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- PikamiuPikamiu
  ·2023-12-03
  Share your opinion about this news…
  Wall Street's Top 10 Stock Calls This Week: Shopify, Boeing, Snap, Roku and More
  What has Wall Street been buzzing about this week?
  Wall Street's Top 10 Stock Calls This Week: Shopify, Boeing, Snap, Roku and More
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- PikamiuPikamiu
  ·2021-06-26
  Well said! A true gem in NYSE.
  Alibaba: Can BABA Get Back To $300? Yes, It Can
  The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g
  Alibaba: Can BABA Get Back To $300? Yes, It Can
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- PikamiuPikamiu
  ·2021-06-24
  Awesome
  Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom
  Sea Ltd rose over 5% in morning trading Thursday. (Bloomberg) -- Monthly mega-sales events are emer
  Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom
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- PikamiuPikamiu
  ·2021-06-19
  Good
  Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.
  MW Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.
  Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247908434743408","repostId":"1199725765","repostType":2,"repost":{"id":"1199725765","pubTimestamp":1701561503,"share":"https://ttm.financial/m/news/1199725765?lang=&edition=fundamental","pubTime":"2023-12-03 07:58","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Shopify, Boeing, Snap, Roku and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1199725765","media":"thefly","summary":"What has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of November 27 – December 1.</p><p><strong>Top 5 Buy Calls:</strong></p><p style=\"text-align: start;\"><strong>1. Roku upgraded to Buy from Neutral at Cannonball Research</strong></p><p style=\"text-align: start;\">Cannonball Research upgraded Roku (ROKU) to Buy from Neutral with a $116 price target. The firm believes &#34;room for upside&#34; to fiscal 2024 consensus estimates is enough to allow for more meaningful upward estimates revisions than the firm has seen in recent quarters. The upgrade is not based on an expectation of an improvement in the advertising market trends. Instead, Cannonball assumes a continuation of the trends sees since Q2 of fiscal 2022. Consensus estimates for fiscal 2024 appear to be doable with room for upside if trends don&#39;t deteriorate, the firm tells investors in a research note.</p><p style=\"text-align: start;\"><strong>2. Snap upgraded to Buy from Hold at Jefferies</strong></p><p style=\"text-align: start;\">Jefferies upgraded Snap (SNAP) to Buy from Hold with a price target of $16, up from $12. The firm sees catalysts for revenue growth upside in fiscal 2024. Jefferies believes the stock re-rates higher on North America revenue growth reaccelerating into the mid-teens in 2024. The firm has increasing optimism around the recovery in the direct response platform.</p><p style=\"text-align: start;\"><strong>3. New Street starts Pinterest at Buy, names new top SMID cap pick</strong></p><p style=\"text-align: start;\">New Street initiated coverage of Pinterest (PINS) with a Buy rating and $48 price target. The firm made Pinterest its new top SMID cap pick, saying near-term adjusted EBITDA consensus estimates have upside and the company&#39;s long-term guidance is conservative. Most investors are focused on Pinterest&#39;s new Amazon.com (AMZN) third party advertising partnership in the U.S. and the potential expansion to new partners and countries, the firm tells investors in a research note. However, New Street believes the Street is overlooking the company&#39;s&#39; structural leverage on sales expenses as thief party ad revenue grows as a percentage of overall revenue.</p><p style=\"text-align: start;\">Meanwhile, Jefferies upgraded Pinterest to Buy from Hold with a price target of $41, up from $32, as it sees catalysts for revenue growth upside in fiscal 2024. The upgrade of Pinterest is based on increasing conviction in the company&#39;s ability to grow revenue 20%-plus in fiscal 2024, the firm tells investors in a research note. Pinterest is a rare story in consumer internet with tailwinds next year for every key revenue growth driver - users, ad load, engagement and price, contends Jefferies.</p><p style=\"text-align: start;\"><strong>4. Boeing upgraded to Outperform from Sector Perform at RBC Capital</strong></p><p style=\"text-align: start;\">RBC Capital upgraded Boeing (BA) to Outperform from Sector Perform with a price target of $275, up from $200. After another year of supply chain disruptions and lowered expectations in 2023, the setup into 2024 is favorable, RBC tells investors in a research note. The firm expects strong demand to sustain for both Boeing&#39;s commercial and defense business, and says that as production and delivery ramps continue to improve, investor confidence in its free cash flow outlook will improve. RBC believes &#34;we are in the early stages of a significant shift in sentiment on BA stock.