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- 4ffb296f4ffb296f
  ·2023-02-24
  🤮🤮🤮
  Fed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes
  The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer sp
  Fed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes
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- 4ffb296f4ffb296f
  ·2022-09-29
  Have you send the price chart of Keppel reits???
  These 4 Singapore Blue-Chip Stocks Offer Safe Harbour During a Recession
  The last several months have seen passenger numbers surge as countries reopen their borders and air
  These 4 Singapore Blue-Chip Stocks Offer Safe Harbour During a Recession
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- 4ffb296f4ffb296f
  ·2022-09-21
  A very detail report
  Nvidia: When It Rains, It Pours
  When it rains, it pours - and that seems to be NVIDIA’s (NASDAQ:NVDA) case recently. The broad-based
  Nvidia: When It Rains, It Pours
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- 4ffb296f4ffb296f
  ·2022-08-31
  Volatility
  U.S. Stock Futures Edge Up With the Fed in Focus
  U.S. stock futures rise, suggesting major indexes could wobble after three consecutive days of decli
  U.S. Stock Futures Edge Up With the Fed in Focus
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- 4ffb296f4ffb296f
  ·2022-08-31
  $BYD.HK 20220929 205.00 PUT$warren buffet POWER!!!
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- 4ffb296f4ffb296f
  ·2022-08-31
  $TSLA 20220923 226.67 PUT$Why isn't anyone trading this? All the other out options have risen tremendously today except this one.
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21:32","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1119061509","media":"Bloomberg","summary":"The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer sp","content":"<html><head></head><body><p>The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer spending surged after a year-end slump, adding pressure on policymakers to keep ratcheting up interest rates.</p><p>The personal consumption expenditures price index increased 0.6% from a month earlier, the most since June, Commerce Department data showed Friday. Excluding food and energy, the core PCE price index also climbed 0.6%.</p><p>Personal spending, after adjusting for changes in prices, jumped 1.1%, the largest advance since March 2021 following weakness at the end of last year. The increase reflected a pickup in outlays for goods and services, including motor vehicles as well as food services and accommodation.</p><p><img src=\"https://static.tigerbbs.com/d5e93bfdf544e5f48656c5477f47a3b0\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>The median estimates in a Bloomberg survey of economists were for a 0.5% in the PCE price index and a 0.4% gain in the core. Real personal spending was projected to rise 1.1%.</p><p>Treasury yields rose and the S&amp;P 500 index futures extended losses on the day and the dollar jumped. Swaps traders now price in that the Fed will lift its policy rate 25 basis points at its next three meetings. Expectations on the terminal fed funds rate edged higher to about 5.4% by July, from around 5.38% earlier in the day.</p><p>From a year earlier, the PCE price index was up 5.4% in January, an acceleration from December. The core metric was up 4.7%, also faster than the previous month.</p><h2>Labor Market</h2><p>The latest figures underscore the risks of persistently high inflation. Much of the easing that was celebrated at the end of last year has largely been erased after revisions and the acceleration in January. Furthermore, resilient consumer spending paired with the exceptional strength of the labor market will make it more difficult for the Fed to get inflation to its 2% goal.</p><p>With the unemployment rate at its lowest level in more than 53 years, intense competition for a limited supply of workers has kept upward pressure on pay growth. Higher wages paired with excess savings have underpinned consumers and allowed them to keep spending for a variety of goods and services despite those rapid price increases.</p><p>Fed officials, particularly Chair Jerome Powell, have emphasized the importance of price growth in so-called core services ex-housing for the inflation outlook. This category, which is thought to be largely wage dependent, includes everything from health care to haircuts.</p><p>Services inflation excluding housing and energy services increased 0.6% in January, according to Bloomberg calculations.</p><p>Together, the data suggest central bankers will have to raise rates higher than they expected even just a few weeks ago.</p><h2>Incomes Jump</h2><p>Incomes rose 0.6% at the start of the year, bolstered by an accelleration in wage growth. The annual cost-of-living adjustment for Social Security and Supplemental Security Income, which was the biggest increase in decades, offset the expiration of the extended child tax credit as well as a decline one-time payments made by states.</p><p>Inflation-adjusted disposable income surged 1.4% in January, the biggest advance since March 2021 when the government distributed another round of stimulus payments. Wages and salaries, unadjusted for prices, increased 0.9%, more than double the prior’s month gain and the most since July.</p><p>The saving rate increased to 4.7%, the highest in a year, from 4.5%.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes</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\">\nFed’s Preferred Inflation Gauge Accelerates, Adding Pressure for More Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-24/us-pce-inflation-accelerates-adding-pressure-for-more-fed-hikes?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer spending surged after a year-end slump, adding pressure on policymakers to keep ratcheting up interest...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-24/us-pce-inflation-accelerates-adding-pressure-for-more-fed-hikes?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-24/us-pce-inflation-accelerates-adding-pressure-for-more-fed-hikes?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119061509","content_text":"The Federal Reserve’s preferred inflation gauges unexpectedly accelerated in January and consumer spending surged after a year-end slump, adding pressure on policymakers to keep ratcheting up interest rates.The personal consumption expenditures price index increased 0.6% from a month earlier, the most since June, Commerce Department data showed Friday. Excluding food and energy, the core PCE price index also climbed 0.6%.Personal spending, after adjusting for changes in prices, jumped 1.1%, the largest advance since March 2021 following weakness at the end of last year. The increase reflected a pickup in outlays for goods and services, including motor vehicles as well as food services and accommodation.The median estimates in a Bloomberg survey of economists were for a 0.5% in the PCE price index and a 0.4% gain in the core. Real personal spending was projected to rise 1.1%.Treasury yields rose and the S&P 500 index futures extended losses on the day and the dollar jumped. Swaps traders now price in that the Fed will lift its policy rate 25 basis points at its next three meetings. Expectations on the terminal fed funds rate edged higher to about 5.4% by July, from around 5.38% earlier in the day.From a year earlier, the PCE price index was up 5.4% in January, an acceleration from December. The core metric was up 4.7%, also faster than the previous month.Labor MarketThe latest figures underscore the risks of persistently high inflation. Much of the easing that was celebrated at the end of last year has largely been erased after revisions and the acceleration in January. Furthermore, resilient consumer spending paired with the exceptional strength of the labor market will make it more difficult for the Fed to get inflation to its 2% goal.With the unemployment rate at its lowest level in more than 53 years, intense competition for a limited supply of workers has kept upward pressure on pay growth. Higher wages paired with