Profile - To The Moon

NCM

Posts · 128Posts · 128
Following · 0Following · 0
Followers · 0Followers · 0

- NCMNCM
  ·2021-09-23
  Read
  Stephen Weiss Shares His Next Steps For His FedEx Position
  Stephen Weiss spoke on CNBC's "Fast Money Halftime Report" about FedEx Corporation (NYSE: FDX), whic
  Stephen Weiss Shares His Next Steps For His FedEx Position
  717 Comment
  Like
  Share
  Report
- NCMNCM
  ·2021-09-21
  Read
  Wait for the Dust To Settle Before Buying Roku Stock
  Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.
  Wait for the Dust To Settle Before Buying Roku Stock
  792 Comment
  Like
  Share
  Report
- NCMNCM
  ·2021-09-10
  Good sign
  Sorry, this post has been deleted
  563 1
  Like
  Share
  Report
- NCMNCM
  ·2021-09-07
  Read
  Sorry, this post has been deleted
  536 Comment
  Like
  Share
  Report
- NCMNCM
  ·2021-09-03
  Good
  Grab Starts Online Supermarket in Philippines for User Growth
  Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launc
  Grab Starts Online Supermarket in Philippines for User Growth
  809 Comment
  Like
  Share
  Report
- NCMNCM
  ·2021-08-28
  Wow
  Affirm, Amazon partner to enable pay-over-time feature
  Aug 27 (Reuters) - Affirm Holdings Inc is partnering with e-commerce giant Amazon.com Inc to l
  Affirm, Amazon partner to enable pay-over-time feature
  374 Comment
  1
  Share
  Report
- NCMNCM
  ·2021-08-25
  Good
  Sorry, this post has been deleted
  264 Comment
  1
  Share
  Report
- NCMNCM
  ·2021-08-22
  Been hearing this for some time, and still counting…
  Cathie Wood: 'We couldn't be further away from a bubble'
  "We couldn't be further away from a bubble, " says Cathie Wood, in a CNBC appearance, of the recent
  Cathie Wood: 'We couldn't be further away from a bubble'
  526 Comment
  Like
  Share
  Report
- NCMNCM
  ·2021-08-08
  Read
  Sorry, this post has been deleted
  556 1
  1
  Share
  Report
- NCMNCM
  ·2021-08-05
  What is the fair valuation?
  Grab Is Growing Fast But The Valuation Is Too High
  Summary Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wan
  Grab Is Growing Fast But The Valuation Is Too High
  955 4
  3
  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":"3567832114052050","uuid":"3567832114052050","gmtCreate":1604738327859,"gmtModify":1611372352583,"name":"NCM","pinyin":"ncm","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":16,"headSize":217,"tweetSize":128,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.62%","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":863171959,"gmtCreate":1632368427871,"gmtModify":1676530765283,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863171959","repostId":"2169663363","repostType":4,"repost":{"id":"2169663363","kind":"news","pubTimestamp":1632359102,"share":"https://ttm.financial/m/news/2169663363?lang=&edition=fundamental","pubTime":"2021-09-23 09:05","market":"us","language":"en","title":"Stephen Weiss Shares His Next Steps For His FedEx Position","url":"https://stock-news.laohu8.com/highlight/detail?id=2169663363","media":"Benzinga","summary":"Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about FedEx Corporation (NYSE: FDX), whic","content":"<p>Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about <b>FedEx Corporation</b> (NYSE: FDX), which traded sharply lower on Wednesday after an earnings miss.</p>\n<p>Weiss said the Street knew FedEx is going to miss, but not this bad. Labor costs and shortage are the main concern for the company, but Weiss expects the labor issues are going to loosen up now that we are done with the summer. He has cut his position right after the call when the stock was trading $6 lower, but he decided to add to the position on Wednesday.</p>\n<p>For him, the story hasn't changed. It has only been pushed back for a couple of quarters. He is staying with the stock and he is going to continue to add to his long position as the stock stabilizes.</p>\n<p>Weiss expects FedEx to perform better than <b>United Parcel Service, Inc.</b> (NYSE: UPS) going forward. Union discussions coming up for UPS and they're going to be much tougher than going out and hire people. FedEx wasn't making money on the <b>Amazon</b> deal, so it got rid of it. UPS now has Amazon and it's going to be a problem for it because it's&nbsp;a low-margin business that takes a lot of capacity.</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>Stephen Weiss Shares His Next Steps For His FedEx Position</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\">\nStephen Weiss Shares His Next Steps For His FedEx Position\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stephen-weiss-shares-next-steps-213302802.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about FedEx Corporation (NYSE: FDX), which traded sharply lower on Wednesday after an earnings miss.\nWeiss said the Street knew FedEx is ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stephen-weiss-shares-next-steps-213302802.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","UPS":"联合包裹"},"source_url":"https://finance.yahoo.com/news/stephen-weiss-shares-next-steps-213302802.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2169663363","content_text":"Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about FedEx Corporation (NYSE: FDX), which traded sharply lower on Wednesday after an earnings miss.\nWeiss said the Street knew FedEx is going to miss, but not this bad. Labor costs and shortage are the main concern for the company, but Weiss expects the labor issues are going to loosen up now that we are done with the summer. He has cut his position right after the call when the stock was trading $6 lower, but he decided to add to the position on Wednesday.