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CelesteK

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- CelesteKCelesteK
  ·2021-09-09
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  3 E-Commerce Stocks to Buy in September
  With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.
  3 E-Commerce Stocks to Buy in September
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- CelesteKCelesteK
  ·2021-07-06
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  Neurodegenerative Disease, Cancer Stocks Among Top Biotech Gainers In 2021
  Biotech stocks underperformed the broader market in the first half of 2021, with the iShares Nasdaq
  Neurodegenerative Disease, Cancer Stocks Among Top Biotech Gainers In 2021
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- CelesteKCelesteK
  ·2021-07-06
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- CelesteKCelesteK
  ·2021-07-04
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  Can Alibaba Turn Around Its Woes in the Second Half of 2021?
  Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve
  Can Alibaba Turn Around Its Woes in the Second Half of 2021?
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- CelesteKCelesteK
  ·2021-06-27
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  Amazon: Good Stock, Not Good Price
  Summary Amazon is one of the most innovative companies in the world today, leading the E-commerce i
  Amazon: Good Stock, Not Good Price
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19:42","market":"us","language":"en","title":"3 E-Commerce Stocks to Buy in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2165355516","media":"Motley Fool","summary":"With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.","content":"<blockquote>\n <b>With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Amazon stock has flatlined for a year despite booming results.</li>\n <li>Sea Limited looks virtually unstoppable as it enters new markets.</li>\n <li>JD.com could be a net beneficiary of new regulations in China.</li>\n</ul>\n<p>The pandemic definitely benefited e-commerce companies, but the digitization of retail sales was already a long-term trend. With many e-commerce stocks soaring in 2020, many have been also-rans in 2021 as the market has generally turned to reopening and cyclical stocks.</p>\n<p>However, after some malaise, e-commerce stocks could be in for another good period this fall. Unfortunately, some of that is due to the delta variant, which is more contagious and leading to more breakthrough cases of COVID-19. But some of it is also due to new habits developed during the pandemic, and stepped-up capabilities of e-commerce players more broadly.</p>\n<p>In that light, here are three e-commerce stocks that look like great buys heading into the end of the year.</p>\n<p><b>Amazon</b></p>\n<p>Although it outperformed handily in the opening months of the pandemic, over the past 12 months,<b>Amazon</b>'s (NASDAQ:AMZN) stock has badly lagged the<b>S&amp;P 500</b>, to the tune of about 30 percentage points!</p>\n<p><img src=\"https://static.tigerbbs.com/04908d6a13b97943d11d9e5bf9141531\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>AMZN 1 year total returns (daily) data by YCharts.</p>\n<p>That's a long period for the world's largest e-commerce company to underperform, especially since its operating results have generally been solid. Yet while many investors might be used to analyzing Amazon in relation to its main e-commerce segment, which accounts for a majority of sales, it also has some key high-profit segments that benefit from the economic reopening.</p>\n<p>In fact, two of its highest-margin segments, Amazon Web Services (AWS) and digital advertising, should do better as the economy reopens and businesses buy more cloud services and ads. In fact, while e-commerce sales decelerated last quarter, those two segments accelerated. AWS was up 37%, accelerating from 29% in the year-ago quarter, while the company's \"other\" category, which is mostly digital ads, accelerated 83%, up from 41% growth a year ago.</p>\n<p>Though accounting for just 13% of sales, AWS generated over half of Amazon's operating profit last quarter.&nbsp;Digital ads are likely high-profit, too, though management doesn't disclose that segment's stand-alone margins. In fact, these two segments, if they continue their strong performance, could almost account for all of Amazon's current valuation, meaning investors are practically getting the core e-commerce business for free.</p>\n<p>But of course, investors shouldn't discount the core e-commerce business, either, which should become even more efficient. In August, Amazon completed its new state-of-the-art Amazon Air Hub at the Cincinnati/Northern Kentucky International Airport, which will serve as a high-throughput hub for its national delivery network. Operations just started after four years of planning and construction, so the company looks poised to benefit from even faster and more efficient delivery, which could help sales and profitability.</p>\n<p>In any case, Amazon's stock usually doesn't stay dormant for that long. Now may be a good time to add to or reenter this long-term winner.</p>\n<p><b>Sea Limited</b></p>\n<p>In contrast to Amazon, the stock of Singapore's<b>Sea Limited</b> (NYSE:SE) has been positively booming. After nearly quintupling in 2020, the stock has gone up another 77% in 2021, just for good measure.</p>\n<p>However, just because the stock has been on a huge tear doesn't mean you've missed out on further gains. The company's big success in 2020 could be due to the rapid adoption of e-commerce in Sea's home markets of Southeast Asia, where the internet and e-commerce have been much less developed than in the U.S or China prior to the pandemic.</p>\n<p>But it wasn't just a \"right time, right place\" phenomenon; Sea has figured out how to beat established competitors to become the leading e-commerce platform across the region, despite being a late entrant. It has the added benefit of its highly profitable video game division called Garena, anchored by the massive hit<i>Free Fire</i>. Not only does the gaming division give the company the cash flow needed to invest in its money-losing but hypergrowth Shopee e-commerce platform, but the popularity of<i>Free Fire</i> also gives Shopee a quick and efficient way to acquire customers.</p>\n<p>With<i>Free Fire</i>the highest-grossing mobile game not only in Southeast Asia but also Latin America and India, Sea is now launching Shopee in those regions as well, which likely explains the further gains this year. It first landed in Latin America in Brazil in 2019, but reached a milestone of becoming the most-downloaded app in the shopping category in the country last quarter, and also garnering the most time spent on its app. Shopee was second in terms of monthly users.