Profile - To The Moon

HappyT

Posts · 4Posts · 4
Following · 0Following · 0
Followers · 0Followers · 0

- HappyTHappyT
  ·2021-12-30
  Ok
  Want $1 Million? Buy and Hold These 2 Stocks for the Next Decade
  These two stocks could provide life-changing returns in 10 years.
  Want $1 Million? Buy and Hold These 2 Stocks for the Next Decade
  593 Comment
  Like
  Share
  Report
- HappyTHappyT
  ·2021-06-21
  ?
  Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week
  A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r
  Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week
  461 Comment
  1
  Share
  Report
- HappyTHappyT
  ·2021-06-17
  Definite good opportunity to buy
  Walmart: Buy On Weakness For Its Exciting International Growth Prospects
  Summary Walmart’s international segment is expected to lead the company’s revenue growth in the yea
  Walmart: Buy On Weakness For Its Exciting International Growth Prospects
  350 Comment
  1
  Share
  Report
No followers yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3585706143249288","uuid":"3585706143249288","gmtCreate":1622615039660,"gmtModify":1622712020326,"name":"HappyT","pinyin":"happyt","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/ed0a7392b6bcf5b8862ee52dd41d7fc2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":0,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","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":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.28","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":2,"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":9003950677,"gmtCreate":1640858250431,"gmtModify":1676533548422,"author":{"id":"3585706143249288","authorId":"3585706143249288","name":"HappyT","avatar":"https://static.tigerbbs.com/ed0a7392b6bcf5b8862ee52dd41d7fc2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585706143249288","authorIdStr":"3585706143249288"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003950677","repostId":"2195454191","repostType":4,"repost":{"id":"2195454191","kind":"highlight","pubTimestamp":1640852195,"share":"https://ttm.financial/m/news/2195454191?lang=&edition=fundamental","pubTime":"2021-12-30 16:16","market":"us","language":"en","title":"Want $1 Million? Buy and Hold These 2 Stocks for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2195454191","media":"Motley Fool","summary":"These two stocks could provide life-changing returns in 10 years.","content":"<html><head></head><body><p>The stock market has had <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its best decades ever, with the <b>SPDR S&amp;P 500 ETF</b> providing 275% returns over the past 10 years. While this performance is extremely impressive, I believe there are two stocks that could outperform the market and provide multibagger returns over the next decade.</p><p>If you add <b>Doximity</b> (NYSE:DOCS) and <b>DermTech</b> (NASDAQ:DMTK) to a diversified portfolio, they could help you turn $100,000 into $1 million over the next decade. Here&#39;s how.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31ce77a52792905dc64e60dfc5da1196\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images</span></p><h2>Doximity: A doctor&#39;s social media</h2><p>While many business professionals use <b>Microsoft</b>&#39;s LinkedIn, nearly 80% of medical professionals in the U.S. use Doximity. Doximity serves as a career growth app, a messaging app, an educational resource, and a social media platform all in one for doctors. In addition, Doximity offers telehealth accessibility, making it the super app for doctors and healthcare professionals.</p><p>Doximity has truly become a primary platform that medical professionals use. Aside from the 80% of doctors on the platform, 50% of nurse practitioners and physician assistants use it, and a staggering 90% of medical students use it -- signaling that Doximity will continue to be the place where medical workers should go to collaborate, communicate, and expand their careers. As a result, Doximity&#39;s platform has attracted lots of advertisers.</p><p>Doximity makes money from advertising revenue from pharmaceutical companies looking to show doctors their drugs on the research part of its app that delivers personalized news and research to doctors. Over 600 pharmaceutical companies are desperate to get their products in front of doctors and potential buyers, 200 of which spend over $100,000 per year to do so. What is most impressive is that Doximity&#39;s net retention rate is 173% -- meaning these customers spent 73 cents more in Q3 2021 on top of every dollar they spent in the year-ago quarter, including churning customers.</p><p>In addition, 93% of Doximity&#39;s revenue comes from subscriptions from pharmaceutical companies. Because of this focus on subscriptions, its gross margins are a lofty 89%. Another factor making this company a financial powerhouse is the 80% share of U.S, doctors already on the platform, which means Doximity does not have to spend a ton on operating expenses. This allows for Doximity to bring tons of cash to the bottom line: In Q3, it had $36 million in net income -- representing 45% of revenue. And as if this couldn&#39;t get any better, the company also generated $18 million in free cash flow in Q3.