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Stingray02

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- Stingray02Stingray02
  ·2022-11-15
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  Focus on Form 13F: What Stocks Do Top Investment Institutions Hold in Q3?
  For latest 13F reporting period ended Sep 2022, technology stocks traded actively. The most strikin
  Focus on Form 13F: What Stocks Do Top Investment Institutions Hold in Q3?
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- Stingray02Stingray02
  ·2022-11-14
  Hope so
  JD.com: The Bulls Are Back
  SummaryI am super bullish on JD. In my opinion, the sharp rebound that has started about two weeks a
  JD.com: The Bulls Are Back
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- Stingray02Stingray02
  ·2022-11-08
  Ok
  Alibaba Stock Could Potentially Double In 2023?
  SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alib
  Alibaba Stock Could Potentially Double In 2023?
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- Stingray02Stingray02
  ·2022-11-08
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  Morgan Stanley’s Wilson Says Broader Layoffs Would Be Bull Sign for Stocks
  ‘Reality is there are too many’ tech companies now, he says‘US equities are nearing the bottom of th
  Morgan Stanley’s Wilson Says Broader Layoffs Would Be Bull Sign for Stocks
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- Stingray02Stingray02
  ·2022-11-02
  $RENCO HOLDINGS(02323)$ i can't forget this stock that made me and many people lose money 😭.
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- Stingray02Stingray02
  ·2022-10-27
  Okay
  Sorry, this post has been deleted
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- Stingray02Stingray02
  ·2022-10-27
  Okay
  Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech
  Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earn
  Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech
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- Stingray02Stingray02
  ·2022-10-25
  $XPeng Inc.(XPEV)$[Cry]
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- Stingray02Stingray02
  ·2022-10-04
  $XPeng Inc.(XPEV)$[Cry] [Cry] [Facepalm]
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- Stingray02Stingray02
  ·2022-10-04
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  2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street
  Investment bank analysts think both of these stocks have what they need to deliver big gains in the foreseeable future.
  2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street
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The most strikin","content":"<html><head></head><body><p>For latest 13F reporting period ended Sep  2022, technology stocks traded actively. The most striking is that Buffett&#39;s Berkshire discloses $4.1 billion TSMC stake, a rare significant foray into the technology sector by billionaire Warren Buffett&#39;s conglomerate. Tesla shares are increased by JPMorgan Chase, Morgan Stanley and BlackRock. While Citigroup has played many options games.</p><p><img src=\"https://static.tigerbbs.com/e4e0a9355c5bb25d897b551cb5a42203\" tg-width=\"719\" tg-height=\"1835\" referrerpolicy=\"no-referrer\"/></p><p>In a Monday regulatory filing describing its U.S.-listed equity investments as of Sept. 30, Berkshire said it owned about 60.1 million American depositary shares of TSMC.</p><p>Apple is by far the largest investment in Berkshire&#39;s $306.2 billion equity portfolio.</p><p>Berkshire disclosed the TSMC stake about 2-1/2 months after it began reducing a decade-old, multi-billion dollar stake in BYD Co, China&#39;s largest electric car company.</p><p>In the third quarter, Berkshire added to its stakes in Chevron Corp, Occidental Petroleum Corp, Celanese Corp, Paramount Global and RH.</p><p>It also sold shares of Activision Blizzard Inc, Bank of New York Mellon Corp, General Motors Co, Kroger Co and US Bancorp.</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>Focus on Form 13F: What Stocks Do Top Investment Institutions Hold in Q3?</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\">\nFocus on Form 13F: What Stocks Do Top Investment Institutions Hold in Q3?\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\">2022-11-15 15:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>For latest 13F reporting period ended Sep  2022, technology stocks traded actively. The most striking is that Buffett&#39;s Berkshire discloses $4.1 billion TSMC stake, a rare significant foray into the technology sector by billionaire Warren Buffett&#39;s conglomerate. Tesla shares are increased by JPMorgan Chase, Morgan Stanley and BlackRock. While Citigroup has played many options games.</p><p><img src=\"https://static.tigerbbs.com/e4e0a9355c5bb25d897b551cb5a42203\" tg-width=\"719\" tg-height=\"1835\" referrerpolicy=\"no-referrer\"/></p><p>In a Monday regulatory filing describing its U.S.-listed equity investments as of Sept. 30, Berkshire said it owned about 60.1 million American depositary shares of TSMC.</p><p>Apple is by far the largest investment in Berkshire&#39;s $306.2 billion equity portfolio.</p><p>Berkshire disclosed the TSMC stake about 2-1/2 months after it began reducing a decade-old, multi-billion dollar stake in BYD Co, China&#39;s largest electric car company.</p><p>In the third quarter, Berkshire added to its stakes in Chevron Corp, Occidental Petroleum Corp, Celanese Corp, Paramount Global and RH.</p><p>It also sold shares of Activision Blizzard Inc, Bank of New York Mellon Corp, General Motors Co, Kroger Co and US Bancorp.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","AAPL":"苹果","TSLA":"特斯拉","TSM":"台积电",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120574547","content_text":"For latest 13F reporting period ended Sep  2022, technology stocks traded actively. The most striking is that Buffett's Berkshire discloses $4.1 billion TSMC stake, a rare significant foray into the technology sector by billionaire Warren Buffett's conglomerate. Tesla shares are increased by JPMorgan Chase, Morgan Stanley and BlackRock. While Citigroup has played many options games.In a Monday regulatory filing describing its U.S.-listed equity investments as of Sept. 30, Berkshire said it owned about 60.1 million American depositary shares of TSMC.Apple is by far the largest investment in Berkshire's $306.2 billion equity portfolio.Berkshire disclosed the TSMC stake about 2-1/2 months after it began reducing a decade-old, multi-billion dollar stake in BYD Co, China's largest electric car company.In the third quarter, Berkshire added to its stakes in Chevron Corp, Occidental Petroleum Corp, Celanese Corp, Paramount Global and RH.It also sold shares of Activision Blizzard Inc, Bank of New York Mellon Corp, General Motors Co, Kroger Co and US Bancorp.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969879649,"gmtCreate":1668413030281,"gmtModify":1676538052601,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"Hope so","listText":"Hope so","text":"Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969879649","repostId":"2283414094","repostType":4,"repost":{"id":"2283414094","pubTimestamp":1668407470,"share":"https://ttm.financial/m/news/2283414094?lang=&edition=fundamental","pubTime":"2022-11-14 14:31","market":"us","language":"en","title":"JD.com: The Bulls Are Back","url":"https://stock-news.laohu8.com/highlight/detail?id=2283414094","media":"seekingalpha","summary":"SummaryI am super bullish on JD. In my opinion, the sharp rebound that has started about two weeks a","content":"<html><head></head><body><p>Summary</p><ul><li>I am super bullish on JD. In my opinion, the sharp rebound that has started about two weeks ago is only the beginning of a sustained price appreciation.</li><li>Although expectations for Q3 have improved slightly within the past few weeks, consensus estimates are still relatively bearish.</li><li>Reflecting on a recovering economy in China, and improving conditions with regards to the country&#39;s Zero Covid strategy.</li><li>.I upgrade my EPS expectations for JD.com and raise my target price for JD stock to $86.88/share.</li></ul><h3>Thesis</h3><p>I am super bullish on <a href=\"https://laohu8.com/S/JD\">JD</a>. In my opinion, priced at an EV/Sales of x0.3, the company&#39;s stock is strongly undervalued as compared to current fundamentals and future growth prospects. Moreover, trading on a near-/mid-term perspective, I argue that the company&#39;s profitability is poised to rebound sharply on the &#39;China reopening-boom&#39; post Zero-Covid. And JD&#39;s upcoming earnings release for Q3 will likely confirm this thesis already.