</p>\n<p>In addition to further landfalls in Chile, Colombia, and Mexico this year, Shopee also looks to be setting up operations in India. The country already has established e-commerce companies, but with 1.3 billion people, it has lots of market growth there for the taking. I wouldn't be surprised to see Shopee succeed over the long term in Latin America and India, even if it has to settle for a strong second place to the first-movers there. Both new markets appear big enough to power Sea to a $1 trillion market cap over the long run, should management continue to execute the way it has in the past.</p>\n<p><b>JD.com</b></p>\n<p>Finally, for those looking to go bargain-hunting,<b>JD.com</b> (NASDAQ:JD), like many Chinese stocks, is down significantly from its highs. The Communist Party's ongoing crackdown on China's tech sector has caused widespread selling across large tech names since the spring.</p>\n<p>While the speed and ferocity of the new regulations have caused some investors to panic, new regulations could in fact help some companies more than it hurts. One such company is e-commerce giant JD.com, which, despite a recent bounce, is still down more than 25% off its all-time high set back in February.</p>\n<p>Why might JD.com be a net beneficiary of new regulations? Mainly because new regulations are more likely to hurt its competitors, so JD could be a relative winner in the minds of Chinese consumers. For instance, in April, rival<b>Alibaba</b>was fined $2.8 billion for violating anti-monopoly regulations regarding the practice of \"pick <a href=\"https://laohu8.com/S/AONE.U\">one</a> of two,\" in which Alibaba would force brands into exclusivity contracts for access to its platform. With the practice now forbidden, JD can have access to certain brands it couldn't before.</p>\n<p>In their new draft rules, regulators also sought to limit or forbid the use of aggressive subsidies, or pricing items below cost in order to drive engagement and traffic. That's been a tactic of group-buying upstart<b>Pinduoduo</b>, whose meteoric rise to become a top e-commerce platform was at least partly due to generous subsidies.</p>\n<p>JD is by no means immune from regulations; in fact, in response to concerns over delivery workers' wages and rights, it just formed a union last week. However, the company has always had its own delivery infrastructure and in-house delivery employees. That has been more expensive relative to other e-commerce platforms that offload delivery to third parties. But now that exclusivity and cost subsidies are to be taken away, speedy, efficient delivery could be a main differentiator. Given its heavy past investments at the expense of profits, JD may now be in a better position than rivals.</p>\n<p>One point of evidence is that while Alibaba missed revenue expectations last quarter, JD handily beat its analysts' expectations on both the top and bottom lines, showing little impact from Beijing's crackdown. ARK Investments' Cathie Wood has been buying the stock for her portfolio after mostly exiting Chinese stocks earlier this year. That could be a sign investors are starting to decipher winners and losers in the future Chinese regulatory regime. JD looks to be the former.</p>","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>3 E-Commerce Stocks to Buy in September</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\">\n3 E-Commerce Stocks to Buy in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.\n\nKey Points\n\nAmazon stock has flatlined for a year despite booming results.\nSea Limited looks virtually ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东","AMZN":"亚马逊","09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165355516","content_text":"With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.\n\nKey Points\n\nAmazon stock has flatlined for a year despite booming results.\nSea Limited looks virtually unstoppable as it enters new markets.\nJD.com could be a net beneficiary of new regulations in China.\n\nThe pandemic definitely benefited e-commerce companies, but the digitization of retail sales was already a long-term trend. With many e-commerce stocks soaring in 2020, many have been also-rans in 2021 as the market has generally turned to reopening and cyclical stocks.\nHowever, after some malaise, e-commerce stocks could be in for another good period this fall. Unfortunately, some of that is due to the delta variant, which is more contagious and leading to more breakthrough cases of COVID-19. But some of it is also due to new habits developed during the pandemic, and stepped-up capabilities of e-commerce players more broadly.\nIn that light, here are three e-commerce stocks that look like great buys heading into the end of the year.\nAmazon\nAlthough it outperformed handily in the opening months of the pandemic, over the past 12 months,Amazon's (NASDAQ:AMZN) stock has badly lagged theS&P 500, to the tune of about 30 percentage points!\n\nAMZN 1 year total returns (daily) data by YCharts.\nThat's a long period for the world's largest e-commerce company to underperform, especially since its operating results have generally been solid. Yet while many investors might be used to analyzing Amazon in relation to its main e-commerce segment, which accounts for a majority of sales, it also has some key high-profit segments that benefit from the economic reopening.\nIn fact, two of its highest-margin segments, Amazon Web Services (AWS) and digital advertising, should do better as the economy reopens and businesses buy more cloud services and ads. In fact, while e-commerce sales decelerated last quarter, those two segments accelerated. AWS was up 37%, accelerating from 29% in the year-ago quarter, while the company's \"other\" category, which is mostly digital ads, accelerated 83%, up from 41% growth a year ago.\nThough accounting for just 13% of sales, AWS generated over half of Amazon's operating profit last quarter. Digital ads are likely high-profit, too, though management doesn't disclose that segment's stand-alone margins. In fact, these two segments, if they continue their strong performance, could almost account for all of Amazon's current valuation, meaning investors are practically getting the core e-commerce business for free.\nBut of course, investors shouldn't discount the core e-commerce business, either, which should become even more efficient. In August, Amazon completed its new state-of-the-art Amazon Air Hub at the Cincinnati/Northern Kentucky International Airport, which will serve as a high-throughput hub for its national delivery network. Operations just started after four years of planning and construction, so the company looks poised to benefit from even faster and more efficient delivery, which could help sales and profitability.