&#34;</p><p style=\"text-align: start;\"><strong>5. Estee Lauder initiated with a Buy at HSBC</strong></p><p style=\"text-align: start;\">HSBC initiated coverage of Estee Lauder (EL) with a Buy rating and $180 price target. The shares have lost two-thirds of their value in 24 months, and now is the time to buy ahead of a rebound, HSBC tells investors in a research note. The firm believes in the underlying potential of the portfolio &#34;if appropriate changes are made.&#34;<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. Piper downgrades Shopify to Underweight on &#34;untenable valuation&#34;</strong></p><p style=\"text-align: start;\">Piper Sandler downgraded Shopify (SHOP) to Underweight from Neutral with a price target of $56, down from $58. The shares at current levels hold an &#34;untenable valuation,&#34; the firm tells investors in a research note. While secular drivers like e-commerce penetration, market share opportunity and take-rate expansion will continue to benefit Shopify&#39;s growth and profit trajectory, the growth and profit assumptions embedded into the shares are &#34;too aggressive&#34; following the stock&#39;s 50% post-earnings rally, says Piper. The firm says Shopify&#39;s fundamentals are set to moderate in 2024 &#34;as the company clears events unique to 2023.&#34;</p><p style=\"text-align: start;\"><strong>2. Foot Locker downgraded to Sell at Citi</strong></p><p style=\"text-align: start;\">Citi downgraded Foot Locker (FL) to Sell from Neutral with an unchanged price target of $18. A weakening macro environment and still elevated inventory levels are driving Foot Locker to be more promotional than planned this fall and holiday, the firm tells investors in a research note. Citi believes the company will sacrifice margin near-term to &#34;get clean&#34; on inventory by year-end. However, with 64% of sales coming from Nike (NKE) product, Foot Locker &#34;is not completely in control of its own destiny,&#34; says the firm.</p><p style=\"text-align: start;\"><strong>3. GE HealthCare downgraded to Sell at UBS</strong></p><p style=\"text-align: start;\">UBS downgraded GE HealthCare (GEHC) to Sell from Neutral with a price target of $66, down from $86. Soft orders, tough compares and a lack of prices rises puts UBS estimates below the 2024 consensus, the firm tells investors in a research note. UBS is more cautious on GE HealthCare&#39;s Imaging margin approach and sees margin disappointments ahead.</p><p style=\"text-align: start;\"><strong>4. Bilibili downgraded to Underweight at Barclays</strong></p><p style=\"text-align: start;\">Barclays downgraded Bilibili (BILI) to Underweight from Equal Weight with a price target of $10, down from $15. The company reported &#34;inline-ish&#34; Q3 results but a weaker than expected Q4 revenue growth outlook now is compounding the challenges Bilibili has been dealing with to fix its long-standing bloated cost structure, the firm tells investors in a research note. As such, Barclays cut estimates and downgraded the shares.</p><p style=\"text-align: start;\"><strong>5. Edwards downgraded to Underperform at Wolfe Research</strong></p><p style=\"text-align: start;\">Wolfe Research downgraded Edwards Lifesciences (EW) to Underperform from Peer Perform with a $57 price target. The firm sees risk of U.S. transcatheter aortic valve replacement disappointment in the next two years as the category matures and competition rises. Wolfe also sees the Street&#39;s mid-term margin model for Edwards Lifesciences as too optimistic. It sees risk that the company&#39;s 2024 guidance next week starts below Street estimates.</p></body></html>","source":"lsy1666364704704","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>Wall Street's Top 10 Stock Calls This Week: Shopify, Boeing, Snap, Roku and More</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\">\nWall Street's Top 10 Stock Calls This Week: Shopify, Boeing, Snap, Roku and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-03 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3824335&headline=ROKU;PINS;EL;SNAP;BA;FL;GEHC;SHOP;EW;BILI;AMZN;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>thefly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of November 27 – December 1.Top 5 Buy Calls...