</p><p>On the backdrop of preliminary EPS upward revisions, I raise my target price for JD stock to $86.88/share.</p><h3>Sentiment Is Improving</h3><p>JD stock has surged approximately 35% since shares touched the intra-year low of $36.5. How I see it, there are two main reasons for it: First, JD&#39;s valuation at 0.25 EV/Sales was simply too ridiculous to be sustainable; and second, China has started to ease the country&#39;s Zero-Covid policy.</p><p><img src=\"https://static.tigerbbs.com/ebaaa503664f1e52475bdb7496d4586a\" tg-width=\"640\" tg-height=\"223\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>On November 11th, Bloomberg reported that China is easing some of the strict Zero-Covid rules related to quarantine and flight bans. This sparked the most aggressive stock rally for Hang Seng listed equities since 2020. Moreover, the positive sentiment was certainly aided by a softer than expected US CPI print for October - which weakened the dollar and favored the relative attractiveness for non-dollar denominated assets.</p><p>Traders and investors are expecting that a full pivot from Zero-Covid could spark an economic rebound in China similar to what has been experienced in the US and Europe in 2021.</p><p>Specifically with regards to JD, investors should consider that the company&#39;s e-commerce empire is strongly levered to the health China&#39;s economy. And accordingly, if the reopening would materialize, JD would be poised to enjoy a sharp profitability rebound - which so far has arguably still not been fully priced in.</p><p>Moreover, there are good arguments to be made that China&#39;s economy may already be in mild recovery. In Q3, China reportedly grew 3.9%, versus 0.4% in Q2. Such a number is likely in line with what leading executives commented post Q2. For example, Alibaba&#39;s CEO Daniel Zhang said: (emphasis added)</p><blockquote><i>Following a relatively slow April and May,</i><i><b>we saw signs of recovery</b></i><i> across our businesses in June … We are confident in our growth opportunities in the long term.</i></blockquote><p>And in the analyst call, Chief Financial Officer Toby Xu added, that Alibaba&#39;s business sees...</p><blockquote><b><i>... [a] positive trend of recovery continuing through July</i></b></blockquote><h3>JD Q3 Preview</h3><p>JD is expected to open books for the September quarter on 18th November (US pre-market). Although expectations have improved slightly within the past few weeks, consensus estimates are still relatively bearish.</p><p>As of November 12th, 17 analysts have submitted their estimates for JD&#39;s September quarter. Total sales are expected to be between 33.9 billion and $35.6 billion, with the average estimate being $34.3billion. If an investor would assume the average as the anchor, JD&#39;s Q3 sales are estimated to grow by only 0.2% as compared to the same quarter in 2021. For reference, JD&#39;s historic growth trend for the past 5-years was close to 30% year over year growth. Moreover, I would like to highlight that even in Q2, which has arguably been a much softer quarter than Q3, JD reported a 5.4% year over year revenue growth.</p><p><img src=\"https://static.tigerbbs.com/f65a88792e3071ea8a24ece01c9ebfe0\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Earnings estimates are slightly more positive, with EPS estimates between $0.58 and $0.68. The average is $0.63, which would imply a year-over-year growth of 27%.</p><p><img src=\"https://static.tigerbbs.com/743c2b49155e977e5d493ed3fc1cbc78\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Personally, I believe JD will beat analyst expectations with regards to revenues, and deliver EPS on the upper bound of the $0.58 - $0.68 range. Moreover, I believe that management commentary will be notably more positive in Q3 versus Q2, which will very likely prompt consensus EPS upgrades.</p><h3>Target Price Update</h3><p>Reflecting on a recovering economy in China, and improving conditions with regards to the country&#39;s Zero Covid strategy, I upgrade my EPS expectations for JD.Com.</p><p>Moreover, as sentiment towards China equities appears to be improving, I lower the cost of equity by 50 basis points, from 10% to 9.5%. I continue to anchor on a 4% terminal growth rate (one percentage point higher than estimated nominal global GDP growth).</p><p>Given the EPS upgrades as highlighted below, I now calculate a fair implied share price of $86.88.</p><p><img src=\"https://static.tigerbbs.com/aeb47b1fef6cb69bb88f8b5118cbe085\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus Estimates; Author&#39;s Calculation</p><p>Below is also the updated sensitivity table.</p><p><img src=\"https://static.tigerbbs.com/998821f1c41215a0174b87186a2c1d0c\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus Estimates; Author&#39;s Calculation</p><h3>Risk</h3><p>As I see it, there has been no major risk-updated since I have last covered JD stock. Thus, I would like to highlight what I have written before:</p><blockquote>First, the economy in China is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the Chinese economy would slow more than what is expected and priced in, investors should adjust expectations for JD&#39;s short/mid-term business monetization accordingly.</blockquote><blockquote>Second, China&#39;s internet/tech companies in general, and gaming companies in particular, are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists.</blockquote><blockquote>Third, much of JD&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, JD stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</blockquote><h3>Conclusion</h3><p>I am bullish on JD stock. In my opinion, the market continues to be excessively bearish on China-based equities and has so far only started to realize that sentiment is lagging fundamentals. That said, going into Q3 reporting, I point out that expectations for JD&#39;s September quarter are likely too low - and I expect material EPS upwards revisions on the backdrop of constructive management commentary.</p></body></html>","source":"seekingalpha","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>JD.com: The Bulls Are Back</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\">\nJD.com: The Bulls Are Back\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 14:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4557183-jdcom-bulls-back><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI am super bullish on JD. In my opinion, the sharp rebound that has started about two weeks ago is only the beginning of a sustained price appreciation.Although expectations for Q3 have ...</p>\n\n<a href=\"https://seekingalpha.com/article/4557183-jdcom-bulls-back\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://seekingalpha.com/article/4557183-jdcom-bulls-back","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2283414094","content_text":"SummaryI am super bullish on JD. In my opinion, the sharp rebound that has started about two weeks ago is only the beginning of a sustained price appreciation.Although expectations for Q3 have improved slightly within the past few weeks, consensus estimates are still relatively bearish.Reflecting on a recovering economy in China, and improving conditions with regards to the country's Zero Covid strategy..I upgrade my EPS expectations for JD.com and raise my target price for JD stock to $86.88/share.ThesisI am super bullish on JD. In my opinion, priced at an EV/Sales of x0.3, the company's stock is strongly undervalued as compared to current fundamentals and future growth prospects. Moreover, trading on a near-/mid-term perspective, I argue that the company's profitability is poised to rebound sharply on the 'China reopening-boom' post Zero-Covid. And JD's upcoming earnings release for Q3 will likely confirm this thesis already.On the backdrop of preliminary EPS upward revisions, I raise my target price for JD stock to $86.88/share.Sentiment Is ImprovingJD stock has surged approximately 35% since shares touched the intra-year low of $36.5. How I see it, there are two main reasons for it: First, JD's valuation at 0.25 EV/Sales was simply too ridiculous to be sustainable; and second, China has started to ease the country's Zero-Covid policy.Seeking AlphaOn November 11th, Bloomberg reported that China