Profile - To The Moon

Ah Teck

Posts · 34Posts · 34
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- Ah TeckAh Teck
  ·2022-05-24
  [Tongue]
  Sorry, this post has been deleted
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- Ah TeckAh Teck
  ·2022-05-24
  [What]
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- Ah TeckAh Teck
  ·2022-04-28
  [Sly]
  U.S. Stocks Open Higher on Thursday; Meta Shares Soar 18%
  tocks rose in early trading Thursday as the market tried to recover some ground lost during this mon
  U.S. Stocks Open Higher on Thursday; Meta Shares Soar 18%
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- Ah TeckAh Teck
  ·2022-04-28
  [Miser]
  EV Stocks Dropped in Morning Trading
  EV stocks dropped in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, Nikola and
  EV Stocks Dropped in Morning Trading
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- Ah TeckAh Teck
  ·2022-04-28
  [Facepalm]
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- Ah TeckAh Teck
  ·2022-04-27
  [Cry]
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- Ah TeckAh Teck
  ·2022-04-19
  wonderful
  Tesla Raised to $1,125 by Credit Suisse; Shopify Cut to $800 by Piper Sandler | Price Target Change
  BMO Capital cutBank of America Corporationprice target from $48 to $46. Bank of America shares rose 0.3% to $38.95 in pre-market trading.Keybanc boosted the price target onPalo Alto Networks, Inc.from
  Tesla Raised to $1,125 by Credit Suisse; Shopify Cut to $800 by Piper Sandler | Price Target Change
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- Ah TeckAh Teck
  ·2022-04-19
  good.
  Alibaba: 3 Reasons To Sell In May And Go Away
  SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold
  Alibaba: 3 Reasons To Sell In May And Go Away
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- Ah TeckAh Teck
  ·2022-04-15
  [Like]
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- Ah TeckAh Teck
  ·2022-04-13
  nice.
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The S&amp;P 500 gained 1.3%. The Nasdaq Composite jumped 1.8%.</p><p>Shares of Meta surged more than 18% following abeat on earnings, a sign that investors may see signs of relief in the beaten-up tech sector. Shares were down 48% on the year heading into the results.</p><p>Meanwhile, shares of Qualcomm gained more than 5% on the back of strong earnings, while PayPal rose roughly 3% despite issuing weak guidance for the second quarter.</p><p>McDonald&#39;s, Merck, Eli Lilly and Southwest were all higher Thursday after better-than-expected quarterly reports.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FB":"ProShares S&P 500 Dynamic Buffer ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136713645","content_text":"tocks rose in early trading Thursday as the market tried to recover some ground lost during this month’s sell-off after a strong earnings report from Meta Platforms.The Dow Jones Industrial Average added about 190 points or 0.6%. The S&P 500 gained 1.3%. The Nasdaq Composite jumped 1.8%.Shares of Meta surged more than 18% following abeat on earnings, a sign that investors may see signs of relief in the beaten-up tech sector. Shares were down 48% on the year heading into the results.Meanwhile, shares of Qualcomm gained more than 5% on the back of strong earnings, while PayPal rose roughly 3% despite issuing weak guidance for the second quarter.McDonald's, Merck, Eli Lilly and Southwest were all higher Thursday after better-than-expected quarterly reports.","news_type":1,"symbols_score_info":{"FB":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060216280,"gmtCreate":1651153790270,"gmtModify":1676534859776,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060216280","repostId":"1114586220","repostType":4,"repost":{"id":"1114586220","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651153646,"share":"https://ttm.financial/m/news/1114586220?lang=&edition=fundamental","pubTime":"2022-04-28 21:47","market":"us","language":"en","title":"EV Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114586220","media":"Tiger Newspress","summary":"EV stocks dropped in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, Nikola and ","content":"<html><head></head><body><p>EV stocks dropped in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, Nikola and Arrival fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/b934f2d02fcdd4ce9d274cd157a56cdf\" tg-width=\"413\" tg-height=\"654\" width=\"100%\" height=\"auto\"/></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>EV