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liaoqibing

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- liaoqibingliaoqibing
  ·2021-09-08
  Good
  The Value and Growth Drivers that Justify Netflix's Current Valuation
  Netflix is in the middle of the streaming wars, and the stock has recently entered into all-time hig
  The Value and Growth Drivers that Justify Netflix's Current Valuation
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- liaoqibingliaoqibing
  ·2021-09-07
  good
  Will Corsair Gaming Be the Next GameStop?
  Retail investors are taking an interest in this gaming hardware stock, and trading volume recently surged.
  Will Corsair Gaming Be the Next GameStop?
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- liaoqibingliaoqibing
  ·2021-09-04
  Good
  Sorry, this post has been deleted
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- liaoqibingliaoqibing
  ·2021-08-31
  Good to invest
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- liaoqibingliaoqibing
  ·2021-08-17
  Good
  S&P 500, Dow hit record highs as defensive shares shine
  * Healthcare sector rises over 1%, utilities, staples gain * Cyclical areas off: Energy, materials,
  S&P 500, Dow hit record highs as defensive shares shine
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- liaoqibingliaoqibing
  ·2021-08-15
  Okay//@liaoqibing: Ok
  AMC's "Better" Isn't the Same Thing as "Good"
  The theater chain's recently ended quarter serves up the expected glimmer of a recovery, but things are still nowhere near normal.
  AMC's "Better" Isn't the Same Thing as "Good"
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- liaoqibingliaoqibing
  ·2021-08-15
  Nice
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- liaoqibingliaoqibing
  ·2021-08-15
  Ok
  Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings
  Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.
  Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings
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- liaoqibingliaoqibing
  ·2021-08-15
  Ok
  AMC's "Better" Isn't the Same Thing as "Good"
  The theater chain's recently ended quarter serves up the expected glimmer of a recovery, but things are still nowhere near normal.
  AMC's "Better" Isn't the Same Thing as "Good"
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- liaoqibingliaoqibing
  ·2021-08-14
  Nothing
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{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4091274464217830","uuid":"4091274464217830","gmtCreate":1628171719165,"gmtModify":1628594421984,"name":"liaoqibing","pinyin":"liaoqibing","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":5,"tweetSize":16,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"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":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"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":880783505,"gmtCreate":1631082271307,"gmtModify":1676530462506,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880783505","repostId":"2165618613","repostType":4,"repost":{"id":"2165618613","kind":"news","pubTimestamp":1631081960,"share":"https://ttm.financial/m/news/2165618613?lang=&edition=fundamental","pubTime":"2021-09-08 14:19","market":"us","language":"en","title":"The Value and Growth Drivers that Justify Netflix's Current Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2165618613","media":"Simply Wall St.","summary":"Netflix is in the middle of the streaming wars, and the stock has recently entered into all-time hig","content":"<p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> is in the middle of the streaming wars, and the stock has recently entered into all-time highs, coupled with concerns of peaking membership subscriptions in the US and competitor pressure. In this article we will look at how efficiently is the management team reinvesting into the business, how can that translate into growth, and where can future growth come from.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, we will analyze the returns of the stock, which gives us an idea as to how smart is management (and their whole team), in utilizing finances from both shareholders and debt. Interestingly, in their latest letter to shareholders, the CEO stated that they probably would not be needing to raise capital from shareholders in the future, which may signal 2 things: the company is on a sustainable level from retained earnings, and the stock price will not go down as a result of dilution. Netflix is also returning about 11% of profits as cash to investors in the form of buybacks, so this can contribute to the gains in the stock price.</p>\n<p>Now, let's look at a return measure that takes both debt and equity financing into account.</p>\n<p><b>Return On Capital Employed (ROCE):</b></p>\n<p>For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on Netflix is:</p>\n<p><b>Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (<a href=\"https://laohu8.com/S/TSS\">Total</a> Assets - Current Liabilities)</b></p>\n<p>0.18 = US$6.1b ÷ (US$41b - US$7.8b) <i>(Based on the trailing twelve months to June 2021)</i>.</p>\n<p>So, <b>Netflix has an ROCE of 18%. </b></p>\n<p>On its own, that's a standard return, however it's much better than the 10% generated by the Entertainment industry.</p>\n<p>Check out our latest analysis for Netflix</p>\n<p><img src=\"https://static.tigerbbs.com/54220be32c7fcfb4a445a631c5ddc3b0\" tg-width=\"333\" tg-height=\"316\" referrerpolicy=\"no-referrer\">NasdaqGS:NFLX Return on Capital Employed September 7th 2021</p>\n<p>We like the trends that we're seeing from Netflix.&nbsp;Over the last five years, returns on capital employed have risen substantially to 18%. The company is effectively making more money per dollar of capital used, and it's worth noting that the amount of capital has increased too, by 339%.&nbsp;</p>\n<p>Above, you can see how the current ROCE for Netflix compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like, you can check out the forecasts from the analysts covering Netflix here for <b>free.