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- IojdmIojdm
  ·2021-04-02
  Hsubsveidneveie eid. Eie eheiw evei eie e w
  My 36 Stock $338K Portfolio: Back Into China
  Summary Some major changes in my portfolio in March including an entrance back into a few China sto
  My 36 Stock $338K Portfolio: Back Into China
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- IojdmIojdm
  ·2021-04-02
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  Shipping firm ZIM soars 8.8% and has now gained 130% since January premiere
  ZIM Integrated Shipping Services Ltd.(NYSE:ZIM)shot up nearly 9% Thursday as the Israeli shipping fi
  Shipping firm ZIM soars 8.8% and has now gained 130% since January premiere
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- IojdmIojdm
  ·2021-04-01
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  Impact of Fed policy changes on China's markets is limited -PBOC officail
  BEIJING, April 1 (Reuters) - Stimulus measures implemented by the Federal Reserve's over the past ye
  Impact of Fed policy changes on China's markets is limited -PBOC officail
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- IojdmIojdm
  ·2021-04-01
  Bhbgb hb h. Hn hb yb hcdxbu. Bh viv j bj thgkn
  Uxin Announces Entry into a Binding Term Sheet with Potential Investors
  BEIJING, April 01, 2021 (GLOBE NEWSWIRE) -- Uxin Limited (“Uxin” or the “Company”) (Nasdaq: UXIN), a
  Uxin Announces Entry into a Binding Term Sheet with Potential Investors
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- IojdmIojdm
  ·2021-03-29
  Tmr bing bc cb TV cb just HB dc dc beng dj bby
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- IojdmIojdm
  ·2021-03-27
  Bfrgbv. Ctybgyv tynv. Yyhv vygb v
  Zhihu Technology fall on its first day of trading
  Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO pri
  Zhihu Technology fall on its first day of trading
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eid. Eie eheiw evei eie e w","listText":"Hsubsveidneveie eid. Eie eheiw evei eie e w","text":"Hsubsveidneveie eid. Eie eheiw evei eie e w","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340975626","repostId":"1159361065","repostType":4,"repost":{"id":"1159361065","kind":"news","pubTimestamp":1617332969,"share":"https://ttm.financial/m/news/1159361065?lang=&edition=fundamental","pubTime":"2021-04-02 11:09","market":"us","language":"en","title":"My 36 Stock $338K Portfolio: Back Into China","url":"https://stock-news.laohu8.com/highlight/detail?id=1159361065","media":"seeking alpha","summary":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China sto","content":"<p>Summary</p>\n<ul>\n <li>Some major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.</li>\n <li>I also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.</li>\n <li>A portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2e294fb94acf2a7afdc72d4a5a19699c\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Photo by Darren415/iStock via Getty Images</p>\n<p>It is my firm belief that 80% of money managers can't outperform the S&amp;P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.</p>\n<p><b>Contributions:</b></p>\n<p>During the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&amp;P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Fund</p></td>\n   <td><p>SPY</p></td>\n   <td><p>Welsh</p></td>\n   <td><p>Welsh Minus Contributions</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Jan 2021</p></td>\n   <td><p>-1.02%</p></td>\n   <td><p>2.85%</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Feb 2021</p></td>\n   <td><p>2.84%</p></td>\n   <td><p>2.59%</p></td>\n   <td><p>-1.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Mar 2021</p></td>\n   <td><p>4.16%</p></td>\n   <td><p>1.53%</p></td>\n   <td><p>1.53%</p></td>\n  </tr>\n  <tr>\n   <td><p>YTD GAINS</p></td>\n   <td><p>5.96%</p></td>\n   <td><p>7.12%</p></td>\n   <td><p>2.66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Regular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&amp;P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.</p>\n<p>Here's how the SPY has tracked over the beginning of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/bd63a468f0271481b3d2886431b9b666\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>My portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Welsh Portfolio</p></td>\n   <td><p>Stocks</p></td>\n   <td><p>Index/Mutual Funds</p></td>\n   <td><p>Bonds</p></td>\n   <td><p>Domestic</p></td>\n   <td><p>International</p></td>\n  </tr>\n  <tr>\n   <td><p>December 2020</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>85%</p></td>\n   <td><p>15%</p></td>\n  </tr>\n  <tr>\n   <td><p>January 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>2.6%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n  <tr>\n   <td><p>February 2021</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>89%</p></td>\n   <td><p>11%</p></td>\n  </tr>\n  <tr>\n   <td><p>March 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>3%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Here are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.</p>\n<p><b>The Welsh Portfolio 2021</b></p>\n<p>Source: Author</p>\n<p><b>The Information Technology Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AAPL</p></td>\n   <td><p>$1,830</p></td>\n   <td><p>$18,300</p></td>\n   <td><p>$183,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$QCOM</p></td>\n   <td><p>$820</p></td>\n   <td><p>$8,200</p></td>\n   <td><p>$82,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$XLNX</p></td>\n   <td><p>$860</p></td>\n   <td><p>$8,600</p></td>\n   <td><p>$86,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$DELL</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RBOX</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>18.3%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.</p>\n<p>2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.</p>\n<p>3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.</p>\n<p>4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.</p>\n<p>5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.</p>\n<p><b>Sold:</b>Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.</p>\n<p><b>The Health Care Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$ARWR</p></td>\n   <td><p>$1,520</p></td>\n   <td><p>$15,200</p></td>\n   <td><p>$152,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDT</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDXG</p></td>\n   <td><p>$1,720</p></td>\n   <td><p>$17,200</p></td>\n   <td><p>$172,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$LLY</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PFE</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MNKD</p></td>\n   <td><p>$110</p></td>\n   <td><p>$1,100</p></td>\n   <td><p>$11,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SMMT</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>19.9%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.