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Cataphractos

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- CataphractosCataphractos
  ·2022-01-14
  It's gonna be Ford or Toyota. They can scale up better than the new guys
  Ford just hit a $100 billion market cap — why its stock may crash 52%
  The wins keep piling up for Ford (F).Impressive orders for the new electric F-150. Ford scion Bill F
  Ford just hit a $100 billion market cap — why its stock may crash 52%
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- CataphractosCataphractos
  ·2022-01-14
  Interesting
  Zhihu shares rose 5.5% in premarket trading
  Zhihu shares rose 5.5% in premarket trading.Zhihu Inc. is planning a second listing in Hong Kong tha
  Zhihu shares rose 5.5% in premarket trading
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- CataphractosCataphractos
  ·2021-06-16
  Agree. SGX safer
  Sorry, this post has been deleted
  581 Comment
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They can scale up better than the new guys","listText":"It's gonna be Ford or Toyota. They can scale up better than the new guys","text":"It's gonna be Ford or Toyota. They can scale up better than the new guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005337789","repostId":"2203712499","repostType":4,"repost":{"id":"2203712499","kind":"news","pubTimestamp":1642168751,"share":"https://ttm.financial/m/news/2203712499?lang=&edition=fundamental","pubTime":"2022-01-14 21:59","market":"us","language":"en","title":"Ford just hit a $100 billion market cap — why its stock may crash 52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2203712499","media":"Yahoo Finance","summary":"The wins keep piling up for Ford (F).Impressive orders for the new electric F-150. Ford scion Bill F","content":"<html><head></head><body><p>The wins keep piling up for Ford (F).</p><p>Impressive orders for the new electric F-150. Ford scion Bill Ford buying a slug of stock in a show of confidence. This week the auto giant&#39;s market cap burst through $100 billion, while crosstown rival GM (GM) stays stuck in neutral at about $89 billion. Despite these grabby headlines, long-time auto analyst Adam Jonas of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> thinks Ford shares have gotten ahead of themselves.</p><p>How ahead? The veteran number cruncher said in a new note he sees Ford shares plunging 52% to $12. His rating on <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest stocks in the market? Underweight, or the equivalent of Sell.</p><p>&#34;The stock market’s attraction to the Ford EV story continues to take us by surprise,&#34; Jonas acknowledges.</p><p>Wall Street&#39;s newfound bullishness on Ford&#39;s stock reflects the ongoing operational turnaround at the company under CEO Jim Farley and Executive Chairman Bill Ford&#39;s push for greener automobiles. Solid third quarter earnings for Ford helped, too.</p><p><img src=\"https://static.tigerbbs.com/bdfea96011c50f8bce04b9c7c1376aa7\" tg-width=\"740\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>Ford&#39;s third quarter adjusted earnings came in at 51 cents a share, trouncing analyst estimates for 27 cents. Net sales of $33.2 billion beat analyst projections by about $800 million despite the semiconductor shortage crimping production levels.</p><p>For the full year, Ford estimates adjusted profits of $10.5 billion to $11.5 billion. Previously, Ford expected earnings of $9 billion to $10 billion. The company also reinstated its dividend, which it had cut at the height of the pandemic in 2020.</p><p>Jonas contends most of these factors are now priced into Ford&#39;s stock, a stock that has skyrocketed 155% in the past year. On the other hand, there are a host of downside risks on Ford shares the market may be forgetting about per Jonas&#39; math.</p><p>&#34;Our concerns begin with cyclical mean reversion. This is not just a Ford problem, but sector-wide. While auto firms will enjoy production recovery and inventory restocking, we believe this will be coupled with price declines, mix deterioration (channel and product) and rising input costs,&#34; says Jonas. From a $25 level, we believe expectations for Ford’s success in EVs, while possible to achieve, are difficult to exceed. We expect a far more intense environment of competition amongst EVs from the likes of Tesla, Rivian, legacy OEMs and other startups.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e76d53d1ec476225cc605a1250d1e4ed\" tg-width=\"5622\" tg-height=\"3936\" width=\"100%\" height=\"auto\"/><span>Ford CEO Jim Farley poses with the Ford F-150 Lightning pickup truck in Dearborn, Michigan, U.S., May 19, 2021. Picture taken May 19, 2021. REUTERS/Rebecca CookRebecca Cook / reuters</span></p><p>But even Jonas concedes Ford&#39;s stock could maintain its bullish bias in the near-term.</p><p>&#34;The window of opportunity for the stock to enjoy a combination of a supportive cycle, strong ICE profitability (peak pricing and mix) as well as the promise and excitement of upcoming EV launches may continue through the first half of this year,&#34; Jonas adds.</p><p>In other words, don&#39;t rule out more wins.</p></body></html>","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>Ford just hit a $100 billion market cap — why its stock may crash 52%</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\">\nFord just hit a $100 billion market cap — why its stock may crash 52%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ford-just-hit-a-100-billion-market-cap-why-this-analyst-now-sees-stock-crashing-52-133011483.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The wins keep piling up for Ford (F).Impressive orders for the new electric F-150. Ford scion Bill Ford buying a slug of stock in a show of confidence. This week the auto giant's market cap burst ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ford-just-hit-a-100-billion-market-cap-why-this-analyst-now-sees-stock-crashing-52-133011483.