\nFor him, the story hasn't changed. It has only been pushed back for a couple of quarters. He is staying with the stock and he is going to continue to add to his long position as the stock stabilizes.\nWeiss expects FedEx to perform better than United Parcel Service, Inc. (NYSE: UPS) going forward. Union discussions coming up for UPS and they're going to be much tougher than going out and hire people. FedEx wasn't making money on the Amazon deal, so it got rid of it. UPS now has Amazon and it's going to be a problem for it because it's a low-margin business that takes a lot of capacity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860483120,"gmtCreate":1632198096260,"gmtModify":1676530723445,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860483120","repostId":"1112190200","repostType":4,"repost":{"id":"1112190200","kind":"news","pubTimestamp":1632137806,"share":"https://ttm.financial/m/news/1112190200?lang=&edition=fundamental","pubTime":"2021-09-20 19:36","market":"us","language":"en","title":"Wait for the Dust To Settle Before Buying Roku Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1112190200","media":"InvestorPlace","summary":"Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.\n\n","content":"<blockquote>\n <b>Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.</b>\n</blockquote>\n<p>Falling more than 54% since July 27, is it time to buy<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) stock? The streaming company’s massive price decline in less than two months may appear to be a prime buying opportunity. But despite this “buy the dip” appeal, ROKU stock may not be done moving lower.</p>\n<p>Why? When it comes to company-specific factors, it still has a lot on its side. But market-related factors could apply more pressure. Although the price has fallen considerably, shares continue to trade at apremium valuation, best seen in the price-to-sales (P/S) multiple of 18.64.</p>\n<p>If markets get volatile between now and year’s end? Growth names like this one — withits current betaof 1.72 — could experience declines outsized compared to stocks overall.</p>\n<p>Does that mean it’ll make a full trip back to its 52-week low of $157.54 per share? It’s possible. Even at prices more than half of where it trades today, it would still trade at a premium to its larger, albeit slower-growing peer,<b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>).</p>\n<p>With high risk growth stocks are in for a world of hurt in the coming months, what’s an investor to do? It’s best to take your time with this particular one.</p>\n<p><b>ROKU Stock Underlying Business Remains Strong</b></p>\n<p>As seen with its sell-off in recent weeks, investors have been concerned aboutRoku’s slowing user growth, and decline in existing user engagement. These negative aspects outweighed the positives, such asbetter-than-expected revenue and earnings numbers, when the company reported its results for the quarter ending June 30, 2021 on Aug. 4. Revenues of $645.1 million came in above sell-side consensus ($618.8 million). Earnings of 52 cents per share came in well above the Street’s estimate of 13 cents per share.</p>\n<p>It may be valid for there to be some worries with ROKU stock when it comes to its underlying business continuing to grow at a rapid clip. But a slowdown or decline in user growth/engagement may not mean high levels of future revenue growth are off the table.</p>\n<p>Why? The company is just getting started fully monetizing its existing business. With its pivot from streaming equipment provider to ad-supported streaming platform operator, the company isramping up its original content offerings. Most notably, it’s purchase of a 75-show library fromshort-lived streaming service Quibi. With around $2 billion in its coffers, it has plenty in reserve to finance further content acquisitions. International growth is something else that could enable Roku to continue growing at above-average levels.</p>\n<p>Put simply, there’s enough in play for it to keep on scaling up. At the very least, hit projections calling for36% revenue growth next year. That said, its pullback may not be over. Factors outside its control could result in it making another big slide lower.</p>\n<p><b>Why Market-Related Factors May Sink it Lower</b></p>\n<p>ROKU stock may be cheaper now than it was at the end of July, but that doesn’t mean it’s become a “cheap stock,” by any means. The company’s growth potential remains more-than-reflected, as seen from its high price-to-earnings (P/E) multiple of 188.2x and a forward P/E of 197.6x.</p>\n<p>Further, at today’s prices, shares sell for 11.1x next year’s projected revenue, and 204.4x next year’s projected earnings. Given its still in high-growth mode, for nowa rich valuation like this is sustainable. Yet if the conditions enabling it change? Look out below.</p>\n<p>Many factors point to rocky times ahead for stocks this fall. The U.S. Federal Reserve’s planned tightening of monetary policy, along with a rise in bond yields (even as the Fed takes its time raising interest rates) could result in the stocks starting to move in the wrong direction. Worse yet, growth stocks like Roku, that have benefited most from the current near-zero interest rate environment could get hit the hardest.