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Gowithflow

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- GowithflowGowithflow
  ·03-30
  the first 3 months were good
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- GowithflowGowithflow
  ·2022-12-18
  Ok
  Tesla: Potential 38.6% Annualized Return
  SummaryTesla is expanding their product offerings.There are numerous potential positive and negative
  Tesla: Potential 38.6% Annualized Return
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- GowithflowGowithflow
  ·2022-09-02
  Ok
  Sorry, this post has been deleted
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- GowithflowGowithflow
  ·2022-08-13
  Ok
  Sorry, this post has been deleted
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- GowithflowGowithflow
  ·2022-08-06
  Nice
  Alibaba Is Still Not A Buy, Here's Why
  SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-exp
  Alibaba Is Still Not A Buy, Here's Why
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- GowithflowGowithflow
  ·2022-08-04
  nice read
  WeWork GAAP EPS of -$0.76 Misses By $0.20, Revenue of $815M Misses By $9.31M, Reaffirms FY Guidance
  WeWork Q2 GAAP EPS of -$0.76misses by $0.20.Revenue of $815M (+37.4% Y/Y)misses by $9.31M.The Compan
  WeWork GAAP EPS of -$0.76 Misses By $0.20, Revenue of $815M Misses By $9.31M, Reaffirms FY Guidance
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- GowithflowGowithflow
  ·2022-07-24
  Nice
  Sorry, this post has been deleted
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- GowithflowGowithflow
  ·2022-07-20
  Great
  US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings
  U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earni
  US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings
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- GowithflowGowithflow
  ·2022-07-12
  Ok
  Twitter Stock Blasted by Options Bears After Musk Pulls Deal
  Over the weekend, it was announced that Tesla CEO Elon Musk would not being going through with his
  Twitter Stock Blasted by Options Bears After Musk Pulls Deal
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- GowithflowGowithflow
  ·2022-07-10
  Great
  Tesla’s China Sales Increase Provides Little Substance
  Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to
  Tesla’s China Sales Increase Provides Little Substance
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first 3 months were good","listText":"the first 3 months were good","text":"the first 3 months were good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289878566256824","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928493032,"gmtCreate":1671334404127,"gmtModify":1676538525774,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928493032","repostId":"2292004292","repostType":4,"repost":{"id":"2292004292","kind":"highlight","pubTimestamp":1671248962,"share":"https://ttm.financial/m/news/2292004292?lang=&edition=fundamental","pubTime":"2022-12-17 11:49","market":"us","language":"en","title":"Tesla: Potential 38.6% Annualized Return","url":"https://stock-news.laohu8.com/highlight/detail?id=2292004292","media":"Seeking Alpha","summary":"SummaryTesla is expanding their product offerings.There are numerous potential positive and negative","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is expanding their product offerings.</li><li>There are numerous potential positive and negative impacts for 2023.</li><li>The Inflation Reduction Act may provide a $7,500 incentive on some vehicles beginning on 1/1/23.</li></ul><h2>Investment Thesis</h2><p>Tesla (NASDAQ:TSLA) should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. TSLA can provide an excellent return from the covered call premium even if the stock does not move much.</p><h2>Tesla</h2><p>Global deliveries in 2021 were a little over 936,000 units. The 2021 breakdown of Tesla&#39;s total revenues by country were U.S. (44.5%), China (25.7%), and Other (29.8%). Tesla has ambitious growth plans, but the output may be restricted by global semiconductor shortages and supply chain issues, at least in the near term.</p><p>Its stores do not carry extensive inventories, and many customers choose to customize their vehicles. Tesla has four reportable segments: Automotive sales (84.7% of total 2021 revenues), Automotive Leasing (3.1%), Services &amp; Other (7.1%), and Energy Generation &amp; Storage (5.2%).</p><p>TSLA has annual sales of $74.8B with 99.3K employees. They are 44.7% owned by institutions, with 3.0% short interest. Their return on equity is 28.1%, and they have a 25.0% return on invested capital. The free cash flow yield per share is 1.6%, and their buyback yield per share is 0.0%. Their Piotroski F-score is eight, indicating strength. They have a price-to-book ratio of 12.5.</p><h2>Potential Positive Impacts For 2023</h2><ol><li>Tesla is expanding their product offerings. The first deliveries of the Semi were achieved on December 1, 2022, which should be followed by the Cybertruck (late 2023), Roadster, and Optimus robot. The Cybertruck is believed to have reservations of more than 1.5 million. Eventually, Tesla will roll out more affordable sedans and SUV platforms in the coming years.</li><li>Tesla recently opened new plants in Texas and Germany.</li><li>TSLA is a big winner from the Inflation Reduction Act, as most versions of the industry&#39;s two best-selling EVs (the Model Y and Model 3) will probably become eligible for the $7,500 federal EV tax credit, effective January 1, 2023.</li><li>Tesla continually plans to reduce battery costs and boost vehicle range.</li><li>China will reopen eventually.</li><li>Gas prices are higher.</li><li>Tesla has virtually no debt and continues to spend little to nothing on advertising.</li></ol><h2>Potential Negative Impacts For 2023</h2><ol><li>Big automakers are introducing more and more EV vehicles at lower prices.</li><li>A recession may temporarily reduce sales.</li><li>Higher interest rates may temporarily reduce sales.</li><li>Global semiconductor shortages and supply chain issues are improving, but the output may still be restricted.</li><li>Elon Musk has sold over $23 billion in stock this year, presumably to fund Twitter, and he may sell more shares. (The Twitter impact on Tesla will probably fade, especially if a Twitter CEO is announced.)</li><li>TSLA stock ownership is about 44% institutions, 16% insiders, and 40% retail investors, any of whom may not hold shares waiting for a rebound.</li><li>Higher raw material, logistics, labor, and warranty costs may continue to be a headwind.</li></ol><h2>Q3 Quarterly Results</h2><p>TSLA announced record Q3 earnings in their October 19th press release.</p><ul><li>Production of 365K vehicles</li><li>Delivery of 343K vehicles</li><li>Operating cash flow less Capex (free cash flow) was $3.3B</li><li>Cash and marketable securities increased by $2.2B to $21.1B</li><li>Operating margin was 17.2%</li><li>Revenue grew 56% vs. last year</li></ul><p>Musk mentioned the following about growth on the conference call.