is easing some of the strict Zero-Covid rules related to quarantine and flight bans. This sparked the most aggressive stock rally for Hang Seng listed equities since 2020. Moreover, the positive sentiment was certainly aided by a softer than expected US CPI print for October - which weakened the dollar and favored the relative attractiveness for non-dollar denominated assets.Traders and investors are expecting that a full pivot from Zero-Covid could spark an economic rebound in China similar to what has been experienced in the US and Europe in 2021.Specifically with regards to JD, investors should consider that the company's e-commerce empire is strongly levered to the health China's economy. And accordingly, if the reopening would materialize, JD would be poised to enjoy a sharp profitability rebound - which so far has arguably still not been fully priced in.Moreover, there are good arguments to be made that China's economy may already be in mild recovery. In Q3, China reportedly grew 3.9%, versus 0.4% in Q2. Such a number is likely in line with what leading executives commented post Q2. For example, Alibaba's CEO Daniel Zhang said: (emphasis added)Following a relatively slow April and May,we saw signs of recovery across our businesses in June … We are confident in our growth opportunities in the long term.And in the analyst call, Chief Financial Officer Toby Xu added, that Alibaba's business sees...... [a] positive trend of recovery continuing through JulyJD Q3 PreviewJD is expected to open books for the September quarter on 18th November (US pre-market). Although expectations have improved slightly within the past few weeks, consensus estimates are still relatively bearish.As of November 12th, 17 analysts have submitted their estimates for JD's September quarter. Total sales are expected to be between 33.9 billion and $35.6 billion, with the average estimate being $34.3billion. If an investor would assume the average as the anchor, JD's Q3 sales are estimated to grow by only 0.2% as compared to the same quarter in 2021. For reference, JD's historic growth trend for the past 5-years was close to 30% year over year growth. Moreover, I would like to highlight that even in Q2, which has arguably been a much softer quarter than Q3, JD reported a 5.4% year over year revenue growth.Seeking AlphaEarnings estimates are slightly more positive, with EPS estimates between $0.58 and $0.68. The average is $0.63, which would imply a year-over-year growth of 27%.Seeking AlphaPersonally, I believe JD will beat analyst expectations with regards to revenues, and deliver EPS on the upper bound of the $0.58 - $0.68 range. Moreover, I believe that management commentary will be notably more positive in Q3 versus Q2, which will very likely prompt consensus EPS upgrades.Target Price UpdateReflecting on a recovering economy in China, and improving conditions with regards to the country's Zero Covid strategy, I upgrade my EPS expectations for JD.Com.Moreover, as sentiment towards China equities appears to be improving, I lower the cost of equity by 50 basis points, from 10% to 9.5%. I continue to anchor on a 4% terminal growth rate (one percentage point higher than estimated nominal global GDP growth).Given the EPS upgrades as highlighted below, I now calculate a fair implied share price of $86.88.Analyst Consensus Estimates; Author's CalculationBelow is also the updated sensitivity table.Analyst Consensus Estimates; Author's CalculationRiskAs I see it, there has been no major risk-updated since I have last covered JD stock. Thus, I would like to highlight what I have written before:First, the economy in China is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the Chinese economy would slow more than what is expected and priced in, investors should adjust expectations for JD's short/mid-term business monetization accordingly.Second, China's internet/tech companies in general, and gaming companies in particular, are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists.Third, much of JD's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, JD stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionI am bullish on JD stock. In my opinion, the market continues to be excessively bearish on China-based equities and has so far only started to realize that sentiment is lagging fundamentals. That said, going into Q3 reporting, I point out that expectations for JD's September quarter are likely too low - and I expect material EPS upwards revisions on the backdrop of constructive management commentary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987603868,"gmtCreate":1667877639354,"gmtModify":1676537978437,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987603868","repostId":"2281933419","repostType":4,"repost":{"id":"2281933419","pubTimestamp":1667879448,"share":"https://ttm.financial/m/news/2281933419?lang=&edition=fundamental","pubTime":"2022-11-08 11:50","market":"us","language":"en","title":"Alibaba Stock Could Potentially Double In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2281933419","media":"Seeking Alpha","summary":"SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alib","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba has a new positive catalyst as China is expected to change its zero-COVID policy.</li><li>Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.</li><li>The balance sheet and positive cash flow are strong, giving the company the ability to easily handle debt obligations while growing the business.</li><li>Strong growth can return to Alibaba which can propel the stock for potential outsized gains over the next year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb4e1906aa27fa06cdf7227e84a8bac6\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>The likelihood that China will make significant changes to its zero-COVID policy provides <b>Alibaba</b> (NYSE:BABA) with a shift to positive sentiment. This optimism came from Zeng Guang, a former chief epidemiologist at the Chinese Center forDisease Control. Guang stated, &#34;The situation is changing now and China&#39;s &#39;dynamic zero&#39; will also undergo major changes. Substantive changes will happen soon.&#34; No official word has come from China&#39;s government yet. However, the financial markets appear to be interpreting Guang&#39;s statement that China is likely to relax restrictions in the near future.</p><p>Alibaba&#39;s stock is currently undervalued with strong future growth expected for FY24. This should help drive the stock higher, especially if China stops the restrictions, which are not likely to go on forever.</p><h2>Possible Change of COVID Restrictions in China</h2><p>Alibaba&#39;s stock rallied 11% since Zeng Guang made his statement that changes are coming soon for China&#39;s zero-COVID policy. It makes sense that restrictions won&#39;t last forever. China has to realize that strict restrictions are not a long-term sustainable option.</p><p>COVID hasn&#39;t been declared an endemic yet, meaning that the virus is still around, but does not cause significant disruptions to our daily lives. However, it should be getting close to an endemic as vaccines can reduce the severity of the virus and antivirals such as Gilead&#39;s (GILD) Veklury (remdesivir) and Pfizer&#39;s (PFE) Paxlovid can treat those who have COVID. China also has its home-grown drug, Azvudine, cleared to treat COVID.</p><p>Frankly, COVID doesn&#39;t have to be officially declared an endemic for China to ease or stop the restrictions. China&#39;s government just needs to realize that its citizens can live with COVID without strict restrictions just the way the rest of the world has. Alibaba&#39;s stock is likely to respond positively when the official announcement comes. Ending the restrictions is likely to spur economic growth, which is likely to increase Alibaba&#39;s business since the company is one of China&#39;s largest firms.</p><p>So, it makes sense to me to buy the rumor that the restrictions will be eased or ended. Investors are already responding positively to this expectation. Unless some other news comes out to cancel this possibility, the positive momentum is likely to continue. This marks a change in investor sentiment and a potential positive catalyst for Alibaba&#39;s business which is likely to mark a reversal for the steep decline that occurred over the past two years.