</p>\n<p>To what extent? Again, as mentioned above, the stock could make another 50%+ move lower, and stilltrade at a premium to peers like Netflix. That of course isn’t to say it will happen. We may only end up seeing moderate levels of multiple compression. That is, valuations remain high compared to historic levels, but lower than before. Nevertheless, as this market-related risk hangs over it, waiting for what’s looming over the stock market today to play out appears to be the wisest move.</p>\n<p><b>Sit On Sidelines for Now</b></p>\n<p>Roku still appears to be a solid growth story. High levels of growth may still lie ahead. Between its big move into original content and its potential to expand its presence overseas, those who are bullish on it aren’t wrong to believe it could eventually scale up into a business many times the size of current options.</p>\n<p>What’s wrong with ROKU stock? The price isn’t right. As the risk that market changes will put pressure on its valuation looms, your best move is to hold off buying it right now.</p>","source":"lsy1606302653667","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>Wait for the Dust To Settle Before Buying Roku Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWait for the Dust To Settle Before Buying Roku Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 19:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/roku-stock-wait-for-dust-to-settle/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.\n\nFalling more than 54% since July 27, is it time to buyRoku(NASDAQ:ROKU) stock? The streaming company...</p>\n\n<a href=\"https://investorplace.com/2021/09/roku-stock-wait-for-dust-to-settle/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2021/09/roku-stock-wait-for-dust-to-settle/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112190200","content_text":"Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.\n\nFalling more than 54% since July 27, is it time to buyRoku(NASDAQ:ROKU) stock? The streaming company’s massive price decline in less than two months may appear to be a prime buying opportunity. But despite this “buy the dip” appeal, ROKU stock may not be done moving lower.\nWhy? When it comes to company-specific factors, it still has a lot on its side. But market-related factors could apply more pressure. Although the price has fallen considerably, shares continue to trade at apremium valuation, best seen in the price-to-sales (P/S) multiple of 18.64.\nIf markets get volatile between now and year’s end? Growth names like this one — withits current betaof 1.72 — could experience declines outsized compared to stocks overall.\nDoes that mean it’ll make a full trip back to its 52-week low of $157.54 per share? It’s possible. Even at prices more than half of where it trades today, it would still trade at a premium to its larger, albeit slower-growing peer,Netflix(NASDAQ:NFLX).\nWith high risk growth stocks are in for a world of hurt in the coming months, what’s an investor to do? It’s best to take your time with this particular one.\nROKU Stock Underlying Business Remains Strong\nAs seen with its sell-off in recent weeks, investors have been concerned aboutRoku’s slowing user growth, and decline in existing user engagement. These negative aspects outweighed the positives, such asbetter-than-expected revenue and earnings numbers, when the company reported its results for the quarter ending June 30, 2021 on Aug. 4. Revenues of $645.1 million came in above sell-side consensus ($618.8 million). Earnings of 52 cents per share came in well above the Street’s estimate of 13 cents per share.\nIt may be valid for there to be some worries with ROKU stock when it comes to its underlying business continuing to grow at a rapid clip. But a slowdown or decline in user growth/engagement may not mean high levels of future revenue growth are off the table.\nWhy? The company is just getting started fully monetizing its existing business. With its pivot from streaming equipment provider to ad-supported streaming platform operator, the company isramping up its original content offerings. Most notably, it’s purchase of a 75-show library fromshort-lived streaming service Quibi. With around $2 billion in its coffers, it has plenty in reserve to finance further content acquisitions. International growth is something else that could enable Roku to continue growing at above-average levels.\nPut simply, there’s enough in play for it to keep on scaling up. At the very least, hit projections calling for36% revenue growth next year. That said, its pullback may not be over. Factors outside its control could result in it making another big slide lower.\nWhy Market-Related Factors May Sink it Lower\nROKU stock may be cheaper now than it was at the end of July, but that doesn’t mean it’s become a “cheap stock,” by any means. The company’s growth potential remains more-than-reflected, as seen from its high price-to-earnings (P/E) multiple of 188.2x and a forward P/E of 197.6x.\nFurther, at today’s prices, shares sell for 11.1x next year’s projected revenue, and 204.4x next year’s projected earnings. Given its still in high-growth mode, for nowa rich valuation like this is sustainable. Yet if the conditions enabling it change? Look out below.\nMany factors point to rocky times ahead for stocks this fall. The U.S. Federal Reserve’s planned tightening of monetary policy, along with a rise in bond yields (even as the Fed takes its time raising interest rates) could result in the stocks starting to move in the wrong direction. Worse yet, growth stocks like Roku, that have benefited most from the current near-zero interest rate environment could get hit the hardest.