</p>\n<p>7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.</p>\n<p>8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.</p>\n<p>9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.</p>\n<p>10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.</p>\n<p>11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.</p>\n<p>12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.</p>\n<p><b>The Communication Services Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$DIS</p></td>\n   <td><p>$2,010</p></td>\n   <td><p>$20,100</p></td>\n   <td><p>$201,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BIDU</p></td>\n   <td><p>$540</p></td>\n   <td><p>$5,400</p></td>\n   <td><p>$54,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TME</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$WWE</p></td>\n   <td><p>$590</p></td>\n   <td><p>$5,900</p></td>\n   <td><p>$59,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GOOGL</p></td>\n   <td><p>$410</p></td>\n   <td><p>$4,100</p></td>\n   <td><p>$41,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>15.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.</p>\n<p>14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.</p>\n<p>15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.</p>\n<p>16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.</p>\n<p>17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.</p>\n<p><b>Sold:</b>Sold my AT&amp;T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.</p>\n<p><b>The Financial Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$GBTC</p></td>\n   <td><p>$2,450</p></td>\n   <td><p>$24,500</p></td>\n   <td><p>$245,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HSBC</p></td>\n   <td><p>$210</p></td>\n   <td><p>$2,100</p></td>\n   <td><p>$21,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RPLA</p></td>\n   <td><p>$1,280</p></td>\n   <td><p>$12,800</p></td>\n   <td><p>$128,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>16.1%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&amp;P 500 this month. Still absolutely love it though as my top investment.</p>\n<p>19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.</p>\n<p>20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.</p>\n<p><b>Sold:</b>Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.</p>\n<p><b>The Consumer Discretionary Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSLA</p></td>\n   <td><p>$330</p></td>\n   <td><p>$3,300</p></td>\n   <td><p>$33,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSCO</p></td>\n   <td><p>$520</p></td>\n   <td><p>$5,200</p></td>\n   <td><p>$52,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MELI</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BABA</p></td>\n   <td><p>$450</p></td>\n   <td><p>$4,500</p></td>\n   <td><p>$45,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>6.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.</p>\n<p>22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.</p>\n<p>23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.</p>\n<p>24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.</p>\n<p><b>Sold:</b>Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.</p>\n<p><b>The Consumer Staples Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$PG</p></td>\n   <td><p>$500</p></td>\n   <td><p>$5,000</p></td>\n   <td><p>$50,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PEP</p></td>\n   <td><p>$440</p></td>\n   <td><p>$4,400</p></td>\n   <td><p>$44,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GIS</p></td>\n   <td><p>$390</p></td>\n   <td><p>$3,900</p></td>\n   <td><p>$39,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>5.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>25. Procter &amp; Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head &amp; Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.</p>\n<p>26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).</p>\n<p>27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.</p>\n<p><b>The Industrials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$J</p></td>\n   <td><p>$870</p></td>\n   <td><p>$8,700</p></td>\n   <td><p>$87,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SPCE</p></td>\n   <td><p>$550</p></td>\n   <td><p>$5,500</p></td>\n   <td><p>$55,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$AXON</p></td>\n   <td><p>$420</p></td>\n   <td><p>$4,200</p></td>\n   <td><p>$42,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>7.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.</p>\n<p>29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.</p>\n<p>30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).</p>\n<p><b>Sold:</b>Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.</p>\n<p><b>The Materials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$CLF</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.</p>\n<p><b>Sold:</b>Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.</p>\n<p><b>The Energy Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30k</p></td>\n   <td><p>$300k</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$RDS/B</p></td>\n   <td><p>$180</p></td>\n   <td><p>$1,800</p></td>\n   <td><p>$18,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PBR</p></td>\n   <td><p>$360</p></td>\n   <td><p>$3,600</p></td>\n   <td><p>$36,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HAL</p></td>\n   <td><p>$340</p></td>\n   <td><p>$3,400</p></td>\n   <td><p>$34,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.6%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.</p>\n<p>33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.</p>\n<p>34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.</p>\n<p><b>The Utility Sector (Aim = 5% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$NEE</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.</p>\n<p><b>Sold:</b>Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).</p>\n<p><b>The Real Estate Sector (Aim = 3% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AMT</p></td>\n   <td><p>$730</p></td>\n   <td><p>$7,300</p></td>\n   <td><p>$73,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.</p>\n<p><b>Bonds (2% of my Stock holdings)</b></p>\n<p>This asset class is currently satisfied by my mutual fund holdings.</p>\n<p><b>My top 10 Holdings and Percentage of my Portfolio</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>Sector</p></td>\n   <td><p>% Portfolio</p></td>\n  </tr>\n  <tr>\n   <td><p>Bitcoin</p></td>\n   <td><p>Financials</p></td>\n   <td><p>7.