</p><h2>Bargain Valuation</h2><p>It is not too common to find profitable, growing companies with PEs below 10. Alibaba is one of them with a trailing PE of 9.5 and a forward PE of 9.7. This is lower than the S&amp;P 500&#39;s (SPY) trailing PE of 18.5 and forward PE of 16. Alibaba also has a low price/cash flow ratio of 8.7 as compared to the S&amp;P 500&#39;s 12.8. Alibaba&#39;s undervaluation shows that the stock has plenty of room to move higher as the pace of growth ramps up.</p><p>It is important to note that earnings estimates are likely to be increased when the actual announcement of China easing COVID restrictions takes place.Positive earnings estimate revisions of 5% or more tend to have a positive effect on stock prices, leading to outperformance. So, it makes sense to pick up the stock when the valuation is low and the positive price momentum is just starting.</p><h2>Technicals Shifting to Positive</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab7cb03cdf8315ef9f37e27063602789\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>stockcharts.com</span></p><p>The daily stock chart above shows the RSI indicator rising from an oversold condition, showing positive momentum. The green MACD line recently crossed above the red signal line, indicating a change in trend from negative to positive. The money flow [CMF] increased from a low negative level to the positive zone. This shows that money is flowing back into the stock on renewed optimism.</p><p>Some may point out that similar setups occurred earlier this year, but the stock dropped lower. I think the difference this time is that the optimism for China to change its COVID restrictions policy is likely to act as a sentiment trend shifter. Investors must see that the upward potential for the stock is higher than the downside risk over the long-term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6676813e3d3f87b222b0326a6b3ce8e1\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>We can see from the long-term multiple year chart above that Alibaba&#39;s stock has price support in the $60 - $70 price range going back to 2016. So, the current price is likely to find support here in my opinion.</p><p>Investors could also watch for a positive MACD crossover on the weekly chart, which would be a longer-term confirmation of the positive change in trend.</p><h2>Balance Sheet/Cash Flow</h2><p>Alibaba&#39;s balance sheet is strong with $26.4 billion in total cash/equivalents and a negative net debt of ($41.7 billion). The negative net debt shows that Alibaba has more cash &amp; equivalents than financial obligations. This gives the company strong financial stability. Moody&#39;s has an A1 rating for Alibaba which was last confirmed on October 28, 2022.</p><p>BABA also has 1.6x more current assets than current liabilities and 2.7x more total assets than total liabilities with total equity of $162 million. This demonstrates that Alibaba is in great shape to handle short and long-term obligations.</p><p>The company&#39;s cash flow is also strong as BABA generated $21.3 billion in operating cash flow over the past 12 months. The cash flow gives Alibaba the ability to accomplish multiple things such as capital expenditures, acquisitions, stock repurchases, paying down debt, and other investing activities. After all of this, the company was still left with about $7 billion in levered free cash flow.</p><p>Overall, the strong balance sheet and positive cash flow provides Alibaba with the flexibility to handle obligations on a regular basis while investing in growing the business.</p><h2>The Risks</h2><p>I would consider Alibaba as a high-risk investment with the potential for a high reward. It is possible that China takes longer than expected to change its zero-COVID policy. Restrictions could remain in place, suppressing economic activity. The current optimism that China will ease its zero-COVID policy is really speculation at this point. Until China makes an official change or announcement, this is just speculation based a statement from a former chief epidemiologist. With that said, China&#39;s restrictions are not likely to last forever. It just makes sense that restrictions would ease over time. That sets up Alibaba for strong growth over the long-term.</p><p>Other government decisions could be made from China&#39;s government that could have a negative impact on Alibaba&#39;s business. China could increase taxes on the company or create other unfavorable conditions which could suppress growth.</p><p>The risk of a recession occurring in 2023 could put a pause on Alibaba&#39;s growth expectations and my thesis. However, a recession would probably only be a temporary setback as the recovery following it would likely put the thesis back on track.</p><h2>Alibaba&#39;s Long-Term Outlook</h2><p>My claim that Alibaba&#39;s stock could double in 2023 is due to a perfect storm of the stock&#39;s undervaluation, the recovery from an oversold condition, the change in investor sentiment from negative to positive from the likely easing of COVID restrictions in China, and Alibaba&#39;s strong expected growth.</p><p>Alibaba is expected to grow revenue at 11.5% and earnings at 16% to 17% for FY24 which ends in March 2024 according to consensus estimates. This strong growth is likely to drive the stock for significant gains from the low valuation level.</p><p>If the stock price doubled in approximately one year, it would take the current price of about $70 to $140. The target price of $140 would take the PE to 16.6 which is still lower than the S&amp;P 500&#39;s current PE of 18.5. Analysts have a one-year price target of $139 for the stock. So, my price target is about in-line with the target of the covering analysts.</p><p><i>This article is written by David Zanoni for reference only. Please note the risks.</i></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 Stock Could Potentially Double In 2023?</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 Stock Could Potentially Double In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554379-alibaba-stock-could-potentially-double-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.The...</p>\n\n<a href=\"https://seekingalpha.com/article/4554379-alibaba-stock-could-potentially-double-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4554379-alibaba-stock-could-potentially-double-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281933419","content_text":"SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.The balance sheet and positive cash flow are strong, giving the company the ability to easily handle debt obligations while growing the business.Strong growth can return to Alibaba which can propel the stock for potential outsized gains over the next year.Andrew BurtonThe likelihood that China will make significant changes to its zero-COVID policy provides Alibaba (NYSE:BABA) with a shift to positive sentiment. This optimism came from Zeng Guang, a former chief epidemiologist at the Chinese Center forDisease Control. Guang stated, \"The situation is changing now and China's 'dynamic zero' will also undergo major changes. Substantive changes will happen soon.\" No official word has come from China's government yet. However, the financial markets appear to be interpreting Guang's statement that China is likely to relax restrictions in the near future.Alibaba's stock is currently undervalued with strong future growth expected for FY24. This should help drive the stock higher, especially if China stops the restrictions, which are not likely to go on forever.Possible Change of COVID Restrictions in ChinaAlibaba's stock rallied 11% since Zeng Guang made his statement that changes are coming soon for China's zero-COVID policy. It makes sense that restrictions won't last forever. China has to realize that strict restrictions are not a long-term sustainable option.COVID hasn't been declared an endemic yet, meaning that the virus is still around, but does not cause significant disruptions to our daily lives. However, it should be getting close to an endemic as vaccines can reduce the severity of the virus and antivirals such as Gilead's (GILD) Veklury (remdesivir) and Pfizer's (PFE) Paxlovid can treat those who have COVID. China also has its home-grown drug, Azvudine, cleared to treat COVID.Frankly, COVID doesn't have to be officially declared an endemic for China to ease or stop the restrictions. China's government just needs to realize that its citizens can live with COVID without strict restrictions just the way the rest of the world has. Alibaba's stock is likely