</b></p>\n<p>On a related note, the company's ratio of current liabilities to total assets has decreased to 19%, which basically reduces it's funding from the likes of short-term creditors or suppliers. So this improvement in ROCE has come from the business' underlying economics, which is great to see.</p>\n<p><b>Growth Drivers</b></p>\n<p><a href=\"https://laohu8.com/S/FFBC\">First</a>, let's establish where Netflix stands with regard to Market Share. Their infographic from the last letter to shareholders presents an interesting picture:</p>\n<p><img src=\"https://static.tigerbbs.com/129bb43867f0bea1eda81fb31902c010\" tg-width=\"804\" tg-height=\"547\" referrerpolicy=\"no-referrer\">NasdaqGS:NFLX Estimated Market Share 7th 2021</p>\n<p>From the chart above, we can see that Netflix is the current leader in streaming, but more importantly, that the streaming industry may have a lot more space to expand in. Of course, there will be push back, as older industries fight to retain their market share, but in these battles the better product usually wins over the long run. So let's take a look at the product itself.</p>\n<p><b>Netflix is a platform, streamer and content creator. </b></p>\n<p>As a platform, its goal is to deliver the best user experience while watching. In that regard, we will mention <a href=\"https://laohu8.com/S/AONE.U\">one</a> old and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new feature. The old feature is the recommendation algorithm that, while unnoticed, is one of the key components of user enjoyment in the platform. Netflix pioneered an efficient algorithm, which made watch recommendations for users with a high success rate. In the new feature, we can see how Netflix steps up, by automizing this process with the new \"Play Something\" feature, which gives the user an option to let the platform chose the next stream after it has picked up that the user can't make up their mind. The utility of this function is that it helps people choose who just want something playing in the background while doing something else.</p>\n<p>As a streamer, Netflix is utilizing high storage capacity and quality delivery cloud infrastructure to deliver the highest quality streams with the lowest bandwidth costs and expense. This gives the users an HD experience and presents barriers to entry for smaller competitors that do not have the infrastructure to store and deliver large quantities of content.</p>\n<p>Finally, as a content creator, Netflix has revolutionized the industry. They are heavily re-investing in new content and have set their <b>2021 content investment</b> (inferred from the content amortization number in the last <a href=\"https://laohu8.com/S/QTWO\">Q2</a> letter) <b>target to US$12b</b>. The key to their growth strategy is the production of a diversified portfolio of content which will increasingly include unscripted shows such as: \"Too Hot to Handle\", \"The Circle\" etc. They also focus on international expansion in the Latin <a href=\"https://laohu8.com/S/AFG\">American</a> Region with an accent on Brazil, and in Asia Pacific - since that region represented about two-thirds of global paid net adds in the quarter. This means, that while growth in the US audience may have plateaued, the company is shifting focus to unscripted shows and international expansion, which can give it a few more years of high growth.</p>\n<p><b>Margins</b></p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> are primarily interested in cash flows, and that is driven by margins to a large extent. We must note, that since 2016, the company has been increasing its operating margin by close to 3% per year consistently.</p>\n<p>The chart below outlines the precision of their growth.</p>\n<p><img src=\"https://static.tigerbbs.com/961caa5504f197476c766c28a7bb5628\" tg-width=\"835\" tg-height=\"495\" referrerpolicy=\"no-referrer\">NasdaqGS:NFLX Historical EBIT Margins, September 7th 2021</p>\n<p>It is this increase in profitability that may primarily be responsible for the <b>recent higher valuation of the company - Market Cap at US$261.4b</b>. While unpredictable in future terms, we can see how Netflix might reach an EBIT margin some 5% higher than the US industry average of 19.3%, and lock-in around 25% EBIT margin in a few years. A number beyond that will be hard to justify in the long term, especially in the current high competition environment and the number 1 complaint of users being the price hikes (Ctrl + F: complaint).</p>\n<p><b>In Conclusion</b></p>\n<p>Netflix's current valuation seems to be close to the intrinsic value of the company, and justifiably so.</p>\n<p>The company has a multitude of value and growth drivers working in its favor.</p>\n<p>The Growth Drivers include:</p>\n<ul>\n <li><i>International expansion, primarily in Brazil and Asia Pacific</i></li>\n <li><i>A high re-investment rate in content</i></li>\n <li><i>Diversifying the content portfolio to include originals, TV shows, unscripted/reality shows, animated shows, third party licensed content, gaming content etc</i></li>\n</ul>\n<p>The Value Drivers include:</p>\n<ul>\n <li><i>A refinement of the recommendation algorithm with the addition of the \"Play Something\" feature</i></li>\n <li><i>Return on Capital Employed at 18%, and announcing the reduction/discontinuing of financing from equity (meaning that Netflix is becoming self sustainable)</i></li>\n <li><i>Consistent growth in margins, surpassing the industry average, with the possibility to expand around 25% EBIT margin in a few years</i></li>\n</ul>\n<p>In summary, it's great to see that Netflix can compound returns by consistently reinvesting capital at increasing rates of return, because these are some key ingredients of those highly sought after multi-baggers.</p>\n<p>And a remarkable 531% total return over the last five years tells us that investors are expecting more good things to come in the future.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Value and Growth Drivers that Justify Netflix's Current Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 14:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/value-growth-drivers-justify-netflixs-053620147.