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NoobLiz

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- NoobLizNoobLiz
  ·2022-09-19
  Good
  ASX Update: Miners Resist Tide as Shares Touch Two-Month Low
  A holiday-shortened trading week got off to a downbeat start as gains in mining and property stocks
  ASX Update: Miners Resist Tide as Shares Touch Two-Month Low
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- NoobLizNoobLiz
  ·2022-08-22
  $STI ETF(ES3.SI)$Investing in ETF is one way of Low risk medium returns
  389 1
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- NoobLizNoobLiz
  ·2022-08-22
  $NIO Inc.(NIO)$Cryyyyyyy
  428 Comment
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- NoobLizNoobLiz
  ·2022-08-16
  $Moderna, Inc.(MRNA)$Really in a dip shit
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- NoobLizNoobLiz
  ·2022-08-16
  $Novavax(NVAX)$Seeing some light?
  209 Comment
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- NoobLizNoobLiz
  ·2022-08-15
  $SATS LTD.(S58.SI)$A break
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- NoobLizNoobLiz
  ·2022-08-15
  $SEA LTD(SE)$Maybe not
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- NoobLizNoobLiz
  ·2022-08-15
  Good news
  Sea Limited: Ready To Emerge From Its Battering
  SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofita
  Sea Limited: Ready To Emerge From Its Battering
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- NoobLizNoobLiz
  ·2022-08-13
  $Nasdaq 100 ETF(QQQ)$Yep not too bad
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- NoobLizNoobLiz
  ·2022-08-13
  $SPDR S&P 500 ETF Trust(SPY)$ETF go
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The index hit an eight-week low at 6715 before paring its fall to 6733.</p><p>Just two of eleven sectors advanced. Rebounds in iron ore and gold boosted the mining majors during a mixed morning for the banks.</p><h2>What’s driving the market</h2><p>A brief opening rally gave way to further weakness ahead of a US rate hike this week and a market holiday on Thursday. Public holidays today in Japan and the UK may also have subtracted from trading volumes.</p><p>The ASX was coming off its third losing week in the last four amid fears this year’s aggressive rate hikes will tip the global economy into recession. US stocks slumped to a two-month low on Friday after the head of economic bellwether FedEx warned a global recession was increasingly likely. The <b>S&amp;P 500</b> sank 0.72 per cent.</p><p>“Last week will… be marked out as one of the more tumultuous for financial markets since the early days of the pandemic. It encompassed an almost 8% high to low swing in the NASDAQ (6% for the S&amp;P500), 43bps low to high range for the US 2-year Treasury yield (23bps for the 10-year) and 2.4% ranges for both the DXY USD index and AUD/USD, the latter recording a new 2-year low on Friday of 0.6670,” NAB’s head of FX strategy Ray Attrill said.</p><p>A two-day <b>Federal Reserve</b> meeting starting tomorrow is the highlight of a truncated week. The US central bank is widely expected to increase the target federal funds rate by at least three-quarters of a percentage point. An increase of a full percentage point is also a possibility.</p><p>“The question is by how much the Fed will increase the interest rate given that inflation isn’t dead yet. The CPI number released [last] week came ahead of expectations of 8.1%, and now many in the market are thinking if the Fed will increase the interest rate by a full percentage point,” Naeem Aslam, chief market analyst at AVATrade, said.</p><p>The <b>dollar</b> was also under pressure, hitting a two-year low of 66.7 US cents on Friday before bouncing this morning to 67.05 US cents. A weaker dollar is a plus for exporters, a negative for importers. This year’s decline has come as risk aversion lifts the US dollar index to its highest in around two decades.</p><h2>Going up</h2><p><b>Iron ore</b> climbed 0.8 per cent this morning on the Dalian Commodity Exchange after the Chinese megacity of Chengdu emerged from lockdown. That helped lift Rio Tinto 0.83 per cent, Fortescue Metals 0.14 per cent and BHP 0.37 per cent.</p><p>A Friday bounce in <b>gold</b> lifted industry heavyweight Newcrest 1.68 per cent off a near six-year low. Sandfire gained 2.59 per cent, Northern Star 2.57 per cent and St Barbara 1.88 per cent.</p><p>The <b>real estate investment trust sector</b> steadied near a two-and-a-half-month low as bond yields retreated. Abacus Property firmed 2.27 per cent, GPT Group 2.35 per cent, SCA 2.22 per cent and Scentre Group 2.01 per cent.</p><p>Confirmation of progress at <b>Lake Resources’</b> demonstration plant in Argentina sent the lithium miner’s share price soaring 13.98 per cent. Lake said a facility to house the demonstration plant was complete and the firm was confident on-site operations would be successful. The share price tumbled last week after the miner reported a dispute with project partner Lilac Solutions.