pangspurs personal page - To The Moon

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03-02

$First Republic Bank (San Francisco, California)(FRCB)$ wtf

02-27

$First Republic Bank (San Francisco, California)(FRCB)$

2024-05-05

$First Republic Bank (San Francisco, California)(FRCB)$

2021-06-25

All the way, to the moon

Sorry, the original content has been removed

2021-07-31

USD to the moon

SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch

2021-06-11

No fear guys, nothing can stop us

Sorry, the original content has been removed

09-22

$ComfortDelGro(C52.SI)$ waiting for u at $1.69

2022-10-20

Gg loh

Alibaba: It Could Get Worse

2021-06-18

Ya, apple still the number 1 in the world now

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2021-06-07

To the moon.. Lol

Sorry, the original content has been removed

2021-07-31

Great, buy buy

5 Best Dividend Stocks to Buy in August

2022-10-28

Ya

Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services

2021-07-14

Drop abit it's OK.. But to the moon there after

S&P 500 and Nasdaq end down after hitting record highs

2021-06-06

Cbs

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2021-05-27

Ok

June Outlook: Inflation, Jobs, And The Fed Take Center Stage In Month Ahead

2021-05-17

Ohh.. Nice

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2021-05-12

Nothing loh

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2022-09-25

Chiong lah

Sorry, the original content has been removed

2022-11-29

Good article

Is Sea Limited Stock Still a Buy After Jumping 36%?

2022-05-18

Wa liao, a see saw thug of war leh

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Go to Tiger App to see more news