to respond positively when the official announcement comes. Ending the restrictions is likely to spur economic growth, which is likely to increase Alibaba's business since the company is one of China's largest firms.So, it makes sense to me to buy the rumor that the restrictions will be eased or ended. Investors are already responding positively to this expectation. Unless some other news comes out to cancel this possibility, the positive momentum is likely to continue. This marks a change in investor sentiment and a potential positive catalyst for Alibaba's business which is likely to mark a reversal for the steep decline that occurred over the past two years.Bargain ValuationIt is not too common to find profitable, growing companies with PEs below 10. Alibaba is one of them with a trailing PE of 9.5 and a forward PE of 9.7. This is lower than the S&P 500's (SPY) trailing PE of 18.5 and forward PE of 16. Alibaba also has a low price/cash flow ratio of 8.7 as compared to the S&P 500's 12.8. Alibaba's undervaluation shows that the stock has plenty of room to move higher as the pace of growth ramps up.It is important to note that earnings estimates are likely to be increased when the actual announcement of China easing COVID restrictions takes place.Positive earnings estimate revisions of 5% or more tend to have a positive effect on stock prices, leading to outperformance. So, it makes sense to pick up the stock when the valuation is low and the positive price momentum is just starting.Technicals Shifting to Positivestockcharts.comThe daily stock chart above shows the RSI indicator rising from an oversold condition, showing positive momentum. The green MACD line recently crossed above the red signal line, indicating a change in trend from negative to positive. The money flow [CMF] increased from a low negative level to the positive zone. This shows that money is flowing back into the stock on renewed optimism.Some may point out that similar setups occurred earlier this year, but the stock dropped lower. I think the difference this time is that the optimism for China to change its COVID restrictions policy is likely to act as a sentiment trend shifter. Investors must see that the upward potential for the stock is higher than the downside risk over the long-term.Data by YChartsWe can see from the long-term multiple year chart above that Alibaba's stock has price support in the $60 - $70 price range going back to 2016. So, the current price is likely to find support here in my opinion.Investors could also watch for a positive MACD crossover on the weekly chart, which would be a longer-term confirmation of the positive change in trend.Balance Sheet/Cash FlowAlibaba's balance sheet is strong with $26.4 billion in total cash/equivalents and a negative net debt of ($41.7 billion). The negative net debt shows that Alibaba has more cash & equivalents than financial obligations. This gives the company strong financial stability. Moody's has an A1 rating for Alibaba which was last confirmed on October 28, 2022.BABA also has 1.6x more current assets than current liabilities and 2.7x more total assets than total liabilities with total equity of $162 million. This demonstrates that Alibaba is in great shape to handle short and long-term obligations.The company's cash flow is also strong as BABA generated $21.3 billion in operating cash flow over the past 12 months. The cash flow gives Alibaba the ability to accomplish multiple things such as capital expenditures, acquisitions, stock repurchases, paying down debt, and other investing activities. After all of this, the company was still left with about $7 billion in levered free cash flow.Overall, the strong balance sheet and positive cash flow provides Alibaba with the flexibility to handle obligations on a regular basis while investing in growing the business.The RisksI would consider Alibaba as a high-risk investment with the potential for a high reward. It is possible that China takes longer than expected to change its zero-COVID policy. Restrictions could remain in place, suppressing economic activity. The current optimism that China will ease its zero-COVID policy is really speculation at this point. Until China makes an official change or announcement, this is just speculation based a statement from a former chief epidemiologist. With that said, China's restrictions are not likely to last forever. It just makes sense that restrictions would ease over time. That sets up Alibaba for strong growth over the long-term.Other government decisions could be made from China's government that could have a negative impact on Alibaba's business. China could increase taxes on the company or create other unfavorable conditions which could suppress growth.The risk of a recession occurring in 2023 could put a pause on Alibaba's growth expectations and my thesis. However, a recession would probably only be a temporary setback as the recovery following it would likely put the thesis back on track.Alibaba's Long-Term OutlookMy claim that Alibaba's stock could double in 2023 is due to a perfect storm of the stock's undervaluation, the recovery from an oversold condition, the change in investor sentiment from negative to positive from the likely easing of COVID restrictions in China, and Alibaba's strong expected growth.Alibaba is expected to grow revenue at 11.5% and earnings at 16% to 17% for FY24 which ends in March 2024 according to consensus estimates. This strong growth is likely to drive the stock for significant gains from the low valuation level.If the stock price doubled in approximately one year, it would take the current price of about $70 to $140. The target price of $140 would take the PE to 16.6 which is still lower than the S&P 500's current PE of 18.5. Analysts have a one-year price target of $139 for the stock. So, my price target is about in-line with the target of the covering analysts.This article is written by David Zanoni for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987875008,"gmtCreate":1667877014604,"gmtModify":1676537978292,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987875008","repostId":"1106006033","repostType":4,"repost":{"id":"1106006033","pubTimestamp":1667893279,"share":"https://ttm.financial/m/news/1106006033?lang=&edition=fundamental","pubTime":"2022-11-08 15:41","market":"us","language":"en","title":"Morgan Stanley’s Wilson Says Broader Layoffs Would Be Bull Sign for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106006033","media":"Bloomberg","summary":"‘Reality is there are too many’ tech companies now, he says‘US equities are nearing the bottom of th","content":"<html><head></head><body><ul><li>‘Reality is there are too many’ tech companies now, he says</li><li>‘US equities are nearing the bottom of the bear market’</li></ul><p>Morgan Stanley’s Michael Wilson says companies will need to aggressively bring down expenses before he becomes more optimistic on US equities.</p><p>“When that layoff cycle picks up in earnest that will actually be one of the keys for us to get bullish because that means the bleeding will stop on the operating leverage,” the top-rated strategist told Bloomberg TV on Monday.</p><p>Major technology companies have announced about 100,000 jobs cut this year, according to Layoffs.fyi, as companies attempt to control ballooning expenses. Meta Platforms Inc., is reportedly expected to cut thousands of jobs as early as Wednesday. The Facebook parent announced plans for a headcount reduction for the first time in September.</p><p>Other companies that have also reduced their workforce or announced plans to do so include ride-hailing firmLyft Inc.and hard-drive maker Seagate Technology Holdings Plc.</p><p>Tech companies have grown too far and too fast during the pandemic as people throughout the world became more dependent on their services to maintain productivity or stave off boredom. But as recession risks loom, inflation continues to surge and people’s behavior returns to pre-pandemic norms, the mounting expenses have been difficult to manage.</p><p>Still, Wilson, the strategist who correctly predicted this year’s slump in stocks, does not think the sector is dead. He expects a possible leadership change will occur next year when the US economy expands.</p><p>Plenty of good tech stocks will be fine, he said, adding that there are many great opportunities in single stocks without giving specifics. “The reality is there are too many of them and they got overvalued. So it’s not that technology is dead in terms of the spending trend, we are very bullish on technology spending.”