</p><p>A strong morning for <b>lithium miners</b> saw Pilbara Minerals add 5.12 per cent, Mineral Resources 4.26 per cent and Allkem 3.12 per cent.</p><p><b>Imugene</b> firmed 1.14 per cent after the Australian gene technology regulator greenlit an expansion of the firm’s phase 1 Vaxinia clinical trial for treating cancer.</p><p>Hedge fund sponsor <b>Regal Partners</b> rallied 3.14 per cent after winning a mandate worth more than $420 million from a large domestic superannuation fund. The mandate will expand the firm’s $5 billion in funds under management as of August 31.</p><h2>Going down</h2><p><b>Link Administration</b> skidded 3.17 per cent to a two-month low after rejecting the latest revised offer from Dye &amp; Durham. The Canadian firm revised its acquisition proposal to $3.81 per share with fresh conditions after the UK regulator warned a Link subsidiary could face heavy fines relating to a collapsed fund. The Link board said it was unable to recommend the new proposal.</p><p><b>Infomedia</b> fell 4.23 per cent after reporting it had not received acceptable binding offers from either of two parties competing to acquire the automotive tech firm. The company said it would close its virtual data room on September 30 in the absence of an acceptable binding proposal.</p><p><b>Origin Energy</b> will divest its gas interest in the Beetaloo Basin in the Northern Territory as part of a shift towards greener energy. Tamboran Resources will raise $133 million to buy the interest. Origin’s share price eased 0.34 per cent. Shares in Tamboran were placed in a trading halt.</p><p>Rival <b>AGL</b> lost 2.32 per cent after announcing management and boardroom reshuffles. CEO Graeme Hunt and Chair Peter Botten will both stand down.</p><p><b>Splitit</b> eased 3.57 per cent on news the US financial regulator plans to regulate buy now, pay later lenders similarly to credit card companies. The firm said it would be largely unaffected by the change.</p><h2>Other markets</h2><p>A weak session on <b>Asian markets</b> saw the Asia Dow fall 0.38 per cent, China’s Shanghai Composite 0.53 per cent and Hong Kong’s Hang Seng 1.2 per cent. Trade in Japan was suspended for a public holiday.</p><p><b>US futures</b> turned lower in Sunday night US trade. S&amp;P 500 futures dropped 15 points or 0.4 per cent.</p><p><b>Oil</b> added to Friday’s rebound. Brent crude rallied 76 US cents or 0.8 per cent to US$92.11 a barrel.</p><p><b>Gold</b> slipped US$6.60 or 0.4 per cent to US$1,676.90 an ounce.</p></body></html>","source":"lsy1645078131697","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>ASX Update: Miners Resist Tide as Shares Touch Two-Month Low</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\">\nASX Update: Miners Resist Tide as Shares Touch Two-Month Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://themarketherald.com.au/asx-update-miners-resist-tide-as-shares-touch-two-month-low-2022-09-19/><strong>market herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A holiday-shortened trading week got off to a downbeat start as gains in mining and property stocks were outweighed by declines across the wider market.The S&P/ASX 200 reached mid-session six points ...</p>\n\n<a href=\"https://themarketherald.com.au/asx-update-miners-resist-tide-as-shares-touch-two-month-low-2022-09-19/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://themarketherald.com.au/asx-update-miners-resist-tide-as-shares-touch-two-month-low-2022-09-19/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183668697","content_text":"A holiday-shortened trading week got off to a downbeat start as gains in mining and property stocks were outweighed by declines across the wider market.The S&P/ASX 200 reached mid-session six points or 0.1 per cent in the red. The index hit an eight-week low at 6715 before paring its fall to 6733.Just two of eleven sectors advanced. Rebounds in iron ore and gold boosted the mining majors during a mixed morning for the banks.What’s driving the marketA brief opening rally gave way to further weakness ahead of a US rate hike this week and a market holiday on Thursday. Public holidays today in Japan and the UK may also have subtracted from trading volumes.The ASX was coming off its third losing week in the last four amid fears this year’s aggressive rate hikes will tip the global economy into recession. US stocks slumped to a two-month low on Friday after the head of economic bellwether FedEx warned a global recession was increasingly likely. The S&P 500 sank 0.72 per cent.