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Disney</p></td>\n   <td><p>Communication Services</p></td>\n   <td><p>5.9%</p></td>\n  </tr>\n  <tr>\n   <td><p>Apple</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>5.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>MiMedx</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>5.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>Arrowhead</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>4.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Finance of America</p></td>\n   <td><p>Financials</p></td>\n   <td><p>3.8%</p></td>\n  </tr>\n  <tr>\n   <td><p>Jacobs Engineering</p></td>\n   <td><p>Industrials</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>Xilinx</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>QUALCOMM</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>American Tower</p></td>\n   <td><p>REIT</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Total % of Portfolio</p></td>\n   <td><p>~41.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Staying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.</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>My 36 Stock $338K Portfolio: Back Into China</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\">\nMy 36 Stock $338K Portfolio: Back Into China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china\">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/4417236-36-stock-338k-portfolio-back-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159361065","content_text":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.\nA portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.\n\nPhoto by Darren415/iStock via Getty Images\nIt is my firm belief that 80% of money managers can't outperform the S&P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.\nContributions:\nDuring the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.\n\n\n\nFund\nSPY\nWelsh\nWelsh Minus Contributions\n\n\n% Gain Jan 2021\n-1.02%\n2.85%\n2.2%\n\n\n% Gain Feb 2021\n2.84%\n2.59%\n-1.1%\n\n\n% Gain Mar 2021\n4.16%\n1.53%\n1.53%\n\n\nYTD GAINS\n5.96%\n7.12%\n2.66%\n\n\n\nRegular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.\nHere's how the SPY has tracked over the beginning of 2021.\nData byYCharts\nMy portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.\n\n\n\nWelsh Portfolio\nStocks\nIndex/Mutual Funds\nBonds\nDomestic\nInternational\n\n\nDecember 2020\n72%\n28%\n3%\n85%\n15%\n\n\nJanuary 2021\n73%\n27%\n2.6%\n87%\n13%\n\n\nFebruary 2021\n72%\n28%\n3%\n89%\n11%\n\n\nMarch 2021\n73%\n27%\n3%\n87%\n13%\n\n\n\nHere are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.\nThe Welsh Portfolio 2021\nSource: Author\nThe Information Technology Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AAPL\n$1,830\n$18,300\n$183,000\n\n\n$QCOM\n$820\n$8,200\n$82,000\n\n\n$XLNX\n$860\n$8,600\n$86,000\n\n\n$DELL\n$490\n$4,900\n$49,000\n\n\n$RBOX\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n18.3%\n\n\n\n1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.\n2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.\n3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.\n4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.\n5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.\nSold:Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.\nThe Health Care Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$ARWR\n$1,520\n$15,200\n$152,000\n\n\n$MDT\n$460\n$4,600\n$46,000\n\n\n$MDXG\n$1,720\n$17,200\n$172,000\n\n\n$LLY\n$460\n$4,600\n$46,000\n\n\n$PFE\n$300\n$3,000\n$30,000\n\n\n$MNKD\n$110\n$1,100\n$11,000\n\n\n$SMMT\n$290\n$2,900\n$29,000\n\n\n% Portfolio\n19.9%\n\n\n\n6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.\n7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.\n8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.\n9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.\n10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.\n11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.\n12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.\nThe Communication Services Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$DIS\n$2,010\n$20,100\n$201,000\n\n\n$BIDU\n$540\n$5,400\n$54,000\n\n\n$TME\n$300\n$3,000\n$30,000\n\n\n$WWE\n$590\n$5,900\n$59,000\n\n\n$GOOGL\n$410\n$4,100\n$41,000\n\n\n% Portfolio\n15.7%\n\n\n\n13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.\n14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.\n15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.\n16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.\n17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.\nSold:Sold my AT&T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.\nThe Financial Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$GBTC\n$2,450\n$24,500\n$245,000\n\n\n$HSBC\n$210\n$2,100\n$21,000\n\n\n$RPLA\n$1,280\n$12,800\n$128,000\n\n\n% Portfolio\n16.1%\n\n\n\n18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&P 500 this month. Still absolutely love it though as my top investment.\n19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.\n20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.\nSold:Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.\nThe Consumer Discretionary Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$TSLA\n$330\n$3,300\n$33,000\n\n\n$TSCO\n$520\n$5,200\n$52,000\n\n\n$MELI\n$290\n$2,900\n$29,000\n\n\n$BABA\n$450\n$4,500\n$45,000\n\n\n% Portfolio\n6.5%\n\n\n\n21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.\n22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.\n23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.\n24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.\nSold:Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.\nThe Consumer Staples Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$PG\n$500\n$5,000\n$50,000\n\n\n$PEP\n$440\n$4,400\n$44,000\n\n\n$GIS\n$390\n$3,900\n$39,000\n\n\n% Portfolio\n5.5%\n\n\n\n25. Procter & Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head & Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.\n26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).\n27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.\nThe Industrials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$J\n$870\n$8,700\n$87,000\n\n\n$SPCE\n$550\n$5,500\n$55,000\n\n\n$AXON\n$420\n$4,200\n$42,000\n\n\n% Portfolio\n7.5%\n\n\n\n28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.\n29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.\n30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).\nSold:Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.