Profile - To The Moon

Holla

Posts · 715Posts · 715
Following · 0Following · 0
Followers · 0Followers · 0

- HollaHolla
  ·2021-09-23
  $DiDi Global Inc.(DIDI)$&$$
  366 Comment
  2
  Share
  Report
- HollaHolla
  ·2021-09-22
  $Skillz Inc(SKLZ)$$$$$
  263 Comment
  2
  Share
  Report
- HollaHolla
  ·2021-09-21
  Like pls
  "Ice Is Coming": Morgan Stanley Warns Odds Of "Destructive" 20%+ Correction Are Rising
  One month ago,we saidthat when Morgan Stanley's chief equity strategist Michael Wilson hiked his yea
  "Ice Is Coming": Morgan Stanley Warns Odds Of "Destructive" 20%+ Correction Are Rising
  385 1
  1
  Share
  Report
- HollaHolla
  ·2021-09-21
  Like pls
  Boeing Stock: The Bullish Outlook
  Summary Single aisle aircraft forecast exceeds pre-pandemic levels. Projections for wide body aircr
  Boeing Stock: The Bullish Outlook
  305 1
  4
  Share
  Report
- HollaHolla
  ·2021-09-21
  Like pls
  Sorry, this post has been deleted
  302 1
  Like
  Share
  Report
- HollaHolla
  ·2021-09-21
  Like pls
  AstraZeneca to Build New Manufacturing Facility in Ireland
  AstraZeneca Plc will invest $360 million building a new manufacturing facility for small molecules i
  AstraZeneca to Build New Manufacturing Facility in Ireland
  228 Comment
  5
  Share
  Report
- HollaHolla
  ·2021-09-21
  Like pls
  U.S. Stock Futures Advance, Airline shares, Carnival stocks rally
  (Update: Sept 20, 2021 at 04:49 a.m. ET) (Sept 21) U.S. Stock Futures Advance, Airline shares, Carni
  U.S. Stock Futures Advance, Airline shares, Carnival stocks rally
  308 1
  4
  Share
  Report
- HollaHolla
  ·2021-09-21
  $Coupang, Inc.(CPNG)$$$$$
  231 Comment
  1
  Share
  Report
- HollaHolla
  ·2021-09-20
  $NIO Inc.(NIO)$$$$$
  147 Comment
  Like
  Share
  Report
- HollaHolla
  ·2021-09-18
  Like pls
  Endurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering
  NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the "Company") announced
  Endurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering
  493 1
  9
  Share
  Report
No following yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3565687171198207","uuid":"3565687171198207","gmtCreate":1603456554890,"gmtModify":1603462800212,"name":"Holla","pinyin":"holla","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":60,"headSize":598,"tweetSize":715,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.13%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":863684015,"gmtCreate":1632386212737,"gmtModify":1676530769608,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>&amp;$$","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>&amp;$$","text":"$DiDi Global Inc.(DIDI)$&$$","images":[{"img":"https://static.tigerbbs.com/054293ac42dfdd86872cccbf8b383b96","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863684015","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":869675017,"gmtCreate":1632286641939,"gmtModify":1676530743596,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>$$$$","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>$$$$","text":"$Skillz Inc(SKLZ)$$$$$","images":[{"img":"https://static.tigerbbs.com/7a62dc01bb9a6c4c1f59565c7a0dd074","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869675017","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860717576,"gmtCreate":1632212556895,"gmtModify":1676530726210,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860717576","repostId":"1116085013","repostType":4,"repost":{"id":"1116085013","pubTimestamp":1632210464,"share":"https://ttm.financial/m/news/1116085013?lang=&edition=fundamental","pubTime":"2021-09-21 15:47","market":"us","language":"en","title":"\"Ice Is Coming\": Morgan Stanley Warns Odds Of \"Destructive\" 20%+ Correction Are Rising","url":"https://stock-news.laohu8.com/highlight/detail?id=1116085013","media":"zerohedge","summary":"One month ago,we saidthat when Morgan Stanley's chief equity strategist Michael Wilson hiked his yea","content":"<p>One month ago,we saidthat when Morgan Stanley's chief equity strategist Michael Wilson hiked his year-end price target from 3,900 to 4,000,he did so very \"reluctantly\", as if someone was tapping on his shoulder with an Uzi, because while the note was supposed to be cheerful and rosy, all Wilson could talk about was the downside scenario which included all the usual sorts of fire and brimstone.</p>\n<p>Well, fast forward to today when suddenly global markets are writing under the throes of Evergrande contagion sending spoos sharply below their 50DMA critical support level, and when early this morning, Michael Wilson is back in his prime as Wall Street's biggest bear, going back to his core thesis that the current Mid-cycle transition will end in either \"Fire\", i.e. a sharp market correction...</p>\n<p><img src=\"https://static.tigerbbs.com/f03ee796bfffefa1bc3cffeeef90f8b9\" tg-width=\"500\" tg-height=\"294\" width=\"100%\" height=\"auto\"></p>\n<p>... or \"Ice\", with consumer spending grinding to a halt...</p>\n<p><img src=\"https://static.tigerbbs.com/fb15b3b94d76ad3296dda6ebefe0e59d\" tg-width=\"500\" tg-height=\"292\" width=\"100%\" height=\"auto\">... and observes that \"the ice scenario would be worse for markets and we are leaning in that direction given the fall in consumer confidence and reset lower in PMIs we expect.\"</p>\n<p>Backing up a bit, for those unaware, since March, Wilson had been espoused a mid-cycle transition narrative for US Equity markets, which he says has played out to script for the most part, with large-cap quality outperforming while the average stock has materially underperformed the S&amp;P 500, the exact opposite of what occurred during the early cycle phase of recovery.</p>\n<p><img src=\"https://static.tigerbbs.com/72ee33a6f5ec5ad4dc413fea6b6702e6\" tg-width=\"1014\" tg-height=\"319\" width=\"100%\" height=\"auto\">Relieved that he no longer has to hide his bearish views behind a facade of cheerful optimism (observed most recently during his August S&amp;P target hike), Wilson than mocks the \"many commentators and clients\" who continue to point to the S&amp;P 500 near all-time highs as a leading indicator and rationale for even higher prices ahead, and cautions that in his view, \"the relative strength of the S&amp;P 500 and Nasdaq 100 is further confirmation that the market understands the mid-cycle transition narrative and has bought into it hook, line and sinker. After all, the S&amp;P 500 is the highest quality large cap index in the world.<b>In short, it should be outperforming right now.\"</b></p>\n<p>The question, as Wilson puts it, whether the mid-cycle transition will end with a correction in this index as it typically does, or whether it's different this time? His prediction:<b>\"With our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.\"</b></p>\n<p>And so, for the benefit incredulous bulls who can't believe all the red they are seeing this morning, Wilson explains that \"the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.\" He then reminds MS clients that he has laid out two near-term risk paths that could lead to this outcome: \"<i>fire\" (the Fed begins to remove monetary accommodation in response to an overheating economy) and \"ice\" (earnings revisions and higher frequency macro data points decelerate amid demand pull forward, supply chain issues and margin pressure).