</p><blockquote>Actually, one caveat, I should say, is growing production by 50% every year because of deliveries -- we&#39;re trying to smooth out the deliveries and not have this crazy delivery rate at the end of every quarter, so. In fact, we&#39;re just fundamentally running out of -- there weren&#39;t enough boats, there weren&#39;t enough trains, there weren&#39;t enough car carriers to actually support the wave because it got too big. So, whether we like it or not, we actually have to smooth out the delivery of cars intra-quarter because there aren&#39;t just enough transportation objects to move them around.</blockquote><p>Musk responded to questions about the product.</p><blockquote>So, we&#39;ll be handing over our first production Tesla Semis to Pepsi on December 1. I&#39;ll be there in person.</blockquote><blockquote>Yes, exactly; very important, no sacrifice to cargo capacity, 500-mile range. To be clear, 500 miles with the cargo. Yes, 500 miles with the cargo on level ground. Yes, sure. Not up. It&#39;s excellent. But the point is, it&#39;s a long-range truck and even with heavy cargo. And the number of times people tell, no, you can&#39;t -- it&#39;s impossible to make a long-range heavy-duty Class A truck. And then, I&#39;ll ask, well, what are your assumptions about what hour kilogram and what hours per mile, and they look at me with a blank stare and then say hydrogen. I&#39;m like, no, that&#39;s not the answer; I was looking for numbers, literally. It&#39;s not a number. It&#39;s [indiscernible] table. You obviously don&#39;t need hydrogen for heavy trucks.</blockquote><blockquote>And we&#39;ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant -- we&#39;re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we&#39;ll expand beyond North America. And these would sell -- I don&#39;t want to say the exact prices, but they&#39;re much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.</blockquote><p>The 50,000-unit forecast for 2024 seems too aggressive. I suspect TSLA will trade above $160.00 in the next year or two, even if the truck forecast is too aggressive.</p><h2>Good Technical Entry Point</h2><p>The share price of TSLA traded at $158.00 on December 15th. I&#39;ve added the green Fibonacci lines, using the high and low of the past five years for TSLA. It&#39;s interesting to note how the market pauses or bounces off these Fibonacci lines. They can be one clue as to where the stock price may be headed. TSLA is slightly below the 38.2% Fibonacci retracement level but could go lower. However, I believe that TSLA will trade above $160.00 by June for the reasons in this article.</p><p></p><p><img src=\"https://static.tigerbbs.com/d4d74a16eaf31e58b529a1b8c50655de\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Schwab StreetSmart Edge</p><p>The fifteen most accurate analysts have an average one-year price target of $288.43, indicating an 82.5% potential upside from the December 15th trading price of $158.00 if they are correct. Their ratings are ten buys, four holds, and one sell. Analysts are just one of my indicators, and they are not perfect, but they are usually in the ballpark with estimates or at least headed in the right direction. They often seem a bit optimistic, so I suspect prices may end up lower than their one-year targets to be on the safe side.</p><h2>Trends In Earnings Per Share, P/E Ratio, And Operating Margin</h2><p>The black line shows TSLA&#39;s stock price for the past twelve years. Look at the chart of numbers below the graph to see that TSLA adjusted earnings were $0.00 in 2019, $0.75 in 2020, and $2.26 in 2021. They are projected to earn $4.10 in 2022, $5.75 in 2023, and $6.91 in 2024.</p><p>The P/E ratio for TSLA is currently very high. If TSLA earns $6.91 in 2024, the stock could trade at $160.00 if the market assigns a 23.1 P/E ratio. Tesla&#39;s growth rate is so strong that it would not surprise me to see TSLA trading above $160.00 a year or two from now.</p><p><img src=\"https://static.tigerbbs.com/4d13a6319189ad952ac60082b701f502\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>FastGraphs.com</p><p>TSLA&#39;s operating margin has been increasing for the past five years.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/15/737809-167112985977127.png\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>StockRover.com</p><p>The stock price has not yet caught up with the increasing sales and EPS.</p><p><img src=\"https://static.tigerbbs.com/c5e35f969fef71b655da5962d71daf93\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>StockRover.com</p><h2><b>Sell Covered Calls</b></h2><p>My answer to uncertainty is to sell covered calls on TSLA six months out. TSLA traded at $158.00 on December 15th, and June&#39;s $160.00 covered calls are at or near $28.60. One covered call requires 100 shares of stock to be purchased. The stock will be called away if it trades above $160.00 on June 16th. It may even be called away sooner if the price exceeds $160.00, but that&#39;s fine since capital is returned sooner.</p><p>The investor can earn $2,860 from call premium and $200 from stock price appreciation. This totals $3,060 in estimated profit on a $15,800 investment, which is a 38.6% annualized return since the period is 183 days.</p><p>If the stock is below $160.00 on June 16th, investors will still make a profit on this trade down to the net stock price of $129.40. Selling covered calls reduces your risk.</p><h2>Takeaway</h2><p>TSLA should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. Even if TSLA&#39;s stock price only moves from $158.00 to $160.00 by June 16th, a 38.6% potential annualized return is possible, including the covered call premium.</p></body></html>","source":"seekingalpha","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>Tesla: Potential 38.6% Annualized Return</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\">\nTesla: Potential 38.6% Annualized Return\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is expanding their product offerings.There are numerous potential positive and negative impacts for 2023.The Inflation Reduction Act may provide a $7,500 incentive on some vehicles ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2292004292","content_text":"SummaryTesla is expanding their product offerings.There are numerous potential positive and negative impacts for 2023.The Inflation Reduction Act may provide a $7,500 incentive on some vehicles beginning on 1/1/23.Investment ThesisTesla (NASDAQ:TSLA) should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. TSLA can provide an excellent return from the covered call premium even if the stock does not move much.TeslaGlobal deliveries in 2021 were a little over 936,000 units. The 2021 breakdown of Tesla's total revenues by country were U.S. (44.5%), China (25.7%), and Other (29.8%). Tesla has ambitious growth plans, but the output may be restricted by global semiconductor shortages and supply chain issues, at least in the near term.Its stores do not carry extensive inventories, and many customers choose to customize their vehicles. Tesla has four reportable segments: Automotive sales (84.7% of total 2021 revenues), Automotive Leasing (3.1%), Services & Other (7.1%), and Energy Generation & Storage (5.2%).TSLA has annual sales of $74.8B with 99.3K employees. They are 44.7% owned by institutions, with 3.0% short interest. Their return on equity is 