Stocks Dropped in Morning Trading</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\">\nEV Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks dropped in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, Nikola and Arrival fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/b934f2d02fcdd4ce9d274cd157a56cdf\" tg-width=\"413\" tg-height=\"654\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114586220","content_text":"EV stocks dropped in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, Nikola and Arrival fell between 1% and 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060234401,"gmtCreate":1651153214376,"gmtModify":1676534859579,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060234401","repostId":"1196680239","repostType":2,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087284538,"gmtCreate":1651017459304,"gmtModify":1676534833617,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087284538","repostId":"1179301645","repostType":4,"isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088547559,"gmtCreate":1650370395179,"gmtModify":1676534706607,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"wonderful","listText":"wonderful","text":"wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088547559","repostId":"1127030874","repostType":4,"repost":{"id":"1127030874","kind":"news","pubTimestamp":1650370012,"share":"https://ttm.financial/m/news/1127030874?lang=&edition=fundamental","pubTime":"2022-04-19 20:06","market":"us","language":"en","title":"Tesla Raised to $1,125 by Credit Suisse; Shopify Cut to $800 by Piper Sandler | Price Target Change","url":"https://stock-news.laohu8.com/highlight/detail?id=1127030874","media":"Benzinga","summary":"BMO Capital cutBank of America Corporationprice target from $48 to $46. Bank of America shares rose 0.3% to $38.95 in pre-market trading.Keybanc boosted the price target onPalo Alto Networks, Inc.from","content":"<div>\n<p>BMO Capital cut Bank of America Corporation price target from $48 to $46. Bank of America shares rose 0.3% to $38.95 in pre-market trading.Keybanc boosted the price target on Palo Alto Networks, Inc. ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/price-target/22/04/26683968/10-biggest-price-target-changes-for-tuesday\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Tesla Raised to $1,125 by Credit Suisse; Shopify Cut to $800 by Piper Sandler | Price Target Change</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\">\nTesla Raised to $1,125 by Credit Suisse; Shopify Cut to $800 by Piper Sandler | Price Target Change\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/price-target/22/04/26683968/10-biggest-price-target-changes-for-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BMO Capital cut Bank of America Corporation price target from $48 to $46. Bank of America shares rose 0.3% to $38.95 in pre-market trading.Keybanc boosted the price target on Palo Alto Networks, Inc. ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/price-target/22/04/26683968/10-biggest-price-target-changes-for-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JBHT":"JB Hunt运输服务","BK":"纽约梅隆银行","DDOG":"Datadog","COST":"好市多","EA":"艺电","BAC":"美国银行","SHOP":"Shopify Inc","PANW":"Palo Alto Networks","ASH":"Ashland","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/price-target/22/04/26683968/10-biggest-price-target-changes-for-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127030874","content_text":"BMO Capital cut Bank of America Corporation price target from $48 to $46. Bank of America shares rose 0.3% to $38.95 in pre-market trading.Keybanc boosted the price target on Palo Alto Networks, Inc. from $643 to $729. Palo Alto shares rose 0.1% to $618.00 in pre-market trading.Mizuho raised the price target for Ashland Global Holdings Inc. from $129 to $135. Ashland Global shares fell 0.1% to $106.81 in pre-market trading.RBC Capital cut The Bank of New York Mellon Corporation price target from $60 to $56. Bank of New York Mellon shares rose 0.7% to $46.55 in pre-market trading.Stephens & Co. reduced the price target on J.B. Hunt Transport Services, Inc. from $245 to $230. J.B. Hunt shares gained 2% to $174.88 in pre-market trading.Barclays reduced the price target on Datadog, Inc. from $210 to $190. Datadog shares fell 0.3% to $130.71 in pre-market trading.Goldman Sachs lowered the price target for Electronic Arts Inc. from $183 to $145. Electronic Arts shares fell 1.4% to $120.48 in pre-market trading.Credit