</i>\"</p>\n<p>And while in his weekly note he dives deeper into both of these paths and points \"to accelerating risks on both the policy and growth fronts\" the emphasis is on the \"Ice\" scenario which could result in \"<b>a mode destructive outcome, i.e., a 20%+ correction.\"</b>Here's why:</p>\n<p>The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&amp;P 500.<b>However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction.</b>As a result, we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.</p>\n<p>The next question is what would catalyze the upcoming correction, whether it is the 10% \"fire\" or 20% \"ice\" drop. Wilson responds:</p>\n<blockquote>\n We have presented two potential scenarios for why / how the correction will ensue. The more traditional ending to a mid-cycle transition is a \"fire\" outcome whereby the recovery overheats and the Fed begins to remove accommodation. In the 1994 and 2004 transitions, that meant raising the Fed Funds Rate. In 2011, it was simply the ending of QE2.\n <b>This time we think it is the tapering of asset purchases later this year/early next year.</b>Given that the taper was effectively pre-announced at Jackson Hole 3 weeks ago, is it a coincidence that equity markets have been softer in September? Under this scenario, the economy reaccelerates from the summer slowdown but not enough to offset the tightening of financial conditions from higher back end rates and less liquidity in the system. In addition to the anticipated tapering of asset purchases later this year, we point to the fact that the Treasury's General Account (TGA) has fallen by $1T since March (Exhibit 3).\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/754e4d93ff6f216463eee7df5dfa1bde\" tg-width=\"1027\" tg-height=\"340\" width=\"100%\" height=\"auto\"></p>\n<p>While this has been a good offset to the decelerating M2 growth (Exhibit 4), that offset is probably finished now. Bottom line, this is the time of the mid cycle transition when P/Es for the broader index properly contract (Exhibit 5).</p>\n<p><img src=\"https://static.tigerbbs.com/d87b7fac22f1a1f5db68fec641fc7528\" tg-width=\"703\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p>\n<p>Piling on the pessimism, Wilson then notes that \"there are several key variables we are monitoring that currently support a view for a worse than expected growth deceleration.\"</p>\n<ul>\n <li><b>First is NTM earnings estimates.</b>Even if the economy rebounds in 4Q from the slowdown this summer, it likely won't translate into higher earnings estimates as incremental margins rollover due to higher costs and taxes. This is the mirror image of the past year when costs were being eliminated as revenues benefitted greatly from the fiscal stimulus. Indeed, NTM EPS estimates for the S&amp;P 500 appear to have been flattening out over the past month after a record recovery to levels that are 20% above the prior peak (Exhibit 6). This will be critical to watch as we enter 3Q earnings season and companies update investors on costs/margins and potential payback in demand from the consumption binge earlier this year.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fd04066c66b0146205ae7b7590be18f1\" tg-width=\"702\" tg-height=\"420\" width=\"100%\" height=\"auto\">Another way to analyze this rate of change on earnings momentum is to look at<b>earnings revision breadth (or ERB)</b>, which Wilson thinks is vulnerable to a simple reversion to the mean from today's very elevated levels of +2 standard deviations (Exhibit 7).<b>If earnings revision breadth (ERB) normalizes to its average over the next 3 months, the S&amp;P should fall approximately 11%.</b>If the ERB falls toward 1 standard deviation below average, the S&amp;P 500 should fall 19%, and at -2 standard deviations, the S&amp;P 500 falls 27% (Exhibit 8).</p>\n<p><img src=\"https://static.tigerbbs.com/1a4676f39d2906c38e998d09c9dbedf0\" tg-width=\"1224\" tg-height=\"407\" width=\"100%\" height=\"auto\"></p>\n<ul>\n <li><b>Second, and as discussed here most recently on Friday, consumer confidence has recently fallen sharply.</b>It started with the University of Michigan survey plummeting in August to lower levels than we witnessed during the entire pandemic and recession last year. While the Conference Board Consumer Confidence Survey remained elevated in July, it saw a big catch up to the downside in August as well. According to Wilson,<b>these surveys are important variables because they have strong positive correlations to the y/y change in the S&amp;P 500.</b>In other words,<b>based on the UMich survey, the S&amp;P 500 appears vulnerable to at least a 10-20% correction if the survey doesn't improve next month.</b></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/848d981e38bb32e01cdf8a6becca1455\" tg-width=\"871\" tg-height=\"523\" width=\"100%\" height=\"auto\">Here, Morgan Stanley's view is that \"<b>consumers aren't as naïve as they are often made out to be</b>. They know the last year has been a bit of a bonanza working from home while receiving stimulus checks from the government that many didn't need (85% of all Americans received stimulus checks).\" Meanwhile, prices of everything are up a lot just as the extra money has stopped going out. That's a bad combo for sentiment and supports not only our stagflation thesis, but also Morgan Stanley's expectation of payback in demand view and underweight on Consumer Discretionary stocks, particularly goods-related ones.</p>\n<p>Finally, while Wilson concedes that many businesses have done extremely well during the pandemic, \"<b>the trends here are also likely to subside\"</b>and the best way to gauge the fadiing momentum in businesses will come from the Purchasing Manager Surveys. While earlier this year we reached record highs in many of the subcomponents, much like economic surprise indices and earnings revision breadth measures, the PMIs are mean reverting. Indeed, as Wilson - who used PMI data to cement his mid-cycle thesis - the peak rate of change was in April just as the PMIs peaked as well. Most importantly, as we observed previously,<b>the prices paid component (inverted) leads the headline by approximately 12 months and suggests the decline in the PMIs will likely be worse than typically witnessed during the mid-cycle transition phase – i.e., back toward 50, if not lower</b>(Exhibit 10).<b>This, as Morgan Stanley points out, would imply the Headline PMI is down 10-20% y/y by December: \"</b>Given a tight relationship with the y/y change in the S&amp;P 500, the implication is that the S&amp;P could see at least a 10-20% decline over the next 3 months (Exhibit 11).\"</p>\n<p><img src=\"https://static.tigerbbs.com/45afcf0068538b4f56bc85f42af9e52f\" tg-width=\"1233\" tg-height=\"431\" width=\"100%\" height=\"auto\">Bottom line according to Wilson, the typical \"fire\" outcome would lead to a modest and healthy 10% correction in the S&amp;P 500, but<b>\"the \"ice\" scenario is starting to look more likely, in our opinion, and could result in a more destructive and unexpected outcome.\"</b>As a result, we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome should higher rates materialize.