\nIn any case, Amazon's stock usually doesn't stay dormant for that long. Now may be a good time to add to or reenter this long-term winner.\nSea Limited\nIn contrast to Amazon, the stock of Singapore'sSea Limited (NYSE:SE) has been positively booming. After nearly quintupling in 2020, the stock has gone up another 77% in 2021, just for good measure.\nHowever, just because the stock has been on a huge tear doesn't mean you've missed out on further gains. The company's big success in 2020 could be due to the rapid adoption of e-commerce in Sea's home markets of Southeast Asia, where the internet and e-commerce have been much less developed than in the U.S or China prior to the pandemic.\nBut it wasn't just a \"right time, right place\" phenomenon; Sea has figured out how to beat established competitors to become the leading e-commerce platform across the region, despite being a late entrant. It has the added benefit of its highly profitable video game division called Garena, anchored by the massive hitFree Fire. Not only does the gaming division give the company the cash flow needed to invest in its money-losing but hypergrowth Shopee e-commerce platform, but the popularity ofFree Fire also gives Shopee a quick and efficient way to acquire customers.\nWithFree Firethe highest-grossing mobile game not only in Southeast Asia but also Latin America and India, Sea is now launching Shopee in those regions as well, which likely explains the further gains this year. It first landed in Latin America in Brazil in 2019, but reached a milestone of becoming the most-downloaded app in the shopping category in the country last quarter, and also garnering the most time spent on its app. Shopee was second in terms of monthly users.\nIn addition to further landfalls in Chile, Colombia, and Mexico this year, Shopee also looks to be setting up operations in India. The country already has established e-commerce companies, but with 1.3 billion people, it has lots of market growth there for the taking. I wouldn't be surprised to see Shopee succeed over the long term in Latin America and India, even if it has to settle for a strong second place to the first-movers there. Both new markets appear big enough to power Sea to a $1 trillion market cap over the long run, should management continue to execute the way it has in the past.\nJD.com\nFinally, for those looking to go bargain-hunting,JD.com (NASDAQ:JD), like many Chinese stocks, is down significantly from its highs. The Communist Party's ongoing crackdown on China's tech sector has caused widespread selling across large tech names since the spring.\nWhile the speed and ferocity of the new regulations have caused some investors to panic, new regulations could in fact help some companies more than it hurts. One such company is e-commerce giant JD.com, which, despite a recent bounce, is still down more than 25% off its all-time high set back in February.\nWhy might JD.com be a net beneficiary of new regulations? Mainly because new regulations are more likely to hurt its competitors, so JD could be a relative winner in the minds of Chinese consumers. For instance, in April, rivalAlibabawas fined $2.8 billion for violating anti-monopoly regulations regarding the practice of \"pick one of two,\" in which Alibaba would force brands into exclusivity contracts for access to its platform. With the practice now forbidden, JD can have access to certain brands it couldn't before.\nIn their new draft rules, regulators also sought to limit or forbid the use of aggressive subsidies, or pricing items below cost in order to drive engagement and traffic. That's been a tactic of group-buying upstartPinduoduo, whose meteoric rise to become a top e-commerce platform was at least partly due to generous subsidies.\nJD is by no means immune from regulations; in fact, in response to concerns over delivery workers' wages and rights, it just formed a union last week. However, the company has always had its own delivery infrastructure and in-house delivery employees. That has been more expensive relative to other e-commerce platforms that offload delivery to third parties. But now that exclusivity and cost subsidies are to be taken away, speedy, efficient delivery could be a main differentiator. Given its heavy past investments at the expense of profits, JD may now be in a better position than rivals.\nOne point of evidence is that while Alibaba missed revenue expectations last quarter, JD handily beat its analysts' expectations on both the top and bottom lines, showing little impact from Beijing's crackdown. ARK Investments' Cathie Wood has been buying the stock for her portfolio after mostly exiting Chinese stocks earlier this year. That could be a sign investors are starting to decipher winners and losers in the future Chinese regulatory regime. JD looks to be the former.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157638862,"gmtCreate":1625579875256,"gmtModify":1703744256864,"author":{"id":"3580982151771677","authorId":"3580982151771677","name":"CelesteK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580982151771677","authorIdStr":"3580982151771677"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157638862","repostId":"1111176344","repostType":2,"repost":{"id":"1111176344","kind":"news","pubTimestamp":1625463785,"share":"https://ttm.financial/m/news/1111176344?lang=&edition=fundamental","pubTime":"2021-07-05 13:43","market":"us","language":"en","title":"Neurodegenerative Disease, Cancer Stocks Among Top Biotech Gainers In 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1111176344","media":"Benzinga","summary":"Biotech stocks underperformed the broader market in the first half of 2021, with the iShares Nasdaq ","content":"<p>Biotech stocks underperformed the broader market in the first half of 2021, with the&nbsp;<b>iShares Nasdaq Biotechnology ETF</b>&nbsp;advancing about 8% year-to-date&nbsp;compared to the roughly 14% gain for the S&amp;P 500 Index.</p>\n<p>In comparison, the IBB was up 13.6% in the first half of 2020. The strength in the space in the last year was primarily due to risk aversion as the pandemic drove investors into defensive plays such as biotechs. Additionally,&nbsp;companies that kickstarted COVID-19 vaccine programs ran up sharply in 2020.</p>\n<p>The relatively muted performance so far this year may have to do with the return of risk appetite leading to rotation out of the sector. The rally in vaccine stocks also moderated following emergency use authorizations being accorded for three COVID-19 shots.