Suisse raised Tesla, Inc. price target from $1,025 to $1,125. Tesla shares rose 0.5% to $1,008.90 in pre-market trading.Raymond James boosted Costco Wholesale Corporation price target from $565 to $645. Costco shares rose 0.1% to $582.73 in pre-market trading.Piper Sandler cut Shopify Inc. price target from $900 to $800. Shopify shares fell 0.6% to $577.59 in pre-market trading.","news_type":1,"symbols_score_info":{"BAC":0.9,"EA":0.9,"JBHT":0.9,"ASH":0.9,"COST":0.9,"BK":0.9,"SHOP":0.9,"TSLA":0.9,"PANW":0.9,"DDOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088547349,"gmtCreate":1650370344459,"gmtModify":1676534706599,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"good.","listText":"good.","text":"good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088547349","repostId":"1134362695","repostType":4,"repost":{"id":"1134362695","kind":"news","pubTimestamp":1650382064,"share":"https://ttm.financial/m/news/1134362695?lang=&edition=fundamental","pubTime":"2022-04-19 23:27","market":"us","language":"en","title":"Alibaba: 3 Reasons To Sell In May And Go Away","url":"https://stock-news.laohu8.com/highlight/detail?id=1134362695","media":"Seeking Alpha","summary":"SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold ","content":"<html><head></head><body><p>Summary</p><ul><li>Alibaba is heading towards disastrous quarterly and end-of-year results in May. I can&#39;t imagine a scenario where BABA delivers on its shareholder&#39;s high growth expectations.</li><li>Charlie Munger sold half of his BABA shares, sensing the rough patch ahead.</li><li>BABA&#39;s volatility will sure test the loyalty of Softbank, BABA&#39;s largest shareholder.</li></ul><p>Executive Summary</p><p>This year, Alibaba Group Holding Limited (NYSE:BABA) faces multiple revenue headwinds hampering its growth prospects. Management&#39;s growth initiatives have long-run potential but are too small to make a meaningful difference in the short and medium run. Alibaba&#39;s growth-oriented shareholder base will exacerbate a volatile market reaction over what we see as a disappointing earnings release in May.</p><p>Investment Thesis</p><p>News of Charlie Mungersellingsignificant portions of his Alibaba position doesn&#39;t come as a surprise. My last two articles offered a rebuttal of The Daily Journal (DJCO) mogul&#39;s investment thesis touting Alibaba&#39;s shares on news media, citing competitive advantage, growth, and &#34;value for the dollar invested.&#34; Hearing him, I realized that his investment thesis needed updating and, more importantly, how oblivious Alibaba&#39;s investors are to its new realities.</p><p>Until recently, Alibaba abused its market position to force merchants to sign exclusivity agreements, prohibiting them from marketing products on other platforms. What Charlie Munger thought was &#34;competitive advantage&#34; is, to a large extent, a monopoly that has come to an end after a brutal corruption and regulatory crackdown.</p><p>Munger also mentions a &#34;higher value of a dollar invested&#34; in Alibaba than its US and European counterparts. This hypothesis was true six months ago, but today, there are many western tech companies trading at discounts after the growth-to-value rotation.</p><p>Finally, the growth argument is also no longer helpful because of a maturing core segment and the low revenue base of growth drivers such as Cloud and the international market. The Q3 (December quarter) mediocre revenue growth mirrors these dynamics.</p><p>Revenue Trends</p><p>Alibaba investors should prepare for volatile quarterly results this May. Realizing the rough patch ahead, Munger shrank his position, and you should consider doing the same. As always, be careful using leverage. Contrary to popular opinion, Alibaba is not necessarily at the bottom.</p><p>Last month, growth-hungry shareholders weren&#39;t kind to the ticker after disappointing topline results, pushing shares to multi-year lows. Regardless of how much data and price multiples support your hypothesis, nothing can prevent shares from dipping again. Market prices are determined by supply and demand, and I believe there is a discrepancy between what Alibaba can deliver and what its shareholders expect in terms of growth.