</p>","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>\"Ice Is Coming\": Morgan Stanley Warns Odds Of \"Destructive\" 20%+ Correction Are Rising</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\">\n\"Ice Is Coming\": Morgan Stanley Warns Odds Of \"Destructive\" 20%+ Correction Are Rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 15:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/ice-coming-morgan-stanley-warns-odds-destructive-20-correction-are-rising><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One month ago,we saidthat when Morgan Stanley's chief equity strategist Michael Wilson hiked his year-end price target from 3,900 to 4,000,he did so very \"reluctantly\", as if someone was tapping on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/ice-coming-morgan-stanley-warns-odds-destructive-20-correction-are-rising\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/ice-coming-morgan-stanley-warns-odds-destructive-20-correction-are-rising","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116085013","content_text":"One month ago,we saidthat when Morgan Stanley's chief equity strategist Michael Wilson hiked his year-end price target from 3,900 to 4,000,he did so very \"reluctantly\", as if someone was tapping on his shoulder with an Uzi, because while the note was supposed to be cheerful and rosy, all Wilson could talk about was the downside scenario which included all the usual sorts of fire and brimstone.\nWell, fast forward to today when suddenly global markets are writing under the throes of Evergrande contagion sending spoos sharply below their 50DMA critical support level, and when early this morning, Michael Wilson is back in his prime as Wall Street's biggest bear, going back to his core thesis that the current Mid-cycle transition will end in either \"Fire\", i.e. a sharp market correction...\n\n... or \"Ice\", with consumer spending grinding to a halt...\n... and observes that \"the ice scenario would be worse for markets and we are leaning in that direction given the fall in consumer confidence and reset lower in PMIs we expect.\"\nBacking up a bit, for those unaware, since March, Wilson had been espoused a mid-cycle transition narrative for US Equity markets, which he says has played out to script for the most part, with large-cap quality outperforming while the average stock has materially underperformed the S&P 500, the exact opposite of what occurred during the early cycle phase of recovery.\nRelieved that he no longer has to hide his bearish views behind a facade of cheerful optimism (observed most recently during his August S&P target hike), Wilson than mocks the \"many commentators and clients\" who continue to point to the S&P 500 near all-time highs as a leading indicator and rationale for even higher prices ahead, and cautions that in his view, \"the relative strength of the S&P 500 and Nasdaq 100 is further confirmation that the market understands the mid-cycle transition narrative and has bought into it hook, line and sinker. After all, the S&P 500 is the highest quality large cap index in the world.In short, it should be outperforming right now.\"\nThe question, as Wilson puts it, whether the mid-cycle transition will end with a correction in this index as it typically does, or whether it's different this time? His prediction:\"With our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&P 500.\"\nAnd so, for the benefit incredulous bulls who can't believe all the red they are seeing this morning, Wilson explains that \"the mid-cycle transition will end with the rolling correction finally hitting the S&P 500.\" He then reminds MS clients that he has laid out two near-term risk paths that could lead to this outcome: \"fire\" (the Fed begins to remove monetary accommodation in response to an overheating economy) and \"ice\" (earnings revisions and higher frequency macro data points decelerate amid demand pull forward, supply chain issues and margin pressure).\"\nAnd while in his weekly note he dives deeper into both of these paths and points \"to accelerating risks on both the policy and growth fronts\" the emphasis is on the \"Ice\" scenario which could result in \"a mode destructive outcome, i.e., a 20%+ correction.\"Here's why:\nThe typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&P 500.However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction.As a result, we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.\nThe next question is what would catalyze the upcoming correction, whether it is the 10% \"fire\" or 20% \"ice\" drop. Wilson responds:\n\n We have presented two potential scenarios for why / how the correction will ensue. The more traditional ending to a mid-cycle transition is a \"fire\" outcome whereby the recovery overheats and the Fed begins to remove accommodation. In the 1994 and 2004 transitions, that meant raising the Fed Funds Rate. In 2011, it was simply the ending of QE2.\n This time we think it is the tapering of asset purchases later this year/early next year.Given that the taper was effectively pre-announced at Jackson Hole 3 weeks ago, is it a coincidence that equity markets have been softer in September? Under this scenario, the economy reaccelerates from the summer slowdown but not enough to offset the tightening of financial conditions from higher back end rates and less liquidity in the system. In addition to the anticipated tapering of asset purchases later this year, we point to the fact that the Treasury's General Account (TGA) has fallen by $1T since March (Exhibit 3).\n\n\nWhile this has been a good offset to the decelerating M2 growth (Exhibit 4), that offset is probably finished now. Bottom line, this is the time of the mid cycle transition when P/Es for the broader index properly contract (Exhibit 5).\n\nPiling on the pessimism, Wilson then notes that \"there are several key variables we are monitoring that currently support a view for a worse than expected growth deceleration.\"\n\nFirst is NTM earnings estimates.Even if the economy rebounds in 4Q from the slowdown this summer, it likely won't translate into higher earnings estimates as incremental margins rollover due to higher costs and taxes. This is the mirror image of the past year when costs were being eliminated as revenues benefitted greatly from the fiscal stimulus. Indeed, NTM EPS estimates for the S&P 500 appear to have been flattening out over the past month after a record recovery to levels that are 20% above the prior peak (Exhibit 6). This will be critical to watch as we enter 3Q earnings season and companies update investors on costs/margins and potential payback in demand from the consumption binge earlier this year.\n\nAnother way to analyze this rate of change on earnings momentum is to look atearnings revision breadth (or ERB), which Wilson thinks is vulnerable to a simple reversion to the mean from today's very elevated levels of +2 standard deviations (Exhibit 7).If earnings revision breadth (ERB) normalizes to its average over the next 3 months, the S&P should fall approximately 11%.If the ERB falls toward 1 standard deviation below average, the S&P 500 should fall 19%, and at -2 standard deviations, the S&P 500 falls 27% (Exhibit 8).\n\n\nSecond, and as discussed here most recently on Friday, consumer confidence has recently fallen sharply.It started with the University of Michigan survey plummeting in August to lower levels than we witnessed during the entire pandemic and recession last year. While the Conference Board Consumer Confidence Survey remained elevated in July, it saw a big catch up to the downside in August as well. According to Wilson,these surveys are important variables because they have strong positive correlations to the y/y change in the S&P 500.In other words,based on the UMich survey, the S&P 500 appears vulnerable to at least a 10-20% correction if the survey doesn't improve next month.