</p><p>In addition to this impressive profitability, the company has been able to consistently grow its top line at 76% year over year. It&#39;s not hard to see why shares trade at a staggering 184 times earnings and 36 times sales. However, this company has a dominant foothold in this market, with the majority of its consumer base on the platform, making advertising space nearly invaluable. This position has already led to growth and profitability, that I think could continue for the next decade.</p><h2>DermTech: A different approach to skin cancer</h2><p>DermTech is riskier than Doximity, but its growth potential is even larger. DermTech has created a new way to test for skin cancer that is easier, cheaper, and more accurate than the traditional biopsy. Instead of having a chunk of skin taken out, DermTech&#39;s PLA Test can simply be put on the area of concern like a bandage, and results are given within 72 hours. The chance of missing melanoma drops from 17% to 1% with DermTech.</p><p>Where DermTech has major growth potential is with its insurance coverage. While the company&#39;s product is not currently insured by the big insurance companies, it expects to obtain coverage in late 2022 or early 2023. If the company can get major insurance coverage, that could make it easier for doctors to switch over to its product.</p><p>Even without major coverage, the company is seeing impressive growth. Test revenue grew 140% year over year, and the company&#39;s sample volume reached 11,720, growing 75% year over year in Q3.</p><p>The company is nowhere near profitability, having lost almost seven times its revenue in Q3, but with just a $485 million market capitalization, it would be unrealistic to expect profitability at this stage. DermTech does, however, have over $204 million in cash and cash equivalents to subsidize its losses for some time. The company has only brought in $8.7 million in 2021, yet it has a market opportunity of over $10 billion. With such a large opportunity and a superior product, it is understandable that the company is valued at 40 times sales.</p><p>While its current valuation and unprofitability aren&#39;t appealing, the company could potentially grow its revenue by 100 times and still be scratching the surface of its addressable market. With this much potential, adding DermTech into a diversified portfolio could be a move that -- if it plays out -- could create portfolio-changing (and life-changing) results.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want $1 Million? Buy and Hold These 2 Stocks for the Next Decade</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\">\nWant $1 Million? Buy and Hold These 2 Stocks for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 16:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/29/want-1-million-buy-and-hold-these-2-stocks-for-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has had one of its best decades ever, with the SPDR S&P 500 ETF providing 275% returns over the past 10 years. While this performance is extremely impressive, I believe there are two ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/29/want-1-million-buy-and-hold-these-2-stocks-for-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技","BK4539":"次新股","BK4551":"寇图资本持仓","BK4167":"医疗保健技术","DOCS":"Doximity, Inc."},"source_url":"https://www.fool.com/investing/2021/12/29/want-1-million-buy-and-hold-these-2-stocks-for-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195454191","content_text":"The stock market has had one of its best decades ever, with the SPDR S&P 500 ETF providing 275% returns over the past 10 years. While this performance is extremely impressive, I believe there are two stocks that could outperform the market and provide multibagger returns over the next decade.If you add Doximity (NYSE:DOCS) and DermTech (NASDAQ:DMTK) to a diversified portfolio, they could help you turn $100,000 into $1 million over the next decade. Here's how.Image source: Getty ImagesDoximity: A doctor's social mediaWhile many business professionals use Microsoft's LinkedIn, nearly 80% of medical professionals in the U.S. use Doximity. Doximity serves as a career growth app, a messaging app, an educational resource, and a social media platform all in one for doctors. In addition, Doximity offers telehealth accessibility, making it the super app for doctors and healthcare professionals.Doximity has truly become a primary platform that medical professionals use. Aside from the 80% of doctors on the platform, 50% of nurse practitioners and physician assistants use it, and a staggering 90% of medical students use it -- signaling that Doximity will continue to be the place where medical workers should go to collaborate, communicate, and expand their careers. As a result, Doximity's platform has attracted lots of advertisers.Doximity makes money from advertising revenue from pharmaceutical companies looking to show doctors their drugs on the research part of its app that delivers personalized news and research to doctors. Over 600 pharmaceutical companies are desperate to get their products in front