“Last week will… be marked out as one of the more tumultuous for financial markets since the early days of the pandemic. It encompassed an almost 8% high to low swing in the NASDAQ (6% for the S&P500), 43bps low to high range for the US 2-year Treasury yield (23bps for the 10-year) and 2.4% ranges for both the DXY USD index and AUD/USD, the latter recording a new 2-year low on Friday of 0.6670,” NAB’s head of FX strategy Ray Attrill said.A two-day Federal Reserve meeting starting tomorrow is the highlight of a truncated week. The US central bank is widely expected to increase the target federal funds rate by at least three-quarters of a percentage point. An increase of a full percentage point is also a possibility.“The question is by how much the Fed will increase the interest rate given that inflation isn’t dead yet. The CPI number released [last] week came ahead of expectations of 8.1%, and now many in the market are thinking if the Fed will increase the interest rate by a full percentage point,” Naeem Aslam, chief market analyst at AVATrade, said.The dollar was also under pressure, hitting a two-year low of 66.7 US cents on Friday before bouncing this morning to 67.05 US cents. A weaker dollar is a plus for exporters, a negative for importers. This year’s decline has come as risk aversion lifts the US dollar index to its highest in around two decades.Going upIron ore climbed 0.8 per cent this morning on the Dalian Commodity Exchange after the Chinese megacity of Chengdu emerged from lockdown. That helped lift Rio Tinto 0.83 per cent, Fortescue Metals 0.14 per cent and BHP 0.37 per cent.A Friday bounce in gold lifted industry heavyweight Newcrest 1.68 per cent off a near six-year low. Sandfire gained 2.59 per cent, Northern Star 2.57 per cent and St Barbara 1.88 per cent.The real estate investment trust sector steadied near a two-and-a-half-month low as bond yields retreated. Abacus Property firmed 2.27 per cent, GPT Group 2.35 per cent, SCA 2.22 per cent and Scentre Group 2.01 per cent.Confirmation of progress at Lake Resources’ demonstration plant in Argentina sent the lithium miner’s share price soaring 13.98 per cent. Lake said a facility to house the demonstration plant was complete and the firm was confident on-site operations would be successful. The share price tumbled last week after the miner reported a dispute with project partner Lilac Solutions.A strong morning for lithium miners saw Pilbara Minerals add 5.12 per cent, Mineral Resources 4.26 per cent and Allkem 3.12 per cent.Imugene firmed 1.14 per cent after the Australian gene technology regulator greenlit an expansion of the firm’s phase 1 Vaxinia clinical trial for treating cancer.Hedge fund sponsor Regal Partners rallied 3.14 per cent after winning a mandate worth more than $420 million from a large domestic superannuation fund. The mandate will expand the firm’s $5 billion in funds under management as of August 31.Going downLink Administration skidded 3.17 per cent to a two-month low after rejecting the latest revised offer from Dye & Durham. The Canadian firm revised its acquisition proposal to $3.81 per share with fresh conditions after the UK regulator warned a Link subsidiary could face heavy fines relating to a collapsed fund. The Link board said it was unable to recommend the new proposal.Infomedia fell 4.23 per cent after reporting it had not received acceptable binding offers from either of two parties competing to acquire the automotive tech firm. The company said it would close its virtual data room on September 30 in the absence of an acceptable binding proposal.Origin Energy will divest its gas interest in the Beetaloo Basin in the Northern Territory as part of a shift towards greener energy. Tamboran Resources will raise $133 million to buy the interest. Origin’s share price eased 0.34 per cent. Shares in Tamboran were placed in a trading halt.Rival AGL lost 2.32 per cent after announcing management and boardroom reshuffles. CEO Graeme Hunt and Chair Peter Botten will both stand down.Splitit eased 3.57 per cent on news the US financial regulator plans to regulate buy now, pay later lenders similarly to credit card companies. The firm said it would be largely unaffected by the change.Other marketsA weak session on Asian markets saw the Asia Dow fall 0.38 per cent, China’s Shanghai Composite 0.53 per cent and Hong Kong’s Hang Seng 1.2 per cent. Trade in Japan was suspended for a public holiday.US futures turned lower in Sunday night US trade. S&P 500 futures dropped 15 points or 0.4 per cent.Oil added to Friday’s rebound. Brent crude rallied 76 US cents or 0.8 per cent to US$92.11 a barrel.Gold slipped US$6.60 or 0.4 per cent to US$1,676.90 an ounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996266090,"gmtCreate":1661177110513,"gmtModify":1676536467649,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ES3.SI\">$STI ETF(ES3.SI)$</a>Investing in ETF is one way of Low risk medium returns&nbsp;","listText":"<a href=\"https://ttm.financial/S/ES3.SI\">$STI ETF(ES3.SI)$</a>Investing in ETF is one way of Low risk medium returns&nbsp;","text":"$STI ETF(ES3.SI)$Investing in ETF is one way of Low risk medium returns","images":[{"img":"https://community-static.tradeup.com/news/197254e4b8ad30293afa15026bd1f9bb","width":"1125","height":"3057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9996266090","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996261805,"gmtCreate":1661177004909,"gmtModify":1676536467611,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Cryyyyyyy","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Cryyyyyyy","text":"$NIO Inc.