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sunshinegirl
sunshinegirl
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07-15
$Top GloveW300209(ZVUW.SI)$
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sunshinegirl
sunshinegirl
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2023-10-25
Use tiger apps!! Very friendly to users!!
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sunshinegirl
sunshinegirl
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2023-03-17
Share market is going positive#
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sunshinegirl
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2022-11-17
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Why Apple Is The Only FAANG Stock Worth Buying
SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc
Why Apple Is The Only FAANG Stock Worth Buying
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sunshinegirl
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2022-11-08
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Carvana Shares Plunge to Record Low as Used-Car Prices Fall Fast
Carvana Co. wiped out about half of its market value in just two trading sessions as the stock plung
Carvana Shares Plunge to Record Low as Used-Car Prices Fall Fast
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2022-11-08
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2022-11-08
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ASX Shares Close up 0.4pc; Lithium Stocks Rally on Macquarie Upgrade
The share market rose for a third session as positive US leads and evidence of robust business condi
ASX Shares Close up 0.4pc; Lithium Stocks Rally on Macquarie Upgrade
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2022-11-08
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Here’s the BHP Dividend Forecast Through to 2027
The BHP Group Ltd dividend is one of the most popular options on the Australian share market for inc
Here’s the BHP Dividend Forecast Through to 2027
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sunshinegirl
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2022-11-08
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China's BYD to Launch New Premium Electric Car Brand in 2023
SHANGHAI, Nov 8 (Reuters) - Chinese electric vehicle giant BYD said on Tuesday that it would launch
China's BYD to Launch New Premium Electric Car Brand in 2023
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2022-11-08
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Very friendly to users!!","listText":"Use tiger apps!! Very friendly to users!!","text":"Use tiger apps!! Very friendly to users!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234361262604544","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943934018,"gmtCreate":1679027554335,"gmtModify":1679027558605,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"Share market is going positive#","listText":"Share market is going positive#","text":"Share market is going positive#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943934018","isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963684836,"gmtCreate":1668663431825,"gmtModify":1676538093355,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963684836","repostId":"2284813867","repostType":4,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.</p><p>So, let's get to it!</p><h2>It's A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.</p><p>I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times," Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn't Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That's good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let's summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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>Why Apple Is The Only FAANG Stock Worth Buying</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\">\nWhy Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8 <a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987662021,"gmtCreate":1667892521363,"gmtModify":1676537980728,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987662021","repostId":"2281984749","repostType":4,"repost":{"id":"2281984749","kind":"highlight","pubTimestamp":1667874797,"share":"https://ttm.financial/m/news/2281984749?lang=&edition=fundamental","pubTime":"2022-11-08 10:33","market":"us","language":"en","title":"Carvana Shares Plunge to Record Low as Used-Car Prices Fall Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=2281984749","media":"Bloomberg","summary":"Carvana Co. wiped out about half of its market value in just two trading sessions as the stock plung","content":"<div>\n<p>Carvana Co. wiped out about half of its market value in just two trading sessions as the stock plunged to an all-time low on deepening gloom about used-car sales.Shares of the online dealer have sunk ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-07/carvana-shares-plunge-to-record-low-as-used-car-values-fade-away\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Carvana Shares Plunge to Record Low as Used-Car Prices Fall Fast</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; 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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\">\nCarvana Shares Plunge to Record Low as Used-Car Prices Fall Fast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 10:33 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-11-07/carvana-shares-plunge-to-record-low-as-used-car-values-fade-away><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carvana Co. wiped out about half of its market value in just two trading sessions as the stock plunged to an all-time low on deepening gloom about used-car sales.Shares of the online dealer have sunk ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-07/carvana-shares-plunge-to-record-low-as-used-car-values-fade-away\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co."