28.1%, and they have a 25.0% return on invested capital. The free cash flow yield per share is 1.6%, and their buyback yield per share is 0.0%. Their Piotroski F-score is eight, indicating strength. They have a price-to-book ratio of 12.5.Potential Positive Impacts For 2023Tesla is expanding their product offerings. The first deliveries of the Semi were achieved on December 1, 2022, which should be followed by the Cybertruck (late 2023), Roadster, and Optimus robot. The Cybertruck is believed to have reservations of more than 1.5 million. Eventually, Tesla will roll out more affordable sedans and SUV platforms in the coming years.Tesla recently opened new plants in Texas and Germany.TSLA is a big winner from the Inflation Reduction Act, as most versions of the industry's two best-selling EVs (the Model Y and Model 3) will probably become eligible for the $7,500 federal EV tax credit, effective January 1, 2023.Tesla continually plans to reduce battery costs and boost vehicle range.China will reopen eventually.Gas prices are higher.Tesla has virtually no debt and continues to spend little to nothing on advertising.Potential Negative Impacts For 2023Big automakers are introducing more and more EV vehicles at lower prices.A recession may temporarily reduce sales.Higher interest rates may temporarily reduce sales.Global semiconductor shortages and supply chain issues are improving, but the output may still be restricted.Elon Musk has sold over $23 billion in stock this year, presumably to fund Twitter, and he may sell more shares. (The Twitter impact on Tesla will probably fade, especially if a Twitter CEO is announced.)TSLA stock ownership is about 44% institutions, 16% insiders, and 40% retail investors, any of whom may not hold shares waiting for a rebound.Higher raw material, logistics, labor, and warranty costs may continue to be a headwind.Q3 Quarterly ResultsTSLA announced record Q3 earnings in their October 19th press release.Production of 365K vehiclesDelivery of 343K vehiclesOperating cash flow less Capex (free cash flow) was $3.3BCash and marketable securities increased by $2.2B to $21.1BOperating margin was 17.2%Revenue grew 56% vs. last yearMusk mentioned the following about growth on the conference call.Actually, one caveat, I should say, is growing production by 50% every year because of deliveries -- we're trying to smooth out the deliveries and not have this crazy delivery rate at the end of every quarter, so. In fact, we're just fundamentally running out of -- there weren't enough boats, there weren't enough trains, there weren't enough car carriers to actually support the wave because it got too big. So, whether we like it or not, we actually have to smooth out the delivery of cars intra-quarter because there aren't just enough transportation objects to move them around.Musk responded to questions about the product.So, we'll be handing over our first production Tesla Semis to Pepsi on December 1. I'll be there in person.Yes, exactly; very important, no sacrifice to cargo capacity, 500-mile range. To be clear, 500 miles with the cargo. Yes, 500 miles with the cargo on level ground. Yes, sure. Not up. It's excellent. But the point is, it's a long-range truck and even with heavy cargo. And the number of times people tell, no, you can't -- it's impossible to make a long-range heavy-duty Class A truck. And then, I'll ask, well, what are your assumptions about what hour kilogram and what hours per mile, and they look at me with a blank stare and then say hydrogen. I'm like, no, that's not the answer; I was looking for numbers, literally. It's not a number. It's [indiscernible] table. You obviously don't need hydrogen for heavy trucks.And we'll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant -- we're tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we'll expand beyond North America. And these would sell -- I don't want to say the exact prices, but they're much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.The 50,000-unit forecast for 2024 seems too aggressive. I suspect TSLA will trade above $160.00 in the next year or two, even if the truck forecast is too aggressive.Good Technical Entry PointThe share price of TSLA traded at $158.00 on December 15th. I've added the green Fibonacci lines, using the high and low of the past five years for TSLA. It's interesting to note how the market pauses or bounces off these Fibonacci lines. They can be one clue as to where the stock price may be headed. TSLA is slightly below the 38.2% Fibonacci retracement level but could go lower. However, I believe that TSLA will trade above $160.00 by June for the reasons in this article.Schwab StreetSmart EdgeThe fifteen most accurate analysts have an average one-year price target of $288.43, indicating an 82.5% potential upside from the December 15th trading price of $158.00 if they are correct. Their ratings are ten buys, four holds, and one sell. Analysts are just one of my indicators, and they are not perfect, but they are usually in the ballpark with estimates or at least headed in the right direction. They often seem a bit optimistic, so I suspect prices may end up lower than their one-year targets to be on the safe side.Trends In Earnings Per Share, P/E Ratio, And Operating MarginThe black line shows TSLA's stock price for the past twelve years. Look at the chart of numbers below the graph to see that TSLA adjusted earnings were $0.00 in 2019, $0.75 in 2020, and $2.26 in 2021. They are projected to earn $4.10 in 2022, $5.75 in 2023, and $6.91 in 2024.The P/E ratio for TSLA is currently very high. If TSLA earns $6.91 in 2024, the stock could trade at $160.00 if the market assigns a 23.1 P/E ratio. Tesla's growth rate is so strong that it would not surprise me to see TSLA trading above $160.00 a year or two from now.FastGraphs.comTSLA's operating margin has been increasing for the past five years.StockRover.comThe stock price has not yet caught up with the increasing sales and EPS.StockRover.comSell Covered CallsMy answer to uncertainty is to sell covered calls on TSLA six months out. TSLA traded at $158.00 on December 15th, and June's $160.00 covered calls are at or near $28.60. One covered call requires 100 shares of stock to be purchased. The stock will be called away if it trades above $160.00 on June 16th. It may even be called away sooner if the price exceeds $160.00, but that's fine since capital is returned sooner.The investor can earn $2,860 from call premium and $200 from stock price appreciation. This totals $3,060 in estimated profit on a $15,800 investment, which is a 38.6% annualized return since the period is 183 days.If the stock is below $160.00 on June 16th, investors will still make a profit on this trade down to the net stock price of $129.40. Selling covered calls reduces your risk.TakeawayTSLA should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. Even if TSLA's stock price only moves from $158.00 to $160.00 by June 16th, a 38.6% potential annualized return is possible, including the covered call premium.