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3824335&headline=ROKU;PINS;EL;SNAP;BA;FL;GEHC;SHOP;EW;BILI;AMZN;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","SHOP":"Shopify Inc","BA":"波音","SNAP":"Snap Inc"},"source_url":"https://thefly.com/landingPageNews.php?id=3824335&headline=ROKU;PINS;EL;SNAP;BA;FL;GEHC;SHOP;EW;BILI;AMZN;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199725765","content_text":"What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of November 27 – December 1.Top 5 Buy Calls:1. Roku upgraded to Buy from Neutral at Cannonball ResearchCannonball Research upgraded Roku (ROKU) to Buy from Neutral with a $116 price target. The firm believes \"room for upside\" to fiscal 2024 consensus estimates is enough to allow for more meaningful upward estimates revisions than the firm has seen in recent quarters. The upgrade is not based on an expectation of an improvement in the advertising market trends. Instead, Cannonball assumes a continuation of the trends sees since Q2 of fiscal 2022. Consensus estimates for fiscal 2024 appear to be doable with room for upside if trends don't deteriorate, the firm tells investors in a research note.2. Snap upgraded to Buy from Hold at JefferiesJefferies upgraded Snap (SNAP) to Buy from Hold with a price target of $16, up from $12. The firm sees catalysts for revenue growth upside in fiscal 2024. Jefferies believes the stock re-rates higher on North America revenue growth reaccelerating into the mid-teens in 2024. The firm has increasing optimism around the recovery in the direct response platform.3. New Street starts Pinterest at Buy, names new top SMID cap pickNew Street initiated coverage of Pinterest (PINS) with a Buy rating and $48 price target. The firm made Pinterest its new top SMID cap pick, saying near-term adjusted EBITDA consensus estimates have upside and the company's long-term guidance is conservative. Most investors are focused on Pinterest's new Amazon.com (AMZN) third party advertising partnership in the U.S. and the potential expansion to new partners and countries, the firm tells investors in a research note. However, New Street believes the Street is overlooking the company's' structural leverage on sales expenses as thief party ad revenue grows as a percentage of overall revenue.Meanwhile, Jefferies upgraded Pinterest to Buy from Hold with a price target of $41, up from $32, as it sees catalysts for revenue growth upside in fiscal 2024. The upgrade of Pinterest is based on increasing conviction in the company's ability to grow revenue 20%-plus in fiscal 2024, the firm tells investors in a research note. Pinterest is a rare story in consumer internet with tailwinds next year for every key revenue growth driver - users, ad load, engagement and price, contends Jefferies.4. Boeing upgraded to Outperform from Sector Perform at RBC CapitalRBC Capital upgraded Boeing (BA) to Outperform from Sector Perform with a price target of $275, up from $200. After another year of supply chain disruptions and lowered expectations in 2023, the setup into 2024 is favorable, RBC tells investors in a research note. The firm expects strong demand to sustain for both Boeing's commercial and defense business, and says that as production and delivery ramps continue to improve, investor confidence in its free cash flow outlook will improve. RBC believes \"we are in the early stages of a significant shift in sentiment on BA stock.\"5. Estee Lauder initiated with a Buy at HSBCHSBC initiated coverage of Estee Lauder (EL) with a Buy rating and $180 price target. The shares have lost two-thirds of their value in 24 months, and now is the time to buy ahead of a rebound, HSBC tells investors in a research note. The firm believes in the underlying potential of the portfolio \"if appropriate changes are made.\"Top 5 Sell Calls:1. Piper downgrades Shopify to Underweight on \"untenable valuation\"Piper Sandler downgraded Shopify (SHOP) to Underweight from Neutral with a price target of $56, down from $58. The shares at current levels hold an \"untenable valuation,\" the firm tells investors in a research note. While secular drivers like e-commerce penetration, market share opportunity and take-rate expansion will continue to benefit Shopify's growth and profit trajectory, the growth and profit assumptions embedded into the shares are \"too aggressive\" following the stock's 50% post-earnings rally, says Piper. The firm says Shopify's fundamentals are set to moderate in 2024 \"as the company clears events unique to 2023.\"2. Foot Locker downgraded to Sell at CitiCiti downgraded Foot Locker (FL) to Sell from Neutral with an unchanged price target of $18. A weakening macro environment and still elevated inventory levels are driving Foot Locker to be more promotional than planned this fall and holiday, the firm tells investors in a research note. Citi believes the company will sacrifice margin near-term to \"get clean\" on inventory by year-end. However, with 64% of sales coming from Nike (NKE) product, Foot Locker \"is not completely in control of its own destiny,\" says the firm.3. GE HealthCare downgraded to Sell at UBSUBS downgraded GE HealthCare (GEHC) to Sell from Neutral with a price target of $66, down from $86. Soft orders, tough compares and a lack of prices rises puts UBS estimates below the 2024 consensus, the firm tells investors in a research note. UBS is more cautious on GE HealthCare's Imaging margin approach and