},"source_url":"https://www.bloomberg.com/news/articles/2022-11-07/carvana-shares-plunge-to-record-low-as-used-car-values-fade-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281984749","content_text":"Carvana Co. wiped out about half of its market value in just two trading sessions as the stock plunged to an all-time low on deepening gloom about used-car sales.Shares of the online dealer have sunk 49% in the two trading days since the company reported disappointing third-quarterresultslate on Thursday, bringing its once-lofty market capitalization down to about $1.3 billion from $2.6 billion before the earnings miss. That’s a far cry from the $60 billion valuation the firm commanded last year.Carvana, which allows its customers to buy a car from anywhere, saw its market value skyrocket last year when supply challenges in new-car production caused a surge in demand for used vehicles. That helped lure investors hungry for Covid-lockdown bets, especially given Carvana’s focus on at-home purchasing.But the environment is changing as supply snarls ease, auto production gradually normalizes and the cost of used cars are falling fast. Plus, the Federal Reserve’s fight against inflation has sent interest rates higher, raising the cost of financing vehicle purchases and weighing on consumer demand.The closely watched Manheim Used Vehicle ValueIndex, which tracks used-vehicle prices, dropped in October for a fifth-straight month, down 10.6% from a year earlier. It’s the biggest such decline in the almost 28-year history of the index.For Wall Street analysts, the shift presents a substantial challenge to Carvana’s business. On Friday, Morgan Stanley analyst Adam Jonas pulled his rating on the company, saying the stock could be worth as little as $1 as the deteriorating used-car market and volatile interest-rate and funding environment “add material risk to the outlook.”Analysts’ average price target on the company has fallen roughly 30% since Thursday’s close.“Cars are extremely expensive, and they’re extremely sensitive to interest rates,” Carvana Chief Executive Officer Ernie Garcia said on a conference call with analysts last week.","news_type":1,"symbols_score_info":{"CVNA":1}},"isVote":1,"tweetType":1,"viewCount":3264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987666453,"gmtCreate":1667892501572,"gmtModify":1676537980720,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987666453","repostId":"1109382261","repostType":4,"isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987666586,"gmtCreate":1667892491745,"gmtModify":1676537980720,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987666586","repostId":"1157571402","repostType":4,"repost":{"id":"1157571402","kind":"news","pubTimestamp":1667885795,"share":"https://ttm.financial/m/news/1157571402?lang=&edition=fundamental","pubTime":"2022-11-08 13:36","language":"en","title":"ASX Shares Close up 0.4pc; Lithium Stocks Rally on Macquarie Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1157571402","media":"The Market Herald","summary":"The share market rose for a third session as positive US leads and evidence of robust business condi","content":"<html><head></head><body><p>The share market rose for a third session as positive US leads and evidence of robust business conditions offset signs that consumers are increasingly worried about inflation.</p><p>The S&P/ASX 200 rallied 25 points or 0.36 per cent to 6959. The Australian benchmark has bounced almost 1.5 per cent in three sessions since last Thursday’s US interest rates panic.</p><p>Banks, supermarkets and utilities spearheaded today’s up-leg. James Hardie and scrap metal recycler Sims slumped after downbeat trading updates.</p><h3>What moved the market</h3><p>Shares rose after Wall Street rallied into tonight’s midterm elections. The S&P 500 climbed 0.96 per cent as investors embraced the prospect of a split government if the Republicans regain control of the House of Representatives and possibly the Senate.</p><p>Polling overnight suggested the Republicans may regain enough seats to win both chambers. A split government would make it harder for the Biden administration to get legislation approved.</p><p>“A strong Republican victory is entirely likely,” Clifford Bennett, chief economist at ACY Securities, said.</p><p>“This will mean President Biden will be unable for the next two years to achieve very much at all. He will be blocked at every turn and the Republicans may seek to force spending cuts or they will allow the government to run out of money.”</p><p>With the market’s current focus on inflation, anything that reduces or slows spending is likely to be seen as a positive. Inflation figures for October are due on Thursday.