of doctors and potential buyers, 200 of which spend over $100,000 per year to do so. What is most impressive is that Doximity's net retention rate is 173% -- meaning these customers spent 73 cents more in Q3 2021 on top of every dollar they spent in the year-ago quarter, including churning customers.In addition, 93% of Doximity's revenue comes from subscriptions from pharmaceutical companies. Because of this focus on subscriptions, its gross margins are a lofty 89%. Another factor making this company a financial powerhouse is the 80% share of U.S, doctors already on the platform, which means Doximity does not have to spend a ton on operating expenses. This allows for Doximity to bring tons of cash to the bottom line: In Q3, it had $36 million in net income -- representing 45% of revenue. And as if this couldn't get any better, the company also generated $18 million in free cash flow in Q3.In addition to this impressive profitability, the company has been able to consistently grow its top line at 76% year over year. It's not hard to see why shares trade at a staggering 184 times earnings and 36 times sales. However, this company has a dominant foothold in this market, with the majority of its consumer base on the platform, making advertising space nearly invaluable. This position has already led to growth and profitability, that I think could continue for the next decade.DermTech: A different approach to skin cancerDermTech is riskier than Doximity, but its growth potential is even larger. DermTech has created a new way to test for skin cancer that is easier, cheaper, and more accurate than the traditional biopsy. Instead of having a chunk of skin taken out, DermTech's PLA Test can simply be put on the area of concern like a bandage, and results are given within 72 hours. The chance of missing melanoma drops from 17% to 1% with DermTech.Where DermTech has major growth potential is with its insurance coverage. While the company's product is not currently insured by the big insurance companies, it expects to obtain coverage in late 2022 or early 2023. If the company can get major insurance coverage, that could make it easier for doctors to switch over to its product.Even without major coverage, the company is seeing impressive growth. Test revenue grew 140% year over year, and the company's sample volume reached 11,720, growing 75% year over year in Q3.The company is nowhere near profitability, having lost almost seven times its revenue in Q3, but with just a $485 million market capitalization, it would be unrealistic to expect profitability at this stage. DermTech does, however, have over $204 million in cash and cash equivalents to subsidize its losses for some time. The company has only brought in $8.7 million in 2021, yet it has a market opportunity of over $10 billion. With such a large opportunity and a superior product, it is understandable that the company is valued at 40 times sales.While its current valuation and unprofitability aren't appealing, the company could potentially grow its revenue by 100 times and still be scratching the surface of its addressable market. With this much potential, adding DermTech into a diversified portfolio could be a move that -- if it plays out -- could create portfolio-changing (and life-changing) results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167598348,"gmtCreate":1624275313184,"gmtModify":1703832155871,"author":{"id":"3585706143249288","authorId":"3585706143249288","name":"HappyT","avatar":"https://static.tigerbbs.com/ed0a7392b6bcf5b8862ee52dd41d7fc2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585706143249288","authorIdStr":"3585706143249288"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167598348","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","kind":"news","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","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>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</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\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DRI":"达登饭店","JNJ":"强生","FDX":"联邦快递","NKE":"耐克"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161665481,"gmtCreate":1623923193243,"gmtModify":1703823602147,"author":{"id":"3585706143249288","authorId":"3585706143249288","name":"HappyT","avatar":"https://static.tigerbbs.com/ed0a7392b6bcf5b8862ee52dd41d7fc2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585706143249288","authorIdStr":"3585706143249288"},"themes":[],"htmlText":"Definite good&nbsp;opportunity to buy&nbsp;","listText":"Definite good&nbsp;opportunity to buy&nbsp;","text":"Definite good opportunity to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161665481","repostId":"1138373077","repostType":4,"repost":{"id":"1138373077","kind":"news","pubTimestamp":1623915483,"share":"https://ttm.financial/m/news/1138373077?lang=&edition=fundamental","pubTime":"2021-06-17 15:38","market":"us","language":"en","title":"Walmart: Buy On Weakness For Its Exciting International Growth Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1138373077","media":"seekingalpha","summary":"Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the yea","content":"<p><b>Summary</b></p>\n<ul>\n <li>Walmart’s international segment is expected to lead the company’s revenue growth in the years ahead.