(NIO)$Cryyyyyyy","images":[{"img":"https://community-static.tradeup.com/news/a87fac07ed5744afe81c6f976c66d8bb","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996261805","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4112962014199552","authorId":"4112962014199552","name":"MGoh","avatar":"https://community-static.tradeup.com/news/645c25604c65dfba6ce6867713fb782f","crmLevel":7,"crmLevelSwitch":1,"idStr":"4112962014199552","authorIdStr":"4112962014199552"},"content":"DCA is the way forward","text":"DCA is the way forward","html":"DCA is the way forward"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993907386,"gmtCreate":1660611000647,"gmtModify":1676536364626,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Really in a dip shit&nbsp;","listText":"<a href=\"https://ttm.financial/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Really in a dip shit&nbsp;","text":"$Moderna, Inc.(MRNA)$Really in a dip shit","images":[{"img":"https://community-static.tradeup.com/news/6309128db81259b5e29288a751623a12","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993907386","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993904615,"gmtCreate":1660610937839,"gmtModify":1676536364611,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVAX\">$Novavax(NVAX)$</a>Seeing some light?","listText":"<a href=\"https://ttm.financial/S/NVAX\">$Novavax(NVAX)$</a>Seeing some light?","text":"$Novavax(NVAX)$Seeing some light?","images":[{"img":"https://community-static.tradeup.com/news/0daa4eee87ac69c06f7e9160c8cee5ad","width":"1125","height":"3660"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993904615","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999505118,"gmtCreate":1660544602036,"gmtModify":1676533756847,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>A break&nbsp;","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>A break&nbsp;","text":"$SATS LTD.(S58.SI)$A break","images":[{"img":"https://community-static.tradeup.com/news/ef91d4675760fad27b37767e1e20e771","width":"1125","height":"3057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999505118","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999505958,"gmtCreate":1660544569977,"gmtModify":1676533754813,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$SEA LTD(SE)$</a>Maybe not&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$SEA LTD(SE)$</a>Maybe not&nbsp;","text":"$SEA LTD(SE)$Maybe not","images":[{"img":"https://community-static.tradeup.com/news/338b4aeb781de9c620e6630f894549a0","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999505958","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999506643,"gmtCreate":1660544432685,"gmtModify":1676533744159,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999506643","repostId":"1123750774","repostType":4,"repost":{"id":"1123750774","pubTimestamp":1660542875,"share":"https://ttm.financial/m/news/1123750774?lang=&edition=fundamental","pubTime":"2022-08-15 13:54","market":"us","language":"en","title":"Sea Limited: Ready To Emerge From Its Battering","url":"https://stock-news.laohu8.com/highlight/detail?id=1123750774","media":"Seeking Alpha","summary":"SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofita","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also confident that SE has bottomed out.</li><li>Investors need to parse management&#39;s commentary on whether Shopee&#39;s line of sight towards adjusted EBITDA profitability remains on track, given the macro headwinds.</li><li>Notwithstanding, we noticed that the market seems ready to look past near-term headwinds, lifting buying support for stocks like SE, where a long-term horizon is necessary.</li><li>As such, we revise our rating from Hold to Speculative Buy.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> is due to report its highly anticipated Q2 earnings release on August 16, amid worsening macro headwinds that have buffeted its e-commerce and gaming peers.</p><p>However, we noted that SE had held its May lows resiliently, as buying support has been robust to undergird its consolidation zone. Therefore, we are confident that even a relatively downcast Q2 print may not impact it markedly as the market looks ahead. Moreover, given the significant battering in SE since its November 2021 highs, the destruction seems almost complete as it has been staging a reversal.