</p><p>The company faces three main headwinds:</p><ol><li>Macro-economic challenges</li><li>Maturing Chinese Market</li><li>Rising Competition</li></ol><p>The zero-COVID policy is squeezing China consumers, dragging down consumer confidence. Google &#34;China Lockdown,&#34; and you&#39;ll find chilling videos of desperate Chinese citizens struggling with lockdowns. In this video, Shanghai residents are heard screaming from their balconies in protest of the lockdowns, and they don&#39;t seem in the mood for shopping on Alibaba. Instead, they appear more concerned about increasing prices, lack of income, depleting savings, food shortages, and inadequate food rations. The economic environment is not accommodative for Alibaba to meet Wall Street&#39;s 33% 2022 revenue growth expectations.</p><p><img src=\"https://static.tigerbbs.com/59845a06664129959a3d7afc696f959b\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Revenue Estimates(Seeking Alpha)</p><p>Alibaba&#39;s macroeconomic challenges are the least of its troubles. One might argue that business cycles are temporary, similar to COVID policies, despite their short-term impact on this year&#39;s revenue. This would make a solid contrarian strategy, especially for those with a stomach to sit on losses for long periods of time, if it wasn&#39;t for the fundamental, long-term revenue disruption impacting Alibaba.</p><p>The China e-commerce &#34;CEC&#34; segment constitutes 70% of Alibaba&#39;s revenue. Annual active users now stand at 937 million against a total population of 1.4 billion, with 260 million below the age of 15, pointing to a saturated market. Last quarter, CEC grew 7%, a disappointing figure given it includes inorganic growth from the Sun Art acquisition, mirroring demographic challenges facing its core segment.</p><p>Management is trying to find growth in rural China. However, sales data from its competitor, Pinduoduo Inc. (PDD), which focuses on this market and posts 900 million annual active users, points to a weak purchasing power that is not enough to create meaningful growth.</p><p>The same goes for cloud computing and international markets, which, together with rural China expansion, represent the company&#39;s official growth strategy. The Cloud and International Segment represent 8% and 7% of total revenue. For these segments to compensate for a 10% decrease in core operations, both need to grow by 50% just for revenue to remain constant, still a hard-to-swallow proposition for a growth-hungry shareholder base.</p><p>I don&#39;t believe that those buying the dip had enough time to analyze and study the company&#39;s revenue trends and drivers. Alibaba&#39;s fall was abrupt, accelerated by a brutal anti-monopoly crackdown that permanently changed the IT competitive landscape in favor of smaller peers. While new investors are showing courage in buying the dip, management is terrified, as reflected in merchant subsidies, which dragged net income 74% last quarter in an unsustainable attempt to maintain revenue and users.</p><p>Cash Flow And Share Buybacks</p><p>Fundamentally, Alibaba&#39;s business model is sound, generating lucrative, scalable operating cash flows that encouraged the e-commerce giant to extend a share buyback program last month. Alibaba&#39;s challenges stem from its inability to manage investors&#39; expectations. Historically, Alibaba attracted a growth-oriented shareholder base, and now that its core operations are maturing, management is finding it hard to communicate its transitionary state to shareholders. Investor presentations still market Alibaba as a growth company.</p><p>The problem is that many are falling for it. A few weeks ago, Kevin O&#39;Leary was touting his new Alibaba position, citing the growth potential of Chinese tech. Munger and O&#39;Leary are representative of this growth-hungry shareholder base.</p><p>How Loyal Is Softbank</p><p>SoftBank Group (OTCPK:SFTBY) owns about a third of Alibaba&#39;s share, rendering the Japanese financial giant its largest shareholder. Softbank is known for its risk-taking and support for emerging tech companies. However, its participation in early capital-raising cycles means the dollar-average price of its position is far less than ordinary investors. For example, in FQ4 2021, Softbank reported a $558 million gain on selling some Alibaba shares, despite the ticker&#39;s selloff.</p><p>Softbank is facing renewed capitalization issues. The Japanese lender might be forced to sell Alibaba stock, especially if shares tumble further after a potentially disappointing earnings release. One thing is for sure, and the current situation is testing Softbank&#39;s loyalty to Alibaba.