Profile - To The Moon

THN

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- THNTHN
  ·2022-09-30
  $Pagaya Technologies Ltd.(PGY)$
  252 Comment
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- THNTHN
  ·2022-09-15
  $Pagaya Technologies Ltd.(PGY)$No stamina
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- THNTHN
  ·2022-08-19
  Nothing wrong with Sofi, just that SoftBank need $
  Sorry, this post has been deleted
  527 Comment
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- THNTHN
  ·2022-08-17
  $Pagaya Technologies Ltd.(PGY)$What's happening😳
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- THNTHN
  ·2022-08-16
  $Upstart Holdings, Inc.(UPST)$💪🏼
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- THNTHN
  ·2022-08-16
  Time to add more!
  Palantir Is Punishing Shareholders With This Regular Practice
  This accounting technique could be dragging down investors' returns.
  Palantir Is Punishing Shareholders With This Regular Practice
  569 Comment
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- THNTHN
  ·2022-08-16
  Bookmark 25/8!
  Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?
  Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.
  Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?
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- THNTHN
  ·2022-08-16
  Not logic
  Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year
  Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share fr
  Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year
  384 Comment
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- THNTHN
  ·2022-08-13
  $AMTD International(AMTD)$[Spurting]
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- THNTHN
  ·2022-08-13
  $Tesla Motors(TSLA)$I'll still buy!
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href=\"https://ttm.financial/S/PGY\">$Pagaya Technologies Ltd.(PGY)$</a>","listText":"<a href=\"https://ttm.financial/S/PGY\">$Pagaya Technologies Ltd.(PGY)$</a>","text":"$Pagaya Technologies Ltd.(PGY)$","images":[{"img":"https://community-static.tradeup.com/news/66f60b331160cfef997840ab0fc29b2a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916148149","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934667009,"gmtCreate":1663243490601,"gmtModify":1676537234948,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"<a 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just that SoftBank need $","text":"Nothing wrong with Sofi, just that SoftBank need $","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998038624","repostId":"2260368070","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991014118,"gmtCreate":1660748063936,"gmtModify":1676536391372,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PGY\">$Pagaya Technologies Ltd.(PGY)$</a>What's happening😳","listText":"<a href=\"https://ttm.financial/S/PGY\">$Pagaya Technologies Ltd.(PGY)$</a>What's happening😳","text":"$Pagaya Technologies Ltd.(PGY)$What's happening😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991014118","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993890251,"gmtCreate":1660657538477,"gmtModify":1676536373217,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a><v-v data-views=\"1\"></v-v>💪🏼","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a><v-v data-views=\"1\"></v-v>💪🏼","text":"$Upstart Holdings, Inc.(UPST)$💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993890251","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993140888,"gmtCreate":1660653165647,"gmtModify":1676536372405,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"Time to add more!","listText":"Time to add more!","text":"Time to add more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993140888","repostId":"2259688685","repostType":4,"repost":{"id":"2259688685","kind":"highlight","pubTimestamp":1660650269,"share":"https://ttm.financial/m/news/2259688685?lang=&edition=fundamental","pubTime":"2022-08-16 19:44","market":"us","language":"en","title":"Palantir Is Punishing Shareholders With This Regular Practice","url":"https://stock-news.laohu8.com/highlight/detail?id=2259688685","media":"Motley Fool","summary":"This accounting technique could be dragging down investors' returns.","content":"<html><head></head><body><p>Data specialist <b>Palantir Technologies</b> (PLTR 0.00%) is a unique company. It requires top-notch talent to build complicated software solutions for some of the world&#39;s most complex tasks, including working with the most secretive parts of the U.S. government.</p><p>The story is fantastic, but sometimes it doesn&#39;t translate well to investment returns. The stock is sitting at $10 per share, the same price it went public at in late 2020. A bear market that was especially hard on tech stocks certainly deserves some blame, but there is a deeper issue that investors should know about.</p><h2>Palantir&#39;s stock-based compensation strategy</h2><p>Palantir&#39;s business requires bright employees to build and maintain its software solutions; in other words, talent is a competitive advantage. Good help isn&#39;t cheap, and Palantir has chosen a strategy of luring talent with significant stock-based compensation instead of large cash salaries.</p><p>This is a double-edged sword. On the one hand, stock-based compensation is a non-cash expense, which preserves cash and has helped Palantir operate with positive free cash flow:</p><p><img src=\"https://static.tigerbbs.com/7476f0fdb2b354600cd2012c277fd786\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR Stock-Based Compensation (TTM) data by YCharts.</p><p>But the downside is a share count that is continually expanding. Shares lose value when you add more because they represent a smaller slice of the company. The business must grow fast enough to overcome this loss of share value, called dilution.