Profile - To The Moon

JacksonTeoh

Posts · 48Posts · 48
Following · 0Following · 0
Followers · 0Followers · 0

- JacksonTeohJacksonTeoh
  ·2021-07-29
  Good news.
  AMD jumped more than 5%! Second-quarter net income jumped 352% year over year
  7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>> AMD今日公布2021年第二季度营业额为38.5
  AMD jumped more than 5%! Second-quarter net income jumped 352% year over year
  4.25K 1
  3
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-07-21
  Good
  Spin off your business and accelerate your transformation! Can GlaxoSmithKline break the game smoothly this time?
  2021年对于葛兰素史克来说显得有些艰难，在加速转型的路上，GSK也不可避免地经历阵痛期。 GSK 2020年的财报其实就显示出了一定的颓势，全年营收为340.99亿英镑，同比增长仅仅为1%，此外在制
  Spin off your business and accelerate your transformation! Can GlaxoSmithKline break the game smoothly this time?
  3.58K Comment
  3
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-07-02
  $Nu Skin Enterprises(NUS)$still stay
  3.01K Comment
  2
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-07-01
  $Nu Skin Enterprises(NUS)$ stay strong!
  2.66K Comment
  3
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-06-30
  $Starbucks(SBUX)$wow
  3.11K Comment
  Like
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-06-30
  Nice stock
  3.08K Comment
  1
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-06-28
  $Bionano Genomics(BNGO)$uhmmm
  4.58K 1
  5
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-06-27
  $Starbucks(SBUX)$up up up
  3.20K Comment
  Like
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-06-26
  $Starbucks(SBUX)$upupup
  3.57K Comment
  Like
  Share
  Report
- JacksonTeohJacksonTeoh
  ·2021-06-25
  like
  Nokia Stock: From 5G Winner To Disappointment To Meme
  Nokia has gone from (1) failed mobile phone powerhouse to (2) likely winner in one key technology tr
  Nokia Stock: From 5G Winner To Disappointment To Meme
  2.57K Comment
  2
  Share
  Report
No followers yet

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3585424596682030","uuid":"3585424596682030","gmtCreate":1622330572342,"gmtModify":1706620741671,"name":"JacksonTeoh","pinyin":"jacksonteoh","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":409,"tweetSize":48,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":801685891,"gmtCreate":1627515028414,"gmtModify":1703491324967,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"Good news.&nbsp;","listText":"Good news.&nbsp;","text":"Good news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801685891","repostId":"1194703873","repostType":4,"repost":{"id":"1194703873","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627485053,"share":"https://ttm.financial/m/news/1194703873?lang=en_US&edition=fundamental","pubTime":"2021-07-28 23:10","market":"other","language":"zh","title":"AMD jumped more than 5%! Second-quarter net income jumped 352% year over year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194703873","media":"老虎资讯综合","summary":"7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>>\n\nAMD今日公布2021年第二季度营业额为38.5","content":"<p>On July 28,<a href=\"https://laohu8.com/S/AMD\">AMD</a>It rose by more than 5%, with revenue of $3.85 billion and net profit of $700 million in the second quarter, up 352% year-on-year. In addition,<a href=\"https://laohu8.com/S/C\">Citigroup</a>Raise AMD price target to $100 from $95>>></p><p><img src=\"https://static.tigerbbs.com/73ed651f3017b49e4b2f168a8729bc71\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>AMD today reported second-quarter 2021 turnover of $3.85 billion, operating income of $831 million, net income of $710 million and diluted earnings per share of $0.58. Non-GAAP operating income of $924 million, net income of $778 million and diluted earnings per share of $0.63.</p><p>Dr. LisaSu, president and CEO of AMD, said: \"Our performance in the second quarter was excellent, with turnover and operating gross profit doubling year-on-year and earnings more than tripling year-on-year. Thanks to strong demand from all businesses, our growth is significantly faster than the market growth. With strong execution and consumer preference for AMD products, we expect full-year 2021 turnover to increase by nearly 60% year-on-year.\"</p><p><b>Second Quarter 2021 Results</b></p><p>Turnover for the quarter was $3.85 billion, up 99% year-over-year and 12% quarter-over-quarter, driven by higher turnover in the Computing & Graphics Division and the Enterprise, Embedded and Semi-Custom Division.</p><p>Gross profit was 48%, up 4 percentage points year-on-year and 2 percentage points month-on-month. Growth was driven by increased sales of high-end Ryzen processors, Radeon graphics cards and EPYC processors.</p><p>Operating income for the quarter was $831 million compared to $173 million in the same period last year and $662 million in operating income in the previous quarter. On a non-GAAP basis, operating income for the quarter was $924 million compared to $233 million in the same period last year and $762 million in the previous quarter. The increase in operating income was mainly attributable to the increase in turnover.</p><p>Net income for the quarter was $710 million compared to net income of $157 million in the same period last year and $555 million in the previous quarter. On a non-GAAP basis, net income for the quarter was $778 million compared to net income of $216 million in the same period last year and $642 million in the previous quarter.</p><p>Diluted earnings per share for the quarter were $0.58 compared to $0.13 in the year-ago quarter and $0.45 in the previous quarter. On a non-GAAP basis, diluted earnings per share for the quarter were $0.63 compared to diluted earnings per share of $0.18 in the prior year quarter and $0.52 in the prior quarter.</p><p>Total cash, cash equivalents and short-term investments ended the quarter at $3.79 billion.</p><p>Operating cash flow for the quarter was $952 million compared to $243 million in the same period last year and $898 million in the previous quarter. In terms of free cash flow, free cash flow reached a record $888 million in the quarter compared to $152 million in the same period last year and $832 million in the previous quarter.</p><p>In May 2021, AMD announced a $4 billion share repurchase program. In the second quarter, the company repurchased 3.2 million common shares for $256 million.</p><p><b>Quarterly Sector Earnings Summary</b></p><p>Computing & Graphics turnover was US$2.25 billion, up 65% year-over-year and 7% quarter-over-quarter, primarily driven by higher client and graphics processor sales.</p><p>Client processor average selling price (ASP) increased year-over-year and quarter-over-quarter, primarily driven by increased sales of Ryzen's desktop and notebook processor portfolio.</p><p>Driven by the sales volume of high-end graphics products, including data center GPUs, the average selling price of GPUs increased year-on-year and month-on-month.</p><p>Operating income for the quarter was $526 million compared to $200 million in the same period last year and $485 million in the previous quarter, with revenue growth driven by higher turnover.</p><p>The Enterprise, Embedded and Semi-Custom segment recorded a turnover of $1.6 billion, up 183% year over year and 19% quarter over quarter. The increase in turnover was mainly driven by the increase in sales of EPYC processors and semi-custom products.</p><p>Operating income for the quarter was $398 million, compared to $33 million in the same period last year and $277 million in the previous quarter. The year-over-year and quarter-over-quarter growth was mainly driven by higher turnover.</p><p>All other operating losses for the quarter were $93 million, compared to operating losses of $60 million in the same period last year and operating losses of $100 million in the previous quarter.</p><p><b>Recent Company Performance Highlights</b></p><p>AMD announced a $4 billion share repurchase program that will fund the repurchase through operating cash.