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back?","images":[{"img":"https://community-static.tradeup.com/news/75d14fc2e87899ebb38dfce5ba44e8ca","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505721142370856","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":485803687391472,"gmtCreate":1759635084045,"gmtModify":1759635087736,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP iEdge SREIT ETF S$(SRT.SI)$ </a> all the way, reits just started rally only..&nbsp;","listText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP iEdge SREIT ETF S$(SRT.SI)$ </a> all the way, reits just started rally only..&nbsp;","text":"$CSOP iEdge SREIT ETF S$(SRT.SI)$ all the way, reits just started rally only..","images":[{"img":"https://community-static.tradeup.com/news/7d9d830e3311ffb3bc97219e946de232","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/485803687391472","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483609759072560,"gmtCreate":1759099208303,"gmtModify":1759099211470,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$ComfortDelGro(C52.SI)$ </a> target at $1.69","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$ComfortDelGro(C52.SI)$ </a> target at $1.69","text":"$ComfortDelGro(C52.SI)$ target at $1.69","images":[{"img":"https://community-static.tradeup.com/news/24e34e2a25d1d949ced0730af37e0bff","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483609759072560","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481117670904384,"gmtCreate":1758494551102,"gmtModify":1758527325653,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$ComfortDelGro(C52.SI)$ </a> waiting for u at $1.69","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$ComfortDelGro(C52.SI)$ </a> waiting for u at $1.69","text":"$ComfortDelGro(C52.SI)$ waiting for u at $1.69","images":[{"img":"https://community-static.tradeup.com/news/d48d978433925402053e9eb3b5920602","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/481117670904384","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010931","authorIdStr":"10000000000010931"},"content":"Haha, patience at $1.69 could reward nicely.","text":"Haha, patience at $1.69 could reward nicely.","html":"Haha, patience at $1.69 could reward nicely."},{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"$1.69 for C52.SI? Hope it hits, but don’t wait too long!","text":"$1.69 for C52.SI? Hope it hits, but don’t wait too long!","html":"$1.69 for C52.SI? Hope it hits, but don’t wait too long!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":409161606561976,"gmtCreate":1740882943246,"gmtModify":1740886368849,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TVV.SI\">$OxPay Financial(TVV.SI)$ </a> wtf","listText":"<a href=\"https://ttm.financial/S/TVV.SI\">$OxPay Financial(TVV.SI)$ </a> wtf","text":"$OxPay Financial(TVV.SI)$ wtf","images":[{"img":"https://community-static.tradeup.com/news/ae90a158fc803919dd88b76dabac8ece","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409161606561976","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":409160144789912,"gmtCreate":1740882891528,"gmtModify":1740886368382,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a> wtf","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a> wtf","text":"$First Republic Bank (San Francisco, California)(FRCB)$ wtf","images":[{"img":"https://community-static.tradeup.com/news/823fa83bfa228ee8e53f5a09430f1aab","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409160144789912","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407903809483176,"gmtCreate":1740609306304,"gmtModify":1740609310396,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","text":"$First Republic Bank (San Francisco, California)(FRCB)$","images":[{"img":"https://community-static.tradeup.com/news/dcd3d7108061697a0b40161e43f517de","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407903809483176","isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":302507837505776,"gmtCreate":1714873969007,"gmtModify":1714873974206,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","text":"$First Republic Bank (San Francisco, California)(FRCB)$","images":[{"img":"https://community-static.tradeup.com/news/67147f1c30b867349571e297519807f9","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302507837505776","isVote":1,"tweetType":1,"viewCount":2843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962005755,"gmtCreate":1669675996178,"gmtModify":1676538220232,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962005755","repostId":"2286817995","repostType":4,"repost":{"id":"2286817995","kind":"highlight","pubTimestamp":1669650309,"share":"https://ttm.financial/m/news/2286817995?lang=en_US&edition=fundamental","pubTime":"2022-11-28 23:45","market":"sg","language":"en","title":"Is Sea Limited Stock Still a Buy After Jumping 36%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2286817995","media":"Motley Fool","summary":"Investors should look beyond a few days of market reaction when making investing decisions.","content":"<div>\n<p>KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/\">Source Link</a>\n\n</div>\n","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>Is Sea Limited Stock Still a Buy After Jumping 36%?</title>\n<style 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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\">\nIs Sea Limited Stock Still a Buy After Jumping 36%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286817995","content_text":"KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-term potential.Sea Limited has been a winning investment since its debut on the public markets in 2017, returning 229% compared to the S&P 500's 57%. It has also been a volatile stock, and large price swings have not been uncommon.In a recent example, Sea's Q3 of 2022 delighted Wall Street and shares popped 36% the day after the report. Even with some backsliding in the days since, the stock is still up 17% post-earnings.For investors who have been considering buying shares, this sudden share price appreciation may make it seem like the opportunity has been missed. I don't believe that's the case at all. Let's dig in and see why.Taking the long viewThe recent price pop may be intimidating to investors considering buying shares, but a step back shows that even with the post-earnings jump, Sea Limited has had a rough go of it recently.SE data by YChartsAs this chart shows, while Sea has beaten the market over the long term, it's been a wild ride and shares are down drastically since late 2021. In fact, as of this writing, Sea's stock is down 85% off its high. It's important to understand that this drop includes the recent stock pop.But how has the business done?Sea Limited operates in three segments, and put simply the company is the preeminent gaming, e-commerce, and fintech company in Southeast Asia. During the market bull run that followed the COVID-19 crash of early 2020, Sea caught investors' attention with its regular triple-digit revenue