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车","XPEV":"小鹏汽车","BK4099":"汽车制造商","GM":"通用汽车","TM":"丰田汽车","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","BK4555":"新能源车"},"source_url":"https://finance.yahoo.com/news/ford-just-hit-a-100-billion-market-cap-why-this-analyst-now-sees-stock-crashing-52-133011483.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2203712499","content_text":"The wins keep piling up for Ford (F).Impressive orders for the new electric F-150. Ford scion Bill Ford buying a slug of stock in a show of confidence. This week the auto giant's market cap burst through $100 billion, while crosstown rival GM (GM) stays stuck in neutral at about $89 billion. Despite these grabby headlines, long-time auto analyst Adam Jonas of Morgan Stanley thinks Ford shares have gotten ahead of themselves.How ahead? The veteran number cruncher said in a new note he sees Ford shares plunging 52% to $12. His rating on one of the hottest stocks in the market? Underweight, or the equivalent of Sell.\"The stock market’s attraction to the Ford EV story continues to take us by surprise,\" Jonas acknowledges.Wall Street's newfound bullishness on Ford's stock reflects the ongoing operational turnaround at the company under CEO Jim Farley and Executive Chairman Bill Ford's push for greener automobiles. Solid third quarter earnings for Ford helped, too.Ford's third quarter adjusted earnings came in at 51 cents a share, trouncing analyst estimates for 27 cents. Net sales of $33.2 billion beat analyst projections by about $800 million despite the semiconductor shortage crimping production levels.For the full year, Ford estimates adjusted profits of $10.5 billion to $11.5 billion. Previously, Ford expected earnings of $9 billion to $10 billion. The company also reinstated its dividend, which it had cut at the height of the pandemic in 2020.Jonas contends most of these factors are now priced into Ford's stock, a stock that has skyrocketed 155% in the past year. On the other hand, there are a host of downside risks on Ford shares the market may be forgetting about per Jonas' math.\"Our concerns begin with cyclical mean reversion. This is not just a Ford problem, but sector-wide. While auto firms will enjoy production recovery and inventory restocking, we believe this will be coupled with price declines, mix deterioration (channel and product) and rising input costs,\" says Jonas. From a $25 level, we believe expectations for Ford’s success in EVs, while possible to achieve, are difficult to exceed. We expect a far more intense environment of competition amongst EVs from the likes of Tesla, Rivian, legacy OEMs and other startups.\"Ford CEO Jim Farley poses with the Ford F-150 Lightning pickup truck in Dearborn, Michigan, U.S., May 19, 2021. Picture taken May 19, 2021. REUTERS/Rebecca CookRebecca Cook / reutersBut even Jonas concedes Ford's stock could maintain its bullish bias in the near-term.\"The window of opportunity for the stock to enjoy a combination of a supportive cycle, strong ICE profitability (peak pricing and mix) as well as the promise and excitement of upcoming EV launches may continue through the first half of this year,\" Jonas adds.In other words, don't rule out more wins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005334348,"gmtCreate":1642170974667,"gmtModify":1676533688788,"author":{"id":"3569910943851229","authorId":"3569910943851229","name":"Cataphractos","avatar":"https://static.itradeup.com/news/5a6bfedc4d056c32dce028807e6ff519","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569910943851229","idStr":"3569910943851229"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005334348","repostId":"1180538575","repostType":4,"repost":{"id":"1180538575","kind":"news","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":1642150801,"share":"https://ttm.financial/m/news/1180538575?lang=&edition=fundamental","pubTime":"2022-01-14 17:00","market":"us","language":"en","title":"Zhihu shares rose 5.5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180538575","media":"Tiger Newspress","summary":"Zhihu shares rose 5.5% in premarket trading.Zhihu Inc. is planning a second listing in Hong Kong tha","content":"<html><head></head><body><p>Zhihu shares rose 5.5% in premarket trading.<img src=\"https://static.tigerbbs.com/9b73f25357368fbf71f5142ab194002a\" tg-width=\"702\" tg-height=\"605\" width=\"100%\" height=\"auto\"/>Zhihu Inc. is planning a second listing in Hong Kong that could raise about $300 million, according to people with knowledge of the matter.</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>Zhihu shares rose 5.5% in premarket trading</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; 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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\">\nZhihu shares rose 5.5% in premarket trading\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\">2022-01-14 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Zhihu shares rose 5.5% in premarket trading.<img src=\"https://static.tigerbbs.com/9b73f25357368fbf71f5142ab194002a\" tg-width=\"702\" tg-height=\"605\" width=\"100%\" height=\"auto\"/>Zhihu Inc. is planning a second listing in Hong Kong that could raise about $300 million, according to people with knowledge of the matter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZH":"知乎"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180538575","content_text":"Zhihu shares rose 5.5% in premarket trading.Zhihu Inc. is planning a second listing in Hong Kong that could raise about $300 million, according to people with knowledge of the matter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169071878,"gmtCreate":1623810630494,"gmtModify":1703820185304,"author":{"id":"3569910943851229","authorId":"3569910943851229","name":"Cataphractos","avatar":"https://static.itradeup.com/news/5a6bfedc4d056c32dce028807e6ff519","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569910943851229","idStr":"3569910943851229"},"themes":[],"htmlText":"Agree. 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