</li>\n <li>The company’s leadership through Flipkart in the rapidly growing India market is expected to be a key competitive advantage as it scales up to compete against Amazon India.</li>\n <li>At the current price, Walmart is not expensive, and offers an attractive entry point for investors to partake in its international growth drivers.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af09545cba715476092d754f8df38e8a\" tg-width=\"768\" tg-height=\"512\"><span>Wolterk/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Walmart (WMT) has very exciting growth prospects in its international markets, especially in India where the market is expected to overtake Canada as the second largest international market segment, behind the leader Mexico by 2025. In addition, the company’s astute investment in Flipkart has given it the key leadership in the e-commerce segment in India which is expected to grow rapidly in the years ahead.</p>\n<p><b>Setting the Stage for International Expansion</b></p>\n<p>Walmart has grand ambitions on the international stage. After the completion of the&nbsp;divestiture of Asda and Seiyu&nbsp;last quarter, the company has set its sights on driving its international growth in the faster growing markets. The company also discussed at length its international priorities and opportunities in two recent conferences (DBAccess, andBaird) on how to take its international business to the next level.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917a0bddc47fb6071bfd416976abe840\" tg-width=\"600\" tg-height=\"371\"><span>WMT net sales worldwide by division. Data Source: Company Filings</span></p>\n<p>Walmart’s international sales accounted for about 21.9% of FY 21 revenue. As we could observe from above, WMT’s international business as a whole has been largely stagnant in recent years even though its U.S. operations saw relatively stable and consistent growth. The company’s exit from Seiyu [Japan] and Asda [UK] in order to reallocate capital to its higher growth regions, notably in India and China, is an important step towards aligning its growth priorities and rejuvenating its international business segment. In fact, Walmart had even received pretty nasty press on its operations in Japan, asNikkei Asiaremarked: “Walmart's foreign flops can be attributed largely to tone-deaf management, which failed to take into account local business customs, dietary habits and labor relations, among other glaring oversights.” Notwithstanding the sensational allegations made by the Nikkei, I think WMT has actually performed admirably in its international business as it’s aprofitable segmentfor the company that posted an operating margin of 4.4% in Q1’22, as well as 3% in FY 21, 2.8% in FY 20, and 4% in FY 19, respectively.</p>\n<p><b>Ask Amazon How Hard It Is To Make Money Overseas</b></p>\n<p>In order to understand how difficult it is to make money operating a retail business in international markets with a footprint as large as WMT, investors need to look no further than Amazon (AMZN), notwithstanding its focus on the e-commerce segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f155f05bf035f522fff05f7c5802740\" tg-width=\"849\" tg-height=\"525\"><span>AMZN annual Operating income by segment. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa70bfe2b8a379252d91f48a78becd52\" tg-width=\"600\" tg-height=\"371\"><span>AMZN quarterly operating income by segment. Data Source: Company Filings</span></p>\n<p>As we could observe from the 2 charts above, AMZN’s international segment only recently started to turn an operating profit in Q2’20 after experiencing losses over the last 6 years, even though the North America segment continued to do well. It’s a good reminder to investors that WMT knows how to manage its large international footprint well and it’s really very difficult to run an operation as geographically diverse and huge as Walmart’s and be profitable at the same time, giving the company an extremely wide moat.</p>\n<p><b>India and China Expected to Lead Growth</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5de7690e94d33c1fa7d9a17901080007\" tg-width=\"833\" tg-height=\"515\"><span>WMT projected net sales by country. Data Source: Edge by Ascential</span></p>\n<p>Although Mexico is still expected to remain as International’s most important revenue driver by 2025, India and China are expected to lead the growth, with India expected to be the company’s second largest international market by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb39da945b2a8ef4d8bc56b06bf945b7\" tg-width=\"600\" tg-height=\"371\"><span>WMT projected revenue CAGR by country. Data Source: Edge by Ascential</span></p>\n<p>India’s 5Y CAGR of 10.4% is expected to outperform the rest of its international peers, followed by China in second place with a 5Y CAGR of 6.6%. The rest of its international markets are also expected to grow relatively fast, including the leader Mexico (5Y CAGR: 4.1%).