sees margin disappointments ahead.4. Bilibili downgraded to Underweight at BarclaysBarclays downgraded Bilibili (BILI) to Underweight from Equal Weight with a price target of $10, down from $15. The company reported \"inline-ish\" Q3 results but a weaker than expected Q4 revenue growth outlook now is compounding the challenges Bilibili has been dealing with to fix its long-standing bloated cost structure, the firm tells investors in a research note. As such, Barclays cut estimates and downgraded the shares.5. Edwards downgraded to Underperform at Wolfe ResearchWolfe Research downgraded Edwards Lifesciences (EW) to Underperform from Peer Perform with a $57 price target. The firm sees risk of U.S. transcatheter aortic valve replacement disappointment in the next two years as the category matures and competition rises. Wolfe also sees the Street's mid-term margin model for Edwards Lifesciences as too optimistic. It sees risk that the company's 2024 guidance next week starts below Street estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125450582,"gmtCreate":1624687713846,"gmtModify":1703843694058,"author":{"id":"3586914987764287","authorId":"3586914987764287","name":"Pikamiu","avatar":"https://static.tigerbbs.com/8814eaf3dd18bd9134b824cd529b5013","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586914987764287","authorIdStr":"3586914987764287"},"themes":[],"htmlText":"Well said! A true gem in NYSE.","listText":"Well said! A true gem in NYSE.","text":"Well said! A true gem in NYSE.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125450582","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126137794,"gmtCreate":1624547182718,"gmtModify":1703840089422,"author":{"id":"3586914987764287","authorId":"3586914987764287","name":"Pikamiu","avatar":"https://static.tigerbbs.com/8814eaf3dd18bd9134b824cd529b5013","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586914987764287","authorIdStr":"3586914987764287"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126137794","repostId":"1120836318","repostType":4,"repost":{"id":"1120836318","pubTimestamp":1624545855,"share":"https://ttm.financial/m/news/1120836318?lang=&edition=fundamental","pubTime":"2021-06-24 22:44","market":"sg","language":"en","title":"Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=1120836318","media":"Bloomberg","summary":"Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emer","content":"<p><img src=\"https://static.tigerbbs.com/aa7a5c57d1b1b99cf909292dac1b2558\" tg-width=\"960\" tg-height=\"625\"></p>\n<p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> rose over 5% in morning trading&nbsp;Thursday.</p>\n<p><img src=\"https://static.tigerbbs.com/67d3a0d876a9b7237bb2aee7a671d4f8\" tg-width=\"603\" tg-height=\"499\"></p>\n<p>(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s retailers are seeking to duplicate the success of China’s Singles Day and North America’s Black Friday.</p>\n<p>About 86% of the roughly 4,000 people surveyed in Southeast Asia said they bought products online during sales days pegged to identical-number dates such as 6/6 and 7/7, according to the study by Facebook Inc. and Bain &amp; Co. Of these buyers, 43% were first-time online shoppers, with the highest percentage of them in Thailand and Vietnam.</p>\n<p>Alibaba Group Holding Ltd.’s Lazada, Sea Ltd.’s Shopee and Qoo10 are trying to lure online shoppers by offering huge bargains and special deals in the region of more than 650 million people. Since the outbreak of Covid-19, a growing number of retailers and brands have piggybacked on the e-commerce giants’ marketing to capture a bigger share of online sales.</p>\n<p>“Mega-sales days are something that uniquely started happening within Southeast Asia,” Benjamin Joe, vice president of Southeast Asia and emerging markets at Facebook, said during a virtual briefing on Wednesday. “Historically, it was a discount-driven, one-day event, but what we’re seeing is a repeat of numbers like 7/7, a pattern,” with apps offering rewards and gamification to attract buyers, he added.</p>\n<p>About 72% of the surveyed said they plan their mega-sales purchases ahead of the events. About 63% used social media to discover new products and a majority of those said they did so via video.</p>\n<p>Facebook’s Instagram Adds Shopping Via Images, Virtual Try-On</p>\n<p>The report used data from GlobalWebIndex Core Survey Panel involving about 4,000 internet users across Indonesia, Malaysia, the Philippines, Thailand and Vietnam in the fourth quarter of 2020.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom</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\">\nSoutheast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/southeast-asia-attempts-replicating-singles-082630590.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120836318","content_text":"Sea Ltd rose over 5% in morning trading Thursday.