excess savings have underpinned consumers and allowed them to keep spending for a variety of goods and services despite those rapid price increases.Fed officials, particularly Chair Jerome Powell, have emphasized the importance of price growth in so-called core services ex-housing for the inflation outlook. This category, which is thought to be largely wage dependent, includes everything from health care to haircuts.Services inflation excluding housing and energy services increased 0.6% in January, according to Bloomberg calculations.Together, the data suggest central bankers will have to raise rates higher than they expected even just a few weeks ago.Incomes JumpIncomes rose 0.6% at the start of the year, bolstered by an accelleration in wage growth. The annual cost-of-living adjustment for Social Security and Supplemental Security Income, which was the biggest increase in decades, offset the expiration of the extended child tax credit as well as a decline one-time payments made by states.Inflation-adjusted disposable income surged 1.4% in January, the biggest advance since March 2021 when the government distributed another round of stimulus payments. Wages and salaries, unadjusted for prices, increased 0.9%, more than double the prior’s month gain and the most since July.The saving rate increased to 4.7%, the highest in a year, from 4.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918565951,"gmtCreate":1664416883673,"gmtModify":1676537450798,"author":{"id":"4092075108463240","authorId":"4092075108463240","name":"4ffb296f","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092075108463240","authorIdStr":"4092075108463240"},"themes":[],"htmlText":"Have you send the price chart of Keppel reits???&nbsp;","listText":"Have you send the price chart of Keppel reits???&nbsp;","text":"Have you send the price chart of Keppel reits???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918565951","repostId":"1105629783","repostType":2,"repost":{"id":"1105629783","pubTimestamp":1664416076,"share":"https://ttm.financial/m/news/1105629783?lang=&edition=fundamental","pubTime":"2022-09-29 09:47","market":"sg","language":"en","title":"These 4 Singapore Blue-Chip Stocks Offer Safe Harbour During a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1105629783","media":"The Smart Investor","summary":"The last several months have seen passenger numbers surge as countries reopen their borders and air ","content":"<html><head></head><body><p>The last several months have seen passenger numbers surge as countries reopen their borders and air travel resume once again.</p><p>Pent-up demand for holidays has made people open their wallets in a big way, with air ticket prices surging by 25% in the past year.</p><p>However, rampant inflation may dampen consumer spending, with Singapore’s core inflation rising to 5.1% for August, close to a 14-year high.</p><p>The prospect of higher interest rates is also a negative for businesses as they hold back on capital spending.</p><p>The spectre of a recession looms close due to the mix of lower consumer demand, surging interest costs, and high inflation.</p><p>Investors need not worry, though.</p><p>You can find safe harbour in reputable blue-chip stocks that have weathered many a storm.</p><p>Here are four that should provide you with peace of mind and a decent dividend yield as you hunker down for the upcoming storm.</p><p><b>Singapore Exchange Limited (SGX: S68)</b></p><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The bourse operator has demonstrated remarkable resilience in the past two years.</p><p>Its recent fiscal 2022 (FY2022)earnings ending 30 June 2022 saw the group report record revenue of S$1.1 billion, up 4% year on year.</p><p>Net profit inched up 1% year on year to S$451 million.</p><p>SGX paid out a dividend of S$0.32 for FY2022, unchanged from a year ago.</p><p>The bourse operator’s shares offer a historical dividend yield of 3.4%.</p><p>The group intends to tap on its over-the-counter foreign exchange platform to grow its top line, targeting an average daily volume of US$100 billion in the near term, up from the current US$70.6 billion.</p><p><b>Keppel DC REIT (SGX: AJBU)</b></p><p>Keppel DC REIT is a data centreREITwith a portfolio of 21 data centres across nine countries worth S$3.5 billion as of 30 June 2022.</p><p>Data centre growth should be sustained by strong global demand for data storage.</p><p>Research firm Gartner projects that worldwide end-user spending on public cloud services will grow to nearly US$600 billion by next year.</p><p>Data systems spending is also set to grow to US$230.4 million in 2023, up from US$218.6 million this year.</p><p>The REIT reported a resilient set of financial numbers for its fiscal 2022’s first half (1H2022).</p><p>Revenue edged up 0.3% year on year while distribution per unit (DPU) rose 2.5% year on year to S$0.05049.</p><p>The annualised distribution yield for the REIT stood at 5.8%.</p><p><b>OCBC Ltd (SGX: O39)</b></p><p>OCBC is one of Singapore’s three big banks and offers a comprehensive range of banking, insurance, and investment services.</p><p>The bank has held up well in the last two years and for its recent1H2022 earnings, it reported that net profit rose 7% year on year to a new record high of S$2.8 billion.</p><p>OCBC also saw loan growth of 8% year on year and raised its interim dividend by 12% year on year to S$0.28.</p><p>With a trailing 12-month dividend of S$0.56, OCBC’s shares offer a trailing dividend yield of 4.7%</p><p>With rising interest rates, the lender looks set to benefit from an increase in its net interest margin.</p><p>In turn, a higher net interest margin should result in higher net interest income as the bank reprices its loans at higher rates.</p><p>OCBC also expects continued economic growth with improving unemployment rates in the region but cautioned about recession risks and a potential jump in default rates should the economy weaken.</p><p><b>Mapletree Logistics Trust (SGX: M44U)</b></p><p>Mapletree Logistics Trust, or MLT, owns a diversified portfolio of 185 logistics properties spread across eight countries with assets under management of S$13 billion as of 30 June 2022.</p><p>MLT reported a respectable set of financial and operating numbers for its fiscal 2023’s first quarter (1Q2023).</p><p>Gross revenue rose 14.6% year on year to S$187.7 million while net property income (NPI) increased by 13.2% year on year to S$163.2 million.</p><p>DPU was up 5% year on year to S$0.02268, and the trailing 12-month DPU stood at S$0.08894.</p><p>The trailing 12-month distribution yield for MLT’s units came in at 5.6%.</p><p>Portfolio occupancy remained high at 96.8% for the logistics REIT, and rental reversion registered a positive 3.4%.</p><p>Aggregate leverage stood at 37.2% with 80% of the REIT’s debt hedged to fixed rates, thereby mitigating against the sharp rise in interest costs.</p></body></html>","source":"lsy1602567310727","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>These 4 Singapore Blue-Chip Stocks Offer Safe Harbour During a Recession</title>\n<style 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}\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\">\nThese 4 Singapore Blue-Chip Stocks Offer Safe Harbour During a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-4-singapore-blue-chip-stocks-offer-safe-harbour-during-a-recession/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last several months have seen passenger numbers surge as countries reopen their borders and air travel resume once again.Pent-up demand for holidays has made people open their wallets in a big way...