</p><p>The TOP500 organization has released its latest list of the world's TOP500 supercomputers. The number of systems with AMDEPYC processors is nearly five times that of the June 2020 list. In addition, in the new list, AMDEPYC processor accounts for half of the 58 newly listed systems.</p><p>AMD and its technology partners have announced a number of new high-performance computing systems with AMDEPYC processors, including the Met Office Microsoft Azure supercomputer, the Perlmutter supercomputer and the Singapore National Supercomputing Centre supercomputer.</p><p>AMD and Google Cloud announced a new instance of T2D with the third generation of AMDEPYC processors. According to Google Cloud, T2D instances deliver 56% absolute performance and more than 40% cost performance improvements for scalable workloads.</p><p>AMD continues to build advanced IP with 3D Chiplet technology and continues to invest in cutting-edge manufacturing and packaging technologies. This packaging technology is a breakthrough in combining AMD's innovative chip architecture with 3D stacking technology.</p><p>AMD has announced the AMD Advantage design framework, which combines AMD AdDeon RX6000M series mobile graphics cards, AMD AdDeon software and AMD Ryzen 5000 series mobile processors with AMD's unique intelligent technology and other advanced system design features to provide a first-class gaming experience for notebooks.</p><p>AMD's high-performance \"Zen\" core architecture and AMDRDNA2 architecture have been introduced to new markets.</p><p>AMD announced that the newly designed infotainment system in Tesla's ModelS and ModelX will be powered by AMD Ryzen embedded APUs and GPUs based on the AMDRDNA2 architecture.</p><p>AMD announced that AMDEPYC processors are powering the new HPE Alletra6000, delivering up to 3x the performance of previous HPImble storage all-flash arrays.</p><p>Valve announced that the SteamDeck handheld console features a semi-custom chip from AMD that can run the latest AAA games and all the games in the Steam library.</p><p>AMD releases AMD Fidelity FX SuperResolution, an advanced spatial magnification solution designed to improve gaming frame rates while ensuring high-quality, high-resolution gaming experiences. At present, more than 40 game developers have committed to supporting FSR, and it is expected that more game manufacturers will adopt FSR technology in the future.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD jumped more than 5%! Second-quarter net income jumped 352% year over year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nAMD jumped more than 5%! Second-quarter net income jumped 352% year over year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-28 23:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 28,<a href=\"https://laohu8.com/S/AMD\">AMD</a>It rose by more than 5%, with revenue of $3.85 billion and net profit of $700 million in the second quarter, up 352% year-on-year. In addition,<a href=\"https://laohu8.com/S/C\">Citigroup</a>Raise AMD price target to $100 from $95>>></p><p><img src=\"https://static.tigerbbs.com/73ed651f3017b49e4b2f168a8729bc71\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>AMD today reported second-quarter 2021 turnover of $3.85 billion, operating income of $831 million, net income of $710 million and diluted earnings per share of $0.58. Non-GAAP operating income of $924 million, net income of $778 million and diluted earnings per share of $0.63.</p><p>Dr. LisaSu, president and CEO of AMD, said: \"Our performance in the second quarter was excellent, with turnover and operating gross profit doubling year-on-year and earnings more than tripling year-on-year. Thanks to strong demand from all businesses, our growth is significantly faster than the market growth. With strong execution and consumer preference for AMD products, we expect full-year 2021 turnover to increase by nearly 60% year-on-year.\"</p><p><b>Second Quarter 2021 Results</b></p><p>Turnover for the quarter was $3.85 billion, up 99% year-over-year and 12% quarter-over-quarter, driven by higher turnover in the Computing & Graphics Division and the Enterprise, Embedded and Semi-Custom Division.</p><p>Gross profit was 48%, up 4 percentage points year-on-year and 2 percentage points month-on-month. Growth was driven by increased sales of high-end Ryzen processors, Radeon graphics cards and EPYC processors.</p><p>Operating income for the quarter was $831 million compared to $173 million in the same period last year and $662 million in operating income in the previous quarter. On a non-GAAP basis, operating income for the quarter was $924 million compared to $233 million in the same period last year and $762 million in the previous quarter. The increase in operating income was mainly attributable to the increase in turnover.</p><p>Net income for the quarter was $710 million compared to net income of $157 million in the same period last year and $555 million in the previous quarter. On a non-GAAP basis, net income for the quarter was $778 million compared to net income of $216 million in the same period last year and $642 million in the previous quarter.</p><p>Diluted earnings per share for the quarter were $0.58 compared to $0.13 in the year-ago quarter and $0.45 in the previous quarter. On a non-GAAP basis, diluted earnings per share for the quarter were $0.63 compared to diluted earnings per share of $0.18 in the prior year quarter and $0.52 in the prior quarter.</p><p>Total cash, cash equivalents and short-term investments ended the quarter at $3.79 billion.</p><p>Operating cash flow for the quarter was $952 million compared to $243 million in the same period last year and $898 million in the previous quarter. In terms of free cash flow, free cash flow reached a record $888 million in the quarter compared to $152 million in the same period last year and $832 million in the previous quarter.</p><p>In May 2021, AMD announced a $4 billion share repurchase program. In the second quarter, the company repurchased 3.2 million common shares for $256 million.</p><p><b>Quarterly Sector Earnings Summary</b></p><p>Computing & Graphics turnover was US$2.25 billion, up 65% year-over-year and 7% quarter-over-quarter, primarily driven by higher client and graphics processor sales.</p><p>Client processor average selling price (ASP) increased year-over-year and quarter-over-quarter, primarily driven by increased sales of Ryzen's desktop and notebook processor portfolio.</p><p>Driven by the sales volume of high-end graphics products, including data center GPUs, the average selling price of GPUs increased year-on-year and month-on-month.</p><p>Operating income for the quarter was $526 million compared to $200 million in the same period last year and $485 million in the previous quarter, with revenue growth driven by higher turnover.</p><p>The Enterprise, Embedded and Semi-Custom segment recorded a turnover of $1.6 billion, up 183% year over year and 19% quarter over quarter. The increase in turnover was mainly driven by the increase in sales of EPYC processors and semi-custom products.</p><p>Operating income for the quarter was $398 million, compared to $33 million in the same period last year and $277 million in the previous quarter. The year-over-year and quarter-over-quarter growth was mainly driven by higher turnover.</p><p>All other operating losses for the quarter were $93 million, compared to operating losses of $60 million in the same period last year and operating losses of $100 million in the previous quarter.</p><p><b>Recent Company Performance Highlights</b></p><p>AMD announced a $4 billion share repurchase program that will fund the repurchase through operating cash.</p><p>The TOP500 organization has released its latest list of the world's TOP500 supercomputers. The number of systems with AMDEPYC processors is nearly five times that of the June 2020 list. In addition, in the new list, AMDEPYC processor accounts for half of the 58 newly listed systems.</p><p>AMD and its technology partners have announced a number of new high-performance computing systems with AMDEPYC processors, including the Met Office Microsoft Azure supercomputer, the Perlmutter supercomputer and the Singapore National Supercomputing Centre supercomputer.