\n\n(Bloomberg) -- Monthly mega-sales events are emerging as a key driver for Southeast Asia’s online-shopping boom, a study showed, as the region’s retailers are seeking to duplicate the success of China’s Singles Day and North America’s Black Friday.\nAbout 86% of the roughly 4,000 people surveyed in Southeast Asia said they bought products online during sales days pegged to identical-number dates such as 6/6 and 7/7, according to the study by Facebook Inc. and Bain & Co. Of these buyers, 43% were first-time online shoppers, with the highest percentage of them in Thailand and Vietnam.\nAlibaba Group Holding Ltd.’s Lazada, Sea Ltd.’s Shopee and Qoo10 are trying to lure online shoppers by offering huge bargains and special deals in the region of more than 650 million people. Since the outbreak of Covid-19, a growing number of retailers and brands have piggybacked on the e-commerce giants’ marketing to capture a bigger share of online sales.\n“Mega-sales days are something that uniquely started happening within Southeast Asia,” Benjamin Joe, vice president of Southeast Asia and emerging markets at Facebook, said during a virtual briefing on Wednesday. “Historically, it was a discount-driven, one-day event, but what we’re seeing is a repeat of numbers like 7/7, a pattern,” with apps offering rewards and gamification to attract buyers, he added.\nAbout 72% of the surveyed said they plan their mega-sales purchases ahead of the events. About 63% used social media to discover new products and a majority of those said they did so via video.\nFacebook’s Instagram Adds Shopping Via Images, Virtual Try-On\nThe report used data from GlobalWebIndex Core Survey Panel involving about 4,000 internet users across Indonesia, Malaysia, the Philippines, Thailand and Vietnam in the fourth quarter of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162385854,"gmtCreate":1624034828778,"gmtModify":1703827363071,"author":{"id":"3586914987764287","authorId":"3586914987764287","name":"Pikamiu","avatar":"https://static.tigerbbs.com/8814eaf3dd18bd9134b824cd529b5013","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586914987764287","authorIdStr":"3586914987764287"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162385854","repostId":"2144277163","repostType":2,"repost":{"id":"2144277163","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1624023120,"share":"https://ttm.financial/m/news/2144277163?lang=&edition=fundamental","pubTime":"2021-06-18 21:32","market":"hk","language":"en","title":"Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277163","media":"Dow Jones","summary":"MW Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.\n\n\n","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.\n</p>\n<p>\n  Jack Denton \n</p>\n<p>\n  Critical information for the U.S. trading day \n</p>\n<p>\n  U.S. stocks are set for a mixed day ahead, following a tumultuous Thursday that saw technology companies help the Nasdaq eke out gains while the Dow and S&amp;P 500 fell. \n</p>\n<p>\n  It's time to reevaluate the market landscape. \n</p>\n<p>\n  Our call of the day, from chief investment officer Mark Haefele's team at UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> Global Wealth Management, urges investors to look at six types of stocks. \n</p>\n<p>\n  The group at the Swiss bank identifies two major trends ahead: gains for Asian markets as COVID-19 vaccinations help local stocks; and a fall in inflation from currently-elevated levels. \n</p>\n<p>\n  These dynamics require investors to find new opportunities. While UBS maintains a positive outlook on global equities, the bank has six stock picking ideas. \n</p>\n<p>\n  One is to diversify technology holdings away from mega-caps in the U.S. and Asia like Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB), Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, and Tencent . UBS sees \"limited near-term catalysts\" for these stocks. Instead, Haefele's group identified opportunities in digital leaders in Europe; small and midsize firms exposed to trends like 5G, fintech, greentech, and healthtech; and digital subscription businesses. \n</p>\n<p>\n  Another is to buy energy stocks--even though this sector has risen nearly 50% so far this year. It's now only at pre-pandemic levels, UBS said, while the S&amp;P 500 index is 25% higher than its peak in February 2020. Rising oil prices, which the bank predicts are coming, should boost these stocks. \n</p>\n<p>\n  The third idea is to invest in financials. S&amp;P 500 financial stocks, like banks, have rallied 9% since the beginning of March, and macro trends--like higher yields--pave the way for more gains, UBS said. \n</p>\n<p>\n  Investors should also favour U.S. small- and midcap stocks--that is, companies with a market capitalization below $10 billion but above $300 million. \"On a price-to-earnings basis, U.S. small- and mid-cap valuations are near 20-year lows relative to large caps, despite the likelihood that