</p><p>US equities are nearing the bottom of the bear market, he said. US stocks edged higher on Monday with the S&amp;P 500 and the tech-heavy Nasdaq 100 recouping some early losses.</p><p>“What you want to try to figure out is what outperforms in the last leg down, because that will tell you what is going to outperform in the next leg up,” he said. “And that’s been industrials, financials and and some of the commodity complex, and that makes perfect sense.”</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>Morgan Stanley’s Wilson Says Broader Layoffs Would Be Bull Sign for Stocks</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\">\nMorgan Stanley’s Wilson Says Broader Layoffs Would Be Bull Sign for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 15:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-07/morgan-stanley-s-wilson-says-layoffs-in-earnest-key-bull-sign><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Reality is there are too many’ tech companies now, he says‘US equities are nearing the bottom of the bear market’Morgan Stanley’s Michael Wilson says companies will need to aggressively bring down ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-07/morgan-stanley-s-wilson-says-layoffs-in-earnest-key-bull-sign\">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","META":"Meta Platforms, Inc.","STX":"希捷科技",".DJI":"道琼斯","LYFT":"Lyft, Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-07/morgan-stanley-s-wilson-says-layoffs-in-earnest-key-bull-sign","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106006033","content_text":"‘Reality is there are too many’ tech companies now, he says‘US equities are nearing the bottom of the bear market’Morgan Stanley’s Michael Wilson says companies will need to aggressively bring down expenses before he becomes more optimistic on US equities.“When that layoff cycle picks up in earnest that will actually be one of the keys for us to get bullish because that means the bleeding will stop on the operating leverage,” the top-rated strategist told Bloomberg TV on Monday.Major technology companies have announced about 100,000 jobs cut this year, according to Layoffs.fyi, as companies attempt to control ballooning expenses. Meta Platforms Inc., is reportedly expected to cut thousands of jobs as early as Wednesday. The Facebook parent announced plans for a headcount reduction for the first time in September.Other companies that have also reduced their workforce or announced plans to do so include ride-hailing firmLyft Inc.and hard-drive maker Seagate Technology Holdings Plc.Tech companies have grown too far and too fast during the pandemic as people throughout the world became more dependent on their services to maintain productivity or stave off boredom. But as recession risks loom, inflation continues to surge and people’s behavior returns to pre-pandemic norms, the mounting expenses have been difficult to manage.Still, Wilson, the strategist who correctly predicted this year’s slump in stocks, does not think the sector is dead. He expects a possible leadership change will occur next year when the US economy expands.Plenty of good tech stocks will be fine, he said, adding that there are many great opportunities in single stocks without giving specifics. “The reality is there are too many of them and they got overvalued. So it’s not that technology is dead in terms of the spending trend, we are very bullish on technology spending.”US equities are nearing the bottom of the bear market, he said. US stocks edged higher on Monday with the S&P 500 and the tech-heavy Nasdaq 100 recouping some early losses.“What you want to try to figure out is what outperforms in the last leg down, because that will tell you what is going to outperform in the next leg up,” he said. “And that’s been industrials, financials and and some of the commodity complex, and that makes perfect sense.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985681369,"gmtCreate":1667373092852,"gmtModify":1676537907111,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02323\">$RENCO HOLDINGS(02323)$</a>&nbsp;i can't forget this stock that made me and many people lose money 😭.&nbsp;","listText":"<a href=\"https://ttm.financial/S/02323\">$RENCO HOLDINGS(02323)$</a>&nbsp;i can't forget this stock that made me and many people lose money 😭.&nbsp;","text":"$RENCO HOLDINGS(02323)$ i can't forget this stock that made me and many people lose money 😭.","images":[{"img":"https://community-static.tradeup.com/news/d2e67ea3f7027294abcfc66f6f706942","width":"1152","height":"1782"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9985681369","isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986026783,"gmtCreate":1666858924842,"gmtModify":1676537818223,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986026783","repostId":"1125460895","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986026979,"gmtCreate":1666858774291,"gmtModify":1676537818200,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986026979","repostId":"1178169124","repostType":4,"repost":{"id":"1178169124","pubTimestamp":1666875309,"share":"https://ttm.financial/m/news/1178169124?lang=&edition=fundamental","pubTime":"2022-10-27 20:55","market":"us","language":"en","title":"Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1178169124","media":"Barron's","summary":"Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earn","content":"<html><head></head><body><p>Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.</p><p>The stock market carnage suggests that Wall Street is running out of patience with Meta’s (ticker: META) corporate strategy. Investors are clearly dismayed by the company’s plans to aggressively boost spending on the metaverse and other projects in 2023.</p><p>The disappointing results from the parent of Facebook, Instagram, and WhatsApp makes three straight weak earnings reports from the tech megacaps, followingresultson Tuesday from both Microsoft (MSFT) and Alphabet (GOOGL). Amazon (AMZN) and Apple (AAPL) report Thursday afternoon.</p><p>Meta posted revenue of $27.7 billion for its third quarter, down 4% from a year ago, up about 2% in constant currency, and essentially in line with Street forecasts. Meta’s guidance had called for revenue of between $26 billion and $28.5 billion. Meta earned $1.64 a share in the quarter, falling well shy of Street consensus at $1.90 a share.</p><p>“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” CEO Mark Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”</p><p>The stock slid throughout the afternoon, accelerating during the company’s earnings conference call as Meta provided little comfort to investors about the outlook. As the call neared completion, the stock was down 22% in premarket trading Thursday.</p><p>This has been a rough year for Meta and the company’s shareholders. There is new competition from TikTok and others. There are ongoing ad-targeting issues tied to Apple’s renewed focus on privacy protections for iPhone users as well as disappointing monetization for Reels—all amid the softening global economy. And investors remain largely skeptical about prospects for the metaverse.</p><p>The third-quarter results will do nothing to improve the market’s assessment of the stock, which now has declined about 70% since its November 2021 peak. Among other things, Zuckerberg showed no signs of backing away from the company’s aggressive investment plans for the Metaverse. And there seems to be no sign of improvement in the company’s core advertising business.</p><p>Meta’s outlook for the December quarter calls for revenue of $30 billion to $32.5 billion, at the midpoint of that range it is well short of the Street consensus forecast of $32.4 billion.</p><p>The company said in its earnings press release that it is “making some significant changes” to operate more efficiently, and will hold some teams flat in 2023 in terms of head count, while shrinking others. Meta says it expects 2023 year-end head count to be about flat with Q3 2022 levels.</p><p>Meta now expects 2022 total expenses to be in the $85 billion to $87 billion range, a slight tweak from its previous forecast for $85 billion to $88 billion; the new range includes $900 million in charges for consolidating office facilities.