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939801160,"gmtCreate":1662080704278,"gmtModify":1676536802462,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939801160","repostId":"2264210771","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990510378,"gmtCreate":1660365624896,"gmtModify":1676533460293,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990510378","repostId":"1129150866","repostType":4,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905057023,"gmtCreate":1659778723064,"gmtModify":1703766499793,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905057023","repostId":"1136904781","repostType":4,"repost":{"id":"1136904781","kind":"news","pubTimestamp":1659757961,"share":"https://ttm.financial/m/news/1136904781?lang=&edition=fundamental","pubTime":"2022-08-06 11:52","market":"us","language":"en","title":"Alibaba Is Still Not A Buy, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1136904781","media":"Seeking Alpha","summary":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-exp","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.</li><li>Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.</li><li>However, the risks that were associated with Alibaba stock&#39;s selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.</li><li>Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.</li></ul><p>Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba&#39;s history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.</p><p>Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market&#39;s cautions about the Alibaba stock.</p><p>While Alibaba&#39;s valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba&#39;s rebounds observed over the past year underscores that the underlying risks to the investment continue to &#34;outweigh any favorable valuation.&#34;</p><p>Considering Alibaba&#39;s long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.</p><p><b>The Risks Are Still There</b></p><p>Alibaba stock&#39;s downturn began in late 2020, when heightening regulatory concerns drove a &#34;valuation reset&#34; in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba&#39;s fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.</p><p><b>1. Regulatory Crackdowns</b></p><p>Recent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.</p><p>Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors&#39; confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.</p><p>And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors&#39; confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country&#39;s largest data breaches in history.</p><p>In addition to fines, the regulatory scrutiny surrounding Alibaba&#39;s business has also resulted in other adverse impacts to its fundamental performance. The company&#39;s cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit&#39;s market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei&#39;s cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba&#39;s consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba&#39;s highly profitable cloud business observed in the fiscal first quarter - the segment&#39;s revenues only grew 10% y/y, the slowest pace on record.</p><p>The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers&#39; pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba&#39;s comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba&#39;s deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.</p><p>Yet, given the regulatory overhaul that has taken place over the past year, Alibaba&#39;s growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.</p><p><b>2. Holding Foreign Companies Accountable Act (&#34;HFCAA&#34;)</b></p><p>Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.</p><p>Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors&#39; fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.</p><p>In the latest development, the China Securities Regulatory Commission (&#34;CSRC&#34;) is &#34;considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,&#34; but the agency would still like the ability to &#34;withhold sensitive data from inspection&#34; where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess &#34;unredacted&#34; audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries &#34;have yet to reach a conclusive agreement on moving forward with the checks.&#34;</p><p>As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given &#34;increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia&#39;s largest economy.&#34; Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while &#34;Florida&#39;s pension system has halted new investments in China [altogether] as it assesses the risks.&#34; Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.</p><p>While Alibaba&#39;s recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was &#34;about $700 million, compared to about $3.2 billion in the U.S.&#34; Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock&#39;s future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company&#39;s addition to the SEC&#39;s HFCAA shortlist as discussed in the earlier section.</p><p><b>3. Global Economic Uncertainties</b></p><p>Even internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the &#34;618&#34; bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.</p><p>This has added pressure to Alibaba&#39;s recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba&#39;s core commerce platforms - in its core China commerce retail segment &#34;declined mid-single-digit y/y&#34; during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba&#39;s &#34;88VIP&#34; members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period&#39;s GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.</p><p>The slowing global economy is also threatening to derail Alibaba&#39;s recent shift in focus to growing its international e-commerce platforms. Alibaba&#39;s international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba&#39;s major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba&#39;s plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU&#39;s removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba&#39;s ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.</p><p><b>Alibaba Stock - Fundamental and Valuation Update</b></p><p>Adjusting our previous forecast for Alibaba&#39;s actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba&#39;s growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.</p><p>And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba&#39;s business over the longer-term to remain in moderation.</p><p><img src=\"https://static.tigerbbs.com/1b23ccb7b6e755cf0baabe2ebb626b35\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (RMB) (Author)</p><p><img src=\"https://static.tigerbbs.com/49f4dec53abacb221e7b157ebc0da0ec\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (USD) (Author)</p><p>On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China&#39;s long-term GDP outlook considering Alibaba&#39;s growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector&#39;s risks.</p><p><img src=\"https://static.tigerbbs.com/7d51c258a7e0988da0491680f467d4a9\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Analysis (Author)</p><p>However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China&#39;s long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.