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-singapore-blue-chip-stocks-offer-safe-harbour-during-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AJBU.SI":"吉宝数据中心房地产信托","S68.SI":"新加坡交易所","O39.SI":"华侨银行","M44U.SI":"丰树物流信托"},"source_url":"https://thesmartinvestor.com.sg/these-4-singapore-blue-chip-stocks-offer-safe-harbour-during-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105629783","content_text":"The last several months have seen passenger numbers surge as countries reopen their borders and air travel resume once again.Pent-up demand for holidays has made people open their wallets in a big way, with air ticket prices surging by 25% in the past year.However, rampant inflation may dampen consumer spending, with Singapore’s core inflation rising to 5.1% for August, close to a 14-year high.The prospect of higher interest rates is also a negative for businesses as they hold back on capital spending.The spectre of a recession looms close due to the mix of lower consumer demand, surging interest costs, and high inflation.Investors need not worry, though.You can find safe harbour in reputable blue-chip stocks that have weathered many a storm.Here are four that should provide you with peace of mind and a decent dividend yield as you hunker down for the upcoming storm.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The bourse operator has demonstrated remarkable resilience in the past two years.Its recent fiscal 2022 (FY2022)earnings ending 30 June 2022 saw the group report record revenue of S$1.1 billion, up 4% year on year.Net profit inched up 1% year on year to S$451 million.SGX paid out a dividend of S$0.32 for FY2022, unchanged from a year ago.The bourse operator’s shares offer a historical dividend yield of 3.4%.The group intends to tap on its over-the-counter foreign exchange platform to grow its top line, targeting an average daily volume of US$100 billion in the near term, up from the current US$70.6 billion.Keppel DC REIT (SGX: AJBU)Keppel DC REIT is a data centreREITwith a portfolio of 21 data centres across nine countries worth S$3.5 billion as of 30 June 2022.Data centre growth should be sustained by strong global demand for data storage.Research firm Gartner projects that worldwide end-user spending on public cloud services will grow to nearly US$600 billion by next year.Data systems spending is also set to grow to US$230.4 million in 2023, up from US$218.6 million this year.The REIT reported a resilient set of financial numbers for its fiscal 2022’s first half (1H2022).Revenue edged up 0.3% year on year while distribution per unit (DPU) rose 2.5% year on year to S$0.05049.The annualised distribution yield for the REIT stood at 5.8%.OCBC Ltd (SGX: O39)OCBC is one of Singapore’s three big banks and offers a comprehensive range of banking, insurance, and investment services.The bank has held up well in the last two years and for its recent1H2022 earnings, it reported that net profit rose 7% year on year to a new record high of S$2.8 billion.OCBC also saw loan growth of 8% year on year and raised its interim dividend by 12% year on year to S$0.28.With a trailing 12-month dividend of S$0.56, OCBC’s shares offer a trailing dividend yield of 4.7%With rising interest rates, the lender looks set to benefit from an increase in its net interest margin.In turn, a higher net interest margin should result in higher net interest income as the bank reprices its loans at higher rates.OCBC also expects continued economic growth with improving unemployment rates in the region but cautioned about recession risks and a potential jump in default rates should the economy weaken.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a diversified portfolio of 185 logistics properties spread across eight countries with assets under management of S$13 billion as of 30 June 2022.MLT reported a respectable set of financial and operating numbers for its fiscal 2023’s first quarter (1Q2023).Gross revenue rose 14.6% year on year to S$187.7 million while net property income (NPI) increased by 13.2% year on year to S$163.2 million.DPU was up 5% year on year to S$0.02268, and the trailing 12-month DPU stood at S$0.08894.The trailing 12-month distribution yield for MLT’s units came in at 5.6%.Portfolio occupancy remained high at 96.8% for the logistics REIT, and rental reversion registered a positive 3.4%.Aggregate leverage stood at 37.2% with 80% of the REIT’s debt hedged to fixed rates, thereby mitigating against the sharp rise in interest costs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919885405,"gmtCreate":1663772501107,"gmtModify":1676537333607,"author":{"id":"4092075108463240","authorId":"4092075108463240","name":"4ffb296f","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092075108463240","authorIdStr":"4092075108463240"},"themes":[],"htmlText":"A very detail report","listText":"A very detail report","text":"A very detail report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919885405","repostId":"2268977165","repostType":2,"repost":{"id":"2268977165","pubTimestamp":1663772931,"share":"https://ttm.financial/m/news/2268977165?lang=&edition=fundamental","pubTime":"2022-09-21 23:08","market":"us","language":"en","title":"Nvidia: When It Rains, It Pours","url":"https://stock-news.laohu8.com/highlight/detail?id=2268977165","media":"Seekingalpha","summary":"When it rains, it pours - and that seems to be NVIDIA’s (NASDAQ:NVDA) case recently. The broad-based","content":"<html><head></head><body><p>When it rains, it pours - and that seems to be NVIDIA’s (NASDAQ:NVDA) case recently. The broad-based market selloff this year has already weighed on the NVIDIA stock this year, with valuation multiples contracting violently across the semiconductor sector as investors’ concerns about a structural “bust” after a multi-year boom increase ahead of a looming economic downturn. And NVIDIA&#39;s market value fell another leg lower when its fiscal second quarter results broke a multi-quarter streak of outperformance, validating market worries that its near-term prospects will be shaky. Despite NVIDIA’s earlier confidence that momentum in data center and auto demand will make up for some of the near-term weakness across the consumer and enterprise GPU markets (i.e. gaming and professional visualization segments), the U.S. government’s recent decision to restrict export of certain semiconductor technologies to China - one of NVIDIA’s largest end markets - risks severing the chipmaker’s last respite.</p><p>Yet, considering NVIDIA’s technologies remain the backbone of critical next-generation digital trends, its long-term fundamental outlook remains intact. But with the near-term performance of NVIDIA’s four core business segments being a big question mark, alongside broader uncertainties over the macroeconomic outlook (e.g. Fed tightening trajectory, inflation, recession, etc.), volatility will likely remain the theme for its shares over coming months.</p><h2><b>Overview of Licensing Requirements on Semiconductor Exports to China</b></h2><p>The U.S. government has been proactively rolling out legislation - supportive of the build-out of domestic semiconductor technology production and development capabilities on home soil in recent months as part of ongoing efforts to bolster competition against China and rein in the latter’s influence within the increasingly constrained industry. Following the recent introduction of the CHIPS Act, which allocates $52 billion towards the build-out of chip manufacturing capacity in the U.S., the government has now decided to further limit China’s “access to AI products as well, [creating] another chokepoint for Beijing’s tech expansion”.</p><p>Under the recent licensing requirements imposed on certain next-generation AI-enabling hardware - a field in which NVIDIA dominates and commands 95% of the market share - chipmakers would need to obtain approval before any units are exported to China. This includes restrictions on NVIDIA’s best-selling Ampere architecture-based A100 server GPUs, as well as its newest Hopper architecture-based H100 server GPUs shipping later this year:</p><blockquote>In a separate filing on Thursday, Nvidia said the US government has authorized it to “perform exports needed to provide support for US customers of A100 through March 1, 2023.” Nvidia has also been granted permission to transfer necessary technology to China for the development of its upcoming H100 products. These exports are authorized to be conducted through the US chipmaker’s Hong Kong facility through Sept. 1, 2023, according to the filing.