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- HUATMELAFKHUATMELAFK
  ·2021-08-03
  hello
  Semiconductor stocks are rallying -- and they still look like bargains
  Stellar earnings are propelling chip makers' shares, which trade cheaply compared with the broader s
  Semiconductor stocks are rallying -- and they still look like bargains
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- HUATMELAFKHUATMELAFK
  ·2021-07-29
  hi
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- HUATMELAFKHUATMELAFK
  ·2021-07-29
  booms
  Amazon Reports Earnings Thursday. Expect a Blowout.
  Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its
  Amazon Reports Earnings Thursday. Expect a Blowout.
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- HUATMELAFKHUATMELAFK
  ·2021-07-29
  good!
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- HUATMELAFKHUATMELAFK
  ·2021-07-29
  wazuzuxuxu
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- HUATMELAFKHUATMELAFK
  ·2021-07-29
  hello
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14:00","market":"us","language":"en","title":"Semiconductor stocks are rallying -- and they still look like bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2156119034","media":"MarketWatch","summary":"Stellar earnings are propelling chip makers' shares, which trade cheaply compared with the broader s","content":"<p>Stellar earnings are propelling chip makers' shares, which trade cheaply compared with the broader stock market</p>\n<p>Semiconductor stocks haven't risen in a straight line this year, but they have recovered from their last dip in May. Now the group is expected to maintain its head of steam through 2022 with faster growth than the broader stock market. But chip makers as a group trade below the broad indexes on a price-to-earnings basis.</p>\n<p>Below is a list of the 10 semiconductor companies expected to increase sales the most through 2023.</p>\n<p>Investors are paying close attention to this important technology subsector amid continuing shortages that are affecting many industries and presumably helping pricing for the chipmakers. For example, on Aug. 2, shares of <a href=\"https://laohu8.com/S/ON\">ON Semiconductor Corp.</a> (ON) rose as much as 16% after the company beat analysts' expectations for earnings and sales and provided an upbeat outlook . The improved guidance points to a coming round of estimate increases by analysts -- the type of action that supports higher share prices over time.</p>\n<p>ON CEO Hassane El-Khoury said there's accelerating demand in \"strategic automotive and industrial end-markets.\"</p>\n<p><b>Semiconductor performance and valuation</b></p>\n<p>To set the stage, check out this chart showing total returns for the <a href=\"https://laohu8.com/S/EEME\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a> against the SPDR S&amp;P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a> and the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a> (which tracks the Nasdaq-100 Index ) from the end of 2019 through July 30:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae61c97ac6b9356febfe47ab403f172b\" tg-width=\"700\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>SEMICONDUCTOR STOCKS HAVE OUTPERFORMED THE BROADER MARKET THROUGH THE PANDEMIC.</span></p>\n<p>SOXX holds 30 stocks of the largest U.S.-listed semiconductor manufacturers and companies that make specialized equipment used by chip makers. The ETF is concentrated, with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> making up 9.2% of the portfolio. The top five holdings, which also include Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> and Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, make up 35% of the portfolio.</p>\n<p>That type of performance would lead investors to expect SOXX to trade higher on a price-to-earnings basis than the broader market, but this isn't the case. Here's how forward P/E ratios have moved on a rolling 12-month basis since the end of 2019:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878228ca5cda5c3534042d8ad14b9a2d\" tg-width=\"700\" tg-height=\"546\" referrerpolicy=\"no-referrer\"><span>DESPITE OUTPERFORMING THE BROADER MARKET SINCE THE END OF 2019 BY A WIDE MARGIN, SOXX TRADES AT A LOWER FORWARD P/E THAN SPY AND A MUCH LOWER FORWARD P/E THAN QQQ.</span></p>\n<p>Now let's look at projected growth rates for sales, earnings per share and free cash flow per share for SOXX, SPX and QQQ through 2023, based on consensus estimates among analysts polled by FactSet.</p>\n<p>First, sales:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d50cdb5147717f9674a64ae104b700cd\" tg-width=\"933\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Source: FactSet</span></p>\n<p>The semiconductor group is expected to lead for sales growth during a banner 2021 and rank slightly behind QQQ in 2022. The projected sales-growth rate for QQQ is much lower for 2023, but that is pretty far out, considering how much sales (and sales estimates) have increased this year.</p>\n<p>Here are growth projections for EPS:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/573b3ec6a624f73e164454939eb2e1f7\" tg-width=\"930\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source: FactSet</span></p>\n<p>For EPS, the semiconductor group is expected to remain in the lead through next year, before cooling off in 2023.