. Horton, Freeport-McMoRan, Intuitive Surgical, Johnson & Johnson, Kenvue, Marsh & McLennan, Newmont, Philip Morris International, SAP, Taiwan Semiconductor Manufacturing, Travelers, and Truist Financial hold conference calls to discuss earnings. \n</p>\n<p>\n The National Association of Realtors reports existing-home sales for June. Expectations are for a seasonally adjusted annual rate of 4.3 million homes sold, matching the May data. \n</p>\n<p>\n The Conference Board releases its Leading Economic Index for June. The LEI has declined for 14 consecutive months, which points to weaker economic activity ahead, according to the Conference Board, which projects a recession in the next nine months. \n</p>\n<p>\n Friday 7/21 \n</p>\n<p>\n American Express, Roper Technologies, and SLB announce earnings. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n July 17, 2023 05:40 ET (09:40 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4551":"寇图资本持仓","BK4207":"综合性银行","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC",".DJI":"道琼斯","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus",".IXIC":"NASDAQ Composite","PLD":"安博","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元",".SPX":"S&P 500 Index","MS":"摩根士丹利","BK4099":"汽车制造商","TSLA":"特斯拉","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","IBM":"IBM","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4532":"文艺复兴科技持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NFLX":"奈飞","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LMT":"洛克希德马丁","LU0971096721.USD":"富达环球金融服务 A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","BK4555":"新能源车","BK4566":"资本集团","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BAC":"美国银行","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4559":"巴菲特持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352505276","content_text":"By Nicholas Jasinski \n\n\n Second-quarter earnings season picks up this week. Around 60 S&P 500 firms are scheduled to report. Economic releases will include retail sales data and the latest on the U.S. housing market. \n\n\n Earnings ramp up on Tuesday, with Morgan Stanley, Bank of America, Lockheed Martin, and Prologis to be the day's highlights. On Wednesday, Tesla, Goldman Sachs Group, IBM, Netflix, and United Airlines Holdings will report. \n\n\n Thursday will bring results from Taiwan Semiconductor Manufacturing, Johnson & Johnson, Newmont, and American Airlines Group, then American Express will close the week on Friday. \n\n\n On Tuesday, the Census Bureau will report retail sales data for June. It is forecast to show a 0.4% monthly increase in consumer spending, a tenth of a point faster than in May. \n\n\n Also on Tuesday, the National Association of Home Builders will release its Housing Market Index for July. The Census Bureau reports June housing starts on Wednesday then the National Association of Realtors adds existing-home sales for June on Thursday. \n\n\n Finally, the Conference Board will release its Leading Economic Index for June on Thursday, following 14-straight months of declines. \n\n\n Monday 7/17 \n\n\n The Federal Reserve Bank of New York releases the Empire State Manufacturing Survey for July. Consensus estimate is for a negative 6.5 reading, about 13 points less than in June. \n\n\n Tuesday 7/18 \n\n\n Bank of America, Bank of NY Mellon, J.B. Hunt Transport Services, Lockheed Martin, Morgan Stanley, Novartis, Omnicom Group, PNC Financial Services Group, Prologis, and Synchrony Financial release earnings. \n\n\n The Census Bureau reports retail sales data for June. Consumer spending is expected to grow 0.4% month over month, following a 0.3% increase in May. Excluding autos, spending is seen rising 0.3%, two-tenths of a percentage point more than previously. U.S. consumers have proved much more resilient than the majority of economists predicted at the start of the year. \n\n\n The National Association of Home Builders releases its Housing Market Index for July. Economists forecast a 57 reading, two points higher than in June. The index has risen for six straight months and is at its highest level in nearly a year, despite 30-year mortgage rates close to a two-decade high. Solid demand and a lack of existing inventory have buoyed home builders' sentiment. \n\n\n Wednesday 7/19 \n\n\n Tesla reports second-quarter results. Shares of the electric-vehicle pioneer are up 128% this year, making them the third best performer in the S&P 500 index. Tesla announced a record 466,140 deliveries for the second quarter in early July, up more than 80% from the prior year. \n\n\n ASML Holding, Baker Hughes, Crown Castle, Discover Financial Services, Elevance Health, Goldman Sachs Group, Halliburton, IBM, Kinder Morgan, Las Vegas Sands, Nasdaq, Netflix, Northern Trust, U.S. Bancorp, and United Airlines Holdings report quarterly results. \n\n\n The Census Bureau reports new residential statistics for June. The consensus call is for a seasonally adjusted annual rate of 1.48 million privately owned housing starts, more than 9% less than in May. \n\n\n Thursday 7/20 \n\n\n Abbott Laboratories, American Airlines Group, Capital One Financial, CSX, D.R. Horton, Freeport-McMoRan, Intuitive Surgical, Johnson & Johnson, Kenvue, Marsh & McLennan, Newmont, Philip Morris International, SAP, Taiwan Semiconductor Manufacturing, Travelers, and Truist Financial hold conference calls to discuss earnings. \n\n\n The National Association of Realtors reports existing-home sales for June. Expectations are for a seasonally adjusted annual rate of 4.3 million homes sold, matching the May data. \n\n\n The Conference Board releases its Leading Economic Index for June. The LEI has declined for 14 consecutive months, which points to weaker economic activity ahead, according to the Conference Board, which projects a recession in the next nine months. \n\n\n Friday 7/21 \n\n\n American Express, Roper Technologies, and SLB announce earnings. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n July 17, 2023 05:40 ET (09:40 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