</blockquote><blockquote>Source: Bloomberg</blockquote><p>With China being one of NVIDIA’s largest end-markets, contributing to almost a quarter of the chipmaker’s revenue mix, the latest restrictions imposed by the U.S. government risks further uncertainties to its near-term fundamental outlook. This is further corroborated by the company’s recent underperformance, which was partially caused by deterioration in the Chinese economy due to stringent COVID restrictions in the region.</p><h2><b>Data Center Impact</b></h2><p>NVIDIA’s data center segment sales have long been a highlight and core driver of its outperforming growth in recent years. Despite heightened supply constraints during the fiscal second quarter, which saw its data center revenues falling short of initial expectations, the segment’s sales continued to climb towards new records with solid double-digit y/y growth. Management has also previously relied on continued momentum in data center sales to partially compensate for the near-term weakness in gaming and professional visualization segment performance, guiding sequential growth in the current quarter. Yet, the U.S. government’s latest restrictions imposed on semiconductor technology exports to China risk derailing said plans.</p><p>China remains a critical market for NVIDIA, representing close to a quarter of its sales in recent reporting periods. NVIDIA’s sensitivity to disruptions within its China market from a fundamental perspective is portrayed via the company’s slight underperformance in the fiscal second quarter, which was partially driven by adverse impact from the region’s ongoing COVID restrictions that have both limited demand and intensified supply constraints:</p><blockquote>Let me answer the questions about the North American and the China hyperscalers. The Chinese hyperscalers and the Chinese Internet companies really, really slowed down infrastructure investment this year, particularly starting in -- they’ve been rather slow in building out and really accelerate -- well really slowed down in Q2. This slowdown can’t last forever. And the number of new technologies in software, the number of people who are using clouds and the number of cloud services is continuing to grow. And so I fully expect investment to return. They’re a very important market for us, a very large market for us. And the fact that North American hyperscalers doubled year-over-year our revenues at North American hyperscalers, and that was offset by declines in China said something about the slowdown in China.</blockquote><blockquote>Source: NVIDIA F2Q23 Earnings Call Transcript</blockquote><p>While NVIDIA has recently touted the importance of its new Hopper-based server processors in facilitating “transformer models”, which are one of the newest types of AI models capable of complex tasks like “translating text and speech in near real-time [and] helping researchers understand the chains of genes in DNA and amino acids in proteins”, its H100 chips have been identified as a technology restricted from export to China under new rules established by the U.S. government. For now, the U.S. government has granted NVIDIA approval to “transfer necessary technology to China for the development of its upcoming H100 products”, which are expected to start shipping substantially in the fourth quarter. Exports of related technologies to China have also been authorized until September 1, 2023. The chipmaker would be required to obtain “approval from the U.S. government before they can be sold to Chinese customers” thereafter, underscoring the uncertainties ahead pertaining to its core driving market.</p><p>Similar restrictions have been levied on NVIDIA’s currently best-selling A100 data center GPUs built on its existing Ampere architecture. Under the new rules, NVIDIA would be restricted from exporting said chips to China after March 1, 2023 unless approval is obtained from the U.S. government.</p><p>As the market leader in GPUs and AI processors, NVIDIA’s exposure to adverse impacts stemming from the U.S. government’s latest regulatory changes is comparatively substantial when punt against rivals like AMD (AMD), Broadcom (AVGO), and/or Intel (INTC). With more than a quarter of its annual sales generated from China last year, or more than $7.1 billion, NVIDIA accounts for about 3% of $212 billion worth of chips sold to the region in calendar 2021. The company currently anticipates $400 million in lost revenues due to impacts from the newly imposed export restrictions in the current fiscal quarter alone, which potentially wipes out earlier hopes of sequential gains in data center sales over the same period, while introducing longer-term uncertainties until there is further clarification on the extent of export authorization NVIDIA will be granted on A100 and H100 chip exports next year.</p><h2><b>Automotive Impact</b></h2><p>After multiple consecutive quarters of either deceleration or declines in chip sales to auto OEMs due to industry-wide supply chain constraints, NVIDIA’s automotive segment started to see momentum pick up in the fiscal second quarter. Related sales rose 45% y/y and 59% sequentially to $220 million, buoyed primarily by its “NVIDIA DRIVE” offerings used in facilitating autonomous and connected mobility. During the fiscal second quarter earnings call, management had alluded to an “$11 automotive design win pipeline” that is expected to drive longer-term growth. Yet, this momentum is expected to experience some bumpiness ahead, as much of it is supported by partnerships with Chinese OEM partners, with the most notable being NIO (NIO), Li Auto (LI), XPeng (XPEV), JIDU, Human Horizons, as well as BYD (OTCPK:BYDDF / OTCPK:BYDDY). Even XPeng founder and CEO He Xiaopeng have recently expressed concerns about the future of autonomous vehicle technology development under the newly imposed U.S. chip export restrictions, underscoring the severity of uncertainties over how U.S.-China chip relations will play out:</p><blockquote>The measures will “bring a challenge to the cloud training of all autonomous driving,” He Xiaopeng, the chairman and chief executive officer of XPeng Inc., said on his WeChat account. Nvidia is a leader in providing the hardware for autonomous driving -- both for developing the algorithms in massive server farms and supplying the onboard processors for cars to be aware of their surroundings.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While the U.S. government has yet to disclose any export restrictions specific to NVIDIA DRIVE solutions, related regulatory risks remain a major overhang over the company’s next core growth driver. Although the automotive segment currently represents only a nominal portion of NVIDIA’s total sales mix, it has been viewed with high hopes as the next fastest-growing business for the company. This is because of the “mission critical” role that NVIDIA’s end-to-end hardware-software offerings play in the ongoing development of autonomous driving capabilities, an emerging technology trend that is expected to unlock a $60+ billion total addressable market by 2030:</p><blockquote>Our automotive revenue is inflecting, and we expect it to be our next $1 billion business. Autonomous driving is one of the biggest challenges AI can solve, and computing opportunity for us spans the data center to the car. Autonomous driving will transform the auto industry into a tech industry. Automotive is one of the first to transform into a software-defined tech industry that all industries will be.</blockquote><blockquote>Source: NVIDIA F2Q23 Earnings Call Transcript</blockquote><h2><b>Sensitivity Analysis - Fundamental Forecast</b></h2><p>To further gauge the anticipated impact of newly imposed rules on NVIDIA’s near-term valuation prospects, we have performed a sensitivity on the company’s fundamental outlook under three scenarios:</p><ul><li><b>Bull case:</b> This maintains the same key assumptions discussed in our most recent analysis on the stock, which takes into consideration NVIDIA’s historical fundamental performance, adjusted for actual fiscal second quarter results and fiscal third quarter guidance, as well as its operating environment’s outlook based on forward market trends. Bull case assumptions applied expect the company’s China operations to continue as is, without material adverse impact from the newly imposed chip export ban beginning early 2023.