</p><p><img src=\"https://static.tigerbbs.com/478fbc394cf5dd111f0a9104aebcd4b0\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Sensitivity (Author)</p><p>Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors&#39; confidence in the performance of U.S.-listed Chinese equities.</p><p><b>Final Thoughts</b></p><p>In the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.</p><p>For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba&#39;s fundamental performance - a double-whammy to its market value.</p><p>Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.</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>Alibaba Is Still Not A Buy, Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Still Not A Buy, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136904781","content_text":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.However, the risks that were associated with Alibaba stock's selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba's history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market's cautions about the Alibaba stock.While Alibaba's valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba's rebounds observed over the past year underscores that the underlying risks to the investment continue to \"outweigh any favorable valuation.\"Considering Alibaba's long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.The Risks Are Still ThereAlibaba stock's downturn began in late 2020, when heightening regulatory concerns drove a \"valuation reset\" in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba's fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.1. Regulatory CrackdownsRecent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors' confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors' confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country's largest data breaches in history.In addition to fines, the regulatory scrutiny surrounding Alibaba's business has also resulted in other adverse impacts to its fundamental performance. The company's cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit's market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei's cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba's consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba's highly profitable cloud business observed in the fiscal first quarter - the segment's revenues only grew 10% y/y, the slowest pace on record.The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers' pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba's comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba's deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.Yet, given the regulatory overhaul that has taken place over the past year, Alibaba's growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.2. Holding Foreign Companies Accountable Act (\"HFCAA\")Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors' fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.In the latest development, the China Securities Regulatory Commission (\"CSRC\") is \"considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,\" but the agency would still like the ability to \"withhold sensitive data from inspection\" where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess \"unredacted\" audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries \"have yet to reach a conclusive agreement on moving forward with the checks.\"As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given \"increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia's largest economy.\" Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while \"Florida's pension system has halted new investments in China [altogether] as it assesses the risks.\" Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.While Alibaba's recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was \"about $700 million, compared to about $3.2 billion in the U.S.\" Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock's future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company's addition to the SEC's HFCAA shortlist as discussed in the earlier section.3. Global Economic UncertaintiesEven internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the \"618\" bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.This has added pressure to Alibaba's recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba's core commerce platforms - in its core China commerce retail segment \"declined mid-single-digit y/y\" during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba's \"88VIP\" members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period's GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.The slowing global economy is also threatening to derail Alibaba's recent shift in focus to growing its international e-commerce platforms. Alibaba's international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba's major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba's plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU's removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba's ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.Alibaba Stock - Fundamental and Valuation UpdateAdjusting our previous forecast for Alibaba's actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba's growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba's business over the longer-term to remain in moderation.Alibaba Financial Forecast (RMB) (Author)Alibaba Financial Forecast (USD) (Author)On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China's long-term GDP outlook considering Alibaba's growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector's risks.Alibaba Valuation Analysis (Author)However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China's long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.Alibaba Valuation Sensitivity (Author)Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors' confidence in the performance of U.S.-listed Chinese equities.Final ThoughtsIn the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba's fundamental performance - a double-whammy to its market value.Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902038244,"gmtCreate":1659609162791,"gmtModify":1705982124876,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"nice read","listText":"nice read","text":"nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902038244","repostId":"1117526258","repostType":4,"repost":{"id":"1117526258","kind":"news","pubTimestamp":1659608344,"share":"https://ttm.financial/m/news/1117526258?lang=&edition=fundamental","pubTime":"2022-08-04 18:19","market":"us","language":"en","title":"WeWork GAAP EPS of -$0.76 Misses By $0.20, Revenue of $815M Misses By $9.31M, Reaffirms FY Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1117526258","media":"Seeking Alpha","summary":"WeWork Q2 GAAP EPS of -$0.76misses by $0.20.Revenue of $815M (+37.4% Y/Y)misses by $9.31M.The Compan","content":"<html><head></head><body><ul><li>WeWork Q2 GAAP EPS of -$0.76misses by $0.20.</li><li>Revenue of $815M (+37.4% Y/Y)misses by $9.31M.</li><li>The Company reaffirms its full year 2022 revenue guidance to $3.4 - $3.5 billion vs consensus of $3.44B and Adjusted EBITDA of negative $400 - $475 million. Consistent with previous reporting, guidance for full year 2022 excludes the impact of fluctuations from the Company’s original budgeted foreign exchange rates.