\nThe Materials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$CLF\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n2.0%\n\n\n\n31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.\nSold:Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.\nThe Energy Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30k\n$300k\n$3M\n\n\n$RDS/B\n$180\n$1,800\n$18,000\n\n\n$PBR\n$360\n$3,600\n$36,000\n\n\n$HAL\n$340\n$3,400\n$34,000\n\n\n% Portfolio\n3.6%\n\n\n\n32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.\n33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.\n34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.\nThe Utility Sector (Aim = 5% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$NEE\n$490\n$4,900\n$49,000\n\n\n% Portfolio\n2.0%\n\n\n\n35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.\nSold:Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).\nThe Real Estate Sector (Aim = 3% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AMT\n$730\n$7,300\n$73,000\n\n\n% Portfolio\n3.0%\n\n\n\n36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.\nBonds (2% of my Stock holdings)\nThis asset class is currently satisfied by my mutual fund holdings.\nMy top 10 Holdings and Percentage of my Portfolio\n\n\n\nStock\nSector\n% Portfolio\n\n\nBitcoin\nFinancials\n7.2%\n\n\nDisney\nCommunication Services\n5.9%\n\n\nApple\nInfo Tech\n5.4%\n\n\nMiMedx\nHealth Care\n5.1%\n\n\nArrowhead\nHealth Care\n4.5%\n\n\nFinance of America\nFinancials\n3.8%\n\n\nJacobs Engineering\nIndustrials\n2.6%\n\n\nXilinx\nInfo Tech\n2.6%\n\n\nQUALCOMM\nInfo Tech\n2.4%\n\n\nAmerican Tower\nREIT\n2.2%\n\n\nTotal % of Portfolio\n~41.7%\n\n\n\nStaying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340975902,"gmtCreate":1617334906406,"gmtModify":1704698924080,"author":{"id":"3575193767021043","authorId":"3575193767021043","name":"Iojdm","avatar":"https://static.tigerbbs.com/efdb282039009e29018a4ae7b0cd71e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575193767021043","authorIdStr":"3575193767021043"},"themes":[],"htmlText":"Hsushsh s sus s sis s si s sis svsins sis s Hui s","listText":"Hsushsh s sus s sis s si s sis svsins sis s Hui s","text":"Hsushsh s sus s sis s si s sis svsins sis s Hui s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340975902","repostId":"1122994759","repostType":4,"repost":{"id":"1122994759","kind":"news","pubTimestamp":1617334851,"share":"https://ttm.financial/m/news/1122994759?lang=&edition=fundamental","pubTime":"2021-04-02 11:40","market":"us","language":"en","title":"Shipping firm ZIM soars 8.8% and has now gained 130% since January premiere","url":"https://stock-news.laohu8.com/highlight/detail?id=1122994759","media":"seekiing alpha","summary":"ZIM Integrated Shipping Services Ltd.(NYSE:ZIM)shot up nearly 9% Thursday as the Israeli shipping fi","content":"<ul>\n <li>ZIM Integrated Shipping Services Ltd.(NYSE:ZIM)shot up nearly 9% Thursday as the Israeli shipping firm continues to add to the more than 100% gain that it’s enjoyed following a weak January IPO.</li>\n <li>ZIM rose 8.8% to close at a session-high $26.78 on the New York Stock Exchange. All told, the stock has gained some 130% since ZIMfell 23%on on Jan. 28, its first trading day.</li>\n <li>The company’s poor first-day performance came after ZIM had already cut the size and price of its initial public offering. The IPO priced at $15 a share, well below its expected $16-$19 price range. ZIM also only sold 14.5M shares instead of the 17.5M it originally offered.</li>\n <li>However, the stock has mostly risen since then, peaking at $28.78 intraday on March 19 ahead of the company’s Q4 earnings report.</li>\n <li>ZIM did pull back for a few days despite reporting that Q4 revenues shot up 64.4% to $1.36B from $827.3M a year earlier. ZIM also said net income soared to $366.4M in Q4 2020 from just $1.2M in Q4 2019, citing increased freight rates and carried volume.</li>\n <li>Nonetheless, the stock fell for two days beginning March 23 -- the same day that a ship ran aground in the Suez Canal, blocking international shipping.</li>\n <li>However, ZIM shares quickly recovered, as the company wasn’t directly involved in the accident and the firm is primarily known for trans-Pacific shipping.</li>\n <li>Seeking Alpha contributor J. Mintzmyer recently analyzed ZIM and gave it a $20 to $30 valuation, adding that if he used rival shipping firm Hapag-Lloyd as a comparable,\"pricing in the $40s to $50s would arguably be more appropriate.\"</li>\n</ul>","source":"lsy1617334820801","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>Shipping firm ZIM soars 8.8% and has now gained 130% since January premiere</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\">\nShipping firm ZIM soars 8.8% and has now gained 130% since January premiere\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/premium-news/all><strong>seekiing alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZIM Integrated Shipping Services Ltd.(NYSE:ZIM)shot up nearly 9% Thursday as the Israeli shipping firm continues to add to the more than 100% gain that it’s enjoyed following a weak January IPO.\nZIM ...</p>\n\n<a href=\"https://seekingalpha.com/premium-news/all\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZIM":"以星航运"},"source_url":"https://seekingalpha.com/premium-news/all","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122994759","content_text":"ZIM Integrated Shipping Services Ltd.(NYSE:ZIM)shot up nearly 9% Thursday as the Israeli shipping firm continues to add to the more than 100% gain that it’s enjoyed following a weak January IPO.\nZIM rose 8.8% to close at a session-high $26.78 on the New York Stock Exchange. All told, the stock has gained some 130% since ZIMfell 23%on on Jan. 28, its first trading day.\nThe company’s poor first-day performance came after ZIM had already cut the size and price of its initial public offering. The IPO priced at $15 a share, well below its expected $16-$19 price range. ZIM also only sold 14.5M shares instead of the 17.5M it originally offered.\nHowever, the stock has mostly risen since then, peaking at $28.78 intraday on March 19 ahead of the company’s Q4 earnings report.\nZIM did pull back for a few days despite reporting that Q4 revenues shot up 64.4% to $1.36B from $827.3M a year earlier. ZIM also said net income soared to $366.4M in Q4 2020 from just $1.2M in Q4 2019, citing increased freight rates and carried volume.\nNonetheless, the stock fell for two days beginning March 23 -- the same day that a ship ran aground in the Suez Canal, blocking international shipping.\nHowever, ZIM shares quickly recovered, as the company wasn’t directly involved in the accident and the firm is primarily known for trans-Pacific shipping.