</p><p>Meta projects 2023 expenses in the range of $96 billion to $101 billion, including $2 billion in office consolidation charges. At the midpoint of the range, that would be a 15% hike in expenses. That forecast is likely one reason the stock is getting pummeled—investors have been urging Meta to slash spending.</p><p>In an open letter to CEO Mark Zuckerberg and the Meta board earlier this week, Altimeter Capital COE Brad Gerstner urged Meta to cut staff by 20%, reduce capital spending by $5 billion a year and cap spending on the metaverse to no more than $5 billion annually. Meta doesn’t appear to be following his advice.</p><p>Meta said it expects operating losses from its Reality Labs unit, which include virtual reality headsets and development of the metaverse, to “grow significantly year over year” in 2023. “Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run,” the company said.</p><p>In the quarter, Meta lost $3.7 billion in the Reality Labs unit. The “family of apps” segment—the core social media business—had income from operations of $9.3 billion. Advertising revenue in the quarter was $27.2 billion, down 3.6% from a year earlier.</p><p>Meta said it expects capital spending of $32 billion to $33 billion this year, and $34 billion to $39 billion next year, “driven by our investments in data centers, servers, and network infrastructure.” The range is well above the Street consensus forecast for capital spending for 2023 of $29 billion. The company added that “an increase in AI capacity is driving substantially all of our capital expenditure growth in 2023.”</p><p>On the news, shares of companies viewed as likely beneficiaries of the company’s aggressive spending plan soared in premarket trading Thursday, with Arista Networks(ANET) up 9.1%, Nvidia (NVDA) up 4.9% and Advanced Micro Devices (AMD) up 2.8%.</p></body></html>","source":"lsy1610680873436","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>Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech</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\">\nMeta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 20:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.The stock...</p>\n\n<a href=\"https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","META":"Meta Platforms, Inc.","NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178169124","content_text":"Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.The stock market carnage suggests that Wall Street is running out of patience with Meta’s (ticker: META) corporate strategy. Investors are clearly dismayed by the company’s plans to aggressively boost spending on the metaverse and other projects in 2023.The disappointing results from the parent of Facebook, Instagram, and WhatsApp makes three straight weak earnings reports from the tech megacaps, followingresultson Tuesday from both Microsoft (MSFT) and Alphabet (GOOGL). Amazon (AMZN) and Apple (AAPL) report Thursday afternoon.Meta posted revenue of $27.7 billion for its third quarter, down 4% from a year ago, up about 2% in constant currency, and essentially in line with Street forecasts. Meta’s guidance had called for revenue of between $26 billion and $28.5 billion. Meta earned $1.64 a share in the quarter, falling well shy of Street consensus at $1.90 a share.“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” CEO Mark Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”The stock slid throughout the afternoon, accelerating during the company’s earnings conference call as Meta provided little comfort to investors about the outlook. As the call neared completion, the stock was down 22% in premarket trading Thursday.This has been a rough year for Meta and the company’s shareholders. There is new competition from TikTok and others. There are ongoing ad-targeting issues tied to Apple’s renewed focus on privacy protections for iPhone users as well as disappointing monetization for Reels—all amid the softening global economy. And investors remain largely skeptical about prospects for the metaverse.The third-quarter results will do nothing to improve the market’s assessment of the stock, which now has declined about 70% since its November 2021 peak. Among other things, Zuckerberg showed no signs of backing away from the company’s aggressive investment plans for the Metaverse. And there seems to be no sign of improvement in the company’s core advertising business.Meta’s outlook for the December quarter calls for revenue of $30 billion to $32.5 billion, at the midpoint of that range it is well short of the Street consensus forecast of $32.4 billion.The company said in its earnings press release that it is “making some significant changes” to operate more efficiently, and will hold some teams flat in 2023 in terms of head count, while shrinking others. Meta says it expects 2023 year-end head count to be about flat with Q3 2022 levels.Meta now expects 2022 total expenses to be in the $85 billion to $87 billion range, a slight tweak from its previous forecast for $85 billion to $88 billion; the new range includes $900 million in charges for consolidating office facilities.Meta projects 2023 expenses in the range of $96 billion to $101 billion, including $2 billion in office consolidation charges. At the midpoint of the range, that would be a 15% hike in expenses. That forecast is likely one reason the stock is getting pummeled—investors have been urging Meta to slash spending.In an open letter to CEO Mark Zuckerberg and the Meta board earlier this week, Altimeter Capital COE Brad Gerstner urged Meta to cut staff by 20%, reduce capital spending by $5 billion a year and cap spending on the metaverse to no more than $5 billion annually. Meta doesn’t appear to be following his advice.Meta said it expects operating losses from its Reality Labs unit, which include virtual reality headsets and development of the metaverse, to “grow significantly year over year” in 2023. “Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run,” the company said.In the quarter, Meta lost $3.7 billion in the Reality Labs unit. The “family of apps” segment—the core social media business—had income from operations of $9.3 billion. Advertising revenue in the quarter was $27.2 billion, down 3.6% from a year earlier.Meta said it expects capital spending of $32 billion to $33 billion this year, and $34 billion to $39 billion next year, “driven by our investments in data centers, servers, and network infrastructure.” The range is well above the Street consensus forecast for capital spending for 2023 of $29 billion. The company added that “an increase in AI capacity is driving substantially all of our capital expenditure growth in 2023.”On the news, shares of companies viewed as likely beneficiaries of the company’s aggressive spending plan soared in premarket trading Thursday, with Arista Networks(ANET) up 9.1%, Nvidia (NVDA) up 4.9% and Advanced Micro Devices (AMD) up 2.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988332684,"gmtCreate":1666664076348,"gmtModify":1676537785952,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Cry]&nbsp;","text":"$XPeng Inc.(XPEV)$[Cry]","images":[{"img":"https://community-static.tradeup.com/news/3b8545473938d864ccb0f24c8b0c48e1","width":"1152","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988332684","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912491781,"gmtCreate":1664871438543,"gmtModify":1676537521705,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Cry]&nbsp;[Cry]&nbsp;[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Cry]&nbsp;[Cry]&nbsp;[Facepalm]&nbsp;","text":"$XPeng Inc.(XPEV)$[Cry] [Cry] [Facepalm]","images":[{"img":"https://community-static.tradeup.com/news/47dbd67e4a476259081384bf7970941a","width":"1152","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912491781","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912493753,"gmtCreate":1664871301973,"gmtModify":1676537521678,"author":{"id":"4118549711882402","authorId":"4118549711882402","name":"Stingray02","avatar":"https://community-static.tradeup.com/news/d7f731a958adbfa39d6b387df9c3408f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118549711882402","authorIdStr":"4118549711882402"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912493753","repostId":"2272078402","repostType":4,"repost":{"id":"2272078402","pubTimestamp":1664896628,"share":"https://ttm.financial/m/news/2272078402?lang=&edition=fundamental","pubTime":"2022-10-04 23:17","market":"us","language":"en","title":"2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2272078402","media":"Motley Fool","summary":"Investment bank analysts think both of these stocks have what they need to deliver big gains in the foreseeable future.","content":"<html><head></head><body><p>Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They&#39;re swinging great big bloody paws down on the price of any stock that tries to rise, and there isn&#39;t much that anyone can do about it.