</p>\n<p>Here are a few stocks that stood out with solid gains amid the muted overall sector performance:</p>\n<p><b>Cassava Sciences&nbsp;Inc</b>&nbsp;: Shares of Cassava, a neurodegenerative disease company, spiked in early February on the back of positive results from the interim analysis of data from an open-label study of simufilam, its lead drug candidate for the treatment of Alzheimer's disease.</p>\n<p>It hit an intraday high of $117.54 on Feb. 4. After pulling back and consolidating, the stock picked up pace in June. By virtue of the strong advance in the year-to-date period, the stock has tacked on about 1,150%.</p>\n<p><b>Annovis Bio&nbsp;Inc</b>&nbsp;: This&nbsp;biopharma&nbsp;that focuses on therapies for neurodegenerative diseases has seen its shares surge by over 1, 060% so far this year.</p>\n<p>The company's lead drug ANVS401 is being evaluated for multiple indications, including Alzheimer's disease and Parkinson's disease. It works by improving axonal transport by inhibiting the neurotoxic proteins that kill nerve cells. A positive Phase 2 readout for the asset in Alzheimer's disease sent the stock soaring in late April.</p>\n<p><b>Atossa Therapeutics&nbsp;Inc</b>&nbsp;: The Seattle-based biopharma focusing on treatments for breast cancer and COVID-19 has surged up about 770% year-to-date.</p>\n<p>From under $1 at the start of year, the stock rallied to a high of $4.90 in early February on the back of positive Phase 2 data for Endoxifen administered between diagnosis and surgery in breast cancer patients. The upward momentum faltered subsequently and the stock pulled back to a low of $1.48 on April 19.</p>\n<p>Atossa recovered from there and the rally picked up steam in June amid the release of positive final Phase 2 data for Endoxifen and inclusion in the Russell 2000&nbsp;and 3000&nbsp;indexes.</p>\n<p><b>Entera Bio Ltd.</b>&nbsp;: The biopharma, which develops orally delivered large molecule therapeutics for use in areas with significant unmet medical need, has seen its shares surge higher by over 460% so far this year.</p>\n<p>The company's pipeline consists of EB613, which is being evaluated for osteoporosis, and EB612 for hypoparathyroidism.</p>\n<p>Entera Bio shares jumped in early April&nbsp;when it reported positive topline biomarker data for EB613. The stock received a shot in the arm from the positive six-month bone mineral density results from the Phase 2 clinical trial of EB613, which the company&nbsp;reportedlast week.</p>\n<p><b>PDS Biotechnology Corp</b>&nbsp;: PDS has gained about 450% year-to-date. The company has oncology and infectious disease programs.</p>\n<p>The gains for the year-to-date period reflected the presentation of data from the Phase 2 combination study with PDS0101 in HPV-associated tumors at the ASCO conference, and also its COVID-19 program.</p>\n<p><b>Anavex Life Sciences Corp.</b>&nbsp;shares have gained about 430% year-to-date. The company is developing differentiated therapeutics for the treatment of neurodegenerative and neurodevelopmental disorders.</p>\n<p>The company's lead product candidate blarcamesine (ANAVEX2-73) is being evaluated for multiple indications. The predictive biomarker of response established with SIGMAR1 mRNA expression correlates significantly with responses in primary and secondary clinical efficacy endpoints from the proof-of-concept Phase 2 trial in Parkinson's disease, the company announced.</p>\n<p><b>Brooklyn ImmunoTherapeutics&nbsp;Inc</b>&nbsp;: This New York-based gene and cell therapy company has clocked gains of about 375% year-to-date.</p>\n<p>The company is focused on exploring the role cytokine-based therapy can have in treating patients with cancer. The company is also exploring opportunities to advance oncology, blood disorder&nbsp;and monogenic disease therapies using highly innovative gene editing/cell therapy technology.</p>\n<p>Brooklyn initiated a mid-stage study of IRX-2 in combination with&nbsp;<b>Merck &amp; Co., Inc.'s</b>&nbsp;Keytruda and chemotherapy in triple-negative breast cancer.</p>\n<p>In March, the company completed its reverse merger with&nbsp;<b>NTN Buzztime</b>.</p>\n<p><b>Howard Federoff</b>&nbsp;took over as CEO in early April. Later that month, the company acquired an exclusive license for mRNA gene editing and cell therapies technology of&nbsp;<b>Factor Bioscience</b>&nbsp;and&nbsp;<b>Novellus Therapeutics</b>, pursuant to an exercise of a previously announced option.</p>\n<p>The company has also been added to the Russell 3000 Index.</p>\n<p>Brooklyn's most advanced program is the study of the lead asset IRX-2, a human cell-derived biologic with multiple active cytokine components&nbsp;in patients with head and neck cancer. With commercialization years away — and ultimately&nbsp;contingent on IRX-2 clearing clinical and regulatory hurdles —&nbsp;the valuation of Brooklyn looks a little stretched.</p>","source":"lsy1606299360108","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>Neurodegenerative Disease, Cancer Stocks Among Top Biotech Gainers In 2021</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\">\nNeurodegenerative Disease, Cancer Stocks Among Top Biotech Gainers In 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 13:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/07/21773695/neurodegenerative-disease-cancer-stocks-among-top-biotech-gainers-in-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biotech stocks underperformed the broader market in the first half of 2021, with the iShares Nasdaq Biotechnology ETF advancing about 8% year-to-date compared to the roughly 14% gain for the S&P 500 ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/07/21773695/neurodegenerative-disease-cancer-stocks-among-top-biotech-gainers-in-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENTX":"Entera Bio Ltd.","MRK":"默沙东","SAVA":"Cassava Sciences Inc","ATOS":"Atossa Genetics Inc","ANVS":"Annovis Bio, Inc.","AVXL":"Anavex Life Sciences Corp.","PDSB":"PDS Biotechnology Corporation"},"source_url":"https://www.benzinga.com/general/biotech/21/07/21773695/neurodegenerative-disease-cancer-stocks-among-top-biotech-gainers-in-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111176344","content_text":"Biotech stocks underperformed the broader market in the first half of 2021, with the iShares Nasdaq Biotechnology ETF advancing about 8% year-to-date compared to the roughly 14% gain for the S&P 500 Index.\nIn comparison, the IBB was up 13.6% in the first half of 2020. The strength in the space in the last year was primarily due to risk aversion as the pandemic drove investors into defensive plays such as biotechs. Additionally, companies that kickstarted COVID-19 vaccine programs ran up sharply in 2020.