</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/3968de1414adab1627137bb27dcda442\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Bull Case Financial Forecast (Author)</p><ul><li><b>Base case:</b> Our base case forecast now discounts anticipated China revenues in the bull case forecast by 25%, which is consistent with estimated lost sales of $400 million in the current fiscal quarter as a percentage of prior quarter sales in the region due to the newly-imposed export restrictions according to NVIDIA management. As a result, consolidated revenues are expected to expand at a five-year CAGR of 12.7% from $26.2 billion in fiscal 2023 towards $47.6 billion by fiscal 2027. Anticipated growth from all other regions in operations are held constant from our bull case forecast.</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/783a8d57a9ea16ba4a3d05f443407022\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Base Case Financial Forecast (Author)</p><ul><li><b>Bear case:</b> In the worst-case scenario where NVIDIA would be required to exit China completely, consolidated company revenues are expected to expand at a moderated five-year CAGR of 11.1% from $24.4 billion in the current fiscal year towards $41.3 billion by fiscal 2027. Anticipated growth from all other regions in operations are held constant from our bull case forecast.</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/0e3340d5e88455fada5ffeaecb2f5186\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Bear Case Financial Forecast (Author)</p><h2><b>Sensitivity Analysis - Valuation</b></h2><p></p><p><img src=\"https://static.tigerbbs.com/1e7cb22c6d7eccdde9bc518659f5e32d\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Valuation Analysis (Author)</p><p>Drawing on the above fundamental forecasts sensitized for varying degrees of adverse impact from recently imposed chip export restrictions to China by the U.S. government, paired with the near-term contraction in valuation multiples observed across the semiconductor industry, our base case price target for the NVIDIA stock is set at $150. This represents upside potential of 14% based on the stock’s last traded price of $131.98 on September 16. The valuation analysis assumes an exit multiple of 22.1x EV/EBITDA, which represents a perpetual growth rate of 8%, consistent with market expansion across core technology trends in which NVIDIA plays a critical role in, as well as a premium to reflect its market leadership in the provision of graphics processors and AI developments.</p><p></p><p><img src=\"https://static.tigerbbs.com/ef19f983da3c07dc5e3334ed9ef82179\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Base Case Valuation Analysis (Author)</p><p>Our bull and bear case price targets are $160 and $130, respectively, based on the fundamental forecast scenarios discussed above while holding key valuation assumptions constant. Based on the proximity between our bear case price target and the current market price for NVIDIA shares, market is likely already starting to price in the anticipated worst-case scenario in the near term with respect to the company’s business prospects in China under U.S.-levied export restrictions.</p><p></p><p><img src=\"https://static.tigerbbs.com/6d10a655826e9425b273888cf910529e\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Bull Case Valuation Analysis (Author)</p><p><img src=\"https://static.tigerbbs.com/430304a4fe62db7cae71af8c37c7a3e1\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA Bear Case Valuation Analysis (Author)</p><h2><b>Final Thoughts</b></h2><p>NVIDIA’s offerings remain the backbone of critical next-generation technologies, spanning cloud-based computing to complex AI capabilities applied across a wide range of use cases from genetic sequencing to autonomous mobility. Yet, with China being a core market to NVIDIA, the company faces inevitable adversity to its near-term fundamental performance, the degree of which remains an uncertainty until further details to how the export restrictions will be enforced come to light. As a result, NVIDIA’s prior growth realization trajectory is expected to become lengthened, given anticipated disruptions to its core market operations, depending on how intensifying U.S.-China geopolitical tensions unfold as its business gets caught in the cross-fire.</p><p>Related regulatory risks are expected to remain a near-term pressure on the NVIDIA stock’s performance, which warrants caution. However, while its growth trajectory is slowed with its market size expected to shrink under the worst-case scenario where the U.S. government severs ties with China in terms of critical co-developments in chip technologies, NVIDIA remains the undisputable market leader in the provision of core processors used in enabling critical digital infrastructures both within the foreseeable future and over the longer term. As such, the stock’s long-term bullish narrative likely remains structurally intact, buoyed by its market leadership in enabling development of critical next-generation technologies, which makes it a favorable long-term investment still ahead of anticipated lower levels over coming months.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: When It Rains, It Pours</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\">\nNvidia: When It Rains, It Pours\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542018-nvidia-nvda-stock-when-rains-pours><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When it rains, it pours - and that seems to be NVIDIA’s (NASDAQ:NVDA) case recently. The broad-based market selloff this year has already weighed on the NVIDIA stock this year, with valuation ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542018-nvidia-nvda-stock-when-rains-pours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4542018-nvidia-nvda-stock-when-rains-pours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268977165","content_text":"When it rains, it pours - and that seems to be NVIDIA’s (NASDAQ:NVDA) case recently. The broad-based market selloff this year has already weighed on the NVIDIA stock this year, with valuation multiples contracting violently across the semiconductor sector as investors’ concerns about a structural “bust” after a multi-year boom increase ahead of a looming economic downturn. And NVIDIA's market value fell another leg lower when its fiscal second quarter results broke a multi-quarter streak of outperformance, validating market worries that its near-term prospects will be shaky. Despite NVIDIA’s earlier confidence that momentum in data center and auto demand will make up for some of the near-term weakness across the consumer and enterprise GPU markets (i.e. gaming and professional visualization segments), the U.S. government’s recent decision to restrict export of certain semiconductor technologies to China - one of NVIDIA’s largest end markets - risks severing the chipmaker’s last respite.Yet, considering NVIDIA’s technologies remain the backbone of critical next-generation digital trends, its long-term fundamental outlook remains intact. But with the near-term performance of NVIDIA’s four core business segments being a big question mark, alongside broader uncertainties over the macroeconomic outlook (e.g. Fed tightening trajectory, inflation, recession, etc.), volatility will likely remain the theme for its shares over coming months.Overview of Licensing Requirements on Semiconductor Exports to ChinaThe U.S. government has been proactively rolling out legislation - supportive of the build-out of domestic semiconductor technology production and development capabilities on home soil in recent months as part of ongoing efforts to bolster competition against China