</p><p>The ASX overcame mixed signals on the health of the economy. Investors took comfort in news that business trading conditions remained strong, even as consumers grew increasingly pessimistic about inflation.</p><p>Inflation expectations hit a record high last week, dragging consumer confidence to its lowest since the early days of the pandemic.</p><p>“Consumer confidence dropped 1.5 per cent last week as the RBA raised interest rates by 25 basis points,” ANZ Head of Australian Economics, David Plank, said. “This was a sixth consecutive weekly decline in confidence, taking the index to levels last seen in early April 2020.</p><p>“Household inflation expectations climbed to 6.8 per cent, its highest level since these data were first collected in April 2010. Falling confidence and rising inflation expectations creates a difficult mix for the RBA.”</p><p>NAB’s October business survey showed trading conditions have yet to be seriously dented by recent rate rises. The conditions index dipped a single point to +22, well above the long-term average.</p><p>“Consumers continue to spend despite headwinds from inflation and interest rates, and that run of strength looks to have carried on into October,” NAB chief economist Alan Oster said.</p><p>The survey’s measure of business confidence fell back to 0 from +5 in September, suggesting firms were growing more cautious after interest rates hit a nine-year high.</p><h3>Winners’ circle</h3><p>The heavily-weighted banks provided much of the day’s momentum. Westpac rebounded 2.03 per cent following a poorly-received trading update yesterday. Commonwealth Bank gained 1.36 per cent, NAB 0.69 per cent and ANZ 0.29 per cent.</p><p>Other top-end movers included Coles +1.72 per cent, Woolworths +1.52 per cent and Wesfarmers +1.4 per cent.</p><p>The Lottery Corporation put on 3.95 per cent after reporting an 11 per cent lift in revenues over the first four months of FY23. Lotteries were 9 per cent higher than the same period last year. Keno jumped 33 per cent. The company also flagged an increase in the subscription price next year for Powerball.</p><p>A2 Milk gained 3.99 per cent after launching a NZ$150 million on-market share buyback on the ASX and NZX.</p><p>Battery metal miners rallied after Macquarie Group upgraded its lithium pricing forecast. Mineral Resources gained 4.95 per cent, Pilbara Minerals 4.42 per cent and Core Lithium 3.79 per cent.</p><p>Newcrest edged up 0.17 per cent after announcing plans to extend the life of its Telfer gold mine in the Great Sandy Desert. The miner will invest $214 million to extend operations into 2025.</p><p>Under-siege fund manager Magellan slumped to a fresh nine-year low before recovering after co-founder Hamish Douglass sold roughly two-thirds of his stake in the business. Douglass said he remained confident in the Magellan investment team and reduced his holding for “family diversification purposes”. The miner fell more than 4 per cent before swinging to a gain of 0.42 per cent.</p><h3>Doghouse</h3><p>Construction materials supplier James Hardie sank 13.72 per cent after slashing its guidance to reflect weaker housing markets in the US, Europe and Australia. The company said it had seen a “significant change to the outlook of housing market activity for the second half of our fiscal year in most of the geographies where we participate”.</p><p>Housing starts slowed significantly in the US. Australian building activity continued to be constrained by bad weather and labour shortages. Management lowered its full-year adjusted net income guidance range to US$650-US$710 million from previous guidance of US$730-US$780 million.</p><p>A cautious outlook at today’s AGM helped drive scrap metal recycler Sims down 9.7 per cent to a near two-year low. Shareholders heard weak trading conditions persisted through the first quarter. Scrap volumes declined, increasing competition and pressuring margins.</p><p>Poultry producer Inghams fell 2.26 per cent after revealing a dip in sales volumes in the first quarter as feed costs remained elevated. CEO Andrew Reeves told today’s AGM Q1 sales volumes were “slightly lower than the previous corresponding period, reflecting a slight softening in demand”. Feed costs had started to stabilise but prices were likely to remain elevated until later this fiscal year.</p><p>The departure of long-serving CEO Paul Thompson pulled nut grower Select Harvests down 0.56 per cent. Thompson will stand down after ten years with the firm. He will be replaced by the chief executive of Alliance Group, David Surveyor.</p><h3>Other markets</h3><p>A mixed session on Asian markets saw the Asia Dow put on 0.93 per cent and Japan’s Nikkei add 1.36 per cent. Hong Kong’s Hang Seng slipped 0.04 per cent. China’s Shanghai Composite shed 0.52 per cent.</p><p>US futures dipped ahead of tonight’s midterm elections. S&P 500 futures slid three points or 0.07 per cent.</p><p>Gold backed off a near four-week high. The yellow metal retreated US$8.30 or 0.5 per cent to US$1,672.20 an ounce.</p><p>Oil added to last night’s 0.7 per cent decline. Brent crude dropped 27 US cents or 0.3 per cent to US$97.65 a barrel.</p><p>The dollar eased 0.21 per cent to 64.61 US cents.