</p><p>Coupled with what we believe are more constructive market sentiments for unprofitable speculative stocks, SE looks ready for a re-rating, as its long-term growth story remains intact. Still, a positive Q2 card that indicates that Shopee has continued to gain operating efficiencies would be highly beneficial to lift sentiments further, helping SE to gain further buying support.</p><p>Therefore, we revise our rating on SE from Hold to Speculative Buy.</p><h3>Watch For Margins Improvement From Shopee</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7a1b1be800f7150ec9665d862ddf39b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Sea Limited revenue change % and adjusted net margins % consensus estimates (S&amp;P Cap IQ)</span></p><p>Investors should recall that management reiterated in Q1 that it remains confident of achieving adjusted EBITDA profitability (less HQ costs) for Shopee in FY22. Therefore, we urge investors to parse management&#39;s commentary on whether the company is on track to meet its previous guidance.</p><p>The consensus estimates (bullish) suggest that Sea Limited&#39;s adjusted net margins could hit a bottom in Q2 before reversing higher through FY23. We believe the estimates are reasonable, as it aligns with management&#39;s guidance of improving efficiencies for Shopee.</p><p>Parse Bookings Stabilization For Garena</p><p>As the company&#39;s most important profit driver, we believe investors would likely assess whether Garena&#39;s bookings trends have stabilized in Q2.</p><p>Note that in Q1, Garena notched a -27.3% YoY decline in bookings, demonstrating the end of the pandemic tailwinds as growth normalized markedly. However, investors should recall that management offered some nuggets of hope, as Group CEO Forrest Li highlighted:</p><blockquote>While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. We are assessing the long-term trends in user engagements post-COVID to better tailor our strategies and areas of focus. Building ever more engaging content within Free Fire and strengthening our pipeline of new games remain our key priorities. (Sea Limited FQ1&#39;22 earnings call)</blockquote><p>Recent earnings commentary from Roblox (RBLX) showed that macroeconomic headwinds had impacted bookings and engagement growth. Therefore, in-game spending could continue to come under pressure, and investors should be prepared for some disappointment here. Yet RBLX still finished the week strongly, suggesting that the market has anticipated these challenges and is not concerned about them being structural impediments. Therefore, we look forward to a positive print from Garena showing a slower decline in bookings for Q2.</p><h3>SE&#39;s Price Action Is Constructive Of A Long-Term Bottom</h3><p>We observed that SE has likely staged its long-term bottom in May, as it has based constructively over the past three months. Note that we are taking a more conservative stance with SE, given its unprofitability.</p><p>Coupled with the potential bottoming process in ARK Innovation ETF (ARKK), we are confident that unprofitable, speculative stocks are ready to emerge from hiding.</p><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p>SE&#39;s pummeling from its November 2021 highs demonstrates the importance of not being overexposed to so-called &#34;high-growth&#34; and unprofitable stocks. The pandemic tailwinds have also distorted investors&#39; assessment of the underlying drivers of their business models.</p><p>While assessing SE&#39;s fair valuation will continue to be an ongoing challenge, we are confident that it has staged its long-term bottom.</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>Sea Limited: Ready To Emerge From Its Battering</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\">\nSea Limited: Ready To Emerge From Its Battering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534200-sea-limited-ready-emerge-from-battering><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also confident that SE has bottomed out.Investors ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534200-sea-limited-ready-emerge-from-battering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4534200-sea-limited-ready-emerge-from-battering","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123750774","content_text":"SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also confident that SE has bottomed out.Investors need to parse management's commentary on whether Shopee's line of sight towards adjusted EBITDA profitability remains on track, given the macro headwinds.Notwithstanding, we noticed that the market seems ready to look past near-term headwinds, lifting buying support for stocks like SE, where a long-term horizon is necessary.As such, we revise our rating from Hold to Speculative Buy.ThesisSea Limited is due to report its highly anticipated Q2 earnings release on August 16, amid worsening macro headwinds that have buffeted its e-commerce and gaming peers.However, we noted that SE had held its May lows resiliently, as