and rein in the latter’s influence within the increasingly constrained industry. Following the recent introduction of the CHIPS Act, which allocates $52 billion towards the build-out of chip manufacturing capacity in the U.S., the government has now decided to further limit China’s “access to AI products as well, [creating] another chokepoint for Beijing’s tech expansion”.Under the recent licensing requirements imposed on certain next-generation AI-enabling hardware - a field in which NVIDIA dominates and commands 95% of the market share - chipmakers would need to obtain approval before any units are exported to China. This includes restrictions on NVIDIA’s best-selling Ampere architecture-based A100 server GPUs, as well as its newest Hopper architecture-based H100 server GPUs shipping later this year:In a separate filing on Thursday, Nvidia said the US government has authorized it to “perform exports needed to provide support for US customers of A100 through March 1, 2023.” Nvidia has also been granted permission to transfer necessary technology to China for the development of its upcoming H100 products. These exports are authorized to be conducted through the US chipmaker’s Hong Kong facility through Sept. 1, 2023, according to the filing.Source: BloombergWith China being one of NVIDIA’s largest end-markets, contributing to almost a quarter of the chipmaker’s revenue mix, the latest restrictions imposed by the U.S. government risks further uncertainties to its near-term fundamental outlook. This is further corroborated by the company’s recent underperformance, which was partially caused by deterioration in the Chinese economy due to stringent COVID restrictions in the region.Data Center ImpactNVIDIA’s data center segment sales have long been a highlight and core driver of its outperforming growth in recent years. Despite heightened supply constraints during the fiscal second quarter, which saw its data center revenues falling short of initial expectations, the segment’s sales continued to climb towards new records with solid double-digit y/y growth. Management has also previously relied on continued momentum in data center sales to partially compensate for the near-term weakness in gaming and professional visualization segment performance, guiding sequential growth in the current quarter. Yet, the U.S. government’s latest restrictions imposed on semiconductor technology exports to China risk derailing said plans.China remains a critical market for NVIDIA, representing close to a quarter of its sales in recent reporting periods. NVIDIA’s sensitivity to disruptions within its China market from a fundamental perspective is portrayed via the company’s slight underperformance in the fiscal second quarter, which was partially driven by adverse impact from the region’s ongoing COVID restrictions that have both limited demand and intensified supply constraints:Let me answer the questions about the North American and the China hyperscalers. The Chinese hyperscalers and the Chinese Internet companies really, really slowed down infrastructure investment this year, particularly starting in -- they’ve been rather slow in building out and really accelerate -- well really slowed down in Q2. This slowdown can’t last forever. And the number of new technologies in software, the number of people who are using clouds and the number of cloud services is continuing to grow. And so I fully expect investment to return. They’re a very important market for us, a very large market for us. And the fact that North American hyperscalers doubled year-over-year our revenues at North American hyperscalers, and that was offset by declines in China said something about the slowdown in China.Source: NVIDIA F2Q23 Earnings Call TranscriptWhile NVIDIA has recently touted the importance of its new Hopper-based server processors in facilitating “transformer models”, which are one of the newest types of AI models capable of complex tasks like “translating text and speech in near real-time [and] helping researchers understand the chains of genes in DNA and amino acids in proteins”, its H100 chips have been identified as a technology restricted from export to China under new rules established by the U.S. government. For now, the U.S. government has granted NVIDIA approval to “transfer necessary technology to China for the development of its upcoming H100 products”, which are expected to start shipping substantially in the fourth quarter. Exports of related technologies to China have also been authorized until September 1, 2023. The chipmaker would be required to obtain “approval from the U.S. government before they can be sold to Chinese customers” thereafter, underscoring the uncertainties ahead pertaining to its core driving market.Similar restrictions have been levied on NVIDIA’s currently best-selling A100 data center GPUs built on its existing Ampere architecture. Under the new rules, NVIDIA would be restricted from exporting said chips to China after March 1, 2023 unless approval is obtained from the U.S. government.As the market leader in GPUs and AI processors, NVIDIA’s exposure to adverse impacts stemming from the U.S. government’s latest regulatory changes is comparatively substantial when punt against rivals like AMD (AMD), Broadcom (AVGO), and/or Intel (INTC). With more than a quarter of its annual sales generated from China last year, or more than $7.1 billion, NVIDIA accounts for about 3% of $212 billion worth of chips sold to the region in calendar 2021. The company currently anticipates $400 million in lost revenues due to impacts from the newly imposed export restrictions in the current fiscal quarter alone, which potentially wipes out earlier hopes of sequential gains in data center sales over the same period, while introducing longer-term uncertainties until there is further clarification on the extent of export authorization NVIDIA will be granted on A100 and H100 chip exports next year.Automotive ImpactAfter multiple consecutive quarters of either deceleration or declines in chip sales to auto OEMs due to industry-wide supply chain constraints, NVIDIA’s automotive segment started to see momentum pick up in the fiscal second quarter. Related sales rose 45% y/y and 59% sequentially to $220 million, buoyed primarily by its “NVIDIA DRIVE” offerings used in facilitating autonomous and connected mobility. During the fiscal second quarter earnings call, management had alluded to an “$11 automotive design win pipeline” that is expected to drive longer-term growth. Yet, this momentum is expected to experience some bumpiness ahead, as much of it is supported by partnerships with Chinese OEM partners, with the most notable being NIO (NIO), Li Auto (LI), XPeng (XPEV), JIDU, Human Horizons, as well as BYD (OTCPK:BYDDF / OTCPK:BYDDY). Even XPeng founder and CEO He Xiaopeng have recently expressed concerns about the future of autonomous vehicle technology development under the newly imposed U.S. chip export restrictions, underscoring the severity of uncertainties over how U.S.