</p><h2>But it&#39;s canceling out the company&#39;s growth</h2><p>Unfortunately, that doesn&#39;t appear to be the case. Most investors look at an earnings report and see the top-line growth. For example, Palantir&#39;s revenue grew 26% year over year in Q2. Trailing-12-month revenue has hit $1.7 billion, a 94% increase since coming public in 2020.</p><p><img src=\"https://static.tigerbbs.com/bb1a6ecb09ea91871ddb810c831a7945\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR Revenue (TTM) data by YCharts.</p><p>But almost nobody looks past that to see what dilution is doing to Palantir&#39;s shareholders. The above chart shows that revenue per share is virtually flat, wiping out all of that revenue growth on a per-share basis.</p><h2>Meanwhile, growth isn&#39;t cutting it</h2><p>This wouldn&#39;t be a huge deal if Palantir&#39;s growth were accelerating. Its software platforms, Gotham and Foundry, could play an essential role in how government and businesses operate in the years to come. Additionally, Palantir has just 304 customers; there is <i>a lot</i> of room for the company to grow.</p><p>However, Palantir&#39;s growth is slowing down, not speeding up. You can see below that the quarterly revenue growth rate has slowed from more than 48% to 26% in the most recent quarter (Q2):</p><p><img src=\"https://static.tigerbbs.com/d4fd5750887086e843de048adc18b4ba\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR Revenue (Quarterly YoY Growth) data by YCharts.</p><p>The problem is that Palantir could need to bring on more talent as it grows larger. The company&#39;s employee count increased 20% over the past year. There has to be some point where the scales tip and Palantir&#39;s business can grow faster than its share count.</p><p>It&#39;s not too late for Palantir to change its trajectory. Many companies have noted fears about a looming recession, and enterprises could be hesitant to spend money in the short term. In that light, maybe cutting Palantir some slack is fair. But this trend needs to turn around at some point. Otherwise, Palantir might end up being a cool company but a mediocre investment.</p></body></html>","source":"fool_stock","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>Palantir Is Punishing Shareholders With This Regular Practice</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\">\nPalantir Is Punishing Shareholders With This Regular Practice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 19:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/palantir-punish-shareholders-stock-compensation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Data specialist Palantir Technologies (PLTR 0.00%) is a unique company. It requires top-notch talent to build complicated software solutions for some of the world's most complex tasks, including ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/palantir-punish-shareholders-stock-compensation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4523":"印度概念","TTM":"塔塔汽车"},"source_url":"https://www.fool.com/investing/2022/08/16/palantir-punish-shareholders-stock-compensation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259688685","content_text":"Data specialist Palantir Technologies (PLTR 0.00%) is a unique company. It requires top-notch talent to build complicated software solutions for some of the world's most complex tasks, including working with the most secretive parts of the U.S. government.The story is fantastic, but sometimes it doesn't translate well to investment returns. The stock is sitting at $10 per share, the same price it went public at in late 2020. A bear market that was especially hard on tech stocks certainly deserves some blame, but there is a deeper issue that investors should know about.Palantir's stock-based compensation strategyPalantir's business requires bright employees to build and maintain its software solutions; in other words, talent is a competitive advantage. Good help isn't cheap, and Palantir has chosen a strategy of luring talent with significant stock-based compensation instead of large cash salaries.This is a double-edged sword. On the one hand, stock-based compensation is a non-cash expense, which preserves cash and has helped Palantir operate with positive free cash flow:PLTR Stock-Based Compensation (TTM) data by YCharts.But the downside is a share count that is continually expanding. Shares lose value when you add more because they represent a smaller slice of the company. The business must grow fast enough to overcome this loss of share value, called dilution.But it's canceling out the company's growthUnfortunately, that doesn't appear to be the case. Most investors look at an earnings report and see the top-line growth. For example, Palantir's revenue grew 26% year over year in Q2. Trailing-12-month revenue has hit $1.7 billion, a 94% increase since coming public in 2020.PLTR Revenue (TTM) data by YCharts.But almost nobody looks past that to see what dilution is doing to Palantir's shareholders. The above chart shows that revenue per share is virtually flat, wiping out all of that revenue growth on a per-share basis.Meanwhile, growth isn't cutting itThis wouldn't be a huge deal if Palantir's growth were accelerating. Its software platforms, Gotham and Foundry, could play an essential role in how government and businesses operate in the years to come. Additionally, Palantir has just 304 customers; there is a lot of room for the company to grow.However, Palantir's growth is slowing down, not speeding up. You can see below that the quarterly revenue growth rate has slowed from more than 48% to 26% in the most recent quarter (Q2):PLTR Revenue (Quarterly YoY Growth) data by YCharts.The problem is that Palantir could need to bring on more talent as it grows larger. The company's employee count increased 20% over the past year. There has to be some point where the scales tip and Palantir's business can grow faster than its share count.It's not too late for Palantir to change its trajectory. Many companies have noted fears about a looming recession, and enterprises could be hesitant to spend money in the short term. In that light, maybe cutting Palantir some slack is fair. But this trend needs to turn around at some point. Otherwise, Palantir might end up being a cool company but a mediocre investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993152367,"gmtCreate":1660652438561,"gmtModify":1676536372285,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"Bookmark 25/8!","listText":"Bookmark 25/8!","text":"Bookmark 25/8!