\nThe relatively muted performance so far this year may have to do with the return of risk appetite leading to rotation out of the sector. The rally in vaccine stocks also moderated following emergency use authorizations being accorded for three COVID-19 shots.\nHere are a few stocks that stood out with solid gains amid the muted overall sector performance:\nCassava Sciences Inc : Shares of Cassava, a neurodegenerative disease company, spiked in early February on the back of positive results from the interim analysis of data from an open-label study of simufilam, its lead drug candidate for the treatment of Alzheimer's disease.\nIt hit an intraday high of $117.54 on Feb. 4. After pulling back and consolidating, the stock picked up pace in June. By virtue of the strong advance in the year-to-date period, the stock has tacked on about 1,150%.\nAnnovis Bio Inc : This biopharma that focuses on therapies for neurodegenerative diseases has seen its shares surge by over 1, 060% so far this year.\nThe company's lead drug ANVS401 is being evaluated for multiple indications, including Alzheimer's disease and Parkinson's disease. It works by improving axonal transport by inhibiting the neurotoxic proteins that kill nerve cells. A positive Phase 2 readout for the asset in Alzheimer's disease sent the stock soaring in late April.\nAtossa Therapeutics Inc : The Seattle-based biopharma focusing on treatments for breast cancer and COVID-19 has surged up about 770% year-to-date.\nFrom under $1 at the start of year, the stock rallied to a high of $4.90 in early February on the back of positive Phase 2 data for Endoxifen administered between diagnosis and surgery in breast cancer patients. The upward momentum faltered subsequently and the stock pulled back to a low of $1.48 on April 19.\nAtossa recovered from there and the rally picked up steam in June amid the release of positive final Phase 2 data for Endoxifen and inclusion in the Russell 2000 and 3000 indexes.\nEntera Bio Ltd. : The biopharma, which develops orally delivered large molecule therapeutics for use in areas with significant unmet medical need, has seen its shares surge higher by over 460% so far this year.\nThe company's pipeline consists of EB613, which is being evaluated for osteoporosis, and EB612 for hypoparathyroidism.\nEntera Bio shares jumped in early April when it reported positive topline biomarker data for EB613. The stock received a shot in the arm from the positive six-month bone mineral density results from the Phase 2 clinical trial of EB613, which the company reportedlast week.\nPDS Biotechnology Corp : PDS has gained about 450% year-to-date. The company has oncology and infectious disease programs.\nThe gains for the year-to-date period reflected the presentation of data from the Phase 2 combination study with PDS0101 in HPV-associated tumors at the ASCO conference, and also its COVID-19 program.\nAnavex Life Sciences Corp. shares have gained about 430% year-to-date. The company is developing differentiated therapeutics for the treatment of neurodegenerative and neurodevelopmental disorders.\nThe company's lead product candidate blarcamesine (ANAVEX2-73) is being evaluated for multiple indications. The predictive biomarker of response established with SIGMAR1 mRNA expression correlates significantly with responses in primary and secondary clinical efficacy endpoints from the proof-of-concept Phase 2 trial in Parkinson's disease, the company announced.\nBrooklyn ImmunoTherapeutics Inc : This New York-based gene and cell therapy company has clocked gains of about 375% year-to-date.\nThe company is focused on exploring the role cytokine-based therapy can have in treating patients with cancer. The company is also exploring opportunities to advance oncology, blood disorder and monogenic disease therapies using highly innovative gene editing/cell therapy technology.\nBrooklyn initiated a mid-stage study of IRX-2 in combination with Merck & Co., Inc.'s Keytruda and chemotherapy in triple-negative breast cancer.\nIn March, the company completed its reverse merger with NTN Buzztime.\nHoward Federoff took over as CEO in early April. Later that month, the company acquired an exclusive license for mRNA gene editing and cell therapies technology of Factor Bioscience and Novellus Therapeutics, pursuant to an exercise of a previously announced option.\nThe company has also been added to the Russell 3000 Index.\nBrooklyn's most advanced program is the study of the lead asset IRX-2, a human cell-derived biologic with multiple active cytokine components in patients with head and neck cancer. With commercialization years away — and ultimately contingent on IRX-2 clearing clinical and regulatory hurdles — the valuation of Brooklyn looks a little stretched.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157631224,"gmtCreate":1625579850768,"gmtModify":1703744255716,"author":{"id":"3580982151771677","authorId":"3580982151771677","name":"CelesteK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580982151771677","authorIdStr":"3580982151771677"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157631224","repostId":"1111176344","repostType":2,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152745431,"gmtCreate":1625360639823,"gmtModify":1703740660651,"author":{"id":"3580982151771677","authorId":"3580982151771677","name":"CelesteK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580982151771677","authorIdStr":"3580982151771677"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152745431","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://ttm.financial/m/news/1146176335?lang=&edition=fundamental","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127075276,"gmtCreate":1624808777195,"gmtModify":1703845427785,"author":{"id":"3580982151771677","authorId":"3580982151771677","name":"CelesteK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580982151771677","authorIdStr":"3580982151771677"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127075276","repostId":"1184001921","repostType":4,"repost":{"id":"1184001921","kind":"news","pubTimestamp":1624763737,"share":"https://ttm.financial/m/news/1184001921?lang=&edition=fundamental","pubTime":"2021-06-27 11:15","market":"us","language":"en","title":"Amazon: Good Stock, Not Good Price","url":"https://stock-news.laohu8.com/highlight/detail?id=1184001921","media":"seekingalpha","summary":"Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce i","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.</li>\n <li>Unfortunately, it's a little overpriced. This is consistent with some of the other mega-cap stocks I've analyzed.</li>\n <li>This article looks at what Amazon stock is most likely worth for us investors.</li>\n <li>I hope you enjoy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451bc93115fb453c0fcb76434c40f7f4\" tg-width=\"1536\" tg-height=\"1024\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>Today, Amazon (AMZN) seems to be a little overpriced based on my intrinsic value model.