-China chip relations will play out:The measures will “bring a challenge to the cloud training of all autonomous driving,” He Xiaopeng, the chairman and chief executive officer of XPeng Inc., said on his WeChat account. Nvidia is a leader in providing the hardware for autonomous driving -- both for developing the algorithms in massive server farms and supplying the onboard processors for cars to be aware of their surroundings.Source: BloombergWhile the U.S. government has yet to disclose any export restrictions specific to NVIDIA DRIVE solutions, related regulatory risks remain a major overhang over the company’s next core growth driver. Although the automotive segment currently represents only a nominal portion of NVIDIA’s total sales mix, it has been viewed with high hopes as the next fastest-growing business for the company. This is because of the “mission critical” role that NVIDIA’s end-to-end hardware-software offerings play in the ongoing development of autonomous driving capabilities, an emerging technology trend that is expected to unlock a $60+ billion total addressable market by 2030:Our automotive revenue is inflecting, and we expect it to be our next $1 billion business. Autonomous driving is one of the biggest challenges AI can solve, and computing opportunity for us spans the data center to the car. Autonomous driving will transform the auto industry into a tech industry. Automotive is one of the first to transform into a software-defined tech industry that all industries will be.Source: NVIDIA F2Q23 Earnings Call TranscriptSensitivity Analysis - Fundamental ForecastTo further gauge the anticipated impact of newly imposed rules on NVIDIA’s near-term valuation prospects, we have performed a sensitivity on the company’s fundamental outlook under three scenarios:Bull case: This maintains the same key assumptions discussed in our most recent analysis on the stock, which takes into consideration NVIDIA’s historical fundamental performance, adjusted for actual fiscal second quarter results and fiscal third quarter guidance, as well as its operating environment’s outlook based on forward market trends. Bull case assumptions applied expect the company’s China operations to continue as is, without material adverse impact from the newly imposed chip export ban beginning early 2023.NVIDIA Bull Case Financial Forecast (Author)Base case: Our base case forecast now discounts anticipated China revenues in the bull case forecast by 25%, which is consistent with estimated lost sales of $400 million in the current fiscal quarter as a percentage of prior quarter sales in the region due to the newly-imposed export restrictions according to NVIDIA management. As a result, consolidated revenues are expected to expand at a five-year CAGR of 12.7% from $26.2 billion in fiscal 2023 towards $47.6 billion by fiscal 2027. Anticipated growth from all other regions in operations are held constant from our bull case forecast.NVIDIA Base Case Financial Forecast (Author)Bear case: In the worst-case scenario where NVIDIA would be required to exit China completely, consolidated company revenues are expected to expand at a moderated five-year CAGR of 11.1% from $24.4 billion in the current fiscal year towards $41.3 billion by fiscal 2027. Anticipated growth from all other regions in operations are held constant from our bull case forecast.NVIDIA Bear Case Financial Forecast (Author)Sensitivity Analysis - ValuationNVIDIA Valuation Analysis (Author)Drawing on the above fundamental forecasts sensitized for varying degrees of adverse impact from recently imposed chip export restrictions to China by the U.S. government, paired with the near-term contraction in valuation multiples observed across the semiconductor industry, our base case price target for the NVIDIA stock is set at $150. This represents upside potential of 14% based on the stock’s last traded price of $131.98 on September 16. The valuation analysis assumes an exit multiple of 22.1x EV/EBITDA, which represents a perpetual growth rate of 8%, consistent with market expansion across core technology trends in which NVIDIA plays a critical role in, as well as a premium to reflect its market leadership in the provision of graphics processors and AI developments.NVIDIA Base Case Valuation Analysis (Author)Our bull and bear case price targets are $160 and $130, respectively, based on the fundamental forecast scenarios discussed above while holding key valuation assumptions constant. Based on the proximity between our bear case price target and the current market price for NVIDIA shares, market is likely already starting to price in the anticipated worst-case scenario in the near term with respect to the company’s business prospects in China under U.S.-levied export restrictions.NVIDIA Bull Case Valuation Analysis (Author)NVIDIA Bear Case Valuation Analysis (Author)Final ThoughtsNVIDIA’s offerings remain the backbone of critical next-generation technologies, spanning cloud-based computing to complex AI capabilities applied across a wide range of use cases from genetic sequencing to autonomous mobility. Yet, with China being a core market to NVIDIA, the company faces inevitable adversity to its near-term fundamental performance, the degree of which remains an uncertainty until further details to how the export restrictions will be enforced come to light. As a result, NVIDIA’s prior growth realization trajectory is expected to become lengthened, given anticipated disruptions to its core market operations, depending on how intensifying U.S.-China geopolitical tensions unfold as its business gets caught in the cross-fire.Related regulatory risks are expected to remain a near-term pressure on the NVIDIA stock’s performance, which warrants caution. However, while its growth trajectory is slowed with its market size expected to shrink under the worst-case scenario where the U.S. government severs ties with China in terms of critical co-developments in chip technologies, NVIDIA remains the undisputable market leader in the provision of core processors used in enabling critical digital infrastructures both within the foreseeable future and over the longer term. As such, the stock’s long-term bullish narrative likely remains structurally intact, buoyed by its market leadership in enabling development of critical next-generation technologies, which makes it a favorable long-term investment still ahead of anticipated lower levels over coming months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930697992,"gmtCreate":1661945620418,"gmtModify":1676536609220,"author":{"id":"4092075108463240","authorId":"4092075108463240","name":"4ffb296f","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092075108463240","authorIdStr":"4092075108463240"},"themes":[],"htmlText":"Volatility&nbsp;","listText":"Volatility&nbsp;","text":"Volatility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930697992","repostId":"1102304473","repostType":2,"repost":{"id":"1102304473","pubTimestamp":1661943591,"share":"https://ttm.financial/m/news/1102304473?lang=&edition=fundamental","pubTime":"2022-08-31 18:59","market":"us","language":"en","title":"U.S. Stock Futures Edge Up With the Fed in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1102304473","media":"The Wall Street Journal","summary":"U.S. stock futures rise, suggesting major indexes could wobble after three consecutive days of decli","content":"<html><head></head><body><p>U.S. stock futures rise, suggesting major indexes could wobble after three consecutive days of declines driven by an expectation of tighter Federal Reserve policy.</p><p>Futures tied to the S&amp;P 500 were up 0.3%, pointing to the broad-market index hovering after losing nearly 2% this week so far. Nasdaq-100 futures climbed 0.8%, signaling muted gains for technology stocks after the opening bell. Dow Jones Industrial Average Futures rose 0.1%.</p><p>Gold slid 0.8% and stood at $1722.8.</p><p>VIX, VIXmain fell 0.04% and 0.91% separately.</p><p>Stocks have come under pressure in the wake of Fed Chairman Jerome Powell’s speech at Jackson Hole, where he said that interest rates must be raised further until inflation is under control, despite higher recession risk. Strong economic and jobs data in recent days have also reinforced the message that the economy is too hot. The S&amp;P 500 has lost over 5% since last Thursday’s close.</p><p>“The dust is currently settling after Jackson Hole,” said Florian Ielpo, head of macro at Lombard Odier Asset Management. “You have these conflicting elements, animal spirits that want to buy the dip but also market fundamentals that say the situation will deteriorate. It’s likely to create volatility.”</p><p>New York Fed PresidentJohn Williamssaid Tuesday that combating high inflation is likely to require lifting the central bank’s benchmark short-term interest rate above 3.5% and holding it at that level through next year.</p><p>The yield on the benchmark 10-year Treasury note edged up to 3.151% from 3.107% on Tuesday. Shorter-dated yields continue to be higher, sending a recessionary signal. The 2-year yield climbed to 3.491%, extending a recent rise into a fourth day after closing at the highest level since 2007 on Tuesday.