buying support has been robust to undergird its consolidation zone. Therefore, we are confident that even a relatively downcast Q2 print may not impact it markedly as the market looks ahead. Moreover, given the significant battering in SE since its November 2021 highs, the destruction seems almost complete as it has been staging a reversal.Coupled with what we believe are more constructive market sentiments for unprofitable speculative stocks, SE looks ready for a re-rating, as its long-term growth story remains intact. Still, a positive Q2 card that indicates that Shopee has continued to gain operating efficiencies would be highly beneficial to lift sentiments further, helping SE to gain further buying support.Therefore, we revise our rating on SE from Hold to Speculative Buy.Watch For Margins Improvement From ShopeeSea Limited revenue change % and adjusted net margins % consensus estimates (S&P Cap IQ)Investors should recall that management reiterated in Q1 that it remains confident of achieving adjusted EBITDA profitability (less HQ costs) for Shopee in FY22. Therefore, we urge investors to parse management's commentary on whether the company is on track to meet its previous guidance.The consensus estimates (bullish) suggest that Sea Limited's adjusted net margins could hit a bottom in Q2 before reversing higher through FY23. We believe the estimates are reasonable, as it aligns with management's guidance of improving efficiencies for Shopee.Parse Bookings Stabilization For GarenaAs the company's most important profit driver, we believe investors would likely assess whether Garena's bookings trends have stabilized in Q2.Note that in Q1, Garena notched a -27.3% YoY decline in bookings, demonstrating the end of the pandemic tailwinds as growth normalized markedly. However, investors should recall that management offered some nuggets of hope, as Group CEO Forrest Li highlighted:While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. We are assessing the long-term trends in user engagements post-COVID to better tailor our strategies and areas of focus. Building ever more engaging content within Free Fire and strengthening our pipeline of new games remain our key priorities. (Sea Limited FQ1'22 earnings call)Recent earnings commentary from Roblox (RBLX) showed that macroeconomic headwinds had impacted bookings and engagement growth. Therefore, in-game spending could continue to come under pressure, and investors should be prepared for some disappointment here. Yet RBLX still finished the week strongly, suggesting that the market has anticipated these challenges and is not concerned about them being structural impediments. Therefore, we look forward to a positive print from Garena showing a slower decline in bookings for Q2.SE's Price Action Is Constructive Of A Long-Term BottomWe observed that SE has likely staged its long-term bottom in May, as it has based constructively over the past three months. Note that we are taking a more conservative stance with SE, given its unprofitability.Coupled with the potential bottoming process in ARK Innovation ETF (ARKK), we are confident that unprofitable, speculative stocks are ready to emerge from hiding.Is SE Stock A Buy, Sell, Or Hold?SE's pummeling from its November 2021 highs demonstrates the importance of not being overexposed to so-called \"high-growth\" and unprofitable stocks. The pandemic tailwinds have also distorted investors' assessment of the underlying drivers of their business models.While assessing SE's fair valuation will continue to be an ongoing challenge, we are confident that it has staged its long-term bottom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990416768,"gmtCreate":1660392308356,"gmtModify":1676533463805,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 ETF(QQQ)$</a>Yep not too bad","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 ETF(QQQ)$</a>Yep not too bad","text":"$Nasdaq 100 ETF(QQQ)$Yep not too bad","images":[{"img":"https://community-static.tradeup.com/news/203c125aed7644313026722c2915a0d2","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990416768","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9990416680,"gmtCreate":1660392271343,"gmtModify":1676533463797,"author":{"id":"4092437758569050","authorId":"4092437758569050","name":"NoobLiz","avatar":"https://static.tigerbbs.com/f9abdee2d1c814daff210fbb2a360be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092437758569050","authorIdStr":"4092437758569050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>ETF go&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>ETF go&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$ETF go","images":[{"img":"https://community-static.tradeup.com/news/30b38f05a33e89af98da82ad08d84bc2","width":"1125","height":"3660"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990416680","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}