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix is in the middle of the streaming wars, and the stock has recently entered into all-time highs, coupled with concerns of peaking membership subscriptions in the US and competitor pressure. In ...</p>\n\n<a href=\"https://finance.yahoo.com/news/value-growth-drivers-justify-netflixs-053620147.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://finance.yahoo.com/news/value-growth-drivers-justify-netflixs-053620147.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2165618613","content_text":"Netflix is in the middle of the streaming wars, and the stock has recently entered into all-time highs, coupled with concerns of peaking membership subscriptions in the US and competitor pressure. In this article we will look at how efficiently is the management team reinvesting into the business, how can that translate into growth, and where can future growth come from.\nFirst, we will analyze the returns of the stock, which gives us an idea as to how smart is management (and their whole team), in utilizing finances from both shareholders and debt. Interestingly, in their latest letter to shareholders, the CEO stated that they probably would not be needing to raise capital from shareholders in the future, which may signal 2 things: the company is on a sustainable level from retained earnings, and the stock price will not go down as a result of dilution. Netflix is also returning about 11% of profits as cash to investors in the form of buybacks, so this can contribute to the gains in the stock price.\nNow, let's look at a return measure that takes both debt and equity financing into account.\nReturn On Capital Employed (ROCE):\nFor those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on Netflix is:\nReturn on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)\n0.18 = US$6.1b ÷ (US$41b - US$7.8b) (Based on the trailing twelve months to June 2021).\nSo, Netflix has an ROCE of 18%. \nOn its own, that's a standard return, however it's much better than the 10% generated by the Entertainment industry.\nCheck out our latest analysis for Netflix\nNasdaqGS:NFLX Return on Capital Employed September 7th 2021\nWe like the trends that we're seeing from Netflix. Over the last five years, returns on capital employed have risen substantially to 18%. The company is effectively making more money per dollar of capital used, and it's worth noting that the amount of capital has increased too, by 339%. \nAbove, you can see how the current ROCE for Netflix compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like, you can check out the forecasts from the analysts covering Netflix here for free.\nOn a related note, the company's ratio of current liabilities to total assets has decreased to 19%, which basically reduces it's funding from the likes of short-term creditors or suppliers. So this improvement in ROCE has come from the business' underlying economics, which is great to see.\nGrowth Drivers\nFirst, let's establish where Netflix stands with regard to Market Share. Their infographic from the last letter to shareholders presents an interesting picture:\nNasdaqGS:NFLX Estimated Market Share 7th 2021\nFrom the chart above, we can see that Netflix is the current leader in streaming, but more importantly, that the streaming industry may have a lot more space to expand in. Of course, there will be push back, as older industries fight to retain their market share, but in these battles the better product usually wins over the long run. So let's take a look at the product itself.\nNetflix is a platform, streamer and content creator. \nAs a platform, its goal is to deliver the best user experience while watching. In that regard, we will mention one old and one new feature. The old feature is the recommendation algorithm that, while unnoticed, is one of the key components of user enjoyment in the platform. Netflix pioneered an efficient algorithm, which made watch recommendations for users with a high success rate. In the new feature, we can see how Netflix steps up, by automizing this process with the new \"Play Something\" feature, which gives the user an option to let the platform chose the next stream after it has picked up that the user can't make up their mind. The utility of this function is that it helps people choose who just want something playing in the background while doing something else.\nAs a streamer, Netflix is utilizing high storage capacity and quality delivery cloud infrastructure to deliver the highest quality streams with the lowest bandwidth costs and expense. This gives the users an HD experience and presents barriers to entry for smaller competitors that do not have the infrastructure to store and deliver large quantities of content.\nFinally, as a content creator, Netflix has revolutionized the industry. They are heavily re-investing in new content and have set their 2021 content investment (inferred from the content amortization number in the last Q2 letter) target to US$12b. The key to their growth strategy is the production of a diversified portfolio of content which will increasingly include unscripted shows such as: \"Too Hot to Handle\", \"The Circle\" etc. They also focus on international expansion in the Latin American Region with an accent on Brazil, and in Asia Pacific - since that region represented about two-thirds of global paid net adds in the quarter. This means, that while growth in the US audience may have plateaued, the company is shifting focus to unscripted shows and international expansion, which can give it a few more years of high growth.\nMargins\nInvestors are primarily interested in cash flows, and that is driven by margins to a large extent. We must note, that since 2016, the company has been increasing its operating margin by close to 3% per year consistently.\nThe chart below outlines the precision of their growth.\nNasdaqGS:NFLX Historical EBIT Margins, September 7th 2021\nIt is this increase in profitability that may primarily be responsible for the recent higher valuation of the company - Market Cap at US$261.4b. While unpredictable in future terms, we can see how Netflix might reach an EBIT margin some 5% higher than the US industry average of 19.3%, and lock-in around 25% EBIT margin in a few years. A number beyond that will be hard to justify in the long term, especially in the current high competition environment and the number 1 complaint of users being the price hikes (Ctrl + F: complaint).