\nSeeking Alpha contributor J. Mintzmyer recently analyzed ZIM and gave it a $20 to $30 valuation, adding that if he used rival shipping firm Hapag-Lloyd as a comparable,\"pricing in the $40s to $50s would arguably be more appropriate.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357206220,"gmtCreate":1617273782860,"gmtModify":1704698127291,"author":{"id":"3575193767021043","authorId":"3575193767021043","name":"Iojdm","avatar":"https://static.tigerbbs.com/efdb282039009e29018a4ae7b0cd71e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575193767021043","authorIdStr":"3575193767021043"},"themes":[],"htmlText":"Hydrb ubbu. Ubfu. Gb hun u bu ckcg bc un","listText":"Hydrb ubbu. Ubfu. Gb hun u bu ckcg bc un","text":"Hydrb ubbu. Ubfu. Gb hun u bu ckcg bc un","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357206220","repostId":"2124000242","repostType":4,"repost":{"id":"2124000242","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":1617268522,"share":"https://ttm.financial/m/news/2124000242?lang=&edition=fundamental","pubTime":"2021-04-01 17:15","market":"us","language":"en","title":"Impact of Fed policy changes on China's markets is limited -PBOC officail","url":"https://stock-news.laohu8.com/highlight/detail?id=2124000242","media":"Reuters","summary":"BEIJING, April 1 (Reuters) - Stimulus measures implemented by the Federal Reserve's over the past ye","content":"<p>BEIJING, April 1 (Reuters) - Stimulus measures implemented by the Federal Reserve's over the past year and future policy changes that the U.S. central bank has signalled will have limited impact on China's financial markets, a Chinese central bank official said on Thursday.</p><p>\"The positive effect of China's normal monetary policy stance is emerging,\" said Sun Guofeng, head of the People's Bank of China's (PBOC) monetary policy department.</p><p>\"The next step is to manage our own affairs well, and we must keep our monetary policy steady.</p><p>\"We're happy to see efforts by other economies to return to normal monetary policy which will be benefitial for the long-term healthy development of the global economy.\"</p><p>Sun, briefing at a media conference in Beijing, said the PBOC noted the recent hikes in U.S. Treasury yields, which led to the appreciation of the dollar and increasing risks in re-financing and debt repayment for some emerging markets.</p><p>Sun added that PBOC will keep the yuan's exchange rate basically stable at a reasonable level, and step up prudent management of cross-border capital flows and guide expectations.</p><p>There is also a need to keep China's benchmark lending rate for corporate and household loans, Loan Prime Rate (LPR), at a reasonable level, Sun said, to anchor the money supply.</p><p>Wang Xin, director of the central bank's research bureau, said that the PBOC has launched a multi-lateral digital currency research pilot programme with monetary authorities in Hong Kong, Thailand and United Arab Emirates.</p><p>Wang said PBOC is also testing cross-border use of digital yuan with Hong Kong monetary authority.</p><p>China will also gradually incorporate climate-relate risks into the PBOC's macroprudential regulatory framework, said PBOC vice governor Liu Guiping.</p><p>Liu also said China will work with U.S. to push forward sustainable finance work for G20.</p><p>(Reporting by Stella Qiu, Cheng Leng and Tony Munroe; editing by John Stonestreet)</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>Impact of Fed policy changes on China's markets is limited -PBOC officail</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\">\nImpact of Fed policy changes on China's markets is limited -PBOC officail\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\">2021-04-01 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, April 1 (Reuters) - Stimulus measures implemented by the Federal Reserve's over the past year and future policy changes that the U.S. central bank has signalled will have limited impact on China's financial markets, a Chinese central bank official said on Thursday.</p><p>\"The positive effect of China's normal monetary policy stance is emerging,\" said Sun Guofeng, head of the People's Bank of China's (PBOC) monetary policy department.</p><p>\"The next step is to manage our own affairs well, and we must keep our monetary policy steady.</p><p>\"We're happy to see efforts by other economies to return to normal monetary policy which will be benefitial for the long-term healthy development of the global economy.\"</p><p>Sun, briefing at a media conference in Beijing, said the PBOC noted the recent hikes in U.S. Treasury yields, which led to the appreciation of the dollar and increasing risks in re-financing and debt repayment for some emerging markets.</p><p>Sun added that PBOC will keep the yuan's exchange rate basically stable at a reasonable level, and step up prudent management of cross-border capital flows and guide expectations.</p><p>There is also a need to keep China's benchmark lending rate for corporate and household loans, Loan Prime Rate (LPR), at a reasonable level, Sun said, to anchor the money supply.</p><p>Wang Xin, director of the central bank's research bureau, said that the PBOC has launched a multi-lateral digital currency research pilot programme with monetary authorities in Hong Kong, Thailand and United Arab Emirates.</p><p>Wang said PBOC is also testing cross-border use of digital yuan with Hong Kong monetary authority.</p><p>China will also gradually incorporate climate-relate risks into the PBOC's macroprudential regulatory framework, said PBOC vice governor Liu Guiping.</p><p>Liu also said China will work with U.S. to push forward sustainable finance work for G20.</p><p>(Reporting by Stella Qiu, Cheng Leng and Tony Munroe; editing by John Stonestreet)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124000242","content_text":"BEIJING, April 1 (Reuters) - Stimulus measures implemented by the Federal Reserve's over the past year and future policy changes that the U.S. central bank has signalled will have limited impact on China's financial markets, a Chinese central bank official said on Thursday.\"The positive effect of China's normal monetary policy stance is emerging,\" said Sun Guofeng, head of the People's Bank of China's (PBOC) monetary policy department.\"The next step is to manage our own affairs well, and we must keep our monetary policy steady.\"We're happy to see efforts by other economies to return to normal monetary policy which will be benefitial for the long-term healthy development of the global economy.