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993152367","repostId":"2259889841","repostType":4,"repost":{"id":"2259889841","kind":"highlight","pubTimestamp":1660643563,"share":"https://ttm.financial/m/news/2259889841?lang=&edition=fundamental","pubTime":"2022-08-16 17:52","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259889841","media":"Motley Fool","summary":"Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.","content":"<html><head></head><body><p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark <b>S&amp;P 500</b>, which is often Wall Street&#39;s favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent <b>Nasdaq Composite</b> has been even worse, with a peak-to-trough decline of as much as 34% since November.</p><p>But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.</p><p><img src=\"https://static.tigerbbs.com/428021cbfd3168c84c60e0a8d38b75c6\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It&#39;s the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.</p><p>Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:</p><ul><li><b>Amazon</b> (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.</li><li><b>Shopify</b> (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.</li><li><b>Tesla</b> (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.</li></ul><p>The $64,000 question is, &#34;Which stock-split stock makes for the better buy right now?&#34;</p><h2>Is Amazon the perfect stock to add to your shopping cart?</h2><p>First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company&#39;s first stock split in more than two decades.</p><p>When most people hear the word &#34;Amazon,&#34; they immediately think of the company&#39;s leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.</p><p>The far bigger story for Amazon is what&#39;s happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.</p><p>Amazon Web Services (AWS) should play an even more important role in growing Amazon&#39;s operating cash flow in the years that lie ahead. I say &#34;cash flow&#34; and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon&#39;s operating income, it could send Amazon&#39;s share price significantly higher.</p><h2>Should you checkout with Shopify?</h2><p>Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.</p><p>What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify&#39;s e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it&#39;s bread-and-butter target). This doesn&#39;t even take into account the larger businesses that have begun utilizing Shopify&#39;s tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.</p><p>Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify&#39;s vast network of merchants over the long run.</p><p>Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify&#39;s Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.</p><h2>Can investors burn rubber with Tesla?</h2><p>The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company&#39;s upcoming split will mark its second in two years.</p><p>The reason investors gravitate to Tesla is because of the company&#39;s competitive advantages. It&#39;s the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company&#39;s Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.</p><p>In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it&#39;s been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.</p><p>Tesla&#39;s success is also a reflection of investors&#39; belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company&#39;s operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company&#39;s user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.</p><p><img src=\"https://static.tigerbbs.com/a3d04332f26103c280e356ba7a8e2d51\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>The better stock-split stock to buy right now is...</h2><p>Ultimately, Amazon, Shopify, and Tesla wouldn&#39;t have announced stock splits if their respective share prices hadn&#39;t significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.</p><p>In my view, it&#39;s certainly <i>not</i> Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company&#39;s share price would say others, we&#39;ve seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.</p><p>Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street&#39;s forecast earnings in 2023 for a company that&#39;ll likely see its competitive advantages wane over time.</p><p>Despite it being a popular buy right now, I don&#39;t believe Shopify is the answer, either. This is a retail-driven company that&#39;s susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there&#39;s no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.</p><p>The stock-split stock that&#39;s the absolute best buy of the three right now is Amazon.</p><p>Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.</p><p>Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street&#39;s 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.</p></body></html>","source":"fool_stock","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>Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?