\nIn Conclusion\nNetflix's current valuation seems to be close to the intrinsic value of the company, and justifiably so.\nThe company has a multitude of value and growth drivers working in its favor.\nThe Growth Drivers include:\n\nInternational expansion, primarily in Brazil and Asia Pacific\nA high re-investment rate in content\nDiversifying the content portfolio to include originals, TV shows, unscripted/reality shows, animated shows, third party licensed content, gaming content etc\n\nThe Value Drivers include:\n\nA refinement of the recommendation algorithm with the addition of the \"Play Something\" feature\nReturn on Capital Employed at 18%, and announcing the reduction/discontinuing of financing from equity (meaning that Netflix is becoming self sustainable)\nConsistent growth in margins, surpassing the industry average, with the possibility to expand around 25% EBIT margin in a few years\n\nIn summary, it's great to see that Netflix can compound returns by consistently reinvesting capital at increasing rates of return, because these are some key ingredients of those highly sought after multi-baggers.\nAnd a remarkable 531% total return over the last five years tells us that investors are expecting more good things to come in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817438997,"gmtCreate":1630979347319,"gmtModify":1676530432940,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817438997","repostId":"2165877953","repostType":4,"repost":{"id":"2165877953","kind":"highlight","pubTimestamp":1630979163,"share":"https://ttm.financial/m/news/2165877953?lang=&edition=fundamental","pubTime":"2021-09-07 09:46","market":"us","language":"en","title":"Will Corsair Gaming Be the Next GameStop?","url":"https://stock-news.laohu8.com/highlight/detail?id=2165877953","media":"Motley Fool","summary":"Retail investors are taking an interest in this gaming hardware stock, and trading volume recently surged.","content":"<p>High-performance gaming and streaming equipment company <b>Corsair Gaming</b> (NASDAQ:CRSR) saw interest in its stock spike early in the week of Aug. 30 as the retail investors on Reddit's WallStreetBets forum apparently called attention to its existence. Trading volume took off as mentions of the company on social media soared, and the stock climbed as much as 12% following the increased buzz.</p>\n<p>The stock has a decent amount of short interest, so comparisons to famous meme stock <b>GameStop</b> are inevitable, but Corsair appears to have a more positive outlook overall, potentially making it a better investment -- even without a possible retail investor frenzy.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F641478%2Fgamer_wearing_corsair_headset.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Image source: Corsair Gaming.</span></p>\n<h2>Retail investor interest is driving the rise</h2>\n<p>Alternative data researcher Quiver Quantitative reported a nearly 50-fold jump in references to Corsair on Reddit during a 24-hour period encompassing parts of Aug. 30 and 31.</p>\n<p>Meanwhile, short interest in Corsair stock is currently around 25%. By comparison, leading meme stock GameStop has short interest of about 12%, while another Reddit favorite, <b>AMC Entertainment</b>, has short interest of just over 18%. Recall that WallStreetBets retail investors successfully carried out a huge, high-profile short squeeze of GameStop earlier this year.</p>\n<p>Corsair Gaming doesn't have enough short interest for a similar squeeze, but Redditors may believe it does. This could potentially persuade them to buy into the stock as well. Anecdotally, many believe public short interest figures are the \"tip of the iceberg,\" theorizing about countless millions of \"synthetic shorts\" being traded in \"dark pools\" behind the scenes. Current shorting could catalyze retail investing on this basis.</p>\n<h2>Corsair Gaming is a thriving company</h2>\n<p>Though the stock market reacted negatively to a slight earnings miss, Corsair turned in an outstanding second-quarter earnings report in early August. Highlights included 24% revenue growth and a rising gross margin. The company has a wide range of products, providing cutting-edge hardware for streamers, PC gamers, and console gamers alike.</p>\n<p>In the earnings report, Corsair CEO Andy Paul stated, \"The mid-point of our full-year outlook calls for run-rate revenue of $2 billion compared to our pre-IPO revenue of $1.1 billion in 2019 which shows our strong improvement since then.\" He added that the company is \"investing in R&amp;D, marketing and infrastructure\" to further expand its product offerings in new directions, including premium web cameras.</p>\n<p>It's also using its positive free cash flow to improve balance sheet health through deleveraging. During the second-quarter earnings call, CFO Michael Potter highlighted how the company \"already paid down $53 million of our debt and expect to pay down approximately an additional $47 million for a total of $100 million of debt reduction in 2021.\" He added, \"We're also looking to reduce the carrying cost of our existing debt significantly.\"</p>\n<p>Video gaming trends also favor Corsair. According to research from the NPD Group, $4.6 billion in July video game sales were up 10% year over year. That month's 98% jump in gaming hardware sales is a bright spot for Corsair. In fact, NPD analyst Mat Piscatella singled out this growth: \"Hardware is the biggest story from July, continuing what we've been seeing since the launch of the PS5 and Xbox Series consoles.\" He also said sellers \"just cannot get enough units of the new consoles, and it's unclear when that might change.\"</p>\n<p>While GameStop may also benefit from this trend if it plays its cards right, Corsair looks much better positioned to seize this growth opportunity.</p>\n<h2>What's Corsair's outlook?