\"Sun, briefing at a media conference in Beijing, said the PBOC noted the recent hikes in U.S. Treasury yields, which led to the appreciation of the dollar and increasing risks in re-financing and debt repayment for some emerging markets.Sun added that PBOC will keep the yuan's exchange rate basically stable at a reasonable level, and step up prudent management of cross-border capital flows and guide expectations.There is also a need to keep China's benchmark lending rate for corporate and household loans, Loan Prime Rate (LPR), at a reasonable level, Sun said, to anchor the money supply.Wang Xin, director of the central bank's research bureau, said that the PBOC has launched a multi-lateral digital currency research pilot programme with monetary authorities in Hong Kong, Thailand and United Arab Emirates.Wang said PBOC is also testing cross-border use of digital yuan with Hong Kong monetary authority.China will also gradually incorporate climate-relate risks into the PBOC's macroprudential regulatory framework, said PBOC vice governor Liu Guiping.Liu also said China will work with U.S. to push forward sustainable finance work for G20.(Reporting by Stella Qiu, Cheng Leng and Tony Munroe; editing by John Stonestreet)","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357208315,"gmtCreate":1617273663337,"gmtModify":1704698125182,"author":{"id":"3575193767021043","authorId":"3575193767021043","name":"Iojdm","avatar":"https://static.tigerbbs.com/efdb282039009e29018a4ae7b0cd71e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575193767021043","authorIdStr":"3575193767021043"},"themes":[],"htmlText":"Bhbgb hb h. Hn hb yb hcdxbu. Bh viv j bj thgkn","listText":"Bhbgb hb h. Hn hb yb hcdxbu. Bh viv j bj thgkn","text":"Bhbgb hb h. Hn hb yb hcdxbu. Bh viv j bj thgkn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357208315","repostId":"2124220261","repostType":4,"repost":{"id":"2124220261","kind":"news","pubTimestamp":1617271200,"share":"https://ttm.financial/m/news/2124220261?lang=&edition=fundamental","pubTime":"2021-04-01 18:00","market":"us","language":"en","title":"Uxin Announces Entry into a Binding Term Sheet with Potential Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2124220261","media":"GlobeNewswire","summary":"BEIJING, April 01, 2021 (GLOBE NEWSWIRE) -- Uxin Limited (“Uxin” or the “Company”) (Nasdaq: UXIN), a","content":"<p>BEIJING, April 01, 2021 (GLOBE NEWSWIRE) -- Uxin Limited (“Uxin” or the “Company”) (Nasdaq: UXIN), a leading nationwide online used car dealer in China, today announced that it has entered into a binding term sheet with two established Asian funds on April 1, 2021, pursuant to which the potential investors have agreed to negotiate and potentially enter into definitive agreements with the Company for the subscription of senior convertible preferred shares. The potential transaction has an aggregate investment amount of potentially up to US$300 million. The completion of the potential transaction is subject to the parties’ execution of definitive agreements and customary closing conditions to be stipulated therein.</p><p>Uxin&nbsp;rose&nbsp;more&nbsp;than&nbsp;16%&nbsp;in&nbsp;the&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/d1f9a4a7175506724838de10060b27c9\" tg-width=\"828\" tg-height=\"492\"></p><p><b>About Uxin</b></p><p>Uxin Limited (Nasdaq: UXIN) is a leading nationwide online used car dealer in China. With its offerings of high-quality used cars and best-in-class purchasing services, Uxin’s mission is to enable people to buy the car of their choice online. Uxin’s <a href=\"https://laohu8.com/S/AONE\">one</a>-stop online shopping mall provides consumers with a nationwide selection of value-for-money used cars, various value-added products and services as well as comprehensive aftersales services. Its online sales consultants offer professional consulting to facilitate a convenient and efficient car purchase for consumers in a timely fashion. Its comprehensive fulfillment network supports nationwide logistics and delivery as well as title transfers between different cities across China so as to fulfill these online transactions.</p><p><b>Safe Harbor Statement</b></p><p>This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other things, the business outlook and quotations from management in this announcement, as well as Uxin’s strategic and operational plans, contain forward-looking statements. Uxin may also make written or oral forward-looking statements in its periodic reports to the SEC, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about Uxin’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: impact of the COVID-19 pandemic, Uxin’s goal and strategies; its expansion plans; its future business development, financial condition and results of operations; Uxin’s expectations regarding demand for, and market acceptance of, its services; its ability to provide differentiated and superior customer experience, maintain and enhance customer trust in its platform, and assess and mitigate various risks, including credit; its expectations regarding maintaining and expanding its relationships with business partners, including financing partners; trends and competition in China’s used car e-commerce industry; the laws and regulations relating to Uxin’s industry; the general economic and business conditions; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in Uxin’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and Uxin does not undertake any obligation to update any forward-looking statement, except as required under applicable law.</p><p></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>Uxin Announces Entry into a Binding Term Sheet with Potential Investors</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\">\nUxin Announces Entry into a Binding Term Sheet with Potential Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/uxin-announces-entry-binding-term-070000616.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BEIJING, April 01, 2021 (GLOBE NEWSWIRE) -- Uxin Limited (“Uxin” or the “Company”) (Nasdaq: UXIN), a leading nationwide online used car dealer in China, today announced that it has entered into a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uxin-announces-entry-binding-term-070000616.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UXIN":"优信"},"source_url":"https://finance.yahoo.com/news/uxin-announces-entry-binding-term-070000616.