\n\nHere, Morgan Stanley's view is that \"consumers aren't as naïve as they are often made out to be. They know the last year has been a bit of a bonanza working from home while receiving stimulus checks from the government that many didn't need (85% of all Americans received stimulus checks).\" Meanwhile, prices of everything are up a lot just as the extra money has stopped going out. That's a bad combo for sentiment and supports not only our stagflation thesis, but also Morgan Stanley's expectation of payback in demand view and underweight on Consumer Discretionary stocks, particularly goods-related ones.\nFinally, while Wilson concedes that many businesses have done extremely well during the pandemic, \"the trends here are also likely to subside\"and the best way to gauge the fadiing momentum in businesses will come from the Purchasing Manager Surveys. While earlier this year we reached record highs in many of the subcomponents, much like economic surprise indices and earnings revision breadth measures, the PMIs are mean reverting. Indeed, as Wilson - who used PMI data to cement his mid-cycle thesis - the peak rate of change was in April just as the PMIs peaked as well. Most importantly, as we observed previously,the prices paid component (inverted) leads the headline by approximately 12 months and suggests the decline in the PMIs will likely be worse than typically witnessed during the mid-cycle transition phase – i.e., back toward 50, if not lower(Exhibit 10).This, as Morgan Stanley points out, would imply the Headline PMI is down 10-20% y/y by December: \"Given a tight relationship with the y/y change in the S&P 500, the implication is that the S&P could see at least a 10-20% decline over the next 3 months (Exhibit 11).\"\nBottom line according to Wilson, the typical \"fire\" outcome would lead to a modest and healthy 10% correction in the S&P 500, but\"the \"ice\" scenario is starting to look more likely, in our opinion, and could result in a more destructive and unexpected outcome.\"As a result, we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome should higher rates materialize.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860717806,"gmtCreate":1632212546606,"gmtModify":1676530726200,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860717806","repostId":"1141548942","repostType":4,"repost":{"id":"1141548942","pubTimestamp":1632210732,"share":"https://ttm.financial/m/news/1141548942?lang=&edition=fundamental","pubTime":"2021-09-21 15:52","market":"us","language":"en","title":"Boeing Stock: The Bullish Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1141548942","media":"Seeking Alpha","summary":"Summary\n\nSingle aisle aircraft forecast exceeds pre-pandemic levels.\nProjections for wide body aircr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Single aisle aircraft forecast exceeds pre-pandemic levels.</li>\n <li>Projections for wide body aircraft are still down 8% compared to pre-pandemic levels.</li>\n <li>The long-term trend remains directed upward.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b350943f97fd9c0222325dc4e2f24be1\" tg-width=\"1536\" tg-height=\"927\" referrerpolicy=\"no-referrer\"><span>Stephen Brashear/Getty Images News</span></p>\n<p>Boeing(NYSE:BA)&nbsp;has provided its 20-year commercial market outlook on the 14thof September. Last year Boeing provided the outlook in early October and it was extremely interesting outlook to analyze and it showed the expected impact on demand for commercial aircraft. At this time last year, airlines had tried to bring their capacities back to 50%-70% after cutting it by 90% in Q1 2020. With vaccines rolled out, there has been some optimism regarding the pace of the recovery though revenue passenger-kilometers are still expected to be down around 60% in 2021.</p>\n<p>So, with the new projections available it's interesting to see how the realities of RPKs still being down around 60%, but with vaccinations programs underway, affects the projections for aircraft deliveries. The commercial market outlooks always contain a lot of information, so it's likely we will be spending numerous reports on this subject. In this report, we will focus on several subjects in particular. Those are the demand profile by aircraft body type and how those have changed with respect to last year in the 20-year frame. Additionally, we also will be considering to the 10-year frame as it gives an idea whether progress has been made such that projections are trending up again for the 10-year period.</p>\n<p><b>Boeing expects equal weight value recovery</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04386b75b027b62564361d89fe7d498f\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"><span>Figure 1: Commercial Market Outlook Boeing 2020 and 2021 (Source: AeroAnalysis)</span></p>\n<p>Figure 1 provides a tiny bit of context on how the 20-year forecast has developed since last year. Overall, the outlook has increased by 500 units from 43,110 expected deliveries to 43,610. That number is still down 430 units from the 2019 CMO, which we consider a baseline that Boeing and the industry would want to return to. So, what does the number mean? With over half of the decline compared to the baseline being recaptured in this year’s outlook, Boeing seems to be expecting a very fast market recovery for aircraft.</p>\n<p>Late 2024 is what Cirium, a data analytics provider for the aviation industry, is using as their baseline, and Boeing seems to be expecting a stronger recovery that's in line with expectations from IATA. Following the path from small aircraft to bigger aircraft, Boeing expects the recovery to be completed by 2023-2024. So, Boeing is expecting the recovery to take at least a year less.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14eebcedb640b76fe8af7b3f979de273\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"><span>Source: Boeing</span></p>\n<p>With that assumption comes a downward revision of 40 units for regional jet deliveries. The longer the recovery takes, the more prominent the role of the regional jets would be. While Boeing’s assumptions on the recovery have not changed drastically, it seems that optimism on the recovery trajectory goes at the expense of regional jet forecasts as using bigger planes might becoming more compelling once again. Single aisle delivery forecasts were hiked by 390 units covering nearly 80% of the hike compared to last year. It seems like a huge deal, but one should consider that on monthly production levels it equates to slightly more than 1.5 aircraft, and assuming a perfect split between Boeing and Airbus which is optimistic this would mean that new projections support the delivery of roughly one additional single aisle jet per month. So, a big increase in absolute numbers but in relative sense it is very small around 1%. What's more interesting is that the outlook for single aisle aircraft already is above the 2019 levels.