</h2>\n<p>Corsair stock might benefit from a retail investor boost if WallStreetBets investors do rally around the name, and the company achieves some measure of meme stock status. However, what's important is the fact this stock isn't dependent on retail investors or Redditors for its long-term success. Corsair is market-leading company in a fast-growing sector. Reddit retail investor interest could accelerate the rise of its shares, but Corsair has a bullish future in any case, making it well worth a look by anyone interested in video game stocks.</p>","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>Will Corsair Gaming Be the Next GameStop?</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\">\nWill Corsair Gaming Be the Next GameStop?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/06/will-corsair-gaming-be-the-next-gamestop/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>High-performance gaming and streaming equipment company Corsair Gaming (NASDAQ:CRSR) saw interest in its stock spike early in the week of Aug. 30 as the retail investors on Reddit's WallStreetBets ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/06/will-corsair-gaming-be-the-next-gamestop/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc."},"source_url":"https://www.fool.com/investing/2021/09/06/will-corsair-gaming-be-the-next-gamestop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165877953","content_text":"High-performance gaming and streaming equipment company Corsair Gaming (NASDAQ:CRSR) saw interest in its stock spike early in the week of Aug. 30 as the retail investors on Reddit's WallStreetBets forum apparently called attention to its existence. Trading volume took off as mentions of the company on social media soared, and the stock climbed as much as 12% following the increased buzz.\nThe stock has a decent amount of short interest, so comparisons to famous meme stock GameStop are inevitable, but Corsair appears to have a more positive outlook overall, potentially making it a better investment -- even without a possible retail investor frenzy.\nImage source: Corsair Gaming.\nRetail investor interest is driving the rise\nAlternative data researcher Quiver Quantitative reported a nearly 50-fold jump in references to Corsair on Reddit during a 24-hour period encompassing parts of Aug. 30 and 31.\nMeanwhile, short interest in Corsair stock is currently around 25%. By comparison, leading meme stock GameStop has short interest of about 12%, while another Reddit favorite, AMC Entertainment, has short interest of just over 18%. Recall that WallStreetBets retail investors successfully carried out a huge, high-profile short squeeze of GameStop earlier this year.\nCorsair Gaming doesn't have enough short interest for a similar squeeze, but Redditors may believe it does. This could potentially persuade them to buy into the stock as well. Anecdotally, many believe public short interest figures are the \"tip of the iceberg,\" theorizing about countless millions of \"synthetic shorts\" being traded in \"dark pools\" behind the scenes. Current shorting could catalyze retail investing on this basis.\nCorsair Gaming is a thriving company\nThough the stock market reacted negatively to a slight earnings miss, Corsair turned in an outstanding second-quarter earnings report in early August. Highlights included 24% revenue growth and a rising gross margin. The company has a wide range of products, providing cutting-edge hardware for streamers, PC gamers, and console gamers alike.\nIn the earnings report, Corsair CEO Andy Paul stated, \"The mid-point of our full-year outlook calls for run-rate revenue of $2 billion compared to our pre-IPO revenue of $1.1 billion in 2019 which shows our strong improvement since then.\" He added that the company is \"investing in R&D, marketing and infrastructure\" to further expand its product offerings in new directions, including premium web cameras.\nIt's also using its positive free cash flow to improve balance sheet health through deleveraging. During the second-quarter earnings call, CFO Michael Potter highlighted how the company \"already paid down $53 million of our debt and expect to pay down approximately an additional $47 million for a total of $100 million of debt reduction in 2021.\" He added, \"We're also looking to reduce the carrying cost of our existing debt significantly.\"\nVideo gaming trends also favor Corsair. According to research from the NPD Group, $4.6 billion in July video game sales were up 10% year over year. That month's 98% jump in gaming hardware sales is a bright spot for Corsair. In fact, NPD analyst Mat Piscatella singled out this growth: \"Hardware is the biggest story from July, continuing what we've been seeing since the launch of the PS5 and Xbox Series consoles.\" He also said sellers \"just cannot get enough units of the new consoles, and it's unclear when that might change.\"\nWhile GameStop may also benefit from this trend if it plays its cards right, Corsair looks much better positioned to seize this growth opportunity.\nWhat's Corsair's outlook?\nCorsair stock might benefit from a retail investor boost if WallStreetBets investors do rally around the name, and the company achieves some measure of meme stock status. However, what's important is the fact this stock isn't dependent on retail investors or Redditors for its long-term success. Corsair is market-leading company in a fast-growing sector. Reddit retail investor interest could accelerate the rise of its shares, but Corsair has a bullish future in any case, making it well worth a look by anyone interested in video game stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814932881,"gmtCreate":1630739157843,"gmtModify":1676530388572,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814932881","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818545827,"gmtCreate":1630421978269,"gmtModify":1676530300095,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Good to invest","listText":"Good to invest","text":"Good to