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2124220261","content_text":"BEIJING, April 01, 2021 (GLOBE NEWSWIRE) -- Uxin Limited (“Uxin” or the “Company”) (Nasdaq: UXIN), a leading nationwide online used car dealer in China, today announced that it has entered into a binding term sheet with two established Asian funds on April 1, 2021, pursuant to which the potential investors have agreed to negotiate and potentially enter into definitive agreements with the Company for the subscription of senior convertible preferred shares. The potential transaction has an aggregate investment amount of potentially up to US$300 million. The completion of the potential transaction is subject to the parties’ execution of definitive agreements and customary closing conditions to be stipulated therein.Uxin rose more than 16% in the premarket trading.About UxinUxin Limited (Nasdaq: UXIN) is a leading nationwide online used car dealer in China. With its offerings of high-quality used cars and best-in-class purchasing services, Uxin’s mission is to enable people to buy the car of their choice online. Uxin’s one-stop online shopping mall provides consumers with a nationwide selection of value-for-money used cars, various value-added products and services as well as comprehensive aftersales services. Its online sales consultants offer professional consulting to facilitate a convenient and efficient car purchase for consumers in a timely fashion. Its comprehensive fulfillment network supports nationwide logistics and delivery as well as title transfers between different cities across China so as to fulfill these online transactions.Safe Harbor StatementThis announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other things, the business outlook and quotations from management in this announcement, as well as Uxin’s strategic and operational plans, contain forward-looking statements. Uxin may also make written or oral forward-looking statements in its periodic reports to the SEC, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about Uxin’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: impact of the COVID-19 pandemic, Uxin’s goal and strategies; its expansion plans; its future business development, financial condition and results of operations; Uxin’s expectations regarding demand for, and market acceptance of, its services; its ability to provide differentiated and superior customer experience, maintain and enhance customer trust in its platform, and assess and mitigate various risks, including credit; its expectations regarding maintaining and expanding its relationships with business partners, including financing partners; trends and competition in China’s used car e-commerce industry; the laws and regulations relating to Uxin’s industry; the general economic and business conditions; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in Uxin’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and Uxin does not undertake any obligation to update any forward-looking statement, except as required under applicable law.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352661204,"gmtCreate":1616955978908,"gmtModify":1704800167708,"author":{"id":"3575193767021043","authorId":"3575193767021043","name":"Iojdm","avatar":"https://static.tigerbbs.com/efdb282039009e29018a4ae7b0cd71e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575193767021043","authorIdStr":"3575193767021043"},"themes":[],"htmlText":"Tmr bing bc cb TV cb just HB dc dc beng dj bby","listText":"Tmr bing bc cb TV cb just HB dc dc beng dj bby","text":"Tmr bing bc cb TV cb just HB dc dc beng dj bby","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352661204","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352901684,"gmtCreate":1616846503848,"gmtModify":1704799575189,"author":{"id":"3575193767021043","authorId":"3575193767021043","name":"Iojdm","avatar":"https://static.tigerbbs.com/efdb282039009e29018a4ae7b0cd71e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575193767021043","authorIdStr":"3575193767021043"},"themes":[],"htmlText":"Bfrgbv. Ctybgyv tynv. Yyhv vygb v","listText":"Bfrgbv. Ctybgyv tynv. Yyhv vygb v","text":"Bfrgbv. Ctybgyv tynv. Yyhv vygb v","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352901684","repostId":"1141686975","repostType":4,"repost":{"id":"1141686975","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":1616780260,"share":"https://ttm.financial/m/news/1141686975?lang=&edition=fundamental","pubTime":"2021-03-27 01:37","market":"us","language":"en","title":"Zhihu Technology fall on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141686975","media":"Tiger Newspress","summary":"Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO pri","content":"<p>Zhihu Technology shares opened at $8.02&nbsp;each on Friday, about 15.6% lower than the company’s IPO price&nbsp;$9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.</p><p><img src=\"https://static.tigerbbs.com/4672a089b4ebb0a889cbfbeb32b48594\" tg-width=\"1920\" tg-height=\"959\" referrerpolicy=\"no-referrer\"></p><p>Zhihu Inc.&nbsp;announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.</p><p>Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.</p><p><b>Sales Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.</p><p>Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.</p><p><b>Gross Margins</b></p><p>The company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.</p><p><b>Total Operating Expenses and Operating Margins</b></p><p>Total operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&amp;A and R&amp;D expenses as a percentage of revenues in the next five years.</p><p><img src=\"https://static.tigerbbs.com/c019cc86f4d4c1d9ffe15d3b4a4bfa75\" tg-width=\"772\" tg-height=\"480\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef629be32d2c34d625cb287ad648206d\" tg-width=\"757\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9561a02993fbc88c2cad88e68c08730\" tg-width=\"920\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p><p><b>Company Background</b></p><p>At the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.</p><p>In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.</p><p>Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&amp;As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.</p><p><b>Major Shareholders of Zhihu</b></p><p>The founder &amp; CEO&nbsp;Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.</p><p><b>Key Demographics</b></p><p>The diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.</p><p><img src=\"https://static.tigerbbs.com/524d689472daad1c99491d74dfdbfe24\" tg-width=\"295\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p><b>Revenue Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.</p><p>Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.</p><p>In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions &amp; answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.</p><p>China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).</p><p><b>Market Opportunities</b></p><p><b>China’s Online Content Communities Market Size</b></p><p>Online content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.