</p><p>AMD and Google Cloud announced a new instance of T2D with the third generation of AMDEPYC processors. According to Google Cloud, T2D instances deliver 56% absolute performance and more than 40% cost performance improvements for scalable workloads.</p><p>AMD continues to build advanced IP with 3D Chiplet technology and continues to invest in cutting-edge manufacturing and packaging technologies. This packaging technology is a breakthrough in combining AMD's innovative chip architecture with 3D stacking technology.</p><p>AMD has announced the AMD Advantage design framework, which combines AMD AdDeon RX6000M series mobile graphics cards, AMD AdDeon software and AMD Ryzen 5000 series mobile processors with AMD's unique intelligent technology and other advanced system design features to provide a first-class gaming experience for notebooks.</p><p>AMD's high-performance \"Zen\" core architecture and AMDRDNA2 architecture have been introduced to new markets.</p><p>AMD announced that the newly designed infotainment system in Tesla's ModelS and ModelX will be powered by AMD Ryzen embedded APUs and GPUs based on the AMDRDNA2 architecture.</p><p>AMD announced that AMDEPYC processors are powering the new HPE Alletra6000, delivering up to 3x the performance of previous HPImble storage all-flash arrays.</p><p>Valve announced that the SteamDeck handheld console features a semi-custom chip from AMD that can run the latest AAA games and all the games in the Steam library.</p><p>AMD releases AMD Fidelity FX SuperResolution, an advanced spatial magnification solution designed to improve gaming frame rates while ensuring high-quality, high-resolution gaming experiences. At present, more than 40 game developers have committed to supporting FSR, and it is expected that more game manufacturers will adopt FSR technology in the future.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194703873","content_text":"7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>>\n\nAMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。\nAMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”\n2021年第二季度业绩\n本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。\n毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。\n与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。\n较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。\n与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。\n本季度末现金、现金等价物和短期投资总值为37.9亿美元。\n与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。\n2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。\n季度部门财报总结\n计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。\n客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。\n受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。\n与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。\n企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。\n相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。\n相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。\n近期公司业绩亮点\nAMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。\nTOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。\nAMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。\nAMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。\nAMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。\nAMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。\nAMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。\nAMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。\nAMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。\nValve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。\nAMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":4247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178672606,"gmtCreate":1626821570805,"gmtModify":1703765679351,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178672606","repostId":"2152686859","repostType":4,"repost":{"id":"2152686859","kind":"news","pubTimestamp":1626795361,"share":"https://ttm.financial/m/news/2152686859?lang=en_US&edition=fundamental","pubTime":"2021-07-20 23:36","market":"us","language":"zh","title":"Spin off your business and accelerate your transformation! Can GlaxoSmithKline break the game smoothly this time?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152686859","media":"医药魔方","summary":"2021年对于葛兰素史克来说显得有些艰难，在加速转型的路上，GSK也不可避免地经历阵痛期。\nGSK 2020年的财报其实就显示出了一定的颓势，全年营收为340.99亿英镑，同比增长仅仅为1%，此外在制","content":"<p>2021 For<a href=\"https://laohu8.com/S/GSK\">GlaxoSmithKline</a>It is somewhat difficult to speak. On the road of accelerating transformation, GSK will inevitably experience a period of pain.</p><p>GSK's 2020 financial report actually showed a certain decline. The annual revenue was 34.099 billion pounds, a year-on-year increase of only 1%. In addition, the revenue from pharmaceutical and vaccine businesses showed varying degrees of decline. Entering 2021, GSK's first quarter performance is still somewhat bleak, with a total revenue of 7.418 billion pounds, down 18% year-on-year. For an established powerful MNC, this result seems a little unjustifiable. In particular, the sales of GSK's vaccine business in the first quarter were only 1.2 billion pounds, down nearly 32% year-on-year. Two years ago, GSK's vaccine business revenue ranked first in the world.</p><p><img src=\"https://static.tigerbbs.com/49db1b7ede2237c7045d9671b5461350\" tg-width=\"720\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: GSK Q1 2021 Earnings</p><p>At the beginning of June this year, PharmExec (American Pharmaceutical Manager Magazine) announced the 2021 TOP50 list of global pharmaceutical companies, and GSK ranked ninth. Although GSK's ranking has been relatively stable in the past three years, from the overall and core product sales, the situation is hardly optimistic. From the rankings of pharmaceutical companies in the past three years, it can be seen that the gap between GSK and leading pharmaceutical companies is further widening. In 2018, the sales gap was basically the same as the previous one, and in 2020, it was directly thrown away by the previous one. Sales have exceeded 5 billion US dollars. In addition, the sales gap between GSK and the second-ranked pharmaceutical companies has further narrowed in the past two years. In 2020, GSK's highest-selling drug was the HIV-1 infection drug Triumeq. Although sales reached US$2.96 billion, it fell by 8.7% year-on-year. Sales in the first quarter of this year fell by 23% year-on-year. With the violent impact of Gilead, the market share prospects of the drug also seem somewhat precarious.</p><p>TOP10 global pharmaceutical companies (sales: US$100 million)</p><p><img src=\"https://static.tigerbbs.com/3af8fbdca54d47d99c31dfe2d6d6e7b7\" tg-width=\"720\" tg-height=\"827\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Note: The data is compiled from Medicine Rubik's Cube, and the sales volume is the previous year</p><p>2021 is already more than halfway through. Whether GSK can successfully stop its decline and make a turnaround in the second half of the year and even in the future, as far as the signals released by GSK at present are concerned, the day of clearing the clouds and seeing the sun may no longer be far away.</p><p>1 Can revenue continue to grow in the next decade after spinning off the business?</p><p>Speaking of GSK, we have to mention its current head-Emma Walmsley. Since becoming the CEO of GSK in 2016, Walmsley has been leading GSK on the road of transformation with the aura of the first female CEO in GSK's history. Facing the decline of business, Walmsley recently announced GSK's operation and R&D plans for the next ten years, an important part of which is that it is expected that in the middle of 2022, GSK's consumer health segment will be separated into a separate company, and the new GSK after the spin-off will focus on the development of innovative vaccines and drugs.</p><p>On the road of transformation, doubts are inevitable, and the capital power represented by Elliott Management, a capital predator, is already making doubts. Elliott said that Walmsley, who has no scientific background, is directing blindly, and even called for Walmsley's direct dismissal. However, GSK's board of directors still stands firmly on the side of its head. The board of directors said that under Walmsley's leadership, GSK can achieve leap-forward development through spin-off and future long-term planning.