invest","images":[{"img":"https://static.tigerbbs.com/1f8eac7719e3c528841a441b9cc6ff77","width":"1080","height":"3075"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818545827","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839522897,"gmtCreate":1629167790119,"gmtModify":1676529951892,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839522897","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629153526,"share":"https://ttm.financial/m/news/2160278866?lang=&edition=fundamental","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</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>S&P 500, Dow hit record highs as defensive shares shine</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\">\nS&P 500, Dow hit record highs as defensive shares shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","TSLA":"特斯拉",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","OEX":"标普100","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830128408,"gmtCreate":1629033292604,"gmtModify":1676529913887,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Okay//<a href=\"https://laohu8.com/U/4091274464217830\">@liaoqibing</a>: Ok","listText":"Okay//<a href=\"https://laohu8.com/U/4091274464217830\">@liaoqibing</a>: Ok","text":"Okay//@liaoqibing: Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830128408","repostId":"2159145532","repostType":4,"repost":{"id":"2159145532","kind":"highlight","pubTimestamp":1628993103,"share":"https://ttm.financial/m/news/2159145532?lang=&edition=fundamental","pubTime":"2021-08-15 10:05","market":"us","language":"en","title":"AMC's \"Better\" Isn't the Same Thing as \"Good\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2159145532","media":"Motley Fool","summary":"The theater chain's recently ended quarter serves up the expected glimmer of a recovery, but things are still nowhere near normal.","content":"<p>The good news is movie theater chain <b>AMC Entertainment Holdings</b> (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.</p>\n<p>None of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's <i>Fast and Furious</i> series entry <i>F9</i>&nbsp;debuted in June, catching the tail end of the quarter in question.<i> A Quiet Place, Part II,</i> and <i>Hitman's Wife's Bodyguard</i> were also released in May and June, respectively. <i>Godzilla vs. Kong</i> was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.</p>\n<p>As it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60e80beb92a6bcec1a0ff4dbc1b82bd\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A still-ugly picture</h2>\n<p>The image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F638611%2F081021-amc-fiscal-history.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Data source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.</span></p>\n<p>Last quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.</p>\n<p>Neither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.</p>\n<p>The earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?</p>\n<h2>From sizzle to fizzle</h2>\n<p>The release of <i>F9</i> in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year.&nbsp;<b>Walt Disney</b>'s (NYSE:DIS) <i>Black Widow</i> led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e24f62e8ffec16871093643907bf6e1f\" tg-width=\"700\" tg-height=\"406\" width=\"100%\" height=\"auto\"><span>Data source: Box Office Mojo. Chart by author.</span></p>\n<p>Things have clearly cooled off in the meantime, however, despite reasonably splashy titles like<i> Jungle Cruise, Space Jam: A New Legacy</i>, and <i>The Suicide Squad</i> being in theaters. <i>Hitman's Wife's Bodyguard</i> and <i>A Quiet Place, Part II</i> are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.</p>\n<p>Can AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that<i> Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow,</i> and <i>F9</i> can all be streamed at home.</p>\n<h2>Bottom line</h2>\n<p>This isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.</p>\n<p>The return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.</p>\n<p>At the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.</p>","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>AMC's \"Better\" Isn't the Same Thing as \"Good\"</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\">\nAMC's \"Better\" Isn't the Same Thing as \"Good\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159145532","content_text":"The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.\nNone of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's Fast and Furious series entry F9 debuted in June, catching the tail end of the quarter in question. A Quiet Place, Part II, and Hitman's Wife's Bodyguard were also released in May and June, respectively. Godzilla vs. Kong was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.\nAs it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.\nImage source: Getty Images.\nA still-ugly picture\nThe image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.\nData source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.\nLast quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.\nNeither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.\nThe earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?\nFrom sizzle to fizzle\nThe release of F9 in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year. Walt Disney's (NYSE:DIS) Black Widow led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.\nData source: Box Office Mojo. Chart by author.\nThings have clearly cooled off in the meantime, however, despite reasonably splashy titles like Jungle Cruise, Space Jam: A New Legacy, and The Suicide Squad being in theaters. Hitman's Wife's Bodyguard and A Quiet Place, Part II are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.\nCan AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow, and F9 can all be streamed at home.\nBottom line\nThis isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.\nThe return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.