</p></body></html>","source":"lsy1645078131697","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>ASX Shares Close up 0.4pc; Lithium Stocks Rally on Macquarie Upgrade</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\">\nASX Shares Close up 0.4pc; Lithium Stocks Rally on Macquarie Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 13:36 GMT+8 <a href=https://themarketherald.com.au/asx-close-us-gains-help-market-shrugs-off-inflation-clouds-2022-11-08/><strong>The Market Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The share market rose for a third session as positive US leads and evidence of robust business conditions offset signs that consumers are increasingly worried about inflation.The S&P/ASX 200 rallied ...</p>\n\n<a href=\"https://themarketherald.com.au/asx-close-us-gains-help-market-shrugs-off-inflation-clouds-2022-11-08/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"https://themarketherald.com.au/asx-close-us-gains-help-market-shrugs-off-inflation-clouds-2022-11-08/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157571402","content_text":"The share market rose for a third session as positive US leads and evidence of robust business conditions offset signs that consumers are increasingly worried about inflation.The S&P/ASX 200 rallied 25 points or 0.36 per cent to 6959. The Australian benchmark has bounced almost 1.5 per cent in three sessions since last Thursday’s US interest rates panic.Banks, supermarkets and utilities spearheaded today’s up-leg. James Hardie and scrap metal recycler Sims slumped after downbeat trading updates.What moved the marketShares rose after Wall Street rallied into tonight’s midterm elections. The S&P 500 climbed 0.96 per cent as investors embraced the prospect of a split government if the Republicans regain control of the House of Representatives and possibly the Senate.Polling overnight suggested the Republicans may regain enough seats to win both chambers. A split government would make it harder for the Biden administration to get legislation approved.“A strong Republican victory is entirely likely,” Clifford Bennett, chief economist at ACY Securities, said.“This will mean President Biden will be unable for the next two years to achieve very much at all. He will be blocked at every turn and the Republicans may seek to force spending cuts or they will allow the government to run out of money.”With the market’s current focus on inflation, anything that reduces or slows spending is likely to be seen as a positive. Inflation figures for October are due on Thursday.The ASX overcame mixed signals on the health of the economy. Investors took comfort in news that business trading conditions remained strong, even as consumers grew increasingly pessimistic about inflation.Inflation expectations hit a record high last week, dragging consumer confidence to its lowest since the early days of the pandemic.“Consumer confidence dropped 1.5 per cent last week as the RBA raised interest rates by 25 basis points,” ANZ Head of Australian Economics, David Plank, said. “This was a sixth consecutive weekly decline in confidence, taking the index to levels last seen in early April 2020.“Household inflation expectations climbed to 6.8 per cent, its highest level since these data were first collected in April 2010. Falling confidence and rising inflation expectations creates a difficult mix for the RBA.”NAB’s October business survey showed trading conditions have yet to be seriously dented by recent rate rises. The conditions index dipped a single point to +22, well above the long-term average.“Consumers continue to spend despite headwinds from inflation and interest rates, and that run of strength looks to have carried on into October,” NAB chief economist Alan Oster said.The survey’s measure of business confidence fell back to 0 from +5 in September, suggesting firms were growing more cautious after interest rates hit a nine-year high.Winners’ circleThe heavily-weighted banks provided much of the day’s momentum. Westpac rebounded 2.03 per cent following a poorly-received trading update yesterday. Commonwealth Bank gained 1.36 per cent, NAB 0.69 per cent and ANZ 0.29 per cent.Other top-end movers included Coles +1.72 per cent, Woolworths +1.52 per cent and Wesfarmers +1.4 per cent.The Lottery Corporation put on 3.95 per cent after reporting an 11 per cent lift in revenues over the first four months of FY23. Lotteries were 9 per cent higher than the same period last year. Keno jumped 33 per cent. The company also flagged an increase in the subscription price next year for Powerball.A2 Milk gained 3.99 per cent after launching a NZ$150 million on-market share buyback on the ASX and NZX.Battery metal miners rallied after Macquarie Group upgraded its lithium pricing forecast. Mineral Resources gained 4.95 per cent, Pilbara Minerals 4.42 per cent and Core Lithium 3.79 per cent.Newcrest edged up 0.17 per cent after announcing plans to extend the life of its Telfer gold mine in the Great Sandy Desert. The miner will invest $214 million to extend operations into 2025.Under-siege fund manager Magellan slumped to a fresh nine-year low before recovering after co-founder Hamish Douglass sold roughly two-thirds of his stake in the business. Douglass said he remained confident in the Magellan investment team and reduced his holding for “family diversification purposes”. The miner fell more than 4 per cent before swinging to a gain of 0.42 per cent.DoghouseConstruction materials supplier James Hardie sank 13.72 per cent after slashing its guidance to reflect weaker housing markets in the US, Europe