</p><p>In Walmsley's plan, after GSK is split into two, the independent pharmaceutical sector will continue to grow in the next ten years. By 2031, the revenue of the independent pharmaceutical business will reach 46 billion US dollars, of which in the next five years Operating profit will continue to grow by more than 10%. After the spin-off, the new GSK will focus more on the development of infectious diseases, HIV, tumors and immune/respiratory drugs.</p><p>As GSK's traditional advantageous business, the consumer health care business brought more than $13 billion in revenue to GSK last year. The performance after the spin-off was also unanimously favored by Walmsley and the board of directors. The annual revenue of this spin-off exceeded $10 billion, and the consumer health care business is still growing. GSK's move has also been controversial. Some analysts believe that GSK's core purpose is to broaden financing channels, demand higher valuation and improve operational efficiency.</p><p>From single-core to Gemini mode, GSK has made a great attempt for the development of the next decade, and Walmsley and his partners in the camp, who are under great pressure, are bound to face more challenges. The rhetoric has been recorded, and time will give the answer.</p><p>2 Can GSK catch up with the introduction of new products with heavy investment?</p><p>After the announcement of the ten-year plan, GSK sounded the charge on the road to transformation one after another.</p><p>Recently, GSK and Alector jointly announced that the two companies have reached a global strategic cooperation. GSK spent $2.2 billion to obtain two potential \"first-in-class\" monoclonal antibody drugs in the clinical stage. The joint development rights of AL001 and AL101, these two drugs will be used to develop and treat a number of neurodegenerative diseases including amyotrophic lateral sclerosis, Parkinson's disease and Alzheimer's disease.</p><p>This move is also seen as GSK's layout for one of the most attractive gene validation targets in current new immunoneurological treatments. From GSK's layout of the immune track, it is not difficult to see that it attaches great importance to immune drugs. In the past 2020, both Nucala and Trelegy Ellipta have grown into blockbuster drugs for their respective indications. Nucala is the first in the world. An anti-IL5 monoclonal antibody drug for the treatment of eosinophilic asthma has a breakthrough significance in the expansion of multiple indications, and its sales in 2020 also reached US$1.284 billion. It is worth mentioning that Nucala's sales also reached $352 million in the first quarter of this year, a year-on-year increase of 21%, and it is expected to continue to grow in the future. Another drug, Trelegy Ellipta, is the first triple inhalation preparation approved for both COPD and asthma. In 2020, sales exceeded the US$1 billion mark for the first time, with a growth rate of 60%.</p><p>In addition, Benlysta (belimumab), as the first new drug for systemic lupus erythematosus (SLE) on the market in 50 years, has sales close to the blockbuster threshold in 2020, and Benlysta was approved by the FDA on December 17, 2020. Lupus nephritis, a serious complication of SLE, became the first drug approved by the FDA for the treatment of lupus nephritis. Coupled with the entry into the national medical insurance catalogue, Benlysta maintained a high double-digit growth in sales revenue in the first quarter of 2021 (18%). Benlysta, with many auras, will undoubtedly become a competent player under GSK's track.</p><p>From this, it is not difficult to see that with drugs such as Nucala, Trelegy Ellipta and Benlysta taking the lead, and GSK currently has more than 20 drugs that have entered Phase III clinical trials, the competitiveness of the starter and substitute players should not be underestimated, and immune drugs will become one of the pillars supporting GSK's business growth in the future.</p><p>In terms of anti-tumor drugs, GSK has obviously accelerated its layout. Also last month, GSK introduced a TIGIT monoclonal antibody drug with up to US$2 billion. As a popular target after PD-1/PD-L1 and CTLA-4, TIGIT has also attracted a number of pharmaceutical giants to lay out, but at present, no product for this target has been approved for launch. Since only this year has a PD-1 product been approved, GSK, which has obviously been thrown out of dozens of positions in the PD-1 track layout, is also targeting this rising star. In the future, GSK will cooperate with Roche,<a href=\"https://laohu8.com/S/MRK\">Merck</a>BMS and other old rivals continue to catch and fight.</p><p>Previously, GSK acquired Tesaro at a sky-high price of US$5.1 billion and acquired the development rights of Zejula (niraparib). As the only PARP inhibitor that only needs to be taken orally once a day, Zejula's performance in 2020 also lived up to expectations, achieving nearly 50% growth, and also reached sales of US$122 million in the first quarter of 2021, a year-on-year increase of 10%. Another drug, Blenrep, as the world's first marketed BCMA (B cell maturation antigen) targeted therapy, has achieved sales of US$43 million in clinical end-line therapy applications in just 5 months, and its future prospects are also relatively optimistic.</p><p>Although GSK only returned to the oncology drug track in 2016 for various reasons, in the layout of recent years, GSK seems to be somewhat hesitant in the layout of oncology drugs, which also leads to the fact that it does not have a real blockbuster drug that leads the world at present. After successively introducing a variety of products to expand the pipeline, GSK will have more confidence to challenge other competitors.</p><p>3 With a new generation of therapies, can GSK successfully challenge Gilead's HIV dominance?</p><p>Data shows that the global HIV drug market exceeded 27 billion US dollars in 2020, and in this vast market, Gilead is currently the well-deserved overlord, accounting for 62% of the global HIV market. The blockbuster product developed by Gilead, Biktarvy, was even more in the limelight. In the second year of its launch, it reached sales of 7.3 billion US dollars, and became the king of HIV drugs. As an established HIV player, GSK has steadily occupied the second position in recent years. Despite the impact of Biktarvy, the growth rate of GSK's HIV drug sales declined, but Triumeq and Tivicay developed by it were still handed over last year. A good report card, with sales reaching $2.98 billion and $1.97 billion respectively.</p><p><img src=\"https://static.tigerbbs.com/dfafd99b115f924f68a1cf5050d6dff2\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source:<a href=\"https://laohu8.com/S/SINA\">SINA</a>Medicine</p><p>So in the future, does GSK have the opportunity to challenge Gilead's supremacy in the HIV field? Of course it is possible.</p><p>One of the major reasons is that GSK successfully developed Cabenuva, which is currently the first and only long-acting drug that can completely treat HIV-1 infection. It can be administered once a month. In other words, Cabenuva completed the historic breakthrough of HIV patients changing from oral treatment 365 days a year to monthly injection, that is, only 12 days of injection treatment throughout the year. Although Gilead also has various layouts in long-acting HIV drug administration, GSK has obviously grasped the initiative in the new generation of HIV therapy. According to GSK's prediction, Cabenuva's sales will reach 7 billion US dollars in the next few years. It is also confident that GSK is currently at least five years ahead of other competitors in the new generation of long-acting drug administration.</p><p>4 With bad luck, can GSK catch the next bus of COVID vaccine?</p><p>As one of the world's largest vaccine manufacturers, GSK's development process of COVID-19 vaccine is full of twists and turns.