</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\">\nBetter Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4528":"SaaS概念","BK4548":"巴美列捷福持仓","BK4099":"汽车制造商","BK4561":"索罗斯持仓","AMZN":"亚马逊","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4503":"景林资产持仓","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4527":"明星科技股","BK4538":"云计算","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","SHOP":"Shopify Inc","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259889841","content_text":"Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent Nasdaq Composite has been even worse, with a peak-to-trough decline of as much as 34% since November.But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.Image source: Getty Images.A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It's the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:Amazon (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.Shopify (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.Tesla (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.The $64,000 question is, \"Which stock-split stock makes for the better buy right now?\"Is Amazon the perfect stock to add to your shopping cart?First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company's first stock split in more than two decades.When most people hear the word \"Amazon,\" they immediately think of the company's leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.The far bigger story for Amazon is what's happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.Amazon Web Services (AWS) should play an even more important role in growing Amazon's operating cash flow in the years that lie ahead. I say \"cash flow\" and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon's operating income, it could send Amazon's share price significantly higher.Should you checkout with Shopify?Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify's e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it's bread-and-butter target). This doesn't even take into account the larger businesses that have begun utilizing Shopify's tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify's vast network of merchants over the long run.Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify's Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.Can investors burn rubber with Tesla?The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company's upcoming split will mark its second in two years.The reason investors gravitate to Tesla is because of the company's competitive advantages. It's the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company's Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it's been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.Tesla's success is also a reflection of investors' belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company's operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company's user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.Image source: Getty Images.The better stock-split stock to buy right now is...Ultimately, Amazon, Shopify, and Tesla wouldn't have announced stock splits if their respective share prices hadn't significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.In my view, it's certainly not Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company's share price would say others, we've seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street's forecast earnings in 2023 for a company that'll likely see its competitive advantages wane over time.Despite it being a popular buy right now, I don't believe Shopify is the answer, either. This is a retail-driven company that's susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there's no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.The stock-split stock that's the absolute best buy of the three right now is Amazon.Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street's 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993156360,"gmtCreate":1660652344052,"gmtModify":1676536372255,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"Not logic","listText":"Not logic","text":"Not logic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993156360","repostId":"1167148581","repostType":4,"repost":{"id":"1167148581","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":1660646380,"share":"https://ttm.financial/m/news/1167148581?lang=&edition=fundamental","pubTime":"2022-08-16 18:39","market":"us","language":"en","title":"Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1167148581","media":"Tiger Newspress","summary":"Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share fr","content":"<html><head></head><body><p>Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year.  The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent.  This is a 27.14 percent increase over sales of $2.28 billion the same period last year.</p><p>Sea shares dropped 7% in premarket trading after reporting quarterly results.</p><p><img src=\"https://static.tigerbbs.com/07484f3b868ed1592fb683b85848477c\" tg-width=\"828\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Sea Limited today announced its financial results for the second quarter ended June 30, 2022.</p><p>“Our solid results for the quarter reflect our continued progress in enhancing efficiency and strengthening our ecosystem,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer. “Shopee’s unit economics improved significantly driven by gains in both monetization and efficiency across our markets, even as we sustained a healthy growth rate against tough comparisons. At Garena, we saw positive outcomes from our focus on user retention and efforts to bring more engaging experiences to our large global games community, with quarterly active users stable quarter-on-quarter. We also benefited from expanding synergies between Shopee and SeaMoney as our underserved user base adopted more of our financial products and services, resulting in strong growth and narrowing losses at SeaMoney.”</p><p>“Our success has always been defined by our ability to focus on the right thing at the right time, quickly make the right strategic decisions, and remain agile and adaptable in our execution. During the pandemic lockdowns, we rapidly scaled our businesses to answer to the fast-rising market demand for online consumption and services. That allowed us to significantly expand our businesses and total addressable markets, strengthen our market leadership, and scale up more efficiently.”