</li></ul></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>WeWork GAAP EPS of -$0.76 Misses By $0.20, Revenue of $815M Misses By $9.31M, Reaffirms FY Guidance</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\">\nWeWork GAAP EPS of -$0.76 Misses By $0.20, Revenue of $815M Misses By $9.31M, Reaffirms FY Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 18:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3866899-wework-gaap-eps-of-076-misses-by-020-revenue-of-815m-misses-by-931m-reaffirms-fy-guidance><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WeWork Q2 GAAP EPS of -$0.76misses by $0.20.Revenue of $815M (+37.4% Y/Y)misses by $9.31M.The Company reaffirms its full year 2022 revenue guidance to $3.4 - $3.5 billion vs consensus of $3.44B and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3866899-wework-gaap-eps-of-076-misses-by-020-revenue-of-815m-misses-by-931m-reaffirms-fy-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3866899-wework-gaap-eps-of-076-misses-by-020-revenue-of-815m-misses-by-931m-reaffirms-fy-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117526258","content_text":"WeWork Q2 GAAP EPS of -$0.76misses by $0.20.Revenue of $815M (+37.4% Y/Y)misses by $9.31M.The Company reaffirms its full year 2022 revenue guidance to $3.4 - $3.5 billion vs consensus of $3.44B and Adjusted EBITDA of negative $400 - $475 million. Consistent with previous reporting, guidance for full year 2022 excludes the impact of fluctuations from the Company’s original budgeted foreign exchange rates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900116022,"gmtCreate":1658660514866,"gmtModify":1676536188688,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900116022","repostId":"2253476050","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074076647,"gmtCreate":1658278580589,"gmtModify":1676536133231,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074076647","repostId":"2252275158","repostType":4,"repost":{"id":"2252275158","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658272419,"share":"https://ttm.financial/m/news/2252275158?lang=&edition=fundamental","pubTime":"2022-07-20 07:13","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2252275158","media":"Reuters","summary":"U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earni","content":"<html><head></head><body><p>U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.</p><p>The S&amp;P 500    gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.</p><p>Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.</p><p><a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> also beat market estimates for quarterly profit, sending the bank&#39;s shares up 2.6%.</p><p>&#34;Earnings have come in better than lowered expectations,&#34; said Paul Kim, CEO of Simplify Asset Management in New York.</p><p>&#34;So we&#39;re not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared.&#34;</p><p>Johnson &amp; Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.</p><p>A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.</p><p>The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.</p><p>Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.</p><p>The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&amp;P 500    gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.</p><p>&#34;The macro picture hasn&#39;t changed,&#34; said Kim. &#34;We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don&#39;t think this type of rally has staying power.&#34;</p><p>In this earnings season, analysts expect aggregate year-on-year S&amp;P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.</p><p>Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.</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>US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings</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\">\nUS STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-20 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.</p><p>The S&amp;P 500    gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.</p><p>Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.</p><p><a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> also beat market estimates for quarterly profit, sending the bank&#39;s shares up 2.6%.</p><p>&#34;Earnings have come in better than lowered expectations,&#34; said Paul Kim, CEO of Simplify Asset Management in New York.</p><p>&#34;So we&#39;re not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared.&#34;</p><p>Johnson &amp; Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.</p><p>A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.</p><p>The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.</p><p>Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.</p><p>The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&amp;P 500    gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.</p><p>&#34;The macro picture hasn&#39;t changed,&#34; said Kim. &#34;We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don&#39;t think this type of rally has staying power.&#34;</p><p>In this earnings season, analysts expect aggregate year-on-year S&amp;P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.</p><p>Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252275158","content_text":"U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.The S&P 500    gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.Truist Financial Corp also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.\"Earnings have come in better than lowered expectations,\" said Paul Kim, CEO of Simplify Asset Management in New York.\"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared.\"Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500    gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.\"The macro picture hasn't changed,\" said Kim. \"We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power.\"In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071750845,"gmtCreate":1657587662087,"gmtModify":1676536030485,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071750845","repostId":"1147321373","repostType":4,"repost":{"id":"1147321373","kind":"news","pubTimestamp":1657585192,"share":"https://ttm.financial/m/news/1147321373?lang=&edition=fundamental","pubTime":"2022-07-12 08:19","market":"us","language":"en","title":"Twitter Stock Blasted by Options Bears After Musk Pulls Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1147321373","media":"Schaeffer's Research","summary":"Over the weekend, it was announced that Tesla  CEO Elon Musk would not being going through with his ","content":"<html><head></head><body><p>Over the weekend, it was announced that <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> CEO Elon Musk would not being going through with his deal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc </a> for $44 billion. Twitter has since threatened to sue Musk for terminating the deal. Musk responded, using the platform to tweet that the social media company would need to provide more information on spam accounts and bots. In response, the shares of Twitter (TWTR) are falling down, seen down 11.3% to trade at $32.65 on Monday.