\nTo what extent? Again, as mentioned above, the stock could make another 50%+ move lower, and stilltrade at a premium to peers like Netflix. That of course isn’t to say it will happen. We may only end up seeing moderate levels of multiple compression. That is, valuations remain high compared to historic levels, but lower than before. Nevertheless, as this market-related risk hangs over it, waiting for what’s looming over the stock market today to play out appears to be the wisest move.\nSit On Sidelines for Now\nRoku still appears to be a solid growth story. High levels of growth may still lie ahead. Between its big move into original content and its potential to expand its presence overseas, those who are bullish on it aren’t wrong to believe it could eventually scale up into a business many times the size of current options.\nWhat’s wrong with ROKU stock? The price isn’t right. As the risk that market changes will put pressure on its valuation looms, your best move is to hold off buying it right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883255781,"gmtCreate":1631247608643,"gmtModify":1676530508495,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Good sign","listText":"Good sign","text":"Good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883255781","repostId":"1181413594","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"content":"It may turn sour too if both parties not willing to give in.","text":"It may turn sour too if both parties not willing to give in.","html":"It may turn sour too if both parties not willing to give in."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817570438,"gmtCreate":1630977687524,"gmtModify":1676530432135,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817570438","repostId":"2165841143","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815112845,"gmtCreate":1630655233587,"gmtModify":1676530367451,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815112845","repostId":"1137593739","repostType":4,"repost":{"id":"1137593739","kind":"news","pubTimestamp":1630640275,"share":"https://ttm.financial/m/news/1137593739?lang=&edition=fundamental","pubTime":"2021-09-03 11:37","market":"us","language":"en","title":"Grab Starts Online Supermarket in Philippines for User Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1137593739","media":"Bloomberg","summary":"Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launc","content":"<p>Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launching an online supermarket in the Philippines as it tries to move beyond meal deliveries and ride-hailing to boost revenue.</p>\n<p>Consumers in Metro Manila area, with a population of more than 13 million, will be able to order vegetables, meat, seafood and other groceries via the Grab app for next day delivery, the company said in a statement on Friday. Grab has already rolled out online supermarket services in Malaysia and Singapore, and it’s preparing to enter Thailand this year, said Russell Cohen, Grab’s managing director for operations.</p>\n<p>“We want consumers to think of Grab when they think of food, from grocery shopping to meal delivery,” he said in an interview. Grab is also piloting a feature that lets users order and pay for food at restaurants using its app in Singapore, Malaysia and Indonesia, he said.</p>\n<p>Grab is trying to capture broader opportunities in the food services market to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according toEuromonitor International.</p>\n<p><img src=\"https://static.tigerbbs.com/701017370d522691431e1e5ee8c8b2ed\" tg-width=\"589\" tg-height=\"465\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/0fd72ab5c3f8cf05086eafe46f0d2aad\" tg-width=\"580\" tg-height=\"330\" width=\"100%\" height=\"auto\"></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>Grab Starts Online Supermarket in Philippines for User Growth</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\">\nGrab Starts Online Supermarket in Philippines for User Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-09-03/grab-starts-online-supermarket-in-philippines-for-user-growth?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launching an online supermarket in the Philippines as it tries to move beyond meal deliveries and ride-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-09-03/grab-starts-online-supermarket-in-philippines-for-user-growth?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-09-03/grab-starts-online-supermarket-in-philippines-for-user-growth?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137593739","content_text":"Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launching an online supermarket in the Philippines as it tries to move beyond meal deliveries and ride-hailing to boost revenue.\nConsumers in Metro Manila area, with a population of more than 13 million, will be able to order vegetables, meat, seafood and other groceries via the Grab app for next day delivery, the company said in a statement on Friday. Grab has already rolled out online supermarket services in Malaysia and Singapore, and it’s preparing to enter Thailand this year, said Russell Cohen, Grab’s managing director for operations.\n“We want consumers to think of Grab when they think of food, from grocery shopping to meal delivery,” he said in an interview. Grab is also piloting a feature that lets users order and pay for food at restaurants using its app in Singapore, Malaysia and Indonesia, he said.