</p><p>“As we navigate the current environment of increased macro uncertainty with that same nimble and decisive approach, we believe it is vital to be thoughtful, prudent, and disciplined. While we have strong resources and are well on-track to achieve our self-sufficiency targets, we are nevertheless rapidly prioritizing profitability and cash flow management. We are confident that this focus, combined with our demonstrated ability to execute, our scale and leadership, and our proven business models, will position us for long-term sustained success.”</p><p><b>Second Quarter 2022 Highlights</b></p><p><b>Group </b></p><p>o Total GAAP revenue was US$2.9 billion, up 29.0% year-on-year.</p><p>o Total gross profit was US$1.1 billion, up 17.1% year-on-year.</p><p>o Total net loss was US$(931.2) million compared to US$(433.7) million for the second quarter of 2021. Total net loss excluding share-based compensation and impairment of goodwill1 was US$(569.8) million compared to US$(321.2) million for the second quarter of 2021.</p><p>o Total adjusted EBITDA was US$(506.3) million compared to US$(24.1) million for the second quarter of 2021.</p><p><b>E-commerce </b></p><p>o GAAP revenue was US$1.7 billion, up 51.4% year-on-year. Based on constant currency assumptions3 , GAAP revenue was up 56.2% year-on-year.</p><p>o GAAP revenue included US$1.5 billion of GAAP marketplace revenue4 , up 61.9% year-on-year, and US$0.3 billion of GAAP product revenue4 , up 13.6% year-onyear. GAAP revenue and GAAP marketplace revenue as % of total gross merchandise value (“GMV”) increased from 7.7% and 6.1% a year ago to 9.2% and 7.7%, respectively.</p><p>o Gross orders totaled 2.0 billion, an increase of 41.6% year-on-year.</p><p>o GMV was US$19.0 billion, an increase of 27.2% year-on-year. Based on constant currency assumptions , GMV was up 31.4% year-on-year.</p><p>o Gross profit margin for e-commerce continued to improve sequentially quarteron-quarter, as we have seen faster growth of transaction-based fees and advertising income, which have higher profit margin compared to product revenue and revenue generated from other value-added services.</p><p>o Adjusted EBITDAfor Shopee overall was US$(648.1) million compared to US$(579.8) million for the second quarter of 2021. Adjusted EBITDA loss per order improved by 21% to reach US$0.33 in the second quarter of 2022, compared to US$0.41 for the same period in 2021.</p><p>▪ In Southeast Asia and Taiwan, adjusted EBITDA loss per order before allocation of headquarters’ common expenses (“HQ costs”) was less than 1 cent in the second quarter of 2022, representing 95% improvement yearon-year.</p><p>▪ In Brazil, such losses also continued to improve by more than 35% yearon-year to reach US$1.42 in the second quarter of 2022.</p><p>▪ HQ costs sequentially increased by US$27.5 million quarter-on-quarter, which was at a slower pace compared to the first quarter of 2022. The increase was predominantly driven by increase in research and development staff and server hosting cost, as we expanded our technological capabilities and service offerings.</p><p>o In Southeast Asia overall, Indonesia and Taiwan respectively, Shopee continued to rank first in the Shopping category by average monthly active users and total time spent in app for the second quarter of 2022, according to data.ai.</p><p>o In Brazil, Shopee continued to see strong performance with GAAP revenue increasing by more than 270% year-on-year in the second quarter of 2022. In the same quarter, Shopee also became first by average monthly active users in the shopping category in Brazil, while maintaining its top ranking by total time spent in app, according to data.ai.</p><p>o Globally, Shopee was the top ranked app on Google Play in the Shopping category by total time spent in app and second by average monthly active users in the second quarter of 2022, according to data.ai.</p><p><b>Digital Entertainment </b></p><p>o GAAP revenue was US$900.3 million, compared to US$1.0 billion for the second quarter of 2021.</p><p>o Bookings6 were US$717.4 million, compared to US$1.2 billion for the second quarter of 2021.</p><p>o Adjusted EBITDA2 was US$333.6 million, compared to US$740.9 million for the second quarter of 2021.</p><p>o Adjusted EBITDA represented 46.5% of bookings for the second quarter of 2022, compared to 62.8% for the second quarter of 2021.</p><p>o Quarterly active users were 619.3 million, compared to 725.2 million for the second quarter of 2021 and 615.9 million for the first quarter of 2022.</p><p>o Quarterly paying users were 56.1 million, representing paying user ratio of 9.1% for the second quarter compared to 12.7% for the same period in 2021.</p><p>o Average bookings per user were US$1.2, compared to US$1.6 for the second quarter of 2021.</p><p>o Their self-developed global hit game, Free Fire, continued to maintain top global rankings in user and grossing metrics. Free Fire was the most downloaded mobile game globally in the second quarter of 2022, and ranked third highest by average monthly active users on Google Play in the same quarter, according to data.ai.</p><p>o Free Fire also continued to be the highest grossing mobile game in Southeast Asia and Latin America for the second quarter of 2022, according to data.ai5 . Free Fire has maintained this leading position for the past 12 consecutive quarters.</p><p><b>Digital Financial Services </b></p><p>o GAAP revenue was US$279.0 million, up 214.4% year-on-year.</p><p>o Adjusted EBITDA was US$(111.5) million, compared to US$(155.0) million for the second quarter of 2021.</p><p>o Quarterly active users across our SeaMoney products and services reached 52.7million, up 53.3% year-on-year.</p><p>o The company continued to roll out more SeaMoney offerings across more markets, and have expanded synergies between Shopee and SeaMoney. Close to 40% of the quarterly active buyers on Shopee in Southeast Asia have used SeaMoney products or services in the second quarter of 2022.