</p><p>Options activity surrounding Twitter stock is already off the charts, with 26,000 calls and 44,000 puts exchanged so far -- six times the intraday average. What&#39;s more, put volume is running in the 99th percentile of its annual range. The most popular position is the July 30 put, followed by the 34 put in the same series.</p><p>Analysts are chiming in as well. Since the deal was terminated, both Wedbush and Stifel slashed their price targets, both to $30. This marks Wedbush&#39;s second price-target cut in a matter of days, as on Friday, the analyst lowered its price objective to $43 from $54, as it already predicted that the deal was on the brink of collapse.</p><p>The stock is now trading at its lowest level since March, and suffers a 24.46% year-to-date deficit.</p><p>Twitter’s retail investors have turned bearish now that Elon Musk wants to walk away.</p><p>They’re dumping shares, exercising put options and making short bets as the $44 billion deal is headed for what looks like a protracted court fight.</p><p>Sarah Mostafa, a physical therapist in New York City, just exercised her puts — or bearish wagers — on Twitter and made about $2,000.</p><p>The 32-year-old initially bought the puts in May before Twitter’s board approved the acquisition. That turned out to be a prescient bet.</p><p>“It’s absolute chaos at this point,” she said. “I’m not sure what will happen with the lawsuit, but it should be interesting to see how it plays out in the end. It doesn’t look good for Twitter at the moment.”</p><p>Twitter shares could see downside to $11/share if Elon Musk&#39;s $44 billion deal to acquire the companydoesn&#39;t happen, according a Rosenblatt analyst.</p><blockquote>&#34;We are arguing that it would be suffering at the low end of peers so it could be an $11 stock,&#34; Crockett said. &#34;That would be based on a 90% plus decline from the 52-week high, which would be at the high end of what peers have done and also reflecting the fact that the business I think has been meaningfully disrupted.&#34;</blockquote></body></html>","source":"lsy1653551688042","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>Twitter Stock Blasted by Options Bears After Musk Pulls Deal</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\">\nTwitter Stock Blasted by Options Bears After Musk Pulls Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.schaeffersresearch.com/content/news/2022/07/11/twitter-stock-blasted-by-options-bears-after-musk-pulls-deal><strong>Schaeffer's Research</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the weekend, it was announced that Tesla  CEO Elon Musk would not being going through with his deal to buy Twitter Inc  for $44 billion. Twitter has since threatened to sue Musk for terminating ...</p>\n\n<a href=\"https://www.schaeffersresearch.com/content/news/2022/07/11/twitter-stock-blasted-by-options-bears-after-musk-pulls-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.schaeffersresearch.com/content/news/2022/07/11/twitter-stock-blasted-by-options-bears-after-musk-pulls-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147321373","content_text":"Over the weekend, it was announced that Tesla  CEO Elon Musk would not being going through with his deal to buy Twitter Inc  for $44 billion. Twitter has since threatened to sue Musk for terminating the deal. Musk responded, using the platform to tweet that the social media company would need to provide more information on spam accounts and bots. In response, the shares of Twitter (TWTR) are falling down, seen down 11.3% to trade at $32.65 on Monday.Options activity surrounding Twitter stock is already off the charts, with 26,000 calls and 44,000 puts exchanged so far -- six times the intraday average. What's more, put volume is running in the 99th percentile of its annual range. The most popular position is the July 30 put, followed by the 34 put in the same series.Analysts are chiming in as well. Since the deal was terminated, both Wedbush and Stifel slashed their price targets, both to $30. This marks Wedbush's second price-target cut in a matter of days, as on Friday, the analyst lowered its price objective to $43 from $54, as it already predicted that the deal was on the brink of collapse.The stock is now trading at its lowest level since March, and suffers a 24.46% year-to-date deficit.Twitter’s retail investors have turned bearish now that Elon Musk wants to walk away.They’re dumping shares, exercising put options and making short bets as the $44 billion deal is headed for what looks like a protracted court fight.Sarah Mostafa, a physical therapist in New York City, just exercised her puts — or bearish wagers — on Twitter and made about $2,000.The 32-year-old initially bought the puts in May before Twitter’s board approved the acquisition. That turned out to be a prescient bet.“It’s absolute chaos at this point,” she said. “I’m not sure what will happen with the lawsuit, but it should be interesting to see how it plays out in the end. It doesn’t look good for Twitter at the moment.”Twitter shares could see downside to $11/share if Elon Musk's $44 billion deal to acquire the companydoesn't happen, according a Rosenblatt analyst.\"We are arguing that it would be suffering at the low end of peers so it could be an $11 stock,\" Crockett said. \"That would be based on a 90% plus decline from the 52-week high, which would be at the high end of what peers have done and also reflecting the fact that the business I think has been meaningfully disrupted.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071036404,"gmtCreate":1657426617708,"gmtModify":1676536006764,"author":{"id":"3581675070172532","authorId":"3581675070172532","name":"Gowithflow","avatar":"https://static.tigerbbs.com/9955c41d29e26233988fd4c79052a8b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581675070172532","authorIdStr":"3581675070172532"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071036404","repostId":"1116439526","repostType":4,"repost":{"id":"1116439526","kind":"news","pubTimestamp":1657425774,"share":"https://ttm.financial/m/news/1116439526?lang=&edition=fundamental","pubTime":"2022-07-10 12:02","market":"us","language":"en","title":"Tesla’s China Sales Increase Provides Little Substance","url":"https://stock-news.laohu8.com/highlight/detail?id=1116439526","media":"InvestorPlace","summary":"Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to","content":"<html><head></head><body><ul><li>Don&#39;t let<b>Tesla&#39;s</b>(NASDAQ:<b>TSLA</b>) latest China sales report fool you. This stock still has a long way to drop!</li><li>Tesla&#39;s broad-based sales are declining for the first time in two years.</li><li>The U.S. Treasury yield curve implies that contractionary monetary policies could wane on durable goods.</li><li>Tesla is overvalued and exhibits unfavorable beta sensitivity.