\nAt the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830128586,"gmtCreate":1629033259345,"gmtModify":1676529913879,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[{"img":"https://static.tigerbbs.com/eb1e1fd003721af45cad4715bd5498b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830128586","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830128664,"gmtCreate":1629033241258,"gmtModify":1676529913879,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830128664","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://ttm.financial/m/news/2159215676?lang=&edition=fundamental","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p>\n<p><b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p>\n<p>JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p>\n<p>Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p>\n<p>RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p>\n<p>Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p>\n<p>Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p>\n<p><b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p>\n<p>“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p>\n<p>DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p>\n<p>A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p>\n<p>“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p>\n<p>The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p>\n<p>“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p>\n<p><b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p>\n<p>DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p>\n<p>The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p>\n<p>“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p>\n<p><b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p>\n<p>“DASH deserves a premium to the peer set,” Sandler said.</p>\n<p>“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p>\n<p>Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p>\n<p>DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p>\n<p>“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p>\n<p><b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</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>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-15 09:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p>\n<p><b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p>\n<p>JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p>\n<p>Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p>\n<p>RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p>\n<p>Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p>\n<p>Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p>\n<p><b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p>\n<p>“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p>\n<p>DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p>\n<p>A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p>\n<p>“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p>\n<p>The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p>\n<p>“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p>\n<p><b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p>\n<p>DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p>\n<p>The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p>\n<p>“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p>\n<p><b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p>\n<p>“DASH deserves a premium to the peer set,” Sandler said.</p>\n<p>“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p>\n<p>Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p>\n<p>DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p>\n<p>“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p>\n<p><b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBA":"沃尔格林联合博姿","QTWO":"Q2 Holdings Inc","BBBY":"3B家居","ACI":"艾伯森","RAD":"来德爱","DASH":"DoorDash, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830128303,"gmtCreate":1629033222202,"gmtModify":1676529913895,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830128303","repostId":"2159145532","repostType":4,"repost":{"id":"2159145532","kind":"highlight","pubTimestamp":1628993103,"share":"https://ttm.financial/m/news/2159145532?lang=&edition=fundamental","pubTime":"2021-08-15 10:05","market":"us","language":"en","title":"AMC's \"Better\" Isn't the Same Thing as \"Good\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2159145532","media":"Motley Fool","summary":"The theater chain's recently ended quarter serves up the expected glimmer of a recovery, but things are still nowhere near normal.","content":"<p>The good news is movie theater chain <b>AMC Entertainment Holdings</b> (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.</p>\n<p>None of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's <i>Fast and Furious</i> series entry <i>F9</i>&nbsp;debuted in June, catching the tail end of the quarter in question.<i> A Quiet Place, Part II,</i> and <i>Hitman's Wife's Bodyguard</i> were also released in May and June, respectively. <i>Godzilla vs. Kong</i> was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.</p>\n<p>As it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60e80beb92a6bcec1a0ff4dbc1b82bd\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A still-ugly picture</h2>\n<p>The image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F638611%2F081021-amc-fiscal-history.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Data source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.</span></p>\n<p>Last quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.</p>\n<p>Neither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.</p>\n<p>The earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?</p>\n<h2>From sizzle to fizzle</h2>\n<p>The release of <i>F9</i> in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year.&nbsp;<b>Walt Disney</b>'s (NYSE:DIS) <i>Black Widow</i> led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e24f62e8ffec16871093643907bf6e1f\" tg-width=\"700\" tg-height=\"406\" width=\"100%\" height=\"auto\"><span>Data source: Box Office Mojo. Chart by author.</span></p>\n<p>Things have clearly cooled off in the meantime, however, despite reasonably splashy titles like<i> Jungle Cruise, Space Jam: A New Legacy</i>, and <i>The Suicide Squad</i> being in theaters. <i>Hitman's Wife's Bodyguard</i> and <i>A Quiet Place, Part II</i> are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.</p>\n<p>Can AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that<i> Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow,</i> and <i>F9</i> can all be streamed at home.