earnings growth for smaller companies will outpace large-cap earnings through at least 2022,\" Haefele's team said. \n</p>\n<p>\n  But the biggest opportunities, according to UBS, are in Asia. \n</p>\n<p>\n  Chinese equities have faced setbacks in recent months, with the MSCI China index falling into bear territory in May amid higher U.S. yields and antitrust measures against Chinese tech companies. So buy the dip, the Swiss bank said. \n</p>\n<p>\n  For its sixth, UBS also predicts gains in Japan, which is geared to the global recovery. The group expects 40% growth in earnings per share for the MSCI Japan index this year, which is good news for Japanese stocks. \n</p>\n<p>\n  It should be noted that there are risks to a global rally, UBS said. More persistent inflation, slower growth, geopolitical tensions, and a resurgence in COVID-19 all pose a threat to another equity rally. \n</p>\n<p>\n  The buzz \n</p>\n<p>\n  U.S. President Joe Biden signed the newest U.S. federal holiday . \n</p>\n<p>\n  A record $756 billion in cash flowed into the U.S. Federal Reserve's overnight \"reverse repo\" facility on Thursday, after a blockbuster sale of securities  across the banking system. On Wednesday, the Fed announced it was bumping up the reverse repo rate from 0% to 0.05%. \n</p>\n<p>\n  The totalitarian leader of North Korea, Kim Jong Un, ordered his government to prepare for more confrontation  with the U.S. under Biden, according to state media on Friday. The news came days after the U.S. urged the state to abandon its nuclear program. \n</p>\n<p>\n  Investment banking giant JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> purchased <a href=\"https://laohu8.com/S/AONE\">one</a> of the U.K.'s most popular online wealth managers, Nutmeg, for an undisclosed sum. The move paves the way for an expansion of online-only Chase retail banking services in the U.K ., meaning the American bank will compete head on with the likes of Barclays and HSBC. \n</p>\n<p>\n  The markets \n</p>\n<p>\n  U.S. stock market futures  are mixed as investors continue to absorb the Fed's shifting position on rates and inflation . European equities  were down across the board, while Asian stocks  finished the day more mixed. \n</p>\n<p>\n  The chart \n</p>\n<p>\n  Our chart of the day, courtesy of Wolf Richter at the Wolf Street financial blog , shows the massive spike in cash at the Fed following Thursday's overnight reverse repo sale. It \"drains over six months of [quantitative easing] from the market,\" Richter said. \n</p>\n<p>\n  Random reads \n</p>\n<p>\n  An amphibious car for less than a Tesla? Egyptian inventors say they've made cars that can drive on water,  priced between $19,000 and $44,800, depending on specifications. \n</p>\n<p>\n  A fish to outlive the meme stocks? The coelacanth--a person-sized type of giant fish that has been around since dinosaur times --can live for 100 years, a study found. \n</p>\n<p>\n  Need to Know starts early and is updated until the opening bell, but sign up here  to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n</p>\n<p>\n  Want more for the day ahead? Sign up for The Barron's Daily , a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n</p>\n<p>\n  -Jack Denton; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  June 18, 2021 09:32 ET (13:32 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.</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\">\nBuy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-18 21:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.\n</p>\n<p>\n  Jack Denton \n</p>\n<p>\n  Critical information for the U.S. trading day \n</p>\n<p>\n  U.S. stocks are set for a mixed day ahead, following a tumultuous Thursday that saw technology companies help the Nasdaq eke out gains while the Dow and S&amp;P 500 fell. \n</p>\n<p>\n  It's time to reevaluate the market landscape. \n</p>\n<p>\n  Our call of the day, from chief investment officer Mark Haefele's team at UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> Global Wealth Management, urges investors to look at six types of stocks. \n</p>\n<p>\n  The group at the Swiss bank identifies two major trends ahead: gains for Asian markets as COVID-19 vaccinations help local stocks; and a fall in inflation from currently-elevated levels. \n</p>\n<p>\n  These dynamics require investors to find new opportunities. While UBS maintains a positive outlook on global equities, the bank has six stock picking ideas. \n</p>\n<p>\n  One is to diversify technology holdings away from mega-caps in the U.S. and Asia like Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB), Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, and Tencent . UBS sees \"limited near-term catalysts\" for these stocks. Instead, Haefele's group identified opportunities in digital leaders in Europe; small and midsize firms exposed to trends like 5G, fintech, greentech, and healthtech; and