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82d937a2de3f0709088e1ab4548267b\" tg-width=\"371\" tg-height=\"260\"><span>Source: Author</span></p>\n<p>You might have seen some of my other articles where I've bashed other popular stocks like Apple (AAPL) or Microsoft (MSFT). Well, I guess today it's Amazon's turn. I just try to share what I think companies are worth, and I've found that a lot of companies seem to be overpriced.</p>\n<p>In this article, I'll break down how I came up with Amazon's valuation. I know that there's tons of different opinions out there about Amazon, so I'll try to share the reasoning behind my valuation to help you make better investments in the future.</p>\n<p>Something important you should know - I'm not an expert on Amazon, and I have a really difficult time valuing growth stocks. I really doubt that I have the ability to estimate a company's future growth. I made future growth estimates by looking at past growth and making conservative estimates of the future.</p>\n<p>This method borders on \"data extrapolation\", which is making assumptions based on past data. Data extrapolation isn't great because the future is different from the past - so making future projections based on past data isn't ideal.</p>\n<p>But after valuing hundreds of companies, I've found that this kind of style does a good job of getting the valuation approximately right. I always try to set my valuations low, because it's better to buy low and make a killing than buy high and lose money.</p>\n<blockquote>\n Warren Buffett said, “The three most important words in investing are\n <b>margin of safety</b>.” That means to buy stuff on sale... That's the whole secret to great investing.\n</blockquote>\n<blockquote>\n Rule 1 Investing\n</blockquote>\n<p>This model is built on getting the valuation \"approximately right,\" and looking to buy with a large margin of safety. I hope you enjoy, and as always, I'll try to keep it clean and common sense.</p>\n<p><b>Business Model</b></p>\n<p>Where does Amazon get its money? Amazon is split into 3 segments: North America, International, and AWS.</p>\n<p>As a market leader in 2 high growth industries (E-commerce and cloud computing), Amazon will probably continue to see high growth in the future. In this section, I looked at the past revenue growth and operating margins for each of Amazon's segments, and I used this to make conservative future projections.</p>\n<p>And later, I added up the numbers from each segment to make projections for the whole company. Here's a look at AMZN's North America segment. This segment's revenue comes from retail sales and subscription service revenues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce022c0ecacc3829cf83378211bbfd9d\" tg-width=\"640\" tg-height=\"192\"><span>Source: Author with data from 2018 10-K,2019 10-K, and 2020 10-K</span></p>\n<p>I projected declining revenue growth and strong operating margins for this segment. I projected slower revenue growth, because I figure there has to be a cap on how much money Amazon can make in North America.</p>\n<p>Hopefully, Amazon will exceed this revenue growth. But, I do think it would be a pretty incredible feat for Amazon to grow from $200B in revenue to $400B in 5 years.</p>\n<p>Here's a look at Amazon's International segment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7a5bde370f55e863f58c888abc496\" tg-width=\"640\" tg-height=\"219\"><span>Source: Author with data from 2018 10-K,2019 10-K, and 2020 10-K</span></p>\n<p>For Amazon's international segment, I projected 20% annual revenue growth, and improving operating margins. I figured that operating margins would gradually improve until the margins reached a similar point to what Amazon sees in its US segment.</p>\n<p>And for Amazon's last and most exciting segment, here's AWS:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769700013871f2cd09e8ce47cfb10966\" tg-width=\"640\" tg-height=\"203\"><span>Source: Author</span></p>\n<p>AWS is undoubtedly going to bring high growth for Amazon, and high profits. I projected that the AWS segment will probably continue to grow at a high rate. I projected a 25-30% annual revenue growth rate because cloud computing has a lot of room to grow, and according to Research and Markets, the cloud computing industry should grow at about&nbsp;17.5% CAGR&nbsp;until 2025.</p>\n<p>Additionally, I projected 28% operating margins, because the AWS business benefits from operating leverage. As more people use the software, the company is able to make higher margins as it spreads costs over more people. It's possible that Amazon could exceed 28% operating margins, so there might be upside to Amazon's fair value.</p>\n<p>These projections were added together to help us figure out what the entire company should be worth.</p>\n<p><b>Capital Allocation</b></p>\n<p>How does Amazon spend its money? You might find it interesting to analyze Amazon's capital allocation, so you can see what Amazon does with its money, and where it might be investing for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45f5afa0f641ee1aae39aa69cc150165\" tg-width=\"619\" tg-height=\"499\"><span>Source: Author</span></p>\n<p>The biggest portion of Amazon's operating cash flows goes towards capital expenditures. From what I can tell, Amazon has not had any share activity over the past 5 years. The company has issued shares - but from the looks of the cash flow statement, it looks like they haven't raised any money from selling shares, and they haven't spent any money buying back shares.</p>\n<blockquote>\n In February 2016, the Board of Directors authorized a program to repurchase up to $5.0 billion of our common stock, with no fixed expiration.\n <i>There were no repurchases of common stock in 2018, 2019, or 2020.</i>\n</blockquote>\n<blockquote>\n Source:2020 10-K&nbsp;page 60,\n <i>emphasis added</i>\n</blockquote>\n<p>But for our purposes, this quote shows that Amazon hasn't bought back any stock over the past 3 years. They also haven't spent any money on dividends, which is good because they're a high growth company.</p>\n<p>Amazon has consistently spent money on acquisitions and paying down debt. What's really interesting is that Amazon has built up a lot of spare cash over the past 5 years. Their cash position has risen about $58B since 2016, going from about $26B at the end of 2016 to about $84B at the end of 2020.</p>\n<p>Amazon has a lot more cash than they used to, so we could see future spending go towards a dividend, share buybacks, new acquisitions, or maybe more business investments that will lead to growth.