</p><p>A bear market may be pushing down all your favorite stocks right now but that doesn&#39;t mean they&#39;ll never recover. In fact, analysts who follow these two stocks think their prices could soar 64.1% to 86.1% higher once the rest of the stock market considers the opportunities in front of their underlying businesses.</p><h2>1. Moderna</h2><p>Shares of <b>Moderna</b> got way ahead of themselves when the biopharmaceutical company&#39;s COVID-19 vaccine was relatively new. Unfortunately, the stock has collapsed by around 75% from the peak it reached in 2021.</p><p>Moderna briefly had one of the highest market values in the entire biopharmaceutical industry. Now that its market cap has receded to around $48 billion, Wall Street analysts think it can outperform. The average price target on this stock represents an 86.1% premium at the moment.</p><p>Sales of Spikevax, Moderna&#39;s COVID-19 vaccine slid from $5.9 billion in the first quarter of 2022 to $4.5 billion during the second. We could see coronavirus vaccine sales stabilize in the last half of the year. In August, the FDA authorized Moderna&#39;s omicron-targeting booster shot for emergency use.</p><p>In addition to COVID-vaccine revenue, Moderna has a chance to launch additional products over the next couple of years. For example, the company has a cytomegalovirus (CMV) vaccine in late clinical-stage testing that could be a very big deal. CMV is a widely prevalent form of herpesvirus that causes severe problems for immunocompromised people everywhere. There aren&#39;t any available vaccines to protect against CMV infections. If Moderna&#39;s becomes the first it could generate billions in annual revenue.</p><h2>2. Pubmatic</h2><p><b>Pubmatic</b> operates a sell-side platform for publishers and application developers that want to maximize the monetization of their online content. The stock soared in 2021, but it&#39;s since fallen around 58% from its all-time high.</p><p>Shares of Pubmatic have been under pressure lately because investors are worried that a global economic slowdown will limit demand for advertising across the board. Analysts on Wall Street aren&#39;t nearly as concerned. The consensus price target on Pubmatic right now suggests a 64.1% gain could be around the corner.</p><p>Analysts aren&#39;t too worried about a global economic slowdown pinching Pubmatic&#39;s ability to grow because the company&#39;s share of the digital advertising business is currently small and rising rapidly. At the end of 2021, the company thinks it had just 3% to 4% of the market for programmatic advertising.</p><p>Pubmatic owns a cloud-based platform that is built from the ground up to handle every imaginable digital ad format, including connected television (CTV). This June, the company&#39;s platform processed 409 billion ad impressions per day and video-related ads are driving growth. CVT revenue in the second quarter soared 150% year over year.</p><p>Investors worried a potential recession will lower overall demand for advertising will be glad to know that Pubmatic&#39;s clients keep coming back for more. The company posted a 130% net-dollar retention rate for the 12 months that ended June 30, 2022.</p><p>It&#39;s easy to see why Pubmatic is pulling market share away from the digital advertising industry&#39;s largest players. Google and Facebook are losing ground to companies like Pubmatic because they operate what industry experts refer to as walled gardens. Instead of partnering with either publishers or advertisers, Facebook and Google are active on both sides of the advertising equation. With a better operating model than its enormous competitors, Pubmatic&#39;s business, and its stock price could rise dramatically once the present fear of recession gives way to enthusiasm for a subsequent recovery period.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street</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\">\n2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They're swinging great big bloody paws down on the price of any stock that tries to rise, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PUBM":"PubMatic, Inc.","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272078402","content_text":"Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They're swinging great big bloody paws down on the price of any stock that tries to rise, and there isn't much that anyone can do about it.A bear market may be pushing down all your favorite stocks right now but that doesn't mean they'll never recover. In fact, analysts who follow these two stocks think their prices could soar 64.1% to 86.1% higher once the rest of the stock market considers the opportunities in front of their underlying businesses.1. ModernaShares of Moderna got way ahead of themselves when the biopharmaceutical company's COVID-19 vaccine was relatively new. Unfortunately, the stock has collapsed by around 75% from the peak it reached in 2021.Moderna briefly had one of the highest market values in the entire biopharmaceutical industry. Now that its market cap has receded to around $48 billion, Wall Street analysts think it can outperform. The average price target on this stock represents an 86.1% premium at the moment.Sales of Spikevax, Moderna's COVID-19 vaccine slid from $5.9 billion in the first quarter of 2022 to $4.5 billion during the second. We could see coronavirus vaccine sales stabilize in the last half of the year. In August, the FDA authorized Moderna's omicron-targeting booster shot for emergency use.In addition to COVID-vaccine revenue, Moderna has a chance to launch additional products over the next couple of years. For example, the company has a cytomegalovirus (CMV) vaccine in late clinical-stage testing that could be a very big deal. CMV is a widely prevalent form of herpesvirus that causes severe problems for immunocompromised people everywhere. There aren't any available vaccines to protect against CMV infections. If Moderna's becomes the first it could generate billions in annual revenue.2. PubmaticPubmatic operates a sell-side platform for publishers and application developers that want to maximize the monetization of their online content. The stock soared in 2021, but it's since fallen around 58% from its all-time high.Shares of Pubmatic have been under pressure lately because investors are worried that a global economic slowdown will limit demand for advertising across the board. Analysts on Wall Street aren't nearly as concerned. The consensus price target on Pubmatic right now suggests a 64.1% gain could be around the corner.Analysts aren't too worried about a global economic slowdown pinching Pubmatic's ability to grow because the company's share of the digital advertising business is currently small and rising rapidly. At the end of 2021, the company thinks it had just 3% to 4% of the market for programmatic advertising.Pubmatic owns a cloud-based platform that is built from the ground up to handle every imaginable digital ad format, including connected television (CTV). This June, the company's platform processed 409 billion ad impressions per day and video-related ads are driving growth. CVT revenue in the second quarter soared 150% year over year.Investors worried a potential recession will lower overall demand for advertising will be glad to know that Pubmatic's clients keep coming back for more. The company posted a 130% net-dollar retention rate for the 12 months that ended June 30, 2022.It's easy to see why Pubmatic is pulling market share away from the digital advertising industry's largest players. Google and Facebook are losing ground to companies like Pubmatic because they operate what industry experts refer to as walled gardens. Instead of partnering with either publishers or advertisers, Facebook and Google are active on both sides of the advertising equation. With a better operating model than its enormous competitors, Pubmatic's business, and its stock price could rise dramatically once the present fear of recession gives way to enthusiasm for a subsequent recovery period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}