growth, which helped drive the parabolic share appreciation.However, at the same time, Sea was unprofitable and mostly free-cash-flow negative. While this is not uncommon for businesses that are in growth mode, the market began to sour on Sea once the revenue growth slowed.What's interesting about the recently reported Q3 is that the results weren't overly impressive. Revenue increased 17% year over year and the net loss was $569 million, a slight improvement from a loss of $573 million in Q3 of 2021.In fact, while revenue has grown, Sea has seen increasing net losses and continued cash burn over the past three years. The fact that this quarter caused such a share jump is curious considering the report was essentially more of the same.SE Revenue (TTM) data by YChartsIs the earning jump a signal or noise?So what caused the pop after earnings? Part of the reaction was likely that the company beat analyst guidance on the top and bottom lines, but more likely it was due to management's commentary on the earnings call.As mentioned above, Sea hasn't made any meaningful progress toward profitability despite impressive revenue growth over several years. According to Sea's CEO Forrest Li, that could change in the coming quarters.Citing the changing macroeconomic environment and his company's need to adapt in order to survive, Li said, \"We have entirely shifted our mindset and focus from growth, to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.\"While no definite timelines were provided by management, there have been reports of layoffs over the past six months, and the management team will be forgoing salaries until the company reaches self-sufficiency.Is Sea a buy right now?For investors who believe in the long-term potential of Sea's business segments, a focus on profitability could be good news for long-term shareholder returns. Additionally, from a valuation standpoint, now could be a great time to buy shares and see if that thesis plays out. Sea's current price-to-sales ratio is 2.5, only slightly above its all-time low of 1.9. That said, the path to profitability could take some time, so it may be worth giving Sea several quarters to prove it can walk the walk.Bottom line, the recent 36% stock jump should not play into any investor's decision about buying shares. Any investing decision should be made based on Sea' future potential and the price paid relative to that potential.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986885667,"gmtCreate":1666922831859,"gmtModify":1676537831904,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986885667","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","kind":"news","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=en_US&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what&#39;s to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company&#39;s earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock&#39;s outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business&#39;s strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple&#39;s September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family&#39;s base model equivalents.</p><p>We believe Apple&#39;s resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple&#39;s prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management&#39;s allusion to &#34;strength of [Apple&#39;s] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high&#34; kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors&#39; concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple&#39;s sprawling influence over the consumer end-market. This is further corroborated by Apple&#39;s earnings beat, underscoring the strength of Services&#39; margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year&#39;s selloff, which raises concerns that it may become more &#34;vulnerable&#34; to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business&#39; robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple&#39;s valuation over the longer term, which reinforces the stock&#39;s$3 trillion thesis. Paired with Apple&#39;s upbeat F4Q22 results and management&#39;s positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple&#39;s Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple&#39;s Services segment is becoming increasingly core to the company&#39;s long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors&#39; ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (&#34;CAGR&#34;) of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple&#39;s services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple&#39;s sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p>We see Services&#39; critical role in safeguarding Apple&#39;s bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company&#39;s recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment&#39;s momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a &#34;cheaper&#34; alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+&#39;s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was &#34;introduced at a very low price because it started with just a few shows and movies.&#34; But now, it has grown into an extensive library of &#34;award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,&#34; which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as &#34;Friday Night Baseball&#34; - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+&#39;s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max&#39;s ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+&#39;s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify&#39;s (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service&#39;s already laggard market share(~15%) compared to Spotify&#39;s (&gt;30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment&#39;s bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple&#39;s service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple&#39;s Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment&#39;s profit margins - an increasingly prominent driver of Apple&#39;s free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple&#39;s most core operating regions - China currently accounts of about a fifth of the company&#39;s consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple&#39;s importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple&#39;s power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant&#39;s &#34;size and importance to suppliers&#34; was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company&#39;s massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple&#39;s upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple&#39;s pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple&#39;s rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment&#39;s growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple&#39;s transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company&#39;s potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple&#39;s