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9a2cee8cc3738a2a615afe99152dd5f\" tg-width=\"1280\" tg-height=\"738\"><span>WMT projected revenue mean consensus, and YoY growth. Data source: S&amp;P Capital IQ</span></p>\n<p>If we consider the company’s overall expected revenue growth in the next few years, investors should now be able to appreciate the importance of WMT’s international markets to drive the company’s topline and therefore managing the growth of its international segment well would provide the company a highly significant lever to drive results over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b6a11308afe3976fe54e67f76f8f596\" tg-width=\"873\" tg-height=\"540\"><span>Leading retail chain operators in China. Data Source: China Chain Store &amp; Franchise Association</span></p>\n<p>Although WMT’s leadership in the U.S. is undisputed, it may not be the same in China. The competitive landscape in China is strongly dominated by Suning Commerce Group, and WMT’s China operations was actually ranked 7th in this survey. Therefore, there is a tremendous amount of sales potential for WMT to make up in order to move up the ranks among China’s retail leaders.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0338751a0a7661f724cfa43c4acb5c58\" tg-width=\"600\" tg-height=\"371\"><span>Total population in the U.S. and India. Data Source: IMF</span></p>\n<p>In the market where it is expected to lead the company's growth: India, this is where the excitement for WMT’s international business really begins. India’s population is expected to grow from 1.324B in 2016 to 1.443B by 2025, which would represent a CAGR of 0.96%, faster than the U.S. population CAGR of 0.47%, that is twice as fast, despite having a population size that’s already 4x larger to start with.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab0dcd47a074df2156c16ea1db021061\" tg-width=\"600\" tg-height=\"371\"><span>Market size of e-commerce industry across India. Data Source: India Brand Equity Foundation; Various sources (Media sources); BCG; Bain &amp; Company; Morgan Stanley</span></p>\n<p>India’s e-commerce industry (WMT’s main channel in India) is expected to grow from just $14B in 2014 to $200B by 2027, which would represent a whopping CAGR of 22.7%, an incredible growth rate. More importantly, WMT is an e-commerce leader in India (though Flipkart), as Flipkart had a&nbsp;31.9% market share&nbsp;as of Oct 20 according to Forrester Research, just ahead of its fierce rival, Amazon India, who had a 31.2% market share. Therefore, WMT looks very well positioned to compete strongly in India as the leader of a rapidly expanding e-commerce market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c611e761c64537eac8600067ff46dce9\" tg-width=\"600\" tg-height=\"371\"><span>Flipkart revenue. Data Source: Flipkart; Business Standard</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fd83dbbe32e4623cfb108479191db5\" tg-width=\"600\" tg-height=\"371\"><span>Flipkart revenue YoY growth. Data Source: Flipkart; Business Standard</span></p>\n<p>As we could observe from above, Flipkart’s FY 20 revenue of 346B rupees (equivalent to about $4.72B) has barely scratched the surface considering the market size of India’s e-commerce industry that was worth $64B in 2020. Even though the revenue growth of 12% YoY was an egregious deceleration from the previous year’s 42% YoY growth, the company has managed to reduce its net loss from 38.35B rupees to 31.5B rupees (see below), an improvement of 17% YoY. It would thus be important for investors to continue monitoring the health of its growth trend moving forward to evaluate whether there is a persistent deceleration that needs to be addressed by the company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84abc8cadd99bda1af002f8ef6a231ad\" tg-width=\"768\" tg-height=\"475\"><span>P/L of Flipkart. Data Source: Flipkart; Business Standard</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efdcc73d770fedc1353ca09154e30a26\" tg-width=\"600\" tg-height=\"371\"><span>Unified Payment Interface [UPI] usage across India. Data Source: The Financial Express (India); NPCI</span></p>\n<p>Meanwhile, the company’s UPI platform PhonePe is also the leader in UPI usage across India. UPI has become the dominant payments infrastructure across India with a&nbsp;73% share&nbsp;of all digital transactions volume as of Feb 21. However, due to the 30% transactions restriction cap placed on all third-party payment apps that include PhonePe by the authority [NPCI] on the leaders, PhonePe and Google Pay would need to meet a 2-year deadline to bring down their transactions share to within the 30% cap. In addition, WhatsApp Pay is also expected to play an increasingly important role in this rapidly expanding market and compete against Google Pay and PhonePe. Notwithstanding the cap placed by NPCI, the digital payments market in India is expected to grow from 2,153 trillion rupees in 2020 to 7,092 trillion rupees by 2025 (see below), which would represent a CAGR of 26.9%, thus giving us a high level of confidence that there is ample room for all the major competitors to grow. Walmart definitely looks incredibly well-positioned in the India e-commerce market, where its e-commerce growth is still very much in its infancy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6273488f83e60a8d2c316d9296e7ad27\" tg-width=\"600\" tg-height=\"371\"><span>Digital payments market value across India. Data Source: Redseer</span></p>\n<p><b>Considering Walmart's Valuations</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2e1c5a07707bd380a3dab086be2be5c\" tg-width=\"1280\" tg-height=\"701\"><span>EV / EBITDA Metrics. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537bf606c23aaa34ab1130ab1186f6d5\" tg-width=\"1280\" tg-height=\"694\"><span>EV / EBIT metrics. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider WMT’s FCF and EBIT relative valuations using both EV / EBITDA - CapEx (as a proxy for FCF) and EV / EBIT, WMT is currently valued near the higher end of both valuations range (EV / LTM EBITDA: 14.7x, EV / LTM EBIT: 14.9x) over the last 5 years. In fact, when we consider the company forward valuations, we could observe that the market seems to have priced in quite a bit of optimism into WMT’s future EBIT and FCF growth in which the company is expected to execute well moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ba544168ae18b243f52b6359262acb\" tg-width=\"1280\" tg-height=\"884\"><span>EV / EBIT valuation metrics.</span></p>\n<p>Therefore, in order to have a basis on whether WMT’s forward valuations are also in line with what we expect from other companies, it would be useful to conduct an EV / EBIT comparison across a set of benchmark companies for us to have a reasonable basis to value WMT. We also observed that WMT’s EV / EBIT metrics have not been excessive when compared against this set of benchmark companies.</p>\n<p>Using a blend of their EV / LTM EBIT metric and their EV / Fwd EBIT metric, we arrived at a fair value of $156.42 at the midpoint of the fair value range, representing a potential upside of 11.7% from 15 Jun’s closing price of $140.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeab97d13426aa4d6f580b82aaf6bf4b\" tg-width=\"1280\" tg-height=\"784\"><span>Source: TradingView</span></p>\n<p>WMT is a strong stock that has always been well supported along its long-term uptrend over the last 3 years. The 50W moving average has always acted as its key dynamic support level, including during the 2018 bear market, and the 2020 COVID-19 bear market, demonstrating the confidence of the market in this customary market leader. The support level at $127 also looks like an extremely strong support level that attracted strong buying interest during the retracement in Feb - Mar 21 and investors should consider this as a \"Buy more\" entry point if the price retraces to that level in the future. Currently, the stock is right at the 50W MA support level again, and I think at the current price level of $140, it still represents an optimal technical buy entry. Investors should however avoid buying near $154 in the near term as it’s expected to be a near term resistance level.</p>\n<p><b>Wrapping it all up</b></p>\n<p>Walmart’s international strategies, especially in India are looking very exciting and is expected to be the company's main international growth driver. Although its international segment is still a relatively small segment of the company’s overall revenue, it’s expected to lead the group’s growth in the foreseeable future and the market definitely thinks so as well as WMT is expected to be valued at higher multiples than what was observed historically. Investors should therefore take advantage of WMT’s current price weakness to add to this fantastic stock in view of its attractive valuation right now.</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>Walmart: Buy On Weakness For Its Exciting International Growth Prospects</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\">\nWalmart: Buy On Weakness For Its Exciting International Growth Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 15:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the years ahead.\nThe company’s leadership through Flipkart in the rapidly growing India market is expected ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/article/4435090-walmart-stock-buy-for-international-growth-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138373077","content_text":"Summary\n\nWalmart’s international segment is expected to lead the company’s revenue growth in the years ahead.\nThe company’s leadership through Flipkart in the rapidly growing India market is expected to be a key competitive advantage as it scales up to compete against Amazon India.\nAt the current price, Walmart is not expensive, and offers an attractive entry point for investors to partake in its international growth drivers.\n\nWolterk/iStock Editorial via Getty Images\nInvestment Thesis\nWalmart (WMT) has very exciting growth prospects in its international markets, especially in India where the market is expected to overtake Canada as the second largest international market segment, behind the leader Mexico by 2025. In addition, the company’s astute investment in Flipkart has given it the key leadership in the e-commerce segment in India which is expected to grow rapidly in the years ahead.