</p>\n<p><b>Valuation</b></p>\n<p>First, I used a discount rate of 7.7% for Amazon because that's what I found the company's weighted average cost of capital, or WACC, to be. I assumed an 8% cost of equity, and Amazon has averaged somewhere around a 20-30% tax rate over the past 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c036264f19bb10fdad477a629b40f803\" tg-width=\"361\" tg-height=\"288\"><span>Source: Author</span></p>\n<p>I used a DCF model to find Amazon's value today. In the model down below, you can see in the top 2 red boxes that I projected that the company would have lower revenue growth and strong operating margins.</p>\n<p>This model projects that Amazon will have over $850B in revenue by 2025. That's absolutely nuts if you think about it, but based on estimated revenue growth, it seems feasible.</p>\n<p>Right now, Walmart(NYSE:WMT)leads the world in revenue with about $550B. Amazon sits in third place for annual revenue, with about $390B. In 5 years, Amazon could easily have the largest revenue of any company in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c459abcbda43e35b40379a1083ecae\" tg-width=\"640\" tg-height=\"510\"><span>Source: Author</span></p>\n<p>Down at the bottom of this model, you can see there's a red box that projects unlevered FCF margins. This basically measures how much of the company's revenue will become business profits, without including interest or debt payments. In the turquoise box, I applied the discount rate to see what the future cash flows are worth today.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3fa0846616fdc847a3fe1fdf7a09bed\" tg-width=\"267\" tg-height=\"404\"><span>Source: Author</span></p>\n<p>Today, it looks like Amazon is slightly overvalued. The model projects that the stock might be about 15% overvalued, and we could expect to make about 5% annual returns over the next 5 years if we invested today.</p>\n<p>These estimations are based on the future cash flows that the business should generate. I don't hate Amazon or anything, I just don't think that Amazon stock would make a great investment at current prices.</p>\n<p>Down at the bottom, I threw in 2 \"Buy Prices\" where Amazon stock might be more appealing. The idea behind this is that the cheaper AMZN stock gets, the higher returns we can expect.</p>\n<p>The model projects that you'd make around 15% annual returns at $2,200 per share, and you might make around 22% annual returns at $1,700 per share.</p>\n<p>\"But doesn't it seem unreasonable to set the buy price in the $2,000s when the stock's trading near $3,500?\" It does a little bit. It seems pretty unlikely that Amazon's share price will nose dive right down past $2,000.</p>\n<p>But the idea is, if we're patient, we might get an opportunity to buy these shares underpriced. Last February, Amazon traded lower than $1,900 (I wish I bought some back then). We'll probably have opportunities in the future to buy Amazon at a discount.</p>\n<p><b>Recap</b></p>\n<p>Today, it seems like Amazon is slightly overvalued, because it seems to offer about 5% annual returns over the next 5 years. That doesn't mean you should sell Amazon if you're a long time holder, because Amazon should continue to do well as a leader in E-commerce and cloud computing.</p>\n<p>But if you're looking for your next stock to invest in, Amazon seems to be too expensive right now. And if you've been eyeing Amazon for a while and you're looking to get in, now's not the best time to get into Amazon.</p>\n<p>Even if we don't invest in the stock, we can still watch Amazon as they become the company with the most revenue in the world. And there's a lot we can learn from studying Amazon and Jeff Bezos. He's a smart dude.</p>\n<p>Thank you very much for reading, and I hope that you have a great rest of your day.</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>Amazon: Good Stock, Not Good Price</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Good Stock, Not Good Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.\nUnfortunately, it's a little overpriced. This is consistent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184001921","content_text":"Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.\nUnfortunately, it's a little overpriced. This is consistent with some of the other mega-cap stocks I've analyzed.\nThis article looks at what Amazon stock is most likely worth for us investors.\nI hope you enjoy.\n\nSundry Photography/iStock Editorial via Getty Images\nToday, Amazon (AMZN) seems to be a little overpriced based on my intrinsic value model.\nSource: Author\nYou might have seen some of my other articles where I've bashed other popular stocks like Apple (AAPL) or Microsoft (MSFT). Well, I guess today it's Amazon's turn. I just try to share what I think companies are worth, and I've found that a lot of companies seem to be overpriced.\nIn this article, I'll break down how I came up with Amazon's valuation. I know that there's tons of different opinions out there about Amazon, so I'll try to share the reasoning behind my valuation to help you make better investments in the future.\nSomething important you should know - I'm not an expert on Amazon, and I have a really difficult time valuing growth stocks. I really doubt that I have the ability to estimate a company's future growth. I made future growth estimates by looking at past growth and making conservative estimates of the future.\nThis method borders on \"data extrapolation\", which is making assumptions based on past data. Data extrapolation isn't great because the future is different from the past - so making future projections based on past data isn't ideal.\nBut after valuing hundreds of companies, I've found that this kind of style does a good job of getting the valuation approximately right. I always try to set my valuations low, because it's better to buy low and make a killing than buy high and lose money.\n\n Warren Buffett said, “The three most important words in investing are\n margin of safety.” That means to buy stuff on sale... That's the whole secret to great investing.\n\n\n Rule 1 Investing\n\nThis model is built on getting the valuation \"approximately right,\" and looking to buy with a large margin of safety. I hope you enjoy, and as always, I'll try to keep it clean and common sense.\nBusiness Model\nWhere does Amazon get its money? Amazon is split into 3 segments: North America, International, and AWS.\nAs a market leader in 2 high growth industries (E-commerce and cloud computing), Amazon will probably continue to see high growth in the future. In this section, I looked at the past revenue growth and operating margins for each of Amazon's segments, and I used this to make conservative future projections.