</p><p>o Total payment volume for the mobile wallet was US$5.7 billion, up 35.7% yearon-year.</p><p><b>E-commerce Full Year 2022 Guidance Update </b></p><p>In our efforts to adapt to increasing macro uncertainties, Sea are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, Sea will be suspending e-commerce GAAP revenue guidance for the full year 2022. The company believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which they remain highly positive about.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year</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\">\nSea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-16 18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year.  The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent.  This is a 27.14 percent increase over sales of $2.28 billion the same period last year.</p><p>Sea shares dropped 7% in premarket trading after reporting quarterly results.</p><p><img src=\"https://static.tigerbbs.com/07484f3b868ed1592fb683b85848477c\" tg-width=\"828\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Sea Limited today announced its financial results for the second quarter ended June 30, 2022.</p><p>“Our solid results for the quarter reflect our continued progress in enhancing efficiency and strengthening our ecosystem,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer. “Shopee’s unit economics improved significantly driven by gains in both monetization and efficiency across our markets, even as we sustained a healthy growth rate against tough comparisons. At Garena, we saw positive outcomes from our focus on user retention and efforts to bring more engaging experiences to our large global games community, with quarterly active users stable quarter-on-quarter. We also benefited from expanding synergies between Shopee and SeaMoney as our underserved user base adopted more of our financial products and services, resulting in strong growth and narrowing losses at SeaMoney.”</p><p>“Our success has always been defined by our ability to focus on the right thing at the right time, quickly make the right strategic decisions, and remain agile and adaptable in our execution. During the pandemic lockdowns, we rapidly scaled our businesses to answer to the fast-rising market demand for online consumption and services. That allowed us to significantly expand our businesses and total addressable markets, strengthen our market leadership, and scale up more efficiently.”</p><p>“As we navigate the current environment of increased macro uncertainty with that same nimble and decisive approach, we believe it is vital to be thoughtful, prudent, and disciplined. While we have strong resources and are well on-track to achieve our self-sufficiency targets, we are nevertheless rapidly prioritizing profitability and cash flow management. We are confident that this focus, combined with our demonstrated ability to execute, our scale and leadership, and our proven business models, will position us for long-term sustained success.”</p><p><b>Second Quarter 2022 Highlights</b></p><p><b>Group </b></p><p>o Total GAAP revenue was US$2.9 billion, up 29.0% year-on-year.</p><p>o Total gross profit was US$1.1 billion, up 17.1% year-on-year.</p><p>o Total net loss was US$(931.2) million compared to US$(433.7) million for the second quarter of 2021. Total net loss excluding share-based compensation and impairment of goodwill1 was US$(569.8) million compared to US$(321.2) million for the second quarter of 2021.</p><p>o Total adjusted EBITDA was US$(506.3) million compared to US$(24.1) million for the second quarter of 2021.</p><p><b>E-commerce </b></p><p>o GAAP revenue was US$1.7 billion, up 51.4% year-on-year. Based on constant currency assumptions3 , GAAP revenue was up 56.2% year-on-year.</p><p>o GAAP revenue included US$1.5 billion of GAAP marketplace revenue4 , up 61.9% year-on-year, and US$0.3 billion of GAAP product revenue4 , up 13.6% year-onyear. GAAP revenue and GAAP marketplace revenue as % of total gross merchandise value (“GMV”) increased from 7.7% and 6.1% a year ago to 9.2% and 7.7%, respectively.</p><p>o Gross orders totaled 2.0 billion, an increase of 41.6% year-on-year.</p><p>o GMV was US$19.0 billion, an increase of 27.2% year-on-year. Based on constant currency assumptions , GMV was up 31.4% year-on-year.</p><p>o Gross profit margin for e-commerce continued to improve sequentially quarteron-quarter, as we have seen faster growth of transaction-based fees and advertising income, which have higher profit margin compared to product revenue and revenue generated from other value-added services.</p><p>o Adjusted EBITDAfor Shopee overall was US$(648.1) million compared to US$(579.8) million for the second quarter of 2021. Adjusted EBITDA loss per order improved by 21% to reach US$0.33 in the second quarter of 2022, compared to US$0.41 for the same period in 2021.</p><p>▪ In Southeast Asia and Taiwan, adjusted EBITDA loss per order before allocation of headquarters’ common expenses (“HQ costs”) was less than 1 cent in the second quarter of 2022, representing 95% improvement yearon-year.</p><p>▪ In Brazil, such losses also continued to improve by more than 35% yearon-year to reach US$1.42 in the second quarter of 2022.</p><p>▪ HQ costs sequentially increased by US$27.5 million quarter-on-quarter, which was at a slower pace compared to the first quarter of 2022. The increase was predominantly driven by increase in research and development staff and server hosting cost, as we expanded our technological capabilities and service offerings.</p><p>o In Southeast Asia overall, Indonesia and Taiwan respectively, Shopee continued to rank first in the Shopping category by average monthly active users and total time spent in app for the second quarter of 2022, according to data.ai.</p><p>o In Brazil, Shopee continued to see strong performance with GAAP revenue increasing by more than 270% year-on-year in the second quarter of 2022. In the same quarter, Shopee also became first by average monthly active users in the shopping category in Brazil, while maintaining its top ranking by total time spent in app, according to data.ai.