\nSetting the Stage for International Expansion\nWalmart has grand ambitions on the international stage. After the completion of the divestiture of Asda and Seiyu last quarter, the company has set its sights on driving its international growth in the faster growing markets. The company also discussed at length its international priorities and opportunities in two recent conferences (DBAccess, andBaird) on how to take its international business to the next level.\nWMT net sales worldwide by division. Data Source: Company Filings\nWalmart’s international sales accounted for about 21.9% of FY 21 revenue. As we could observe from above, WMT’s international business as a whole has been largely stagnant in recent years even though its U.S. operations saw relatively stable and consistent growth. The company’s exit from Seiyu [Japan] and Asda [UK] in order to reallocate capital to its higher growth regions, notably in India and China, is an important step towards aligning its growth priorities and rejuvenating its international business segment. In fact, Walmart had even received pretty nasty press on its operations in Japan, asNikkei Asiaremarked: “Walmart's foreign flops can be attributed largely to tone-deaf management, which failed to take into account local business customs, dietary habits and labor relations, among other glaring oversights.” Notwithstanding the sensational allegations made by the Nikkei, I think WMT has actually performed admirably in its international business as it’s aprofitable segmentfor the company that posted an operating margin of 4.4% in Q1’22, as well as 3% in FY 21, 2.8% in FY 20, and 4% in FY 19, respectively.\nAsk Amazon How Hard It Is To Make Money Overseas\nIn order to understand how difficult it is to make money operating a retail business in international markets with a footprint as large as WMT, investors need to look no further than Amazon (AMZN), notwithstanding its focus on the e-commerce segment.\nAMZN annual Operating income by segment. Data Source: Company Filings\nAMZN quarterly operating income by segment. Data Source: Company Filings\nAs we could observe from the 2 charts above, AMZN’s international segment only recently started to turn an operating profit in Q2’20 after experiencing losses over the last 6 years, even though the North America segment continued to do well. It’s a good reminder to investors that WMT knows how to manage its large international footprint well and it’s really very difficult to run an operation as geographically diverse and huge as Walmart’s and be profitable at the same time, giving the company an extremely wide moat.\nIndia and China Expected to Lead Growth\nWMT projected net sales by country. Data Source: Edge by Ascential\nAlthough Mexico is still expected to remain as International’s most important revenue driver by 2025, India and China are expected to lead the growth, with India expected to be the company’s second largest international market by 2025.\nWMT projected revenue CAGR by country. Data Source: Edge by Ascential\nIndia’s 5Y CAGR of 10.4% is expected to outperform the rest of its international peers, followed by China in second place with a 5Y CAGR of 6.6%. The rest of its international markets are also expected to grow relatively fast, including the leader Mexico (5Y CAGR: 4.1%).\nWMT projected revenue mean consensus, and YoY growth. Data source: S&P Capital IQ\nIf we consider the company’s overall expected revenue growth in the next few years, investors should now be able to appreciate the importance of WMT’s international markets to drive the company’s topline and therefore managing the growth of its international segment well would provide the company a highly significant lever to drive results over time.\nLeading retail chain operators in China. Data Source: China Chain Store & Franchise Association\nAlthough WMT’s leadership in the U.S. is undisputed, it may not be the same in China. The competitive landscape in China is strongly dominated by Suning Commerce Group, and WMT’s China operations was actually ranked 7th in this survey. Therefore, there is a tremendous amount of sales potential for WMT to make up in order to move up the ranks among China’s retail leaders.\nTotal population in the U.S. and India. Data Source: IMF\nIn the market where it is expected to lead the company's growth: India, this is where the excitement for WMT’s international business really begins. India’s population is expected to grow from 1.324B in 2016 to 1.443B by 2025, which would represent a CAGR of 0.96%, faster than the U.S. population CAGR of 0.47%, that is twice as fast, despite having a population size that’s already 4x larger to start with.\nMarket size of e-commerce industry across India. Data Source: India Brand Equity Foundation; Various sources (Media sources); BCG; Bain & Company; Morgan Stanley\nIndia’s e-commerce industry (WMT’s main channel in India) is expected to grow from just $14B in 2014 to $200B by 2027, which would represent a whopping CAGR of 22.7%, an incredible growth rate. More importantly, WMT is an e-commerce leader in India (though Flipkart), as Flipkart had a 31.9% market share as of Oct 20 according to Forrester Research, just ahead of its fierce rival, Amazon India, who had a 31.2% market share. Therefore, WMT looks very well positioned to compete strongly in India as the leader of a rapidly expanding e-commerce market.