</p>\n<p>More interesting to look at is what happened to wide body projections. Last year the projections for wide body aircraft deliveries were dropped by 10%. This year, it is up by 190 units. Given that a widebody aircraft sells for 2-3 times the value of a single aisle jet, we can conclude that in terms of value the wide body passenger aircraft and single aisle aircraft have equal contributions to the hiked forecast but wide body deliveries remain down 8% from the baseline. What also should be considered is that around 360 aircraft wide body aircraft have been retired early according to our own research. With that in mind, one would have hoped for a stronger hike in the expected wide body deliveries. So, the wide body market is really showing that full recovery is still going to take a while but it should also be mentioned that the current projections leave a lot of room for increases in production rates on the wide body programs.</p>\n<p>For the wide body freighter market, the forecast was reduced by 40 units year-over-year and that's interesting because worldwide we're seeing issues with logistics. But it seems that the dedicated freighter market is not expected to benefit over the longer term. There are two explanations for that. The first one is that as international wide body traffic recovers, belly cargo capacity will come online again, and the second explanation is that some passenger aircraft have been converted for freighter services permanently. So, Boeing’s strength in the converted freighter market is biting the company back in the dedicated freighter market.</p>\n<p><b>Boeing's delivery profile remains backloaded</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91b6dd9a113b82957533ee723e1d143c\" tg-width=\"631\" tg-height=\"543\" referrerpolicy=\"no-referrer\"><span>Source: Boeing</span></p>\n<p>What remains interesting to highlight are the 10-year delivery outlooks. The baseline 10-year outlook has not been specified by Boeing but the airline did say that the 18,350 aircraft deliveries expected over a decade were down 11% compared to the baseline which led to&nbsp;our conclusion&nbsp;that the pandemic will be resulting in a 11% adverse impact over a decade, which is substantial. This year, Boeing expects the 10-year delivery numbers to total 19,330 units marking a 5% increase driven by higher single aisle deliveries (+800) and higher wide body deliveries (+180). Those numbers were expected to be better, signaling the recovery in production and delivery rates with an important role for the Boeing 737 MAX production and delivery ramp and a release of wide body aircraft from inventory. So, the 10-year rolling number improving is not so much related to turning more bullish on the recovery but more that a year with low delivery volumes (last year) disappearing from the rolling number and a year with more deliveries replacing it. So, we cannot say that recovery is accelerating beyond what was earlier thought. Thisalso isdemonstrated by the rise in the 10-year forecasts being 980 units vs. a 500 unit hike in the 20-year forecast.</p>\n<p>So, the numbers are moving in the positive direction. However, what we also have observed is that the delivery profile remains backloaded. In 2019, around 47% of the deliveries were expected in the first half of the 20-year outlook and in 2020 this reduced to 43% only to bump up modestly to 44% in the most recent outlook. Freighters and regional jets are the exception to that trend as reduced demand in the near term somewhat has strengthened the use case for regional jets and the disappearance of belly capacity on wide body aircraft vanished when international passenger transport was reduced significantly, resulting in an uptick in demand for freighter aircraft. While Boeing has had its fair share of headwinds over the past years, the backlog which is visualized in the&nbsp;TAF Boeing Backlog Monitor&nbsp;shows that the jet maker has thousands of aircraft in the order books and more to come in the coming years.</p>\n<p><b>Conclusion</b></p>\n<p>What we're seeing is that Boeing is expecting a return to pre-pandemic conditions roughly a year earlier than some data analytics companies and possibly that's also what Michael O’Leary from Ryanair hinted on when he&nbsp;said&nbsp;he did not share Boeing’s optimistic pricing scenario which without doubt is related to forecast demand. What's most striking to me in the CMO is that wide body demand forecasts are still at a level where I would say investing in Boeing as well Airbus is a no-brainer. Boeing’s forecasts tend to be conservative, so in my view while I'm often critical on Being I do think that for long-term investors there's a lot of reason to invest or remain invested in Boeing as well as Airbus.</p>\n<p>While it seems that Boeing is more positive about the future, it should be noted that the 20-year outlooks are rolling numbers so last year was a year with lower deliveries and in this year’s outlook that year is obviously replaced with a production year 19 years from now when production is expected to be good. So, it's very important to keep in mind that higher anticipated deliveries are not necessarily an indication that recovery timelines have accelerated. However, what the numbers in my view do show is that the commercial aircraft industry is very resilient and for Boeing the art will be to capitalize on the long-term trend and resilience by developing appropriate products.</p>","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>Boeing Stock: The Bullish Outlook</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\">\nBoeing Stock: The Bullish Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 15:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4455910-boeing-stock-the-bullish-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSingle aisle aircraft forecast exceeds pre-pandemic levels.\nProjections for wide body aircraft are still down 8% compared to pre-pandemic levels.\nThe long-term trend remains directed upward.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4455910-boeing-stock-the-bullish-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://seekingalpha.com/article/4455910-boeing-stock-the-bullish-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141548942","content_text":"Summary\n\nSingle aisle aircraft forecast exceeds pre-pandemic levels.\nProjections for wide body aircraft are still down 8% compared to pre-pandemic levels.\nThe long-term trend remains directed upward.\n\nStephen Brashear/Getty Images News\nBoeing(NYSE:BA) has provided its 20-year commercial market outlook on the 14thof September. Last year Boeing provided the outlook in early October and it was extremely interesting outlook to analyze and it showed the expected impact on demand for commercial aircraft. At this time last year, airlines had tried to bring their capacities back to 50%-70% after cutting it by 90% in Q1 2020. With vaccines rolled out, there has been some optimism regarding the pace of the recovery though revenue passenger-kilometers are still expected to be down around 60% in 2021.\nSo, with the new projections available it's interesting to see how the realities of RPKs still being down around 60%, but with vaccinations programs underway, affects the projections for aircraft deliveries. The commercial market outlooks always contain a lot of information, so it's likely we will be spending numerous reports on this subject. In this report, we will focus on several subjects in particular. Those are the demand profile by aircraft body type and how those have changed with respect to last year in the 20-year frame. Additionally, we also will be considering to the 10-year frame as it gives an idea whether progress has been made such that projections are trending up again for the 10-year period.