</p><p>o Globally, Shopee was the top ranked app on Google Play in the Shopping category by total time spent in app and second by average monthly active users in the second quarter of 2022, according to data.ai.</p><p><b>Digital Entertainment </b></p><p>o GAAP revenue was US$900.3 million, compared to US$1.0 billion for the second quarter of 2021.</p><p>o Bookings6 were US$717.4 million, compared to US$1.2 billion for the second quarter of 2021.</p><p>o Adjusted EBITDA2 was US$333.6 million, compared to US$740.9 million for the second quarter of 2021.</p><p>o Adjusted EBITDA represented 46.5% of bookings for the second quarter of 2022, compared to 62.8% for the second quarter of 2021.</p><p>o Quarterly active users were 619.3 million, compared to 725.2 million for the second quarter of 2021 and 615.9 million for the first quarter of 2022.</p><p>o Quarterly paying users were 56.1 million, representing paying user ratio of 9.1% for the second quarter compared to 12.7% for the same period in 2021.</p><p>o Average bookings per user were US$1.2, compared to US$1.6 for the second quarter of 2021.</p><p>o Their self-developed global hit game, Free Fire, continued to maintain top global rankings in user and grossing metrics. Free Fire was the most downloaded mobile game globally in the second quarter of 2022, and ranked third highest by average monthly active users on Google Play in the same quarter, according to data.ai.</p><p>o Free Fire also continued to be the highest grossing mobile game in Southeast Asia and Latin America for the second quarter of 2022, according to data.ai5 . Free Fire has maintained this leading position for the past 12 consecutive quarters.</p><p><b>Digital Financial Services </b></p><p>o GAAP revenue was US$279.0 million, up 214.4% year-on-year.</p><p>o Adjusted EBITDA was US$(111.5) million, compared to US$(155.0) million for the second quarter of 2021.</p><p>o Quarterly active users across our SeaMoney products and services reached 52.7million, up 53.3% year-on-year.</p><p>o The company continued to roll out more SeaMoney offerings across more markets, and have expanded synergies between Shopee and SeaMoney. Close to 40% of the quarterly active buyers on Shopee in Southeast Asia have used SeaMoney products or services in the second quarter of 2022.</p><p>o Total payment volume for the mobile wallet was US$5.7 billion, up 35.7% yearon-year.</p><p><b>E-commerce Full Year 2022 Guidance Update </b></p><p>In our efforts to adapt to increasing macro uncertainties, Sea are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, Sea will be suspending e-commerce GAAP revenue guidance for the full year 2022. The company believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which they remain highly positive about.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167148581","content_text":"Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year.  The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent.  This is a 27.14 percent increase over sales of $2.28 billion the same period last year.Sea shares dropped 7% in premarket trading after reporting quarterly results.Sea Limited today announced its financial results for the second quarter ended June 30, 2022.“Our solid results for the quarter reflect our continued progress in enhancing efficiency and strengthening our ecosystem,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer. “Shopee’s unit economics improved significantly driven by gains in both monetization and efficiency across our markets, even as we sustained a healthy growth rate against tough comparisons. At Garena, we saw positive outcomes from our focus on user retention and efforts to bring more engaging experiences to our large global games community, with quarterly active users stable quarter-on-quarter. We also benefited from expanding synergies between Shopee and SeaMoney as our underserved user base adopted more of our financial products and services, resulting in strong growth and narrowing losses at SeaMoney.”“Our success has always been defined by our ability to focus on the right thing at the right time, quickly make the right strategic decisions, and remain agile and adaptable in our execution. During the pandemic lockdowns, we rapidly scaled our businesses to answer to the fast-rising market demand for online consumption and services. That allowed us to significantly expand our businesses and total addressable markets, strengthen our market leadership, and scale up more efficiently.”“As we navigate the current environment of increased macro uncertainty with that same nimble and decisive approach, we believe it is vital to be thoughtful, prudent, and disciplined. While we have strong resources and are well on-track to achieve our self-sufficiency targets, we are nevertheless rapidly prioritizing profitability and cash flow management. We are confident that this focus, combined with our demonstrated ability to execute, our scale and leadership, and our proven business models, will position us for long-term sustained success.”Second Quarter 2022 HighlightsGroup o Total GAAP revenue was US$2.9 billion, up 29.0% year-on-year.o Total gross profit was US$1.1 billion, up 17.1% year-on-year.o Total net loss was US$(931.2) million compared to US$(433.7) million for the second quarter of 2021. Total net loss excluding share-based compensation and impairment of goodwill1 was US$(569.8) million compared to US$(321.2) million for the second quarter of 2021.o Total adjusted EBITDA was US$(506.3) million compared to US$(24.1) million for the second quarter of 2021.E-commerce o GAAP revenue was US$1.7 billion, up 51.4% year-on-year. Based on constant currency assumptions3 , GAAP revenue was up 56.2% year-on-year.o GAAP revenue included US$1.5 billion of GAAP marketplace revenue4 , up 61.9% year-on-year, and US$0.3 billion of GAAP