digital subscription businesses. \n</p>\n<p>\n  Another is to buy energy stocks--even though this sector has risen nearly 50% so far this year. It's now only at pre-pandemic levels, UBS said, while the S&amp;P 500 index is 25% higher than its peak in February 2020. Rising oil prices, which the bank predicts are coming, should boost these stocks. \n</p>\n<p>\n  The third idea is to invest in financials. S&amp;P 500 financial stocks, like banks, have rallied 9% since the beginning of March, and macro trends--like higher yields--pave the way for more gains, UBS said. \n</p>\n<p>\n  Investors should also favour U.S. small- and midcap stocks--that is, companies with a market capitalization below $10 billion but above $300 million. \"On a price-to-earnings basis, U.S. small- and mid-cap valuations are near 20-year lows relative to large caps, despite the likelihood that earnings growth for smaller companies will outpace large-cap earnings through at least 2022,\" Haefele's team said. \n</p>\n<p>\n  But the biggest opportunities, according to UBS, are in Asia. \n</p>\n<p>\n  Chinese equities have faced setbacks in recent months, with the MSCI China index falling into bear territory in May amid higher U.S. yields and antitrust measures against Chinese tech companies. So buy the dip, the Swiss bank said. \n</p>\n<p>\n  For its sixth, UBS also predicts gains in Japan, which is geared to the global recovery. The group expects 40% growth in earnings per share for the MSCI Japan index this year, which is good news for Japanese stocks. \n</p>\n<p>\n  It should be noted that there are risks to a global rally, UBS said. More persistent inflation, slower growth, geopolitical tensions, and a resurgence in COVID-19 all pose a threat to another equity rally. \n</p>\n<p>\n  The buzz \n</p>\n<p>\n  U.S. President Joe Biden signed the newest U.S. federal holiday . \n</p>\n<p>\n  A record $756 billion in cash flowed into the U.S. Federal Reserve's overnight \"reverse repo\" facility on Thursday, after a blockbuster sale of securities  across the banking system. On Wednesday, the Fed announced it was bumping up the reverse repo rate from 0% to 0.05%. \n</p>\n<p>\n  The totalitarian leader of North Korea, Kim Jong Un, ordered his government to prepare for more confrontation  with the U.S. under Biden, according to state media on Friday. The news came days after the U.S. urged the state to abandon its nuclear program. \n</p>\n<p>\n  Investment banking giant JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> purchased <a href=\"https://laohu8.com/S/AONE\">one</a> of the U.K.'s most popular online wealth managers, Nutmeg, for an undisclosed sum. The move paves the way for an expansion of online-only Chase retail banking services in the U.K ., meaning the American bank will compete head on with the likes of Barclays and HSBC. \n</p>\n<p>\n  The markets \n</p>\n<p>\n  U.S. stock market futures  are mixed as investors continue to absorb the Fed's shifting position on rates and inflation . European equities  were down across the board, while Asian stocks  finished the day more mixed. \n</p>\n<p>\n  The chart \n</p>\n<p>\n  Our chart of the day, courtesy of Wolf Richter at the Wolf Street financial blog , shows the massive spike in cash at the Fed following Thursday's overnight reverse repo sale. It \"drains over six months of [quantitative easing] from the market,\" Richter said. \n</p>\n<p>\n  Random reads \n</p>\n<p>\n  An amphibious car for less than a Tesla? Egyptian inventors say they've made cars that can drive on water,  priced between $19,000 and $44,800, depending on specifications. \n</p>\n<p>\n  A fish to outlive the meme stocks? The coelacanth--a person-sized type of giant fish that has been around since dinosaur times --can live for 100 years, a study found. \n</p>\n<p>\n  Need to Know starts early and is updated until the opening bell, but sign up here  to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n</p>\n<p>\n  Want more for the day ahead? Sign up for The Barron's Daily , a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n</p>\n<p>\n  -Jack Denton; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  June 18, 2021 09:32 ET (13:32 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","UBS":"瑞银","09988":"阿里巴巴-W","BABA":"阿里巴巴","TCEHY":"腾讯控股ADR","AAPL":"苹果","USB":"美国合众银行","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","03086":"华夏纳指"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277163","content_text":"MW Buy these 6 types of stocks next as Big Tech falters and inflation falls, says Swiss bank UBS.