\nBoeing expects equal weight value recovery\nFigure 1: Commercial Market Outlook Boeing 2020 and 2021 (Source: AeroAnalysis)\nFigure 1 provides a tiny bit of context on how the 20-year forecast has developed since last year. Overall, the outlook has increased by 500 units from 43,110 expected deliveries to 43,610. That number is still down 430 units from the 2019 CMO, which we consider a baseline that Boeing and the industry would want to return to. So, what does the number mean? With over half of the decline compared to the baseline being recaptured in this year’s outlook, Boeing seems to be expecting a very fast market recovery for aircraft.\nLate 2024 is what Cirium, a data analytics provider for the aviation industry, is using as their baseline, and Boeing seems to be expecting a stronger recovery that's in line with expectations from IATA. Following the path from small aircraft to bigger aircraft, Boeing expects the recovery to be completed by 2023-2024. So, Boeing is expecting the recovery to take at least a year less.\nSource: Boeing\nWith that assumption comes a downward revision of 40 units for regional jet deliveries. The longer the recovery takes, the more prominent the role of the regional jets would be. While Boeing’s assumptions on the recovery have not changed drastically, it seems that optimism on the recovery trajectory goes at the expense of regional jet forecasts as using bigger planes might becoming more compelling once again. Single aisle delivery forecasts were hiked by 390 units covering nearly 80% of the hike compared to last year. It seems like a huge deal, but one should consider that on monthly production levels it equates to slightly more than 1.5 aircraft, and assuming a perfect split between Boeing and Airbus which is optimistic this would mean that new projections support the delivery of roughly one additional single aisle jet per month. So, a big increase in absolute numbers but in relative sense it is very small around 1%. What's more interesting is that the outlook for single aisle aircraft already is above the 2019 levels.\nMore interesting to look at is what happened to wide body projections. Last year the projections for wide body aircraft deliveries were dropped by 10%. This year, it is up by 190 units. Given that a widebody aircraft sells for 2-3 times the value of a single aisle jet, we can conclude that in terms of value the wide body passenger aircraft and single aisle aircraft have equal contributions to the hiked forecast but wide body deliveries remain down 8% from the baseline. What also should be considered is that around 360 aircraft wide body aircraft have been retired early according to our own research. With that in mind, one would have hoped for a stronger hike in the expected wide body deliveries. So, the wide body market is really showing that full recovery is still going to take a while but it should also be mentioned that the current projections leave a lot of room for increases in production rates on the wide body programs.\nFor the wide body freighter market, the forecast was reduced by 40 units year-over-year and that's interesting because worldwide we're seeing issues with logistics. But it seems that the dedicated freighter market is not expected to benefit over the longer term. There are two explanations for that. The first one is that as international wide body traffic recovers, belly cargo capacity will come online again, and the second explanation is that some passenger aircraft have been converted for freighter services permanently. So, Boeing’s strength in the converted freighter market is biting the company back in the dedicated freighter market.\nBoeing's delivery profile remains backloaded\nSource: Boeing\nWhat remains interesting to highlight are the 10-year delivery outlooks. The baseline 10-year outlook has not been specified by Boeing but the airline did say that the 18,350 aircraft deliveries expected over a decade were down 11% compared to the baseline which led to our conclusion that the pandemic will be resulting in a 11% adverse impact over a decade, which is substantial. This year, Boeing expects the 10-year delivery numbers to total 19,330 units marking a 5% increase driven by higher single aisle deliveries (+800) and higher wide body deliveries (+180). Those numbers were expected to be better, signaling the recovery in production and delivery rates with an important role for the Boeing 737 MAX production and delivery ramp and a release of wide body aircraft from inventory. So, the 10-year rolling number improving is not so much related to turning more bullish on the recovery but more that a year with low delivery volumes (last year) disappearing from the rolling number and a year with more deliveries replacing it. So, we cannot say that recovery is accelerating beyond what was earlier thought. Thisalso isdemonstrated by the rise in the 10-year forecasts being 980 units vs. a 500 unit hike in the 20-year forecast.\nSo, the numbers are moving in the positive direction. However, what we also have observed is that the delivery profile remains backloaded. In 2019, around 47% of the deliveries were expected in the first half of the 20-year outlook and in 2020 this reduced to 43% only to bump up modestly to 44% in the most recent outlook. Freighters and regional jets are the exception to that trend as reduced demand in the near term somewhat has strengthened the use case for regional jets and the disappearance of belly capacity on wide body aircraft vanished when international passenger transport was reduced significantly, resulting in an uptick in demand for freighter aircraft. While Boeing has had its fair share of headwinds over the past years, the backlog which is visualized in the TAF Boeing Backlog Monitor shows that the jet maker has thousands of aircraft in the order books and more to come in the coming years.\nConclusion\nWhat we're seeing is that Boeing is expecting a return to pre-pandemic conditions roughly a year earlier than some data analytics companies and possibly that's also what Michael O’Leary from Ryanair hinted on when he said he did not share Boeing’s optimistic pricing scenario which without doubt is related to forecast demand. What's most striking to me in the CMO is that wide body demand forecasts are still at a level where I would say investing in Boeing as well Airbus is a no-brainer. Boeing’s forecasts tend to be conservative, so in my view while I'm often critical on Being I do think that for long-term investors there's a lot of reason to invest or remain invested in Boeing as well as Airbus.