product revenue4 , up 13.6% year-onyear. GAAP revenue and GAAP marketplace revenue as % of total gross merchandise value (“GMV”) increased from 7.7% and 6.1% a year ago to 9.2% and 7.7%, respectively.o Gross orders totaled 2.0 billion, an increase of 41.6% year-on-year.o GMV was US$19.0 billion, an increase of 27.2% year-on-year. Based on constant currency assumptions , GMV was up 31.4% year-on-year.o Gross profit margin for e-commerce continued to improve sequentially quarteron-quarter, as we have seen faster growth of transaction-based fees and advertising income, which have higher profit margin compared to product revenue and revenue generated from other value-added services.o Adjusted EBITDAfor Shopee overall was US$(648.1) million compared to US$(579.8) million for the second quarter of 2021. Adjusted EBITDA loss per order improved by 21% to reach US$0.33 in the second quarter of 2022, compared to US$0.41 for the same period in 2021.▪ In Southeast Asia and Taiwan, adjusted EBITDA loss per order before allocation of headquarters’ common expenses (“HQ costs”) was less than 1 cent in the second quarter of 2022, representing 95% improvement yearon-year.▪ In Brazil, such losses also continued to improve by more than 35% yearon-year to reach US$1.42 in the second quarter of 2022.▪ HQ costs sequentially increased by US$27.5 million quarter-on-quarter, which was at a slower pace compared to the first quarter of 2022. The increase was predominantly driven by increase in research and development staff and server hosting cost, as we expanded our technological capabilities and service offerings.o In Southeast Asia overall, Indonesia and Taiwan respectively, Shopee continued to rank first in the Shopping category by average monthly active users and total time spent in app for the second quarter of 2022, according to data.ai.o In Brazil, Shopee continued to see strong performance with GAAP revenue increasing by more than 270% year-on-year in the second quarter of 2022. In the same quarter, Shopee also became first by average monthly active users in the shopping category in Brazil, while maintaining its top ranking by total time spent in app, according to data.ai.o Globally, Shopee was the top ranked app on Google Play in the Shopping category by total time spent in app and second by average monthly active users in the second quarter of 2022, according to data.ai.Digital Entertainment o GAAP revenue was US$900.3 million, compared to US$1.0 billion for the second quarter of 2021.o Bookings6 were US$717.4 million, compared to US$1.2 billion for the second quarter of 2021.o Adjusted EBITDA2 was US$333.6 million, compared to US$740.9 million for the second quarter of 2021.o Adjusted EBITDA represented 46.5% of bookings for the second quarter of 2022, compared to 62.8% for the second quarter of 2021.o Quarterly active users were 619.3 million, compared to 725.2 million for the second quarter of 2021 and 615.9 million for the first quarter of 2022.o Quarterly paying users were 56.1 million, representing paying user ratio of 9.1% for the second quarter compared to 12.7% for the same period in 2021.o Average bookings per user were US$1.2, compared to US$1.6 for the second quarter of 2021.o Their self-developed global hit game, Free Fire, continued to maintain top global rankings in user and grossing metrics. Free Fire was the most downloaded mobile game globally in the second quarter of 2022, and ranked third highest by average monthly active users on Google Play in the same quarter, according to data.ai.o Free Fire also continued to be the highest grossing mobile game in Southeast Asia and Latin America for the second quarter of 2022, according to data.ai5 . Free Fire has maintained this leading position for the past 12 consecutive quarters.Digital Financial Services o GAAP revenue was US$279.0 million, up 214.4% year-on-year.o Adjusted EBITDA was US$(111.5) million, compared to US$(155.0) million for the second quarter of 2021.o Quarterly active users across our SeaMoney products and services reached 52.7million, up 53.3% year-on-year.o The company continued to roll out more SeaMoney offerings across more markets, and have expanded synergies between Shopee and SeaMoney. Close to 40% of the quarterly active buyers on Shopee in Southeast Asia have used SeaMoney products or services in the second quarter of 2022.o Total payment volume for the mobile wallet was US$5.7 billion, up 35.7% yearon-year.E-commerce Full Year 2022 Guidance Update In our efforts to adapt to increasing macro uncertainties, Sea are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, Sea will be suspending e-commerce GAAP revenue guidance for the full year 2022. The company believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which they remain highly positive about.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990534893,"gmtCreate":1660365351814,"gmtModify":1676533460246,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMTD\">$AMTD International(AMTD)$</a>[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMTD\">$AMTD International(AMTD)$</a>[Spurting]&nbsp;","text":"$AMTD International(AMTD)$[Spurting]","images":[{"img":"https://community-static.tradeup.com/news/47a9281e76857ca18e7e5e95a2e89a89","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990534893","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9990501459,"gmtCreate":1660362005873,"gmtModify":1676533459436,"author":{"id":"3580876892793683","authorId":"3580876892793683","name":"THN","avatar":"https://community-static.tradeup.com/news/65f9b6885aec8b52dd7c6b803a630732","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580876892793683","authorIdStr":"3580876892793683"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>I'll still buy!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>I'll still buy!&nbsp;","text":"$Tesla Motors(TSLA)$I'll still buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990501459","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}