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Here are growth estimates for free cash flow per share:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be752a03671878ac86146812330cddcb\" tg-width=\"935\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Source: FactSet</span></p>\n<p>These are excellent numbers across the board for 2021 and 2022, with the semiconductor group expected to slow during 2023.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Fast-sales growers in the SOXX group</b></p>\n<p>Now let's look at projected compound annual growth rates (CAGR) for SOXX. Here are the 10 semiconductor companies expected by analysts to show the best three-year sales CAGR through calendar 2023, for which the underlying estimates are available (the sales numbers are in millions of dollars):</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34572dbd83d5ae59727d19b83339bc04\" tg-width=\"1063\" tg-height=\"650\" referrerpolicy=\"no-referrer\"><span>Source: FactSet</span></p>\n<p>The sales numbers for 2020 are \"estimated\" because some companies' fiscal periods don't match the calendar.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Note that estimates for calendar 2023 aren't yet available for five of the SOXX companies, including Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> and Skyworks Solutions Inc. <a href=\"https://laohu8.com/S/SWKS\">$(SWKS)$</a>, which are expected to show the best two-year sales growth rates among the five.</p>\n<p>For Micron, analysts expect sales to increase to $38.46 billion in 2022 from an adjusted $23.53 billion in 2020, for a two-year CAGR of 27.9%. For Skyworks, analysts expect sales to grow to $5.87 billion in 2022 from an adjusted $3.8 billion in 2020, for a CAGR of 24.3%.</p>\n<p>Leaving the projected sales-growth winners through 2023 in the same order and adding Micron and Skyworks, here are forward P/E ratios and a summary of analysts' opinions about the stocks:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55cf847696f3bee509f33a2b3d9a0db4\" tg-width=\"1058\" tg-height=\"671\" referrerpolicy=\"no-referrer\"><span>Source: FactSet</span></p>\n<p>The consensus price target for Nvidia is slightly lower than the closing price on July 30. So the analysts consider the stock to be fully valued. Then again, Wall Street is fixated on 12-month price targets -- that's actually a short period for committed long-term investors.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>It's also worth noting that Micron -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the analysts' favorites on the list -- trades for a very low P/E.</p>","source":"lsy1603348471595","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>Semiconductor stocks are rallying -- and they still look like bargains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks are rallying -- and they still look like bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/semiconductor-stocks-are-rallying-and-they-still-look-like-bargains-11627924927?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stellar earnings are propelling chip makers' shares, which trade cheaply compared with the broader stock market\nSemiconductor stocks haven't risen in a straight line this year, but they have recovered...</p>\n\n<a href=\"https://www.marketwatch.com/story/semiconductor-stocks-are-rallying-and-they-still-look-like-bargains-11627924927?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","QCOM":"高通","NVDA":"英伟达","AMD":"美国超微公司","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","CRCT":"Cricut, Inc.","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEX":"标普100","TERN":"Terns Pharmaceuticals, Inc.",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","ON":"安森美半导体","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF"},"source_url":"https://www.marketwatch.com/story/semiconductor-stocks-are-rallying-and-they-still-look-like-bargains-11627924927?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156119034","content_text":"Stellar earnings are propelling chip makers' shares, which trade cheaply compared with the broader stock market\nSemiconductor stocks haven't risen in a straight line this year, but they have recovered from their last dip in May. Now the group is expected to maintain its head of steam through 2022 with faster growth than the broader stock market. But chip makers as a group trade below the broad indexes on a price-to-earnings basis.\nBelow is a list of the 10 semiconductor companies expected to increase sales the most through 2023.\nInvestors are paying close attention to this important technology subsector amid continuing shortages that are affecting many industries and presumably helping pricing for the chipmakers. For example, on Aug. 2, shares of ON Semiconductor Corp. (ON) rose as much as 16% after the company beat analysts' expectations for earnings and sales and provided an upbeat outlook . The improved guidance points to a coming round of estimate increases by analysts -- the type of action that supports higher share prices over time.\nON CEO Hassane El-Khoury said there's accelerating demand in \"strategic automotive and industrial end-markets.\"\nSemiconductor performance and valuation\nTo set the stage, check out this chart showing total returns for the iShares Semiconductor ETF $(SOXX)$ against the SPDR S&P 500 ETF $(SPY.AU)$ and the Invesco QQQ Trust $(QQQ)$ (which tracks the Nasdaq-100 Index ) from the end of 2019 through July 30:\nSEMICONDUCTOR STOCKS HAVE OUTPERFORMED THE BROADER MARKET THROUGH THE PANDEMIC.\nSOXX holds 30 stocks of the largest U.S.