</p><p>ADP’s employment report for August, due at 8:15 a.m. ET, is expected to show that private-sector employers added 300,000 jobs during the month.</p><p>In premarket trading, shares of pet retailer Chew ydropped 12% after it lowered sales guidance for the year, citing changing consumer habits. HP declined 6% after the PC maker reported a drop in sales and cut its outlook due to a slowdown in spending on electronics.</p><p>Bed Bath &amp; Beyond shares plunged 19% premarket. The retailer and meme stock is due to provide abusiness updateon Wednesday morning. Cybersecurity firm SentinelOne is scheduled to post earnings after markets close.</p><p>Oil prices fell, with global crude benchmark Brent declining 2.8% to $95.13 a barrel and reaching the lowest level in two weeks.</p><p>“This is the financial market selling off, it’s the continuation of the bearish macro backdrop,” said Bjarne Schieldrop, chief commodities analyst at Nordic bank SEB. “We have extremely broad-based negative sentiment in commodities.”</p><p>Overseas, the pan-continental Stoxx Europe 600 fell 0.7%. A data release showed inflation in the eurozone rose to 9.1%, notching a record. A major gas pipeline that connects Western Europe to Russia was shut down on Wednesday for maintenance, causing concern that supplies may not resume. A benchmark European natural-gas price rose 2.8%.</p><p>In Asia, most major benchmarks declined. The Shanghai Composite Index fell 0.8% and Hong Kong’s Hang Seng Index pulled back 0.3%. China’s official gauge of factory activity remained in contraction in August, although it came in a little higher than economists had forecast.</p></body></html>","source":"wsj_highlight","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>U.S. Stock Futures Edge Up With the Fed in Focus</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\">\nU.S. Stock Futures Edge Up With the Fed in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 18:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-08-31-2022-11661942693?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures rise, suggesting major indexes could wobble after three consecutive days of declines driven by an expectation of tighter Federal Reserve policy.Futures tied to the S&P 500 were up ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-08-31-2022-11661942693?mod=Searchresults_pos1&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-08-31-2022-11661942693?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102304473","content_text":"U.S. stock futures rise, suggesting major indexes could wobble after three consecutive days of declines driven by an expectation of tighter Federal Reserve policy.Futures tied to the S&P 500 were up 0.3%, pointing to the broad-market index hovering after losing nearly 2% this week so far. Nasdaq-100 futures climbed 0.8%, signaling muted gains for technology stocks after the opening bell. Dow Jones Industrial Average Futures rose 0.1%.Gold slid 0.8% and stood at $1722.8.VIX, VIXmain fell 0.04% and 0.91% separately.Stocks have come under pressure in the wake of Fed Chairman Jerome Powell’s speech at Jackson Hole, where he said that interest rates must be raised further until inflation is under control, despite higher recession risk. Strong economic and jobs data in recent days have also reinforced the message that the economy is too hot. The S&P 500 has lost over 5% since last Thursday’s close.“The dust is currently settling after Jackson Hole,” said Florian Ielpo, head of macro at Lombard Odier Asset Management. “You have these conflicting elements, animal spirits that want to buy the dip but also market fundamentals that say the situation will deteriorate. It’s likely to create volatility.”New York Fed PresidentJohn Williamssaid Tuesday that combating high inflation is likely to require lifting the central bank’s benchmark short-term interest rate above 3.5% and holding it at that level through next year.The yield on the benchmark 10-year Treasury note edged up to 3.151% from 3.107% on Tuesday. Shorter-dated yields continue to be higher, sending a recessionary signal. The 2-year yield climbed to 3.491%, extending a recent rise into a fourth day after closing at the highest level since 2007 on Tuesday.ADP’s employment report for August, due at 8:15 a.m. ET, is expected to show that private-sector employers added 300,000 jobs during the month.In premarket trading, shares of pet retailer Chew ydropped 12% after it lowered sales guidance for the year, citing changing consumer habits. HP declined 6% after the PC maker reported a drop in sales and cut its outlook due to a slowdown in spending on electronics.Bed Bath & Beyond shares plunged 19% premarket. The retailer and meme stock is due to provide abusiness updateon Wednesday morning. Cybersecurity firm SentinelOne is scheduled to post earnings after markets close.Oil prices fell, with global crude benchmark Brent declining 2.8% to $95.13 a barrel and reaching the lowest level in two weeks.“This is the financial market selling off, it’s the continuation of the bearish macro backdrop,” said Bjarne Schieldrop, chief commodities analyst at Nordic bank SEB. “We have extremely broad-based negative sentiment in commodities.”Overseas, the pan-continental Stoxx Europe 600 fell 0.7%. A data release showed inflation in the eurozone rose to 9.1%, notching a record. A major gas pipeline that connects Western Europe to Russia was shut down on Wednesday for maintenance, causing concern that supplies may not resume. A benchmark European natural-gas price rose 2.8%.In Asia, most major benchmarks declined. The Shanghai Composite Index fell 0.8% and Hong Kong’s Hang Seng Index pulled back 0.3%. China’s official gauge of factory activity remained in contraction in August, although it came in a little higher than economists had forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930831668,"gmtCreate":1661924613557,"gmtModify":1676536605267,"author":{"id":"4092075108463240","authorId":"4092075108463240","name":"4ffb296f","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092075108463240","authorIdStr":"4092075108463240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/BYD.HK 20220929 205.00 PUT\">$BYD.HK 20220929 205.00 PUT$</a>warren buffet POWER!!!&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BYD.HK 20220929 205.00 PUT\">$BYD.HK 20220929 205.00 PUT$</a>warren buffet POWER!!!&nbsp;","text":"$BYD.HK 20220929 205.00 PUT$warren buffet POWER!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930831668","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930057427,"gmtCreate":1661881077372,"gmtModify":1676536595290,"author":{"id":"4092075108463240","authorId":"4092075108463240","name":"4ffb296f","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092075108463240","authorIdStr":"4092075108463240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20220923 226.67 PUT\">$TSLA 20220923 226.67 PUT$</a>Why isn't anyone trading this? All the other out options have risen tremendously today except this one.","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20220923 226.67 PUT\">$TSLA 20220923 226.67 PUT$</a>Why isn't anyone trading this? All the other out options have risen tremendously today except this one.","text":"$TSLA 20220923 226.67 PUT$Why isn't anyone trading this? All the other out options have risen tremendously today except this one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9930057427","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000509","authorId":"9000000000000509","name":"LeonaClemens","avatar":"https://static.tigerbbs.com/3ebd4cda9e17932ffd422783f57c1fb0","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000509","authorIdStr":"9000000000000509"},"content":"Are you trading this now? Is there other options you can recommend?","text":"Are you trading this now? Is there other options you can recommend?","html":"Are you trading this now? Is there other options you can recommend?"}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}