</p><p>Summary</p><p>Alibaba is heading towards disastrous quarterly and end-of-year results in May. I can&#39;t imagine a scenario where Alibaba delivers on its shareholder&#39;s high growth expectations. The Chinese economy, where Alibaba generates most of its income, struggles with rising COVID cases and rigid lockdown rules. The timing couldn&#39;t be worse for Alibaba, currently toiling with new regulations that stripped it from its &#34;competitive advantage.&#34; The core segment, i.e., China e-commerce, has reached maturity with 973 million users.</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>Alibaba: 3 Reasons To Sell In May And Go Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: 3 Reasons To Sell In May And Go Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134362695","content_text":"SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold half of his BABA shares, sensing the rough patch ahead.BABA's volatility will sure test the loyalty of Softbank, BABA's largest shareholder.Executive SummaryThis year, Alibaba Group Holding Limited (NYSE:BABA) faces multiple revenue headwinds hampering its growth prospects. Management's growth initiatives have long-run potential but are too small to make a meaningful difference in the short and medium run. Alibaba's growth-oriented shareholder base will exacerbate a volatile market reaction over what we see as a disappointing earnings release in May.Investment ThesisNews of Charlie Mungersellingsignificant portions of his Alibaba position doesn't come as a surprise. My last two articles offered a rebuttal of The Daily Journal (DJCO) mogul's investment thesis touting Alibaba's shares on news media, citing competitive advantage, growth, and \"value for the dollar invested.\" Hearing him, I realized that his investment thesis needed updating and, more importantly, how oblivious Alibaba's investors are to its new realities.Until recently, Alibaba abused its market position to force merchants to sign exclusivity agreements, prohibiting them from marketing products on other platforms. What Charlie Munger thought was \"competitive advantage\" is, to a large extent, a monopoly that has come to an end after a brutal corruption and regulatory crackdown.Munger also mentions a \"higher value of a dollar invested\" in Alibaba than its US and European counterparts. This hypothesis was true six months ago, but today, there are many western tech companies trading at discounts after the growth-to-value rotation.Finally, the growth argument is also no longer helpful because of a maturing core segment and the low revenue base of growth drivers such as Cloud and the international market. The Q3 (December quarter) mediocre revenue growth mirrors these dynamics.Revenue TrendsAlibaba investors should prepare for volatile quarterly results this May. Realizing the rough patch ahead, Munger shrank his position, and you should consider doing the same. As always, be careful using leverage. Contrary to popular opinion, Alibaba is not necessarily at the bottom.Last month, growth-hungry shareholders weren't kind to the ticker after disappointing topline results, pushing shares to multi-year lows. Regardless of how much data and price multiples support your hypothesis, nothing can prevent shares from dipping again. Market prices are determined by supply and demand, and I believe there is a discrepancy between what Alibaba can deliver and what its shareholders expect in terms of growth.The company faces three main headwinds:Macro-economic challengesMaturing Chinese MarketRising CompetitionThe zero-COVID policy is squeezing China consumers, dragging down consumer confidence. Google \"China Lockdown,\" and you'll find chilling videos of desperate Chinese citizens struggling with lockdowns. In this video, Shanghai residents are heard screaming from their balconies in protest of the lockdowns, and they don't seem in the mood for shopping on Alibaba. Instead, they appear more concerned about increasing prices, lack of income, depleting savings, food shortages, and inadequate food rations. The economic environment is not accommodative for Alibaba to meet Wall Street's 33% 2022 revenue growth expectations.Alibaba Revenue Estimates(Seeking Alpha)Alibaba's macroeconomic challenges are the least of its troubles. One might argue that business cycles are temporary, similar to COVID policies, despite their short-term impact on this year's revenue. This would make a solid contrarian strategy, especially for those with a stomach to sit on losses for long periods of time, if it wasn't for the fundamental, long-term revenue disruption