\nFlipkart revenue. Data Source: Flipkart; Business Standard\nFlipkart revenue YoY growth. Data Source: Flipkart; Business Standard\nAs we could observe from above, Flipkart’s FY 20 revenue of 346B rupees (equivalent to about $4.72B) has barely scratched the surface considering the market size of India’s e-commerce industry that was worth $64B in 2020. Even though the revenue growth of 12% YoY was an egregious deceleration from the previous year’s 42% YoY growth, the company has managed to reduce its net loss from 38.35B rupees to 31.5B rupees (see below), an improvement of 17% YoY. It would thus be important for investors to continue monitoring the health of its growth trend moving forward to evaluate whether there is a persistent deceleration that needs to be addressed by the company.\nP/L of Flipkart. Data Source: Flipkart; Business Standard\nUnified Payment Interface [UPI] usage across India. Data Source: The Financial Express (India); NPCI\nMeanwhile, the company’s UPI platform PhonePe is also the leader in UPI usage across India. UPI has become the dominant payments infrastructure across India with a 73% share of all digital transactions volume as of Feb 21. However, due to the 30% transactions restriction cap placed on all third-party payment apps that include PhonePe by the authority [NPCI] on the leaders, PhonePe and Google Pay would need to meet a 2-year deadline to bring down their transactions share to within the 30% cap. In addition, WhatsApp Pay is also expected to play an increasingly important role in this rapidly expanding market and compete against Google Pay and PhonePe. Notwithstanding the cap placed by NPCI, the digital payments market in India is expected to grow from 2,153 trillion rupees in 2020 to 7,092 trillion rupees by 2025 (see below), which would represent a CAGR of 26.9%, thus giving us a high level of confidence that there is ample room for all the major competitors to grow. Walmart definitely looks incredibly well-positioned in the India e-commerce market, where its e-commerce growth is still very much in its infancy.\nDigital payments market value across India. Data Source: Redseer\nConsidering Walmart's Valuations\nEV / EBITDA Metrics. Data source: S&P Capital IQ\nEV / EBIT metrics. Data source: S&P Capital IQ\nWhen we consider WMT’s FCF and EBIT relative valuations using both EV / EBITDA - CapEx (as a proxy for FCF) and EV / EBIT, WMT is currently valued near the higher end of both valuations range (EV / LTM EBITDA: 14.7x, EV / LTM EBIT: 14.9x) over the last 5 years. In fact, when we consider the company forward valuations, we could observe that the market seems to have priced in quite a bit of optimism into WMT’s future EBIT and FCF growth in which the company is expected to execute well moving forward.\nEV / EBIT valuation metrics.\nTherefore, in order to have a basis on whether WMT’s forward valuations are also in line with what we expect from other companies, it would be useful to conduct an EV / EBIT comparison across a set of benchmark companies for us to have a reasonable basis to value WMT. We also observed that WMT’s EV / EBIT metrics have not been excessive when compared against this set of benchmark companies.\nUsing a blend of their EV / LTM EBIT metric and their EV / Fwd EBIT metric, we arrived at a fair value of $156.42 at the midpoint of the fair value range, representing a potential upside of 11.7% from 15 Jun’s closing price of $140.\nPrice Action and Technical Analysis\nSource: TradingView\nWMT is a strong stock that has always been well supported along its long-term uptrend over the last 3 years. The 50W moving average has always acted as its key dynamic support level, including during the 2018 bear market, and the 2020 COVID-19 bear market, demonstrating the confidence of the market in this customary market leader. The support level at $127 also looks like an extremely strong support level that attracted strong buying interest during the retracement in Feb - Mar 21 and investors should consider this as a \"Buy more\" entry point if the price retraces to that level in the future. Currently, the stock is right at the 50W MA support level again, and I think at the current price level of $140, it still represents an optimal technical buy entry. Investors should however avoid buying near $154 in the near term as it’s expected to be a near term resistance level.\nWrapping it all up\nWalmart’s international strategies, especially in India are looking very exciting and is expected to be the company's main international growth driver. Although its international segment is still a relatively small segment of the company’s overall revenue, it’s expected to lead the group’s growth in the foreseeable future and the market definitely thinks so as well as WMT is expected to be valued at higher multiples than what was observed historically. Investors should therefore take advantage of WMT’s current price weakness to add to this fantastic stock in view of its attractive valuation right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}