JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea

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JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea

StreetInsider2022-06-16

Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...

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buntawrx88
·2022-06-16
Amazon[Like]
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BlueDaisy
·2022-06-16
Great!
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hphoa
·2022-06-16
Kk
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Asphen
·2022-06-16
One of the counters I have Q4 hopes on so has bought calls on it.
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genome
·2022-06-16
Ok
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Vincent1968
·2022-06-16
Okie
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SCLIEW
·2022-06-16
666
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Hkh
·2022-06-16
Ok
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AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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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AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054109924,"gmtCreate":1655348424468,"gmtModify":1676535620157,"author":{"id":"3582677971530678","authorId":"3582677971530678","name":"BlueDaisy","avatar":"https://static.tigerbbs.com/0747094283743978b62fb8b1ee2cf44c","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054109924","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054313234,"gmtCreate":1655342927429,"gmtModify":1676535618388,"author":{"id":"3578790486524477","authorId":"3578790486524477","name":"hphoa","avatar":"https://community-static.tradeup.com/news/28a11e936497493af7ee5ccdc32238a3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054313234","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054332309,"gmtCreate":1655342515101,"gmtModify":1676535618163,"author":{"id":"3576339097425722","authorId":"3576339097425722","name":"Asphen","avatar":"https://community-static.tradeup.com/news/55ff1b64b2787933c17d863ecae83f09","vip":1,"crmLevel":8,"crmLevelSwitch":1},"htmlText":"One of the counters I have Q4 hopes on so has bought calls on it.&nbsp;","listText":"One of the counters I have Q4 hopes on so has bought calls on it.&nbsp;","text":"One of the counters I have Q4 hopes on so has bought calls on it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054332309","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054331601,"gmtCreate":1655342335703,"gmtModify":1676535618102,"author":{"id":"4113609399218192","authorId":"4113609399218192","name":"genome","avatar":"https://community-static.tradeup.com/news/5a7f0cb84a19ed32360b04b0bcb0ea46","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054331601","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054960651,"gmtCreate":1655338553373,"gmtModify":1676535616100,"author":{"id":"3586393315819735","authorId":"3586393315819735","name":"Vincent1968","avatar":"https://community-static.tradeup.com/news/7f106edb1e06baf3c68462c050422f46","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Okie&nbsp;","listText":"Okie&nbsp;","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054960651","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054915278,"gmtCreate":1655337939994,"gmtModify":1676535615670,"author":{"id":"4092970777728640","authorId":"4092970777728640","name":"SCLIEW","avatar":"https://static.tigerbbs.com/5da553e4d3d35db75d1caae023ca8a03","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054915278","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9054913058,"gmtCreate":1655337570174,"gmtModify":1676535615554,"author":{"id":"3581394154076658","authorId":"3581394154076658","name":"Hkh","avatar":"https://static.tigerbbs.com/43be312bb9a7937890db2b30b590158c","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054913058","repostId":2243091018,"repostType":4,"repost":{"id":"2243091018","pubTimestamp":1655314200,"share":"https://www.laohu8.com/m/news/2243091018?lang=&edition=full","pubTime":"2022-06-16 01:30","market":"us","language":"en","title":"JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea","url":"https://stock-news.laohu8.com/highlight/detail?id=2243091018","media":"StreetInsider","summary":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anm","content":"<html><head></head><body><p>Following a deep dive into <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime&#39;s value.</p><p>The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.</p><p>&#34;We did another Prime deep dive &amp; we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 &amp; double our ~$544 estimated value in 2016,&#34; said Anmuth.</p><p>In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.</p><p>Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.</p><p>&#34;AMZN remains our best idea, &amp; our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B &amp; AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA &amp; zero value for the Retail business,&#34; concluded Anmuth.</p></body></html>","source":"highlight_streetinsider","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>JPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea</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\">\nJPMorgan Estimates Amazon Prime Worth $1100 to Subs, Stock Remains Best Idea\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20218379><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20218379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","JPM":"摩根大通","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4207":"综合性银行","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20218379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243091018","content_text":"Following a deep dive into Amazon and the retail sector earlier this week, JPMorgan analyst Doug Anmuth released another note Wednesday, focusing on Amazon Prime's value.The analyst, who currently has an Overweight rating and a $200 price target on the stock, told investors in the note that there have been notable enhancements to Prime over the past year, and they estimate around 270 million Prime Members at the end of 2022.\"We did another Prime deep dive & we estimate unbundling all of Prime’s components reveals a package worth ~$1,100/year, ~8x the actual $139 annual Prime cost in the US, +10% from our estimated ~$1,000 value in 2020 & double our ~$544 estimated value in 2016,\" said Anmuth.In March, Amazon increased the price of its annual Prime membership for the first time since 2018 in the US, from $119 to $139.Anmuth said they believe Amazon likely has further pricing power, and they do not expect materially elevated churn or slowing customer acquisition considering the Prime bundle’s $1,100 estimated value.\"AMZN remains our best idea, & our $200 Dec ’22 PT is based on our SOP valuing the Retail business at 1.25x our 2023E GMV of $742B & AWS at 20x our 2023E EBITDA of $52B. AMZN shares currently suggest ~19.25x AWS 2023E EBITDA & zero value for the Retail business,\" concluded Anmuth.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":84,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}