\nGrab is trying to capture broader opportunities in the food services market to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according toEuromonitor International.","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813374819,"gmtCreate":1630141527131,"gmtModify":1676530234077,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813374819","repostId":"2162317078","repostType":2,"repost":{"id":"2162317078","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630096837,"share":"https://ttm.financial/m/news/2162317078?lang=&edition=fundamental","pubTime":"2021-08-28 04:40","market":"us","language":"en","title":"Affirm, Amazon partner to enable pay-over-time feature","url":"https://stock-news.laohu8.com/highlight/detail?id=2162317078","media":"Reuters","summary":"Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to l","content":"<html><body><p>Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to let shoppers make payments over time, the buy now, pay later firm said on Friday. </p><p>   Select Amazon customers will be able to split the total cost of purchases of $50 or more into simple monthly payments by using Affirm, the San Francisco-based company said.  </p><p>   Affirm shares jumped 30% in extended trading.</p><p> (Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)</p><p>((Eva.Mathews@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Affirm, Amazon partner to enable pay-over-time feature</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\">\nAffirm, Amazon partner to enable pay-over-time feature\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-28 04:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to let shoppers make payments over time, the buy now, pay later firm said on Friday. </p><p>   Select Amazon customers will be able to split the total cost of purchases of $50 or more into simple monthly payments by using Affirm, the San Francisco-based company said.  </p><p>   Affirm shares jumped 30% in extended trading.</p><p> (Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)</p><p>((Eva.Mathews@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AFRM":"Affirm Holdings, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162317078","content_text":"Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to let shoppers make payments over time, the buy now, pay later firm said on Friday.    Select Amazon customers will be able to split the total cost of purchases of $50 or more into simple monthly payments by using Affirm, the San Francisco-based company said.     Affirm shares jumped 30% in extended trading. (Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)((Eva.Mathews@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837196556,"gmtCreate":1629862081475,"gmtModify":1676530155376,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837196556","repostId":"1175100430","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832124176,"gmtCreate":1629599863395,"gmtModify":1676530076704,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Been hearing this for some time, and&nbsp;still counting…","listText":"Been hearing this for some time, and&nbsp;still counting…","text":"Been hearing this for some time, and still counting…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832124176","repostId":"1121592968","repostType":4,"repost":{"id":"1121592968","kind":"news","pubTimestamp":1629446571,"share":"https://ttm.financial/m/news/1121592968?lang=&edition=fundamental","pubTime":"2021-08-20 16:02","market":"us","language":"en","title":"Cathie Wood: 'We couldn't be further away from a bubble'","url":"https://stock-news.laohu8.com/highlight/detail?id=1121592968","media":"Seeking Alpha","summary":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent ","content":"<ul>\n <li>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and&nbsp;short interest regarding ARK Invests actively managed ETFs.</li>\n <li>When asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.</li>\n <li>Five of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.</li>\n <li>Wood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.</li>\n <li>Daily price action on ARKs ETFs:</li>\n <li><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:&nbsp;ARKK):&nbsp;-0.32%.</li>\n <li><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:&nbsp;ARKQ):&nbsp;-0.25%.</li>\n <li><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:&nbsp;ARKW):&nbsp;-0.10%.</li>\n <li><a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:&nbsp;ARKG):&nbsp;-0.48%.</li>\n <li><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:&nbsp;ARKF):&nbsp;-0.16%.</li>\n <li><a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration &amp; Innovation ETF</a> (BATS:&nbsp;ARKX):-0.25%.</li>\n <li>Moreover, see how ARK Invest's six actively managed ETFs fared against each other&nbsp;over a one-year period in the chart below.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/472b8efcd44713aadecd32f6c19ae3a0\" tg-width=\"720\" tg-height=\"251\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></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>Cathie Wood: 'We couldn't be further away from a bubble'</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\">\nCathie Wood: 'We couldn't be further away from a bubble'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and short interest regarding ARK Invests actively managed ETFs.\nWhen asked what ...</p>\n\n<a href=\"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121592968","content_text":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and short interest regarding ARK Invests actively managed ETFs.