\nWhile it seems that Boeing is more positive about the future, it should be noted that the 20-year outlooks are rolling numbers so last year was a year with lower deliveries and in this year’s outlook that year is obviously replaced with a production year 19 years from now when production is expected to be good. So, it's very important to keep in mind that higher anticipated deliveries are not necessarily an indication that recovery timelines have accelerated. However, what the numbers in my view do show is that the commercial aircraft industry is very resilient and for Boeing the art will be to capitalize on the long-term trend and resilience by developing appropriate products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860717091,"gmtCreate":1632212532513,"gmtModify":1676530726192,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860717091","repostId":"1183568849","repostType":4,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860714422,"gmtCreate":1632212523966,"gmtModify":1676530726202,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860714422","repostId":"1151068672","repostType":4,"repost":{"id":"1151068672","pubTimestamp":1632211514,"share":"https://ttm.financial/m/news/1151068672?lang=&edition=fundamental","pubTime":"2021-09-21 16:05","market":"us","language":"en","title":"AstraZeneca to Build New Manufacturing Facility in Ireland","url":"https://stock-news.laohu8.com/highlight/detail?id=1151068672","media":"Bloomberg","summary":"AstraZeneca Plc will invest $360 million building a new manufacturing facility for small molecules i","content":"<p>AstraZeneca Plc&nbsp;will invest $360 million building a new manufacturing facility for small molecules in Dublin, in a blow to U.K. hopes that the drugmaker would develop the site in its domestic market.</p>\n<p>The new plant will ensure that Astra’s global supply network is “fit for future growth” and will rapidly meet the needs of its new medicines pipeline, the company said in a&nbsp;statement&nbsp;on Tuesday.</p>\n<p>The facility will be located at the Alexion campus in College Park, Dublin, and will create 100 highly skilled jobs in the life sciences sector. Astra said the project will also provide an important boost to the local economy. The deal will “nurture the country’s life sciences sector and allow for the development of high value-added medicines,” Chief Executive Officer Pascal Soriot said.</p>\n<p>News of the Irish investment comes only a few days after the U.K. government said it would rely on vaccines from Pfizer Inc. and Moderna Inc. for its Covid-19 booster program,sideliningthe homegrown shot from Astra.</p>\n<p></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AstraZeneca to Build New Manufacturing Facility in Ireland</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\">\nAstraZeneca to Build New Manufacturing Facility in Ireland\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-09-21/astrazeneca-to-build-new-manufacturing-facility-in-ireland?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AstraZeneca Plc will invest $360 million building a new manufacturing facility for small molecules in Dublin, in a blow to U.K. hopes that the drugmaker would develop the site in its domestic market.\n...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-09-21/astrazeneca-to-build-new-manufacturing-facility-in-ireland?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN.UK":"阿斯利康制药","AZN":"阿斯利康"},"source_url":"https://www.bloomberg.com/news/articles/2021-09-21/astrazeneca-to-build-new-manufacturing-facility-in-ireland?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151068672","content_text":"AstraZeneca Plc will invest $360 million building a new manufacturing facility for small molecules in Dublin, in a blow to U.K. hopes that the drugmaker would develop the site in its domestic market.\nThe new plant will ensure that Astra’s global supply network is “fit for future growth” and will rapidly meet the needs of its new medicines pipeline, the company said in a statement on Tuesday.\nThe facility will be located at the Alexion campus in College Park, Dublin, and will create 100 highly skilled jobs in the life sciences sector. Astra said the project will also provide an important boost to the local economy. The deal will “nurture the country’s life sciences sector and allow for the development of high value-added medicines,” Chief Executive Officer Pascal Soriot said.\nNews of the Irish investment comes only a few days after the U.K. government said it would rely on vaccines from Pfizer Inc. and Moderna Inc. for its Covid-19 booster program,sideliningthe homegrown shot from Astra.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860714641,"gmtCreate":1632212511983,"gmtModify":1676530726192,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860714641","repostId":"1160840483","repostType":4,"repost":{"id":"1160840483","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632214161,"share":"https://ttm.financial/m/news/1160840483?lang=&edition=fundamental","pubTime":"2021-09-21 16:49","market":"us","language":"en","title":"U.S. Stock Futures Advance, Airline shares, Carnival stocks rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1160840483","media":"Tiger Newspress","summary":"(Update: Sept 20, 2021 at 04:49 a.m. ET)\n(Sept 21) U.S. Stock Futures Advance, Airline shares, Carni","content":"<p><i><b>(Update: Sept 20, 2021 at 04:49 a.m. ET)</b></i></p>\n<p>(Sept 21)&nbsp;U.S. Stock Futures Advance, Airline shares, Carnival stocks rally.</p>\n<p><img src=\"https://static.tigerbbs.com/9607d4b938bceb5794ca0672738db43c\" tg-width=\"1230\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/492800aae703e8bd5f15daf33c8c038e\" tg-width=\"274\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock Futures Advance, Airline shares, Carnival stocks rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Futures Advance, Airline shares, Carnival stocks rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-21 16:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><i><b>(Update: Sept 20, 2021 at 04:49 a.m. ET)</b></i></p>\n<p>(Sept 21)&nbsp;U.S. Stock Futures Advance, Airline shares, Carnival stocks rally.</p>\n<p><img src=\"https://static.tigerbbs.com/9607d4b938bceb5794ca0672738db43c\" tg-width=\"1230\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/492800aae703e8bd5f15daf33c8c038e\" tg-width=\"274\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160840483","content_text":"(Update: Sept 20, 2021 at 04:49 a.m. ET)\n(Sept 21) U.S. Stock Futures Advance, Airline shares, Carnival stocks rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860715570,"gmtCreate":1632212451890,"gmtModify":1676530726175,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>$$$$","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>$$$$","text":"$Coupang, Inc.(CPNG)$$$$$","images":[{"img":"https://static.tigerbbs.com/86bb74e46b1bf47cc893679d931cad98","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860715570","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860979715,"gmtCreate":1632127982537,"gmtModify":1676530706306,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>$$$$","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>$$$$","text":"$NIO Inc.(NIO)$$$$$","images":[{"img":"https://static.tigerbbs.com/81a9989f55e4eca08eee8761371369c0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860979715","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887993886,"gmtCreate":1631953079045,"gmtModify":1676530677480,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887993886","repostId":"2168717845","repostType":4,"repost":{"id":"2168717845","pubTimestamp":1631930700,"share":"https://ttm.financial/m/news/2168717845?lang=&edition=fundamental","pubTime":"2021-09-18 10:05","market":"us","language":"en","title":"Endurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2168717845","media":"Business Wire","summary":"NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the \"Company\") announced","content":"<p><b>NEW YORK, September 17, 2021</b>--(BUSINESS WIRE)--<a href=\"https://laohu8.com/S/EDNCU\">Endurance Acquisition Corp.