</li></ul><p><b>Tesla</b>(NASDAQ:<b>TSLA</b>) surprised the market with its June preliminary deliveries report, which unveiled a 1.42x month-over-month increase in Chinese regional sales. Regionally, the electric vehicle giant sold more than 78,000 vehicles last month, a 1.35x year-over-year increase. Many investors are likely to jump on a recovery play as the company’s sales recovery could be misinterpreted for early-stage momentum. However, it’s necessary to recognize that Tesla’s China sales could be a temporary uptick as regional political risk remains elevated. In addition, TSLA stock has significant valuation issues, causing the current market environment to act unkindly toward it. Moreover, Tesla’s beta sensitivity means that it could be one of the major losers if a bear market persists.</p><p>Generally speaking, I believe TSLA stock is overhyped and set for further declines. Let’s dive deeper into it!</p><p><b>Tesla’s Prospective Sales</b></p><p>Investors shouldn’t be overwhelmed by TSLA’s latest China sales surge. Much of the sales have to do with the supply-side, where factories were allowed to produce again after certain pandemic restrictions were lifted. As such, sales proliferated. Additionally, Chinese pandemic lockdown policies have been inconsistent, to say the least. Thus, the question beckons whether Tesla’s China sales are sustainable in the long haul.</p><p>Furthermore, Tesla’s broad-based sales are taking a dip. The firm’s second-quarter sales report conveyed a decline in quarterly sales for the first time in two years. Tesla produced 258,000 vehicles in the quarter and delivered 254,659, reconciling to a 17.9% year-over-year decrease. Although much of the firm’s receding sales figure was down to production constraints, there’s much reason to believe that the economic climate is taking its toll on consumers.</p><p>I want to elaborate on the economy and what it means for TSLA stock. The U.S. Treasury Yield Curve implies that interest rates could settle above the 3% level before declining again. This means that the leading consumer economy in the world will be subject to contractionary monetary policies, which could see global consumer spending power wane. Moreover, the contraction of economic growth will likely affect the automotive industry as durable goods sales negatively correlate with rising interest rates. As such, Tesla could see its five-year compound annual growth rate of 48.72% retrace to a growth trend more stationary to gross domestic product growth soon.</p><p><b>Price Level Concerns With TSLA Stock</b></p><p>Using relative valuation metrics to assess growth stocks usually isn’t prudent. Nonetheless, whenever a bear market appears, it is probable that risk-averse investors will sell their overvalued assets first. TSLA stock is trading at11.29xits sales, 52.32x its cash flow, and 77.09x its earnings. Thus, it is safe to say that we’re looking at an overvalued stock here.</p><p>Additionally, TSLA stock’s high beta status could coalesce with its poor valuation metrics to cause a tremendous drawdown. Tesla’s beta coefficient of 2.13 means that it exhibits excess sensitivity to the broader market, which is exactly what you do not want in a bear market.</p><p>So, all matters considered, I think TSLA stock is a strong sell!</p></body></html>","source":"lsy1606302653667","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>Tesla’s China Sales Increase Provides Little Substance</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\">\nTesla’s China Sales Increase Provides Little Substance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/category/todays-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to drop!Tesla's broad-based sales are declining for the first time in two years.The U.S. Treasury ...</p>\n\n<a href=\"https://investorplace.com/category/todays-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/category/todays-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116439526","content_text":"Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to drop!Tesla's broad-based sales are declining for the first time in two years.The U.S. Treasury yield curve implies that contractionary monetary policies could wane on durable goods.Tesla is overvalued and exhibits unfavorable beta sensitivity.Tesla(NASDAQ:TSLA) surprised the market with its June preliminary deliveries report, which unveiled a 1.42x month-over-month increase in Chinese regional sales. Regionally, the electric vehicle giant sold more than 78,000 vehicles last month, a 1.35x year-over-year increase. Many investors are likely to jump on a recovery play as the company’s sales recovery could be misinterpreted for early-stage momentum. However, it’s necessary to recognize that Tesla’s China sales could be a temporary uptick as regional political risk remains elevated. In addition, TSLA stock has significant valuation issues, causing the current market environment to act unkindly toward it. Moreover, Tesla’s beta sensitivity means that it could be one of the major losers if a bear market persists.Generally speaking, I believe TSLA stock is overhyped and set for further declines. Let’s dive deeper into it!Tesla’s Prospective SalesInvestors shouldn’t be overwhelmed by TSLA’s latest China sales surge. Much of the sales have to do with the supply-side, where factories were allowed to produce again after certain pandemic restrictions were lifted. As such, sales proliferated. Additionally, Chinese pandemic lockdown policies have been inconsistent, to say the least. Thus, the question beckons whether Tesla’s China sales are sustainable in the long haul.Furthermore, Tesla’s broad-based sales are taking a dip. The firm’s second-quarter sales report conveyed a decline in quarterly sales for the first time in two years. Tesla produced 258,000 vehicles in the quarter and delivered 254,659, reconciling to a 17.9% year-over-year decrease. Although much of the firm’s receding sales figure was down to production constraints, there’s much reason to believe that the economic climate is taking its toll on consumers.I want to elaborate on the economy and what it means for TSLA stock. The U.S. Treasury Yield Curve implies that interest rates could settle above the 3% level before declining again. This means that the leading consumer economy in the world will be subject to contractionary monetary policies, which could see global consumer spending power wane. Moreover, the contraction of economic growth will likely affect the automotive industry as durable goods sales negatively correlate with rising interest rates. As such, Tesla could see its five-year compound annual growth rate of 48.72% retrace to a growth trend more stationary to gross domestic product growth soon.Price Level Concerns With TSLA StockUsing relative valuation metrics to assess growth stocks usually isn’t prudent. Nonetheless, whenever a bear market appears, it is probable that risk-averse investors will sell their overvalued assets first. TSLA stock is trading at11.29xits sales, 52.32x its cash flow, and 77.09x its earnings. Thus, it is safe to say that we’re looking at an overvalued stock here.Additionally, TSLA stock’s high beta status could coalesce with its poor valuation metrics to cause a tremendous drawdown. Tesla’s beta coefficient of 2.13 means that it exhibits excess sensitivity to the broader market, which is exactly what you do not want in a bear market.So, all matters considered, I think TSLA stock is a strong sell!","news_type":1},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}