\nAnd later, I added up the numbers from each segment to make projections for the whole company. Here's a look at AMZN's North America segment. This segment's revenue comes from retail sales and subscription service revenues.\nSource: Author with data from 2018 10-K,2019 10-K, and 2020 10-K\nI projected declining revenue growth and strong operating margins for this segment. I projected slower revenue growth, because I figure there has to be a cap on how much money Amazon can make in North America.\nHopefully, Amazon will exceed this revenue growth. But, I do think it would be a pretty incredible feat for Amazon to grow from $200B in revenue to $400B in 5 years.\nHere's a look at Amazon's International segment:\nSource: Author with data from 2018 10-K,2019 10-K, and 2020 10-K\nFor Amazon's international segment, I projected 20% annual revenue growth, and improving operating margins. I figured that operating margins would gradually improve until the margins reached a similar point to what Amazon sees in its US segment.\nAnd for Amazon's last and most exciting segment, here's AWS:\nSource: Author\nAWS is undoubtedly going to bring high growth for Amazon, and high profits. I projected that the AWS segment will probably continue to grow at a high rate. I projected a 25-30% annual revenue growth rate because cloud computing has a lot of room to grow, and according to Research and Markets, the cloud computing industry should grow at about 17.5% CAGR until 2025.\nAdditionally, I projected 28% operating margins, because the AWS business benefits from operating leverage. As more people use the software, the company is able to make higher margins as it spreads costs over more people. It's possible that Amazon could exceed 28% operating margins, so there might be upside to Amazon's fair value.\nThese projections were added together to help us figure out what the entire company should be worth.\nCapital Allocation\nHow does Amazon spend its money? You might find it interesting to analyze Amazon's capital allocation, so you can see what Amazon does with its money, and where it might be investing for the future.\nSource: Author\nThe biggest portion of Amazon's operating cash flows goes towards capital expenditures. From what I can tell, Amazon has not had any share activity over the past 5 years. The company has issued shares - but from the looks of the cash flow statement, it looks like they haven't raised any money from selling shares, and they haven't spent any money buying back shares.\n\n In February 2016, the Board of Directors authorized a program to repurchase up to $5.0 billion of our common stock, with no fixed expiration.\n There were no repurchases of common stock in 2018, 2019, or 2020.\n\n\n Source:2020 10-K page 60,\n emphasis added\n\nBut for our purposes, this quote shows that Amazon hasn't bought back any stock over the past 3 years. They also haven't spent any money on dividends, which is good because they're a high growth company.\nAmazon has consistently spent money on acquisitions and paying down debt. What's really interesting is that Amazon has built up a lot of spare cash over the past 5 years. Their cash position has risen about $58B since 2016, going from about $26B at the end of 2016 to about $84B at the end of 2020.\nAmazon has a lot more cash than they used to, so we could see future spending go towards a dividend, share buybacks, new acquisitions, or maybe more business investments that will lead to growth.\nValuation\nFirst, I used a discount rate of 7.7% for Amazon because that's what I found the company's weighted average cost of capital, or WACC, to be. I assumed an 8% cost of equity, and Amazon has averaged somewhere around a 20-30% tax rate over the past 10 years.\nSource: Author\nI used a DCF model to find Amazon's value today. In the model down below, you can see in the top 2 red boxes that I projected that the company would have lower revenue growth and strong operating margins.\nThis model projects that Amazon will have over $850B in revenue by 2025. That's absolutely nuts if you think about it, but based on estimated revenue growth, it seems feasible.\nRight now, Walmart(NYSE:WMT)leads the world in revenue with about $550B. Amazon sits in third place for annual revenue, with about $390B. In 5 years, Amazon could easily have the largest revenue of any company in the world.\nSource: Author\nDown at the bottom of this model, you can see there's a red box that projects unlevered FCF margins. This basically measures how much of the company's revenue will become business profits, without including interest or debt payments. In the turquoise box, I applied the discount rate to see what the future cash flows are worth today.\nSource: Author\nToday, it looks like Amazon is slightly overvalued. The model projects that the stock might be about 15% overvalued, and we could expect to make about 5% annual returns over the next 5 years if we invested today.\nThese estimations are based on the future cash flows that the business should generate. I don't hate Amazon or anything, I just don't think that Amazon stock would make a great investment at current prices.\nDown at the bottom, I threw in 2 \"Buy Prices\" where Amazon stock might be more appealing. The idea behind this is that the cheaper AMZN stock gets, the higher returns we can expect.\nThe model projects that you'd make around 15% annual returns at $2,200 per share, and you might make around 22% annual returns at $1,700 per share.\n\"But doesn't it seem unreasonable to set the buy price in the $2,000s when the stock's trading near $3,500?\" It does a little bit. It seems pretty unlikely that Amazon's share price will nose dive right down past $2,000.\nBut the idea is, if we're patient, we might get an opportunity to buy these shares underpriced. Last February, Amazon traded lower than $1,900 (I wish I bought some back then). We'll probably have opportunities in the future to buy Amazon at a discount.\nRecap\nToday, it seems like Amazon is slightly overvalued, because it seems to offer about 5% annual returns over the next 5 years. That doesn't mean you should sell Amazon if you're a long time holder, because Amazon should continue to do well as a leader in E-commerce and cloud computing.\nBut if you're looking for your next stock to invest in, Amazon seems to be too expensive right now. And if you've been eyeing Amazon for a while and you're looking to get in, now's not the best time to get into Amazon.\nEven if we don't invest in the stock, we can still watch Amazon as they become the company with the most revenue in the world. And there's a lot we can learn from studying Amazon and Jeff Bezos. He's a smart dude.\nThank you very much for reading, and I hope that you have a great rest of your day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}