</p><p>China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.</p><p>China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.</p><p>One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.</p><p><b>China's Online Content Market</b></p><p>China's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.</p><p><b>China’s Online Content Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/69a7db9cacf26245273702a255aabdb8\" tg-width=\"573\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Market Size of China’s Online Content Communities (in terms of revenue),2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/aee42792caf4aa2cbdcd17f757a75727\" tg-width=\"584\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p><b>China’s Paid Membership Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/77ff121d78cb1dd922d524a78570152e\" tg-width=\"520\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><b>Content-commerce solutions</b></p><p>To provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.</p><p><b>China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/01a230d3fb2d4cf4aeeebfd5c3c691c3\" tg-width=\"520\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhihu Technology fall on its first day of 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; }\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\">\nZhihu Technology fall on its first day of 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\">2021-03-27 01:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zhihu Technology shares opened at $8.02&nbsp;each on Friday, about 15.6% lower than the company’s IPO price&nbsp;$9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.</p><p><img src=\"https://static.tigerbbs.com/4672a089b4ebb0a889cbfbeb32b48594\" tg-width=\"1920\" tg-height=\"959\" referrerpolicy=\"no-referrer\"></p><p>Zhihu Inc.&nbsp;announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.</p><p>Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.</p><p><b>Sales Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.</p><p>Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.</p><p><b>Gross Margins</b></p><p>The company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.</p><p><b>Total Operating Expenses and Operating Margins</b></p><p>Total operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&amp;A and R&amp;D expenses as a percentage of revenues in the next five years.</p><p><img src=\"https://static.tigerbbs.com/c019cc86f4d4c1d9ffe15d3b4a4bfa75\" tg-width=\"772\" tg-height=\"480\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef629be32d2c34d625cb287ad648206d\" tg-width=\"757\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9561a02993fbc88c2cad88e68c08730\" tg-width=\"920\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p><p><b>Company Background</b></p><p>At the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.</p><p>In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.</p><p>Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&amp;As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.</p><p><b>Major Shareholders of Zhihu</b></p><p>The founder &amp; CEO&nbsp;Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.</p><p><b>Key Demographics</b></p><p>The diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.</p><p><img src=\"https://static.tigerbbs.com/524d689472daad1c99491d74dfdbfe24\" tg-width=\"295\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p><b>Revenue Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.</p><p>Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.</p><p>In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions &amp; answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.</p><p>China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).</p><p><b>Market Opportunities</b></p><p><b>China’s Online Content Communities Market Size</b></p><p>Online content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.</p><p>China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.</p><p>China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.</p><p>One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.</p><p><b>China's Online Content Market</b></p><p>China's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.</p><p><b>China’s Online Content Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/69a7db9cacf26245273702a255aabdb8\" tg-width=\"573\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Market Size of China’s Online Content Communities (in terms of revenue),2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/aee42792caf4aa2cbdcd17f757a75727\" tg-width=\"584\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p><b>China’s Paid Membership Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/77ff121d78cb1dd922d524a78570152e\" tg-width=\"520\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><b>Content-commerce solutions</b></p><p>To provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.</p><p><b>China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/01a230d3fb2d4cf4aeeebfd5c3c691c3\" tg-width=\"520\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZH":"知乎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141686975","content_text":"Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO price $9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.Zhihu Inc. announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.Sales BreakdownAdvertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.Gross MarginsThe company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.Total Operating Expenses and Operating MarginsTotal operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&A and R&D expenses as a percentage of revenues in the next five years.Company BackgroundAt the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.Major Shareholders of ZhihuThe founder & CEO Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.Key DemographicsThe diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.Revenue BreakdownAdvertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions & answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).Market OpportunitiesChina’s Online Content Communities Market SizeOnline content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.China's Online Content MarketChina's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.China’s Online Content Market Size (in terms of revenue), 2015-2025EMarket Size of China’s Online Content Communities (in terms of revenue),2015-2025EChina’s Paid Membership Market Size (in terms of revenue), 2015-2025EContent-commerce solutionsTo provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}