impacting Alibaba.The China e-commerce \"CEC\" segment constitutes 70% of Alibaba's revenue. Annual active users now stand at 937 million against a total population of 1.4 billion, with 260 million below the age of 15, pointing to a saturated market. Last quarter, CEC grew 7%, a disappointing figure given it includes inorganic growth from the Sun Art acquisition, mirroring demographic challenges facing its core segment.Management is trying to find growth in rural China. However, sales data from its competitor, Pinduoduo Inc. (PDD), which focuses on this market and posts 900 million annual active users, points to a weak purchasing power that is not enough to create meaningful growth.The same goes for cloud computing and international markets, which, together with rural China expansion, represent the company's official growth strategy. The Cloud and International Segment represent 8% and 7% of total revenue. For these segments to compensate for a 10% decrease in core operations, both need to grow by 50% just for revenue to remain constant, still a hard-to-swallow proposition for a growth-hungry shareholder base.I don't believe that those buying the dip had enough time to analyze and study the company's revenue trends and drivers. Alibaba's fall was abrupt, accelerated by a brutal anti-monopoly crackdown that permanently changed the IT competitive landscape in favor of smaller peers. While new investors are showing courage in buying the dip, management is terrified, as reflected in merchant subsidies, which dragged net income 74% last quarter in an unsustainable attempt to maintain revenue and users.Cash Flow And Share BuybacksFundamentally, Alibaba's business model is sound, generating lucrative, scalable operating cash flows that encouraged the e-commerce giant to extend a share buyback program last month. Alibaba's challenges stem from its inability to manage investors' expectations. Historically, Alibaba attracted a growth-oriented shareholder base, and now that its core operations are maturing, management is finding it hard to communicate its transitionary state to shareholders. Investor presentations still market Alibaba as a growth company.The problem is that many are falling for it. A few weeks ago, Kevin O'Leary was touting his new Alibaba position, citing the growth potential of Chinese tech. Munger and O'Leary are representative of this growth-hungry shareholder base.How Loyal Is SoftbankSoftBank Group (OTCPK:SFTBY) owns about a third of Alibaba's share, rendering the Japanese financial giant its largest shareholder. Softbank is known for its risk-taking and support for emerging tech companies. However, its participation in early capital-raising cycles means the dollar-average price of its position is far less than ordinary investors. For example, in FQ4 2021, Softbank reported a $558 million gain on selling some Alibaba shares, despite the ticker's selloff.Softbank is facing renewed capitalization issues. The Japanese lender might be forced to sell Alibaba stock, especially if shares tumble further after a potentially disappointing earnings release. One thing is for sure, and the current situation is testing Softbank's loyalty to Alibaba.SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where Alibaba delivers on its shareholder's high growth expectations. The Chinese economy, where Alibaba generates most of its income, struggles with rising COVID cases and rigid lockdown rules. The timing couldn't be worse for Alibaba, currently toiling with new regulations that stripped it from its \"competitive advantage.\" The core segment, i.e., China e-commerce, has reached maturity with 973 million users.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089536539,"gmtCreate":1650002221260,"gmtModify":1676534627465,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089536539","repostId":"2227673095","repostType":4,"isVote":1,"tweetType":1,"viewCount":2311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080323469,"gmtCreate":1649848878069,"gmtModify":1676534589229,"author":{"id":"4099369723784350","authorId":"4099369723784350","name":"Ah Teck","avatar":"https://static.tigerbbs.com/4301479a8d00c37599c4b5eada1656ee","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4099369723784350","idStr":"4099369723784350"},"themes":[],"htmlText":"nice.&nbsp;","listText":"nice.&nbsp;","text":"nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080323469","repostId":"2227661696","repostType":4,"isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}