\n\n\n  Jack Denton \n\n\n  Critical information for the U.S. trading day \n\n\n  U.S. stocks are set for a mixed day ahead, following a tumultuous Thursday that saw technology companies help the Nasdaq eke out gains while the Dow and S&P 500 fell. \n\n\n  It's time to reevaluate the market landscape. \n\n\n  Our call of the day, from chief investment officer Mark Haefele's team at UBS $(UBS)$ Global Wealth Management, urges investors to look at six types of stocks. \n\n\n  The group at the Swiss bank identifies two major trends ahead: gains for Asian markets as COVID-19 vaccinations help local stocks; and a fall in inflation from currently-elevated levels. \n\n\n  These dynamics require investors to find new opportunities. While UBS maintains a positive outlook on global equities, the bank has six stock picking ideas. \n\n\n  One is to diversify technology holdings away from mega-caps in the U.S. and Asia like Apple $(AAPL)$, Amazon $(AMZN)$, Alphabet $(GOOGL)$(GOOGL), Facebook (FB), Alibaba $(09988)$, and Tencent . UBS sees \"limited near-term catalysts\" for these stocks. Instead, Haefele's group identified opportunities in digital leaders in Europe; small and midsize firms exposed to trends like 5G, fintech, greentech, and healthtech; and digital subscription businesses. \n\n\n  Another is to buy energy stocks--even though this sector has risen nearly 50% so far this year. It's now only at pre-pandemic levels, UBS said, while the S&P 500 index is 25% higher than its peak in February 2020. Rising oil prices, which the bank predicts are coming, should boost these stocks. \n\n\n  The third idea is to invest in financials. S&P 500 financial stocks, like banks, have rallied 9% since the beginning of March, and macro trends--like higher yields--pave the way for more gains, UBS said. \n\n\n  Investors should also favour U.S. small- and midcap stocks--that is, companies with a market capitalization below $10 billion but above $300 million. \"On a price-to-earnings basis, U.S. small- and mid-cap valuations are near 20-year lows relative to large caps, despite the likelihood that earnings growth for smaller companies will outpace large-cap earnings through at least 2022,\" Haefele's team said. \n\n\n  But the biggest opportunities, according to UBS, are in Asia. \n\n\n  Chinese equities have faced setbacks in recent months, with the MSCI China index falling into bear territory in May amid higher U.S. yields and antitrust measures against Chinese tech companies. So buy the dip, the Swiss bank said. \n\n\n  For its sixth, UBS also predicts gains in Japan, which is geared to the global recovery. The group expects 40% growth in earnings per share for the MSCI Japan index this year, which is good news for Japanese stocks. \n\n\n  It should be noted that there are risks to a global rally, UBS said. More persistent inflation, slower growth, geopolitical tensions, and a resurgence in COVID-19 all pose a threat to another equity rally. \n\n\n  The buzz \n\n\n  U.S. President Joe Biden signed the newest U.S. federal holiday . \n\n\n  A record $756 billion in cash flowed into the U.S. Federal Reserve's overnight \"reverse repo\" facility on Thursday, after a blockbuster sale of securities  across the banking system. On Wednesday, the Fed announced it was bumping up the reverse repo rate from 0% to 0.05%. \n\n\n  The totalitarian leader of North Korea, Kim Jong Un, ordered his government to prepare for more confrontation  with the U.S. under Biden, according to state media on Friday. The news came days after the U.S. urged the state to abandon its nuclear program. \n\n\n  Investment banking giant JPMorgan Chase $(JPM)$ purchased one of the U.K.'s most popular online wealth managers, Nutmeg, for an undisclosed sum. The move paves the way for an expansion of online-only Chase retail banking services in the U.K ., meaning the American bank will compete head on with the likes of Barclays and HSBC. \n\n\n  The markets \n\n\n  U.S. stock market futures  are mixed as investors continue to absorb the Fed's shifting position on rates and inflation . European equities  were down across the board, while Asian stocks  finished the day more mixed. \n\n\n  The chart \n\n\n  Our chart of the day, courtesy of Wolf Richter at the Wolf Street financial blog , shows the massive spike in cash at the Fed following Thursday's overnight reverse repo sale. It \"drains over six months of [quantitative easing] from the market,\" Richter said. \n\n\n  Random reads \n\n\n  An amphibious car for less than a Tesla? Egyptian inventors say they've made cars that can drive on water,  priced between $19,000 and $44,800, depending on specifications. \n\n\n  A fish to outlive the meme stocks? The coelacanth--a person-sized type of giant fish that has been around since dinosaur times --can live for 100 years, a study found. \n\n\n  Need to Know starts early and is updated until the opening bell, but sign up here  to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n\n\n  Want more for the day ahead? Sign up for The Barron's Daily , a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n\n\n  -Jack Denton; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  June 18, 2021 09:32 ET (13:32 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}