and Australia. The company said it had seen a “significant change to the outlook of housing market activity for the second half of our fiscal year in most of the geographies where we participate”.Housing starts slowed significantly in the US. Australian building activity continued to be constrained by bad weather and labour shortages. Management lowered its full-year adjusted net income guidance range to US$650-US$710 million from previous guidance of US$730-US$780 million.A cautious outlook at today’s AGM helped drive scrap metal recycler Sims down 9.7 per cent to a near two-year low. Shareholders heard weak trading conditions persisted through the first quarter. Scrap volumes declined, increasing competition and pressuring margins.Poultry producer Inghams fell 2.26 per cent after revealing a dip in sales volumes in the first quarter as feed costs remained elevated. CEO Andrew Reeves told today’s AGM Q1 sales volumes were “slightly lower than the previous corresponding period, reflecting a slight softening in demand”. Feed costs had started to stabilise but prices were likely to remain elevated until later this fiscal year.The departure of long-serving CEO Paul Thompson pulled nut grower Select Harvests down 0.56 per cent. Thompson will stand down after ten years with the firm. He will be replaced by the chief executive of Alliance Group, David Surveyor.Other marketsA mixed session on Asian markets saw the Asia Dow put on 0.93 per cent and Japan’s Nikkei add 1.36 per cent. Hong Kong’s Hang Seng slipped 0.04 per cent. China’s Shanghai Composite shed 0.52 per cent.US futures dipped ahead of tonight’s midterm elections. S&P 500 futures slid three points or 0.07 per cent.Gold backed off a near four-week high. The yellow metal retreated US$8.30 or 0.5 per cent to US$1,672.20 an ounce.Oil added to last night’s 0.7 per cent decline. Brent crude dropped 27 US cents or 0.3 per cent to US$97.65 a barrel.The dollar eased 0.21 per cent to 64.61 US cents.","news_type":1,"symbols_score_info":{"XKO.AU":0.9,"XJO.AU":0.9,"XAO.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987666247,"gmtCreate":1667892482889,"gmtModify":1676537980712,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987666247","repostId":"2281893970","repostType":4,"repost":{"id":"2281893970","kind":"highlight","pubTimestamp":1667886848,"share":"https://ttm.financial/m/news/2281893970?lang=&edition=fundamental","pubTime":"2022-11-08 13:54","market":"us","language":"en","title":"Here’s the BHP Dividend Forecast Through to 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2281893970","media":"MotleyFool","summary":"The BHP Group Ltd dividend is one of the most popular options on the Australian share market for inc","content":"<div>\n<p>The BHP Group Ltd dividend is one of the most popular options on the Australian share market for income investors.And it isn’t hard to see why! BHP traditionally shares a good portion of its free cash...</p>\n\n<a href=\"https://www.fool.com.au/2022/11/08/heres-the-bhp-dividend-forecast-through-to-2027/\">Web Link</a>\n\n</div>\n","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s the BHP Dividend Forecast Through to 2027</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\">\nHere’s the BHP Dividend Forecast Through to 2027\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 13:54 GMT+8 <a href=https://www.fool.com.au/2022/11/08/heres-the-bhp-dividend-forecast-through-to-2027/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The BHP Group Ltd dividend is one of the most popular options on the Australian share market for income investors.And it isn’t hard to see why! BHP traditionally shares a good portion of its free cash...</p>\n\n<a href=\"https://www.fool.com.au/2022/11/08/heres-the-bhp-dividend-forecast-through-to-2027/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHP.AU":"BHP GROUP LTD","BHP":"必和必拓公司"},"source_url":"https://www.fool.com.au/2022/11/08/heres-the-bhp-dividend-forecast-through-to-2027/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281893970","content_text":"The BHP Group Ltd dividend is one of the most popular options on the Australian share market for income investors.And it isn’t hard to see why! BHP traditionally shares a good portion of its free cash flow with investors, leading to above-average fully franked dividend yields.But will this remain the case in the coming years? Let’s look to see what analysts at Goldman Sachs are predicting for the BHP dividend in the coming years.Where is the BHP dividend heading?Firstly, as a reminder, in FY 2022 the Big Australian rewarded shareholders with total fully franked dividends of US$3.25 (A$5.02) per share.However, due to weakness in the iron ore price, the petroleum demerger, and a softer copper price, Goldman Sachs is expecting a sizeable reduction in the BHP dividend in FY 2023.Its analysts are currently forecasting a US$1.60 (A$2.47) per share dividend for the 12 months. Based on the current BHP share price of $40.48, this implies a fully franked 6.1% dividend yield for investors.The following year, in FY 2024, the broker is forecasting a fully franked US$1.33 (A$2.05) per share dividend. This will mean a yield of almost 5.1% for investors that year.Another cut is expected in FY 2025. This is being driven by its expectation for further weakness in iron ore prices. Goldman Sachs is forecasting a US$1.14 (A$1.76) per share dividend for the period, which represents a 4.35% fully franked dividend yield.Unfortunately, the unwelcome trend continues in FY 2026, with the broker expecting another cut to the BHP dividend. It is forecasting a US$1.02 (A$1.57) per share dividend, which implies a 3.9% yield. The good news, though, is that Goldman is calling a bottom to the BHP dividend this year and expects a long-awaited increase to follow in FY 2027.The broker has pencilled in a fully franked US$1.06 (A$1.63) per share dividend for that year, which equates to a 4% yield.All in all, this breaks down as follows:FY 2023 – 6.1% yieldFY 2024 – 5.1% yieldFY 2025 – 4.35% yieldFY 2026 – 3.9% yieldFY 2027 – 4% yieldThough, it is worth remembering that a lot can change in a short period in the resources sector. Just look at the coal price. Nobody wanted to touch the stuff a year ago and now it is commanding sky high prices and underpinning huge dividend payments for coal miners.","news_type":1,"symbols_score_info":{"BHP.AU":1,"BHP":1}},"isVote":1,"tweetType":1,"viewCount":3047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987666698,"gmtCreate":1667892474214,"gmtModify":1676537980712,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987666698","repostId":"2281952597","repostType":4,"repost":{"id":"2281952597","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":1667887016,"share":"https://ttm.financial/m/news/2281952597?lang=&edition=fundamental","pubTime":"2022-11-08 13:56","market":"hk","language":"en","title":"China's BYD to Launch New Premium Electric Car Brand in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2281952597","media":"Reuters","summary":"SHANGHAI, Nov 8 (Reuters) - Chinese electric vehicle giant BYD said on Tuesday that it would launch ","content":"<html><head></head><body><p>SHANGHAI, Nov 8 (Reuters) - Chinese electric vehicle giant BYD said on Tuesday that it would launch a new premium brand in the first quarter of 2023.</p><p>BYD said vehicles produced under the new brand will be priced above 1 million yuan ($138,096.75), without further elaboration.</p><p>Having ditched gasoline vehicles from its product mix this year, BYD has, more than any other automaker, been able to capitalise on a range of incentives for electric cars offered by the Chinese central government as well as local governments.</p><p>The automaker, which produces both pure electric and plug-in hybrid cars, has topped electric vehicle sales in the world's biggest auto market, with sales more than tripled in the first 10 months to hit 1.4 million, according to company filings.</p><p>($1 = 7.2413 Chinese yuan renminbi)</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>China's BYD to Launch New Premium Electric Car Brand in 2023</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\">\nChina's BYD to Launch New Premium Electric Car Brand in 2023\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\">2022-11-08 13:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, Nov 8 (Reuters) - Chinese electric vehicle giant BYD said on Tuesday that it would launch a new premium brand in the first quarter of 2023.</p><p>BYD said vehicles produced under the new brand will be priced above 1 million yuan ($138,096.75), without further elaboration.</p><p>Having ditched gasoline vehicles from its product mix this year, BYD has, more than any other automaker, been able to capitalise on a range of incentives for electric cars offered by the Chinese central government as well as local governments.</p><p>The automaker, which produces both pure electric and plug-in hybrid cars, has topped electric vehicle sales in the world's biggest auto market, with sales more than tripled in the first 10 months to hit 1.4 million, according to company filings.</p><p>($1 = 7.2413 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份","BYDDY":"比亚迪ADR","002594":"比亚迪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281952597","content_text":"SHANGHAI, Nov 8 (Reuters) - Chinese electric vehicle giant BYD said on Tuesday that it would launch a new premium brand in the first quarter of 2023.BYD said vehicles produced under the new brand will be priced above 1 million yuan ($138,096.75), without further elaboration.Having ditched gasoline vehicles from its product mix this year, BYD has, more than any other automaker, been able to capitalise on a range of incentives for electric cars offered by the Chinese central government as well as local governments.The automaker, which produces both pure electric and plug-in hybrid cars, has topped electric vehicle sales in the world's biggest auto market, with sales more than tripled in the first 10 months to hit 1.4 million, according to company filings.($1 = 7.2413 Chinese yuan renminbi)","news_type":1,"symbols_score_info":{"BYDDY":0.9,"002594":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987666810,"gmtCreate":1667892464731,"gmtModify":1676537980712,"author":{"id":"3582674103522045","authorId":"3582674103522045","name":"sunshinegirl","avatar":"https://static.tigerbbs.com/44893534d6ffb8b8d6900cdb753dc751","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582674103522045","idStr":"3582674103522045"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987666810","repostId":"1168937707","repostType":4,"isVote":1,"tweetType":1,"viewCount":2458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}