</p><p>Although previously associated with<a href=\"https://laohu8.com/S/0O59.UK\">Sanofi</a>Jointly announced the development of adjuvant recombinant protein COVID-19 vaccine, but unfortunately, due to the unsatisfactory interim results of the vaccine in last year's Phase 1/2 study, both parties were not allowed to announce the postponement of the trial plan, and they jointly announced the restart until May this year. Start Phase III clinical trials. Misfortune never comes alone, and the cooperation between GSK and CureVac is even worse. On June 17, CureVac announced that the second interim analysis of its mRNA COVID-19 vaccine candidate phase 2b/3 study showed that the effectiveness was only 47%, which undoubtedly gave GSK another blow.</p><p>In<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>When Moderna made a lot of money because of the COVID-19 vaccine, GSK is not even qualified to drink soup at present, but there is no way to go. The adjuvant recombinant protein COVID-19 vaccine previously jointly developed by GSK and Sanofi is restarting clinical trials. Everything goes smoothly and may be listed before the end of the year. Bogillot, chairman of Sanofi France, also made an optimistic prediction. Although it entered the field late, the vaccine may be very effective in France and overseas. He also said: \"With the emergence of mutated viruses, we must achieve very high levels of herd immunity.\" In addition, the neutralizing antibody therapy VIR-7831 jointly developed by GSK and VIR Biotechnology has achieved good clinical trial results in the treatment of early-stage COVID-19 patients, and the two companies have submitted emergency use authorization applications to the US FDA.</p><p>Although it has missed the best opportunity to get on the bus, as the only company to develop drugs and vaccines for the three major global diseases (malaria, AIDS and tuberculosis) identified by WHO, GSK doesn't have to worry too much about the commercialization and production capacity of vaccines. As an important pawn on the road of future transformation, how Walmsley leads her team to catch up and play carefully on these three tracks will also bother her for some time.</p><p>5 Summary</p><p>Whether questioned or not, GSK's transformation road has indeed officially kicked off. There is a saying in the ancient East: Easy poverty will change, change will pass, and the general principle is applicable to GSK at this moment. In the dilemma of continuous business decline, such changes are really needed to inject new vitality into GSK. Although there are no results to confirm the temporary \"change will work\" in a short time, it is encouraging that Walmsley is leading GSK to try to get out of the fog. The ten-year plan is a long time. Perhaps Walmsley will have been fired after a year, and perhaps after three years Walmsley will have led GSK to complete the transformation….. No one can predict the future, we will wait and see.</p>","source":"lsy1571747680734","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>Spin off your business and accelerate your transformation! Can GlaxoSmithKline break the game smoothly this time?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSpin off your business and accelerate your transformation! Can GlaxoSmithKline break the game smoothly this time?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">医药魔方</strong><span class=\"h-time small\">2021-07-20 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>2021 For<a href=\"https://laohu8.com/S/GSK\">GlaxoSmithKline</a>It is somewhat difficult to speak. On the road of accelerating transformation, GSK will inevitably experience a period of pain.</p><p>GSK's 2020 financial report actually showed a certain decline. The annual revenue was 34.099 billion pounds, a year-on-year increase of only 1%. In addition, the revenue from pharmaceutical and vaccine businesses showed varying degrees of decline. Entering 2021, GSK's first quarter performance is still somewhat bleak, with a total revenue of 7.418 billion pounds, down 18% year-on-year. For an established powerful MNC, this result seems a little unjustifiable. In particular, the sales of GSK's vaccine business in the first quarter were only 1.2 billion pounds, down nearly 32% year-on-year. Two years ago, GSK's vaccine business revenue ranked first in the world.</p><p><img src=\"https://static.tigerbbs.com/49db1b7ede2237c7045d9671b5461350\" tg-width=\"720\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: GSK Q1 2021 Earnings</p><p>At the beginning of June this year, PharmExec (American Pharmaceutical Manager Magazine) announced the 2021 TOP50 list of global pharmaceutical companies, and GSK ranked ninth. Although GSK's ranking has been relatively stable in the past three years, from the overall and core product sales, the situation is hardly optimistic. From the rankings of pharmaceutical companies in the past three years, it can be seen that the gap between GSK and leading pharmaceutical companies is further widening. In 2018, the sales gap was basically the same as the previous one, and in 2020, it was directly thrown away by the previous one. Sales have exceeded 5 billion US dollars. In addition, the sales gap between GSK and the second-ranked pharmaceutical companies has further narrowed in the past two years. In 2020, GSK's highest-selling drug was the HIV-1 infection drug Triumeq. Although sales reached US$2.96 billion, it fell by 8.7% year-on-year. Sales in the first quarter of this year fell by 23% year-on-year. With the violent impact of Gilead, the market share prospects of the drug also seem somewhat precarious.</p><p>TOP10 global pharmaceutical companies (sales: US$100 million)</p><p><img src=\"https://static.tigerbbs.com/3af8fbdca54d47d99c31dfe2d6d6e7b7\" tg-width=\"720\" tg-height=\"827\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Note: The data is compiled from Medicine Rubik's Cube, and the sales volume is the previous year</p><p>2021 is already more than halfway through. Whether GSK can successfully stop its decline and make a turnaround in the second half of the year and even in the future, as far as the signals released by GSK at present are concerned, the day of clearing the clouds and seeing the sun may no longer be far away.</p><p>1 Can revenue continue to grow in the next decade after spinning off the business?</p><p>Speaking of GSK, we have to mention its current head-Emma Walmsley. Since becoming the CEO of GSK in 2016, Walmsley has been leading GSK on the road of transformation with the aura of the first female CEO in GSK's history. Facing the decline of business, Walmsley recently announced GSK's operation and R&D plans for the next ten years, an important part of which is that it is expected that in the middle of 2022, GSK's consumer health segment will be separated into a separate company, and the new GSK after the spin-off will focus on the development of innovative vaccines and drugs.</p><p>On the road of transformation, doubts are inevitable, and the capital power represented by Elliott Management, a capital predator, is already making doubts. Elliott said that Walmsley, who has no scientific background, is directing blindly, and even called for Walmsley's direct dismissal. However, GSK's board of directors still stands firmly on the side of its head. The board of directors said that under Walmsley's leadership, GSK can achieve leap-forward development through spin-off and future long-term planning.</p><p>In Walmsley's plan, after GSK is split into two, the independent pharmaceutical sector will continue to grow in the next ten years. By 2031, the revenue of the independent pharmaceutical business will reach 46 billion US dollars, of which in the next five years Operating profit will continue to grow by more than 10%. After the spin-off, the new GSK will focus more on the development of infectious diseases, HIV, tumors and immune/respiratory drugs.