</p>\n<h2>Bottom line</h2>\n<p>This isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.</p>\n<p>The return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.</p>\n<p>At the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.</p>","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>AMC's \"Better\" Isn't the Same Thing as \"Good\"</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\">\nAMC's \"Better\" Isn't the Same Thing as \"Good\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/08/14/amcs-better-isnt-the-same-thing-as-good/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159145532","content_text":"The good news is movie theater chain AMC Entertainment Holdings (NYSE:AMC) topped last quarter's revenue and earnings estimates. The bad news is it's still deep in the red, and only selling a fraction of the number of tickets it was selling before the pandemic took hold.\nNone of this is terribly shocking, of course. A year earlier, the world was largely shut down due to COVID-19. Though the contagion is still with us, consumers and businesses alike are coping. Theaters in the U.S. were mostly reopened by March -- before AMC's second quarter began -- and studios were at least willing to give theaters a try. Universal's Fast and Furious series entry F9 debuted in June, catching the tail end of the quarter in question. A Quiet Place, Part II, and Hitman's Wife's Bodyguard were also released in May and June, respectively. Godzilla vs. Kong was in theaters back in April. They weren't necessarily must-sees, but for newly vaccinated movie-goers ready to get out and do something close to normal again, they were something.\nAs it turns out, though, they were still very little. AMC has miles to go before nearing the sort of business it was doing before the coronavirus rattled the world.\nImage source: Getty Images.\nA still-ugly picture\nThe image below speaks volumes, plotting the number of movie tickets AMC sold every quarter through the quarter ending in June. Also plotted are the company's historical quarterly revenue, adjusted EBITDA, and operating profit (or loss), which is a function of those ticket sales. As the saying goes, read 'em and weep.\nData source: AMC Entertainment Holdings. Chart by author. Fiscal data is in millions. Ticket data is in thousands.\nLast quarter's 22.1 million tickets sold is around a fourth of the company's usual quarterly ticket sales, around 90 million. Q2's revenue of $444.7 million is roughly a third of the normal figure of $1.3 billion. The most recent results are clearly better than the non-existent numbers being produced a year ago, but still, we're miles away from the pre-pandemic norm. The company's also still deep in the red, reporting an operating loss of $296.6 million and negative adjusted EBITDA of $150.8 million.\nNeither the numbers nor the trend should be surprising, even if analysts and investors alike could only make broad guesses given that the turnaround remains a work in progress. Any revenue and earnings estimate that's even close to the actual reported figure is impressive in light of the circumstances.\nThe earnings beat itself, however, has largely obscured more important matters and left important questions unanswered. Chief among these questions is, how much longer will it take the entire movie industry to crawl all the way out of the hole it's still clearly in?\nFrom sizzle to fizzle\nThe release of F9 in June drew patrons back to theaters, to be sure. Box Office Mojo reports domestic ticket sales of nearly $99 million for that late-June weekend, which was the best weekend the business had seen since February of last year. Walt Disney's (NYSE:DIS) Black Widow led an even better weekend in early July, leading to $117 million worth of ticket sales in the U.S.\nData source: Box Office Mojo. Chart by author.\nThings have clearly cooled off in the meantime, however, despite reasonably splashy titles like Jungle Cruise, Space Jam: A New Legacy, and The Suicide Squad being in theaters. Hitman's Wife's Bodyguard and A Quiet Place, Part II are also still in theaters, offering at least something theatrical to a wide audience. Consumers just aren't as stoked about going to the movies as they were a month ago.\nCan AMC explain these gloomy trends with the resurgence of COVID-19 via the delta variant? Sure, that's a headwind that can't be ignored. Something else that can't be ignored, however, is the fact that Jungle Cruise, The Suicide Squad, Space Jam: A New Legacy, Black Widow, and F9 can all be streamed at home.\nBottom line\nThis isn't a forecast for a complete collapse of AMC. One way or another, the theater chain will carry on. It may require some sort of reorganization or debt restructuring, but the name will survive.\nThe return to normalcy (or profitability) is at least several quarters away, though, and that could be a few rough quarters. In the meantime, this company has to justify an $18.5 billion market cap, never having produced more than a billion dollars' worth of EBITDA in any four-quarter stretch and never having turned an annualized operating profit of more than $265 million in any four-quarter span -- even in its 2018 heyday.\nAt the very least, AMC investors should exercise caution. These investors should also start asking exactly how AMC is going to convince a bunch of consumers to fall out of love with streaming new releases at home. There might not be a good answer to that question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897580061,"gmtCreate":1628942055253,"gmtModify":1676529897395,"author":{"id":"4091274464217830","authorId":"4091274464217830","name":"liaoqibing","avatar":"https://static.tigerbbs.com/f70a8e81891ec9742ee4c471bf2df770","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091274464217830","authorIdStr":"4091274464217830"},"themes":[],"htmlText":"Nothing","listText":"Nothing","text":"Nothing","images":[{"img":"https://static.tigerbbs.com/eb1e1fd003721af45cad4715bd5498b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897580061","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}