\nWhen asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.\nFive of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.\nWood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.\nDaily price action on ARKs ETFs:\nARK Innovation ETF (NYSEARCA: ARKK): -0.32%.\nARK Autonomous Technology & Robotics ETF (BATS: ARKQ): -0.25%.\nARK Next Generation Internet ETF (NYSEARCA: ARKW): -0.10%.\nARK Genomic Revolution Multi-Sector ETF (BATS: ARKG): -0.48%.\nARK Fintech Innovation ETF (NYSEARCA: ARKF): -0.16%.\nARK Space Exploration & Innovation ETF (BATS: ARKX):-0.25%.\nMoreover, see how ARK Invest's six actively managed ETFs fared against each other over a one-year period in the chart below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891688474,"gmtCreate":1628386575698,"gmtModify":1703505601580,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891688474","repostId":"2157432677","repostType":4,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890712353,"gmtCreate":1628133645572,"gmtModify":1703501860844,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"What is the fair valuation?","listText":"What is the fair valuation?","text":"What is the fair valuation?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/890712353","repostId":"1132789984","repostType":4,"repost":{"id":"1132789984","kind":"news","pubTimestamp":1628132627,"share":"https://ttm.financial/m/news/1132789984?lang=&edition=fundamental","pubTime":"2021-08-05 11:03","market":"us","language":"en","title":"Grab Is Growing Fast But The Valuation Is Too High","url":"https://stock-news.laohu8.com/highlight/detail?id=1132789984","media":"seekingalpha","summary":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wan","content":"<p><b>Summary</b></p>\n<ul>\n <li>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li>\n <li>The company is valued at ~$45 billion, which we believe is way too generous.</li>\n <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li>\n <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p>\n<p>Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p>\n<p>So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p>Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p>\n<p>This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p>\n<p>Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p>\n<p>This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Cohort Analysis</b></p>\n<p>Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>International Expansion</b></p>\n<p>One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p>\n<p>While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p>\n<p>According to the OECD,GDP for the region&nbsp;is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Financials</b></p>\n<p>Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Risks</b></p>\n<p>The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p>\n<p>There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly&nbsp;Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p>\n<p>We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p>\n<p><b>Conclusion</b></p>\n<p>Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The&nbsp;company keeps&nbsp;growing and adding services to its app, while gaining users and getting closer to profitability.</p>\n<p>The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</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>Grab Is Growing Fast But The Valuation Is Too High</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\">\nGrab Is Growing Fast But The Valuation Is Too High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45...</p>\n\n<a href=\"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high\">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://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789984","content_text":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45 billion, which we believe is way too generous.\nIt is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.\nEconomic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.\n\nbankkgraphy/iStock via Getty Images\nGrab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.\nSo what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.\nSource: Grab Investor Presentation\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSource: Grab Investor Presentation\nCohort Analysis\nLooking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.\nSource: Grab Investor Presentation\nInternational Expansion\nOne of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.\nWhile users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.\nAccording to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.\nSource: Grab Investor Presentation\nFinancials\nTurning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.\nSource: Grab Investor Presentation\nRisks\nThe main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.\nThere is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.\nWe find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.\nConclusion\nGrab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.\nThe one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582258408396089","authorId":"3582258408396089","name":"AetherC","avatar":"https://static.tigerbbs.com/0e9d2b2288d3ec3cb10339c5902876c8","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582258408396089","authorIdStr":"3582258408396089"},"content":"fair valuation == speculation value??","text":"fair valuation == speculation value??","html":"fair valuation == speculation value??"}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}