</p><p>As GSK's traditional advantageous business, the consumer health care business brought more than $13 billion in revenue to GSK last year. The performance after the spin-off was also unanimously favored by Walmsley and the board of directors. The annual revenue of this spin-off exceeded $10 billion, and the consumer health care business is still growing. GSK's move has also been controversial. Some analysts believe that GSK's core purpose is to broaden financing channels, demand higher valuation and improve operational efficiency.</p><p>From single-core to Gemini mode, GSK has made a great attempt for the development of the next decade, and Walmsley and his partners in the camp, who are under great pressure, are bound to face more challenges. The rhetoric has been recorded, and time will give the answer.</p><p>2 Can GSK catch up with the introduction of new products with heavy investment?</p><p>After the announcement of the ten-year plan, GSK sounded the charge on the road to transformation one after another.</p><p>Recently, GSK and Alector jointly announced that the two companies have reached a global strategic cooperation. GSK spent $2.2 billion to obtain two potential \"first-in-class\" monoclonal antibody drugs in the clinical stage. The joint development rights of AL001 and AL101, these two drugs will be used to develop and treat a number of neurodegenerative diseases including amyotrophic lateral sclerosis, Parkinson's disease and Alzheimer's disease.</p><p>This move is also seen as GSK's layout for one of the most attractive gene validation targets in current new immunoneurological treatments. From GSK's layout of the immune track, it is not difficult to see that it attaches great importance to immune drugs. In the past 2020, both Nucala and Trelegy Ellipta have grown into blockbuster drugs for their respective indications. Nucala is the first in the world. An anti-IL5 monoclonal antibody drug for the treatment of eosinophilic asthma has a breakthrough significance in the expansion of multiple indications, and its sales in 2020 also reached US$1.284 billion. It is worth mentioning that Nucala's sales also reached $352 million in the first quarter of this year, a year-on-year increase of 21%, and it is expected to continue to grow in the future. Another drug, Trelegy Ellipta, is the first triple inhalation preparation approved for both COPD and asthma. In 2020, sales exceeded the US$1 billion mark for the first time, with a growth rate of 60%.</p><p>In addition, Benlysta (belimumab), as the first new drug for systemic lupus erythematosus (SLE) on the market in 50 years, has sales close to the blockbuster threshold in 2020, and Benlysta was approved by the FDA on December 17, 2020. Lupus nephritis, a serious complication of SLE, became the first drug approved by the FDA for the treatment of lupus nephritis. Coupled with the entry into the national medical insurance catalogue, Benlysta maintained a high double-digit growth in sales revenue in the first quarter of 2021 (18%). Benlysta, with many auras, will undoubtedly become a competent player under GSK's track.</p><p>From this, it is not difficult to see that with drugs such as Nucala, Trelegy Ellipta and Benlysta taking the lead, and GSK currently has more than 20 drugs that have entered Phase III clinical trials, the competitiveness of the starter and substitute players should not be underestimated, and immune drugs will become one of the pillars supporting GSK's business growth in the future.</p><p>In terms of anti-tumor drugs, GSK has obviously accelerated its layout. Also last month, GSK introduced a TIGIT monoclonal antibody drug with up to US$2 billion. As a popular target after PD-1/PD-L1 and CTLA-4, TIGIT has also attracted a number of pharmaceutical giants to lay out, but at present, no product for this target has been approved for launch. Since only this year has a PD-1 product been approved, GSK, which has obviously been thrown out of dozens of positions in the PD-1 track layout, is also targeting this rising star. In the future, GSK will cooperate with Roche,<a href=\"https://laohu8.com/S/MRK\">Merck</a>BMS and other old rivals continue to catch and fight.</p><p>Previously, GSK acquired Tesaro at a sky-high price of US$5.1 billion and acquired the development rights of Zejula (niraparib). As the only PARP inhibitor that only needs to be taken orally once a day, Zejula's performance in 2020 also lived up to expectations, achieving nearly 50% growth, and also reached sales of US$122 million in the first quarter of 2021, a year-on-year increase of 10%. Another drug, Blenrep, as the world's first marketed BCMA (B cell maturation antigen) targeted therapy, has achieved sales of US$43 million in clinical end-line therapy applications in just 5 months, and its future prospects are also relatively optimistic.</p><p>Although GSK only returned to the oncology drug track in 2016 for various reasons, in the layout of recent years, GSK seems to be somewhat hesitant in the layout of oncology drugs, which also leads to the fact that it does not have a real blockbuster drug that leads the world at present. After successively introducing a variety of products to expand the pipeline, GSK will have more confidence to challenge other competitors.</p><p>3 With a new generation of therapies, can GSK successfully challenge Gilead's HIV dominance?</p><p>Data shows that the global HIV drug market exceeded 27 billion US dollars in 2020, and in this vast market, Gilead is currently the well-deserved overlord, accounting for 62% of the global HIV market. The blockbuster product developed by Gilead, Biktarvy, was even more in the limelight. In the second year of its launch, it reached sales of 7.3 billion US dollars, and became the king of HIV drugs. As an established HIV player, GSK has steadily occupied the second position in recent years. Despite the impact of Biktarvy, the growth rate of GSK's HIV drug sales declined, but Triumeq and Tivicay developed by it were still handed over last year. A good report card, with sales reaching $2.98 billion and $1.97 billion respectively.</p><p><img src=\"https://static.tigerbbs.com/dfafd99b115f924f68a1cf5050d6dff2\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source:<a href=\"https://laohu8.com/S/SINA\">SINA</a>Medicine</p><p>So in the future, does GSK have the opportunity to challenge Gilead's supremacy in the HIV field? Of course it is possible.</p><p>One of the major reasons is that GSK successfully developed Cabenuva, which is currently the first and only long-acting drug that can completely treat HIV-1 infection. It can be administered once a month. In other words, Cabenuva completed the historic breakthrough of HIV patients changing from oral treatment 365 days a year to monthly injection, that is, only 12 days of injection treatment throughout the year. Although Gilead also has various layouts in long-acting HIV drug administration, GSK has obviously grasped the initiative in the new generation of HIV therapy. According to GSK's prediction, Cabenuva's sales will reach 7 billion US dollars in the next few years. It is also confident that GSK is currently at least five years ahead of other competitors in the new generation of long-acting drug administration.</p><p>4 With bad luck, can GSK catch the next bus of COVID vaccine?</p><p>As one of the world's largest vaccine manufacturers, GSK's development process of COVID-19 vaccine is full of twists and turns.</p><p>Although previously associated with<a href=\"https://laohu8.com/S/0O59.UK\">Sanofi</a>Jointly announced the development of adjuvant recombinant protein COVID-19 vaccine, but unfortunately, due to the unsatisfactory interim results of the vaccine in last year's Phase 1/2 study, both parties were not allowed to announce the postponement of the trial plan, and they jointly announced the restart until May this year. Start Phase III clinical trials. Misfortune never comes alone, and the cooperation between GSK and CureVac is even worse. On June 17, CureVac announced that the second interim analysis of its mRNA COVID-19 vaccine candidate phase 2b/3 study showed that the effectiveness was only 47%, which undoubtedly gave GSK another blow.