-listed semiconductor manufacturers and companies that make specialized equipment used by chip makers. The ETF is concentrated, with Nvidia Corp. $(NVDA)$ making up 9.2% of the portfolio. The top five holdings, which also include Broadcom Inc. $(AVGO)$, Intel Corp. $(INTC)$, Qualcomm Inc. $(QCOM)$ and Texas Instruments Inc. $(TXN)$, make up 35% of the portfolio.\nThat type of performance would lead investors to expect SOXX to trade higher on a price-to-earnings basis than the broader market, but this isn't the case. Here's how forward P/E ratios have moved on a rolling 12-month basis since the end of 2019:\nDESPITE OUTPERFORMING THE BROADER MARKET SINCE THE END OF 2019 BY A WIDE MARGIN, SOXX TRADES AT A LOWER FORWARD P/E THAN SPY AND A MUCH LOWER FORWARD P/E THAN QQQ.\nNow let's look at projected growth rates for sales, earnings per share and free cash flow per share for SOXX, SPX and QQQ through 2023, based on consensus estimates among analysts polled by FactSet.\nFirst, sales:\nSource: FactSet\nThe semiconductor group is expected to lead for sales growth during a banner 2021 and rank slightly behind QQQ in 2022. The projected sales-growth rate for QQQ is much lower for 2023, but that is pretty far out, considering how much sales (and sales estimates) have increased this year.\nHere are growth projections for EPS:\n\n\n\n\n\nSource: FactSet\nFor EPS, the semiconductor group is expected to remain in the lead through next year, before cooling off in 2023.\n\n\n\n\n\nHere are growth estimates for free cash flow per share:\nSource: FactSet\nThese are excellent numbers across the board for 2021 and 2022, with the semiconductor group expected to slow during 2023.\n\n\n\n\n\nFast-sales growers in the SOXX group\nNow let's look at projected compound annual growth rates (CAGR) for SOXX. Here are the 10 semiconductor companies expected by analysts to show the best three-year sales CAGR through calendar 2023, for which the underlying estimates are available (the sales numbers are in millions of dollars):\nSource: FactSet\nThe sales numbers for 2020 are \"estimated\" because some companies' fiscal periods don't match the calendar.\n\n\n\n\n\nNote that estimates for calendar 2023 aren't yet available for five of the SOXX companies, including Micron Technology Inc. $(MU)$ and Skyworks Solutions Inc. $(SWKS)$, which are expected to show the best two-year sales growth rates among the five.\nFor Micron, analysts expect sales to increase to $38.46 billion in 2022 from an adjusted $23.53 billion in 2020, for a two-year CAGR of 27.9%. For Skyworks, analysts expect sales to grow to $5.87 billion in 2022 from an adjusted $3.8 billion in 2020, for a CAGR of 24.3%.\nLeaving the projected sales-growth winners through 2023 in the same order and adding Micron and Skyworks, here are forward P/E ratios and a summary of analysts' opinions about the stocks:\nSource: FactSet\nThe consensus price target for Nvidia is slightly lower than the closing price on July 30. So the analysts consider the stock to be fully valued. Then again, Wall Street is fixated on 12-month price targets -- that's actually a short period for committed long-term investors.\n\n\n\n\n\nIt's also worth noting that Micron -- one of the analysts' favorites on the list -- trades for a very low P/E.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808159949,"gmtCreate":1627566181281,"gmtModify":1703492494439,"author":{"id":"3574853634557862","authorId":"3574853634557862","name":"HUATMELAFK","avatar":"https://static.tigerbbs.com/c9fc4ccf19e83058eaa5ba36923c9d14","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808159949","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808127861,"gmtCreate":1627566149753,"gmtModify":1703492492499,"author":{"id":"3574853634557862","authorId":"3574853634557862","name":"HUATMELAFK","avatar":"https://static.tigerbbs.com/c9fc4ccf19e83058eaa5ba36923c9d14","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"booms","listText":"booms","text":"booms","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808127861","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","pubTimestamp":1627542522,"share":"https://www.laohu8.com/m/news/1165497040?lang=&edition=full","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</p>","source":"lsy1601382232898","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>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808922927,"gmtCreate":1627552342269,"gmtModify":1703492204681,"author":{"id":"3574853634557862","authorId":"3574853634557862","name":"HUATMELAFK","avatar":"https://static.tigerbbs.com/c9fc4ccf19e83058eaa5ba36923c9d14","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"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/808922927","repostId":"1186100131","repostType":4,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808926771,"gmtCreate":1627552324293,"gmtModify":1703492205328,"author":{"id":"3574853634557862","authorId":"3574853634557862","name":"HUATMELAFK","avatar":"https://static.tigerbbs.com/c9fc4ccf19e83058eaa5ba36923c9d14","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wazuzuxuxu","listText":"wazuzuxuxu","text":"wazuzuxuxu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808926771","repostId":"1182957068","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808926287,"gmtCreate":1627552308149,"gmtModify":1703492204196,"author":{"id":"3574853634557862","authorId":"3574853634557862","name":"HUATMELAFK","avatar":"https://static.tigerbbs.com/c9fc4ccf19e83058eaa5ba36923c9d14","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"hello","listText":"hello","text":"hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808926287","repostId":"1182957068","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}