</a> (the \"Company\") announced today that it closed its initial public offering of 20,000,000 units at $10.00 per unit. The gross proceeds from the offering were $200 million before deducting underwriting discounts and estimated offering expenses. The units began trading on the Nasdaq Capital Market under the ticker symbol \"EDNCU\" on September 15, 2021. Each unit consists of <a href=\"https://laohu8.com/S/AONE.U\">one</a> Class A ordinary share of the Company and one-half of one redeemable warrant. Each whole warrant entitles the holder thereof to purchase one Class A ordinary share at a price of $11.50 per share, subject to adjustment. Only whole warrants are exercisable. Once the securities comprising the units begin separate trading, the Class A ordinary shares and redeemable warrants are expected to be listed on the Nasdaq Capital Market under the symbols \"EDNC\" and \"EDNCW,\" respectively.</p>\n<p>Endurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. These businesses can be found across the platforms and sensors, mobile communications, Internet of Things and artificial intelligence and big data analytics sectors.</p>\n<p>Cantor Fitzgerald &amp; Co acted as sole book-running manager for the offering. Truist Securities acted as lead manager for the offering. The Company has granted the underwriter a 45-day option to purchase up to an additional 3,000,000 units at the initial public offering price to cover over-allotments, if any.</p>\n<p>The offering was made only by means of a prospectus. Copies of the prospectus may be obtained from Cantor Fitzgerald &amp; Co., Attn: Capital Markets, 499 Park Avenue, 5th Floor New York, New York 10022, Email: prospectus@cantor.com.</p>\n<p>The registration statement relating to the securities became effective on September 14, 2021. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.</p>\n<p><b>Forward-Looking Statements</b></p>\n<p>This press release contains statements that constitute \"forward-looking statements,\" including with respect to the anticipated use of the net proceeds, the Company’s approach to and the types of businesses the Company will focus on in its search to identify a target it its initial business combination. No assurance can be given that the net proceeds of the offering will be used as indicated. Forward-looking statements are subject to numerous conditions, many of which are beyond the control of the Company, including those set forth in the \"Risk Factors\" section of the Company’s prospectus relating to the offering filed with the U.S. Securities and Exchange Commission (the \"SEC\"). Copies are available on the SEC’s website, www.sec.gov. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.</p>\n<p><b>About Endurance Acquisition Corp.</b></p>\n<p>Endurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. The Company plans to leverage its management team’s, directors’, advisors’ and sponsor’s extensive experience across its target sectors to seek to identify attractive initial business combination opportunities.</p>","source":"yahoofinance","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>Endurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering</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\">\nEndurance Acquisition Corp. Announces Closing of $200,000,000 Initial Public Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/endurance-acquisition-corp-announces-closing-200500673.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the \"Company\") announced today that it closed its initial public offering of 20,000,000 units at $10.00 per unit. The gross ...</p>\n\n<a href=\"https://finance.yahoo.com/news/endurance-acquisition-corp-announces-closing-200500673.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/endurance-acquisition-corp-announces-closing-200500673.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2168717845","content_text":"NEW YORK, September 17, 2021--(BUSINESS WIRE)--Endurance Acquisition Corp. (the \"Company\") announced today that it closed its initial public offering of 20,000,000 units at $10.00 per unit. The gross proceeds from the offering were $200 million before deducting underwriting discounts and estimated offering expenses. The units began trading on the Nasdaq Capital Market under the ticker symbol \"EDNCU\" on September 15, 2021. Each unit consists of one Class A ordinary share of the Company and one-half of one redeemable warrant. Each whole warrant entitles the holder thereof to purchase one Class A ordinary share at a price of $11.50 per share, subject to adjustment. Only whole warrants are exercisable. Once the securities comprising the units begin separate trading, the Class A ordinary shares and redeemable warrants are expected to be listed on the Nasdaq Capital Market under the symbols \"EDNC\" and \"EDNCW,\" respectively.\nEndurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. These businesses can be found across the platforms and sensors, mobile communications, Internet of Things and artificial intelligence and big data analytics sectors.\nCantor Fitzgerald & Co acted as sole book-running manager for the offering. Truist Securities acted as lead manager for the offering. The Company has granted the underwriter a 45-day option to purchase up to an additional 3,000,000 units at the initial public offering price to cover over-allotments, if any.\nThe offering was made only by means of a prospectus. Copies of the prospectus may be obtained from Cantor Fitzgerald & Co., Attn: Capital Markets, 499 Park Avenue, 5th Floor New York, New York 10022, Email: prospectus@cantor.com.\nThe registration statement relating to the securities became effective on September 14, 2021. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.\nForward-Looking Statements\nThis press release contains statements that constitute \"forward-looking statements,\" including with respect to the anticipated use of the net proceeds, the Company’s approach to and the types of businesses the Company will focus on in its search to identify a target it its initial business combination. No assurance can be given that the net proceeds of the offering will be used as indicated. Forward-looking statements are subject to numerous conditions, many of which are beyond the control of the Company, including those set forth in the \"Risk Factors\" section of the Company’s prospectus relating to the offering filed with the U.S. Securities and Exchange Commission (the \"SEC\"). Copies are available on the SEC’s website, www.sec.gov. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.\nAbout Endurance Acquisition Corp.\nEndurance Acquisition Corp. is a blank check company, incorporated as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or assets. The Company intends to focus its search for a target business operating in data infrastructure and analytics, with a primary focus on space and wireless industries and related technology and services, or \"space-based tech\" businesses. The Company plans to leverage its management team’s, directors’, advisors’ and sponsor’s extensive experience across its target sectors to seek to identify attractive initial business combination opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}