</p><p>In<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>When Moderna made a lot of money because of the COVID-19 vaccine, GSK is not even qualified to drink soup at present, but there is no way to go. The adjuvant recombinant protein COVID-19 vaccine previously jointly developed by GSK and Sanofi is restarting clinical trials. Everything goes smoothly and may be listed before the end of the year. Bogillot, chairman of Sanofi France, also made an optimistic prediction. Although it entered the field late, the vaccine may be very effective in France and overseas. He also said: \"With the emergence of mutated viruses, we must achieve very high levels of herd immunity.\" In addition, the neutralizing antibody therapy VIR-7831 jointly developed by GSK and VIR Biotechnology has achieved good clinical trial results in the treatment of early-stage COVID-19 patients, and the two companies have submitted emergency use authorization applications to the US FDA.</p><p>Although it has missed the best opportunity to get on the bus, as the only company to develop drugs and vaccines for the three major global diseases (malaria, AIDS and tuberculosis) identified by WHO, GSK doesn't have to worry too much about the commercialization and production capacity of vaccines. As an important pawn on the road of future transformation, how Walmsley leads her team to catch up and play carefully on these three tracks will also bother her for some time.</p><p>5 Summary</p><p>Whether questioned or not, GSK's transformation road has indeed officially kicked off. There is a saying in the ancient East: Easy poverty will change, change will pass, and the general principle is applicable to GSK at this moment. In the dilemma of continuous business decline, such changes are really needed to inject new vitality into GSK. Although there are no results to confirm the temporary \"change will work\" in a short time, it is encouraging that Walmsley is leading GSK to try to get out of the fog. The ten-year plan is a long time. Perhaps Walmsley will have been fired after a year, and perhaps after three years Walmsley will have led GSK to complete the transformation….. No one can predict the future, we will wait and see.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-07-17/doc-ikqciyzk5966442.shtml\">医药魔方</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"GSK.UK":"葛兰素史克","GSK":"葛兰素史克"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-07-17/doc-ikqciyzk5966442.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152686859","content_text":"2021年对于葛兰素史克来说显得有些艰难，在加速转型的路上，GSK也不可避免地经历阵痛期。\nGSK 2020年的财报其实就显示出了一定的颓势，全年营收为340.99亿英镑，同比增长仅仅为1%，此外在制药和疫苗业务收入均呈现了不同程度的下跌。进入2021年，GSK第一季度业绩依然有些惨淡，总营收为74.18亿英镑，同比下滑了18%，对于一个老牌豪强MNC来说，这个成绩似乎有点儿说不过去。尤其是GSK的疫苗业务一季度销售额仅仅有12亿英镑，同比下滑近32%，而两年前GSK的疫苗业务收入还位居全球第一。\n图源：GSK 2021年Q1财报\n今年6月初，PharmExec（美国制药经理人杂志）公布了2021年全球制药企业TOP50榜单，GSK排在第九位，尽管近三年以来GSK的排名较为稳定，然而从总体以及核心产品的销售额来看，形势难言乐观。从近三年来的药企排名可以看出，GSK和头部药企的差距正在进一步拉大，在2018年还和前一位销售额差距基本持平的情况下，到了2020年直接被前一名甩开了超过50亿美元的销售额，此外在近两年GSK与排名在后面的药企的销售额差距也在进一步缩小。2020年GSK销售额最高的药物为HIV-1感染药物Triumeq，尽管销售额达到29.6亿美元，但同比下跌了8.7%，今年第一季度的销售额更是同比下跌了23%，随着后面吉利德的猛烈冲击，该药的市场份额前景也显得有些岌岌可危。\n全球药企TOP10（销售额：亿美元）\n注：数据整理自医药魔方，销售额为上一年度\n2021年已经行之过半，在下半年乃至未来GSK能否顺利止住颓势，打好翻身仗，就目前GSK所释放出来的信号而言，拨云睹日的那一天或许不再遥远。\n1 分拆业务，未来十年收入能否持续增长？\n说起GSK，就不得不提一下其现任掌门人——Emma Walmsley。自2016年成为GSK CEO之后，顶着GSK史上首位女性CEO的光环，Walmsley也一直带领着GSK走在转型的路上。面临业务下降的颓势，Walmsley在近期宣布了GSK未来十年的运营以及研发计划，其中重要的一部分是预计在2022年的年中，GSK的消费者健康部分将被分离成为一家独立的公司，而分拆后的新GSK将专注于创新疫苗和药物的开发。\n转型的路上必然少不了质疑之声，以资本大鳄Elliott Management为代表的资本力量就已经在发出质疑的声音。Elliott表示没有科学背景的Walmsley在瞎指挥，甚至呼吁直接解雇Walmsley，不过GSK的董事会还是坚定站在自己掌门人这一边，董事会表示在Walmsley的领导下，GSK能够通过分拆以及未来的长期规划实现跨越式的发展。\n在Walmsley的规划中，GSK一分为二之后，独立出来的制药板块将在未来十年里保持持续增长，到2031年，独立制药业务的收入将会达到460亿美元，其中在未来五年的营业利润将持续增长10%以上，完成分拆之后新GSK将会更专注于传染病、HIV、肿瘤以及免疫/呼吸系统药物的开发。\n而作为GSK的传统优势业务，消费者保健业务在去年为GSK带来了超过130亿美元的收入，分拆之后的表现也是被Walmsley以及董事会一致看好，而此次分拆出去一个年营收超过百亿美元，且还处于增长的消费者保健业务，GSK此举也受到不少争议，就有分析人士认为GSK核心目的或是拓宽融资渠道、需求更高估值以及提升运营效率。\n由单核变成双子星模式，GSK为未来十年的发展作出了巨大的尝试，而背负着巨大压力的Walmsley以及其阵营的伙伴势必将迎来更多的挑战，豪言壮语已经被记录在案，时间将会给出答案。\n2 接连重金引入新产品，GSK能否迎头赶上？\n在宣布十年计划后，GSK就接连吹响了转型路上的冲锋号。\n近期，GSK就和Alector公司联合宣布，两家公司达成了一项全球性战略合作，GSK花了22亿美元重金，获得了两个处在临床阶段的潜在“first-in-class”单抗药物AL001和AL101的共同开发权益，这两款药物将被用于开发治疗包括肌萎缩侧索硬化、帕金森病和阿尔茨海默病在内的多项神经退行性疾病。\n此举也被视为是GSK对当前新的免疫神经病学治疗方法中最有吸引力的基因验证靶点之一的布局。而从GSK对免疫赛道的布局也不难看出其对于免疫药物是极为重视的，在过去的2020年中，Nucala和Trelegy Ellipta均成长为了各自适应症的重磅炸弹药物，Nucala是全球第一款用于治疗嗜酸性粒细胞性哮喘的anti-IL5单抗药物，其在多个适应症拓展上具有突破性意义，在2020年的销售额也达到了12.84亿美元。值得一提的是，Nucala在今年第一季度销售额也达到了3.52亿美元，同比增长了21%，在未来有望持续增长。而另一款药物Trelegy Ellipta作为首个同时获批用于COPD和哮喘的三联吸入制剂，在2020年的销售额首次突破了十亿美元大关，增速高达60%。\n此外Benlysta（贝利尤单抗）作为50年来上市的首个系统性红斑狼疮（SLE）新药，2020年销售额也接近重磅炸弹门槛，并且Benlysta在2020年12月17日被FDA批准用于SLE的严重并发症——狼疮肾炎，成为FDA批准的首个用于治疗狼疮肾炎的药物，再加上进入国家医保目录，Benlysta在2021年第一季度销售收入保持了高双位数增长（18%），顶着众多光环的Benlysta无疑也将成为GSK该赛道旗下的得力干将。\n由此不难看出，以Nucala、Trelegy Ellipta和Benlysta等药物打头阵，再加上GSK目前还坐拥20余款进入三期临床的药物，首发和替补选手竞争力都不容小觑，免疫药物将成为未来支撑GSK业务增长的支柱之一。\n在抗肿瘤药物上，GSK明显也是加快了其布局的步伐。同样在上个月GSK用高达20亿美金引入了一款TIGIT单抗药物，作为继PD-1/PD-L1、CTLA-4之后的热门靶点，TIGIT也吸引了一众医药巨头公司布局，但目前还未有该靶点的产品获批面世。由于直至今年才有一款PD-1产品获批，在PD-1赛道布局明显被甩出几十个身位的GSK也瞄准了这一后起之秀，在未来，GSK将与罗氏、默沙东、BMS等老对手继续捉对厮杀。\n此前GSK以51亿美元天价收购Tesaro并获得了Zejula（尼拉帕利）的开发权益，作为唯一一款每日只需口服1次的PARP抑制剂，Zejula在2020年的业绩也不负所望，取得近50%的增长，2021年第一季度也达到了1.22亿美元的销售额，同比增长了10%。而另一款药物Blenrep作为全球第一款上市的BCMA（B细胞成熟抗原）靶向疗法，在短短5个月内在临床末线疗法应用上就取得4300万美元的销售额，未来前景也较为乐观。\n尽管因为各种原因，GSK在2016年才重返肿瘤药物赛道，在近几年的布局来看，在对肿瘤药物的布局上，GSK似乎有些踯躅不前，这也是导致其在目前并没有一款真正的引领全球的重磅炸弹药物，而在接连引进多款产品扩充管线之后，GSK将会有更多的底气去和其它竞争对手叫板。\n3 拥有新一代疗法，GSK能否成功挑战吉利德HIV霸主地位？\n数据显示，2020年全球HIV药物市场超过了270亿美元，而在这片广阔的市场中，吉利德（Gilead）是目前当之无愧的霸主，其占据了全球HIV市场的62%的市场份额，由吉利德开发的重磅产品Biktarvy（必妥维）更是一时风头无两，在上市的第二年就达到了73亿美元销售额，一跃成为HIV药王。GSK作为老牌HIV玩家，在近几年也一直稳稳占据第二把交椅，尽管受到了Biktarvy的冲击，导致GSK的HIV药物销售额增长率下降，但其开发的Triumeq以及Tivicay在去年还是交出了一份不错的成绩单，销售额分别达到了29.8亿和19.7亿美元。\n图源：新浪医药\n那么在未来，GSK有机会挑战吉利德在HIV领域的霸主地位吗？当然是有可能的。\n其中一个重大原因是GSK成功开发出了Cabenuva，这是目前首款也是唯一一款可以完整治疗HIV-1感染的长效药物，其可以实现每个月给药一次。换句话来说，Cabenuva完成了HIV患者从全年365天口服转变为每月注射一次即全年仅需注射治疗12天的历史性突破。尽管吉利德也在HIV长效给药上有各种布局，但GSK显然已经掌握新一代HIV疗法的主动权，据GSK预测，Cabenuva在未来几年的销售额将会达到70亿美元，其也自信地表示目前GSK在新一代长效给药方面至少领先其他竞争对手五年的时间。\n4 运气不佳，GSK能否赶上新冠疫苗下一班车？\n作为全球最大的疫苗生产商之一， GSK在新冠疫苗的开发历程中却充满了曲折。\n尽管先前与赛诺菲共同宣布进行佐剂重组蛋白新冠疫苗的开发，但不幸的是由于该疫苗在去年的1/2期研究中期结果不甚理想，双方不得以宣布推迟试验计划，直到今年的5月份才共同宣布重启并开始进行三期临床试验。祸不单行，GSK与CureVac的合作更是雪上加霜，6月17日，CureVac公司宣布，其mRNA新冠病毒候选疫苗2b/3期研究的第二次中期分析结果显示，有效性仅为47%，这无疑又给了GSK当头一棒。\n在辉瑞、Moderna因为新冠疫苗赚的盆满钵满的时候，GSK目前甚至连喝汤的资格都没有，不过天无绝人之路，GSK和赛诺菲此前合作研发的的佐剂重组蛋白新冠疫苗在重启临床后一切顺利并可能将于年底前上市。赛诺菲法国公司董事长Bogillot也对此作出了乐观预测，尽管进入该领域较晚，但该疫苗可能在法国和海外将非常有效，他还表示:“随着变异病毒的出现，我们必须实现非常高水平的群体免疫。” 此外，GSK与Vir Biotechnology联合开发的中和抗体疗法VIR-7831在治疗早期COVID-19患者的临床试验结果良好，两家公司已经向美国FDA递交紧急使用授权申请。\n尽管已经错过了最佳上车时机，但作为唯一被WHO确定的三大全球性疾病（疟疾、艾滋病和结核病）研制药物和疫苗的公司，GSK对于疫苗的商业化和产能还是不用过于操心的，而作为未来转型路上的一枚重要棋子，Walmsley怎样率领她的团队在这三条赛道奋起直追精心对弈，这个问题也将困扰她一段时间。\n5 小结\n不管是质疑与否，GSK的转型之路确实是正式拉开了序幕，在古老的东方有这样一句话：易穷则变，变则通，通则久正适用于此刻的GSK。在业务持续走低的窘境之中，确实需要这样的变革来为GSK注入新的活力。尽管暂时“变则通”在短时间内还没有成果来印证，但值得鼓励的是，Walmsley正在带领着GSK试图走出迷雾，十年计划是漫长的，或许在一年之后Walmsley就已经被解雇，也许在三年之后Walmsley已经带领GSK完成转型…..没有人可以预测未来，我们拭目以待。","news_type":1,"symbols_score_info":{"GSK.UK":0.9,"GSK":0.9}},"isVote":1,"tweetType":1,"viewCount":3584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158734543,"gmtCreate":1625181684182,"gmtModify":1703737683226,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NUS\">$Nu Skin Enterprises(NUS)$</a>still stay","listText":"<a href=\"https://laohu8.com/S/NUS\">$Nu Skin Enterprises(NUS)$</a>still stay","text":"$Nu Skin Enterprises(NUS)$still stay","images":[{"img":"https://static.tigerbbs.com/1377cd5a194612ce422936f6c82bcaf2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158734543","isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151227098,"gmtCreate":1625095826014,"gmtModify":1703735900847,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NUS\">$Nu Skin Enterprises(NUS)$</a>&nbsp;stay strong!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NUS\">$Nu Skin Enterprises(NUS)$</a>&nbsp;stay strong!&nbsp;","text":"$Nu Skin Enterprises(NUS)$ stay strong!","images":[{"img":"https://static.tigerbbs.com/b4357bac36871fa8521e0376cb06669a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151227098","isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153377960,"gmtCreate":1625011990650,"gmtModify":1703849975685,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>wow","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>wow","text":"$Starbucks(SBUX)$wow","images":[{"img":"https://static.tigerbbs.com/4a06c27dd6ec99bc311ec235bcf7b796","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153377960","isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153375485,"gmtCreate":1625011963147,"gmtModify":1703849973878,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"Nice stock&nbsp;","listText":"Nice stock&nbsp;","text":"Nice stock","images":[{"img":"https://static.tigerbbs.com/303ca5d5e654e9ffc12fe4de9c372a71","width":"1080","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153375485","isVote":1,"tweetType":1,"viewCount":3075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":127359401,"gmtCreate":1624836950703,"gmtModify":1703845664360,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>uhmmm","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>uhmmm","text":"$Bionano Genomics(BNGO)$uhmmm","images":[{"img":"https://static.tigerbbs.com/560e6c0a420df8ddc60a17a693e60479","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127359401","isVote":1,"tweetType":1,"viewCount":4575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124328108,"gmtCreate":1624747259604,"gmtModify":1703844254219,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>up up up","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>up up up","text":"$Starbucks(SBUX)$up up up","images":[{"img":"https://static.tigerbbs.com/b2742a3a5b776a9e7419d79fe9c0e5ba","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124328108","isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125691735,"gmtCreate":1624670445327,"gmtModify":1703843189420,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>upupup","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>upupup","text":"$Starbucks(SBUX)$upupup","images":[{"img":"https://static.tigerbbs.com/b2742a3a5b776a9e7419d79fe9c0e5ba","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125691735","isVote":1,"tweetType":1,"viewCount":3567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122940854,"gmtCreate":1624594768078,"gmtModify":1703841294396,"author":{"id":"3585424596682030","authorId":"3585424596682030","name":"JacksonTeoh","avatar":"https://static.tigerbbs.com/3ca485c551cc05e75b451151008343f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585424596682030","idStr":"3585424596682030"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122940854","repostId":"1170542603","repostType":4,"repost":{"id":"1170542603","kind":"news","pubTimestamp":1624592567,"share":"https://ttm.financial/m/news/1170542603?lang=en_US&edition=fundamental","pubTime":"2021-06-25 11:42","market":"us","language":"en","title":"Nokia Stock: From 5G Winner To Disappointment To Meme","url":"https://stock-news.laohu8.com/highlight/detail?id=1170542603","media":"thestreet","summary":"Nokia has gone from (1) failed mobile phone powerhouse to (2) likely winner in one key technology tr","content":"<p>Nokia has gone from (1) failed mobile phone powerhouse to (2) likely winner in one key technology transformation cycle to (3) a source of “juicy tendies” for Wall Street Bets traders. Five years ago, it would have been hard to guess what would have happened to Nokia stock&nbsp;(<b>NOKIA</b>)&nbsp;since the mid-2010s.</p>\n<p>Wall Street Meme tells the story of this tech stock that has morphed from growth to value to meme – and that after fits and starts, still trades around pre-dot com bubble prices.</p>\n<p><b>Nokia: an unlikely journey</b></p>\n<p>In 2007, moments before Apple’s iPhone disrupted (or perhaps reinvented) the world of consumer mobile devices forever, Nokiacontrolled50% of the smartphone market. But the company’s fall from grace did not take long: Nokia accounted for less than 3% of the market by late 2012.</p>\n<p>However, the Finnish growth story did not end there. Between 2016-2017, Nokia began drawing the attention of investors looking to bet on the 5G upgrade cycle that would likely start a couple of years later. The company’s network division had been struggling, but the management team believed in a turnaround as 5G infrastructure had to be built around the globe.</p>\n<p>True to its roots, unfortunately,Nokia disappointed yet again. In 2019, the company warned that its recovery was in jeopardy, as competition with Ericsson and Huawei for 5G contracts became too fierce for Nokia to handle. The company’s dividend payment was slashed, and a restructuring process began.</p>\n<p><b>Meme stock for a day</b></p>\n<p>For the past five years, Nokia stock consistently traded between $3 and $5 per share, with the eventual spikes and dips in share price eventually correcting. The notable exception happened on January 27 of this year.</p>\n<p>On that day, Nokia climbed to $6.55 per share, from only $3.87 two weeks earlier. The stock was “victim” of a bullish Wall Street Bets meme attack, around the time that short interest reached a five-year high of 60 million shares – fertile ground for a short squeeze.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nokia Stock: From 5G Winner To Disappointment To Meme</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\">\nNokia Stock: From 5G Winner To Disappointment To Meme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/nokia-stock-from-5g-winner-to-disappointment-to-meme><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nokia has gone from (1) failed mobile phone powerhouse to (2) likely winner in one key technology transformation cycle to (3) a source of “juicy tendies” for Wall Street Bets traders. Five years ago, ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/nokia-stock-from-5g-winner-to-disappointment-to-meme\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚"},"source_url":"https://www.thestreet.com/memestocks/other-memes/nokia-stock-from-5g-winner-to-disappointment-to-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170542603","content_text":"Nokia has gone from (1) failed mobile phone powerhouse to (2) likely winner in one key technology transformation cycle to (3) a source of “juicy tendies” for Wall Street Bets traders. Five years ago, it would have been hard to guess what would have happened to Nokia stock (NOKIA) since the mid-2010s.\nWall Street Meme tells the story of this tech stock that has morphed from growth to value to meme – and that after fits and starts, still trades around pre-dot com bubble prices.\nNokia: an unlikely journey\nIn 2007, moments before Apple’s iPhone disrupted (or perhaps reinvented) the world of consumer mobile devices forever, Nokiacontrolled50% of the smartphone market. But the company’s fall from grace did not take long: Nokia accounted for less than 3% of the market by late 2012.\nHowever, the Finnish growth story did not end there. Between 2016-2017, Nokia began drawing the attention of investors looking to bet on the 5G upgrade cycle that would likely start a couple of years later. The company’s network division had been struggling, but the management team believed in a turnaround as 5G infrastructure had to be built around the globe.\nTrue to its roots, unfortunately,Nokia disappointed yet again. In 2019, the company warned that its recovery was in jeopardy, as competition with Ericsson and Huawei for 5G contracts became too fierce for Nokia to handle. The company’s dividend payment was slashed, and a restructuring process began.\nMeme stock for a day\nFor the past five years, Nokia stock consistently traded between $3 and $5 per share, with the eventual spikes and dips in share price eventually correcting. The notable exception happened on January 27 of this year.\nOn that day, Nokia climbed to $6.55 per share, from only $3.87 two weeks earlier. The stock was “victim” of a bullish Wall Street Bets meme attack, around the time that short interest reached a five-year high of 60 million shares – fertile ground for a short squeeze.","news_type":1,"symbols_score_info":{"NOK":0.9}},"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}