services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple&#39;s iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for &#34;nearly a fifth&#34; of the S&amp;P 500&#39;s value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple&#39;s valuation remains lofty at &#34;23x forward earnings, above both its long-term average and the market overall,&#34; which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company&#39;s fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</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>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</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\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983273542,"gmtCreate":1666263109286,"gmtModify":1676537732233,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Gg loh","listText":"Gg loh","text":"Gg loh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983273542","repostId":"1111819580","repostType":4,"repost":{"id":"1111819580","kind":"news","pubTimestamp":1666254743,"share":"https://ttm.financial/m/news/1111819580?lang=en_US&edition=fundamental","pubTime":"2022-10-20 16:32","market":"us","language":"en","title":"Alibaba: It Could Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1111819580","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.A","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba spiked by over 7% sequentially and it&#39;s up nearly 50% since April.</li><li>Alibaba&#39;s prospects appear to be deteriorating almost every other week which is probably why it&#39;s quickly becoming popular in shorting circles.</li><li>The stock seems set to fall further and investors may want to avoid trying to catch falling knives.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.</p><h2><b>Elevated Shorting Activity</b></h2><p>Let me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.</p><p>This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.</p><p><img src=\"https://static.tigerbbs.com/bf2f95098c8f6d45998f55472f8d16d6\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Next, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.</p><p><img src=\"https://static.tigerbbs.com/6019ac925a96524d96e2dc53d1823155\" tg-width=\"382\" tg-height=\"650\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>This raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?</p><h2><b>Reasons Fueling Pessimism</b></h2><p>First of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.</p><p><img src=\"https://static.tigerbbs.com/a02a8cdb767bb27a98904344d984815f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQiant.com</p><p>The Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.</p><p>Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.</p><p>The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.</p><p>It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.</p><p><img src=\"https://static.tigerbbs.com/e9940fbe16823a8aecadd41f1e3818a9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>What exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it&#39;ll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.</p><p><img src=\"https://static.tigerbbs.com/5c95dde41ca2ea45ca9c28867d815701\" tg-width=\"640\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>There’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!</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: It Could Get Worse</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: It Could Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111819580","content_text":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's quickly becoming popular in shorting circles.The stock seems set to fall further and investors may want to avoid trying to catch falling knives.Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.Elevated Shorting ActivityLet me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.BusinessQuant.comNext, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.BusinessQuant.comThis raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?Reasons Fueling PessimismFirst of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.BusinessQiant.comThe Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.Data byYChartsWhat exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it'll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.BusinessQuant.comThere’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.Final ThoughtsThe takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911911906,"gmtCreate":1664112478705,"gmtModify":1676537392006,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Chiong lah&nbsp;","listText":"Chiong lah&nbsp;","text":"Chiong lah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911911906","repostId":"1174972978","repostType":2,"isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936831543,"gmtCreate":1662737892982,"gmtModify":1676537131060,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936831543","repostId":"9936806995","repostType":1,"repost":{"id":9936806995,"gmtCreate":1662735766017,"gmtModify":1676537130412,"author":{"id":"9000000000000170","authorId":"9000000000000170","name":"AdamDavis","avatar":"https://static.tigerbbs.com/7eb1cb09f8f55a20c6228dcc5f1ec806","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000170","authorIdStr":"9000000000000170"},"themes":[],"htmlText":"I know INFLATE, but REFLATE ? inflate again ? I looked it up ! expand the level of output of (an economy) by government stimulus, using either fiscal or monetary policy: \"Western states pressured Schmidt to reflate the West German economy faster\" 9/8/22&nbsp;<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a> Merrill Lynch report We expect the back half of the reset period to last approximately six to nine months. During this period, we believe corporate earnings will be adjusted lower, valuations will normalize, Treasury yields will likely peak, inflation will continue to fall, the European economic landscape will likely face one of the most difficult winter periods in decades, China will REFLATE and the tightening of financial conditions by the Fed will start to bite even more","listText":"I know INFLATE, but REFLATE ? inflate again ? I looked it up ! expand the level of output of (an economy) by government stimulus, using either fiscal or monetary policy: \"Western states pressured Schmidt to reflate the West German economy faster\" 9/8/22&nbsp;<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a> Merrill Lynch report We expect the back half of the reset period to last approximately six to nine months. During this period, we believe corporate earnings will be adjusted lower, valuations will normalize, Treasury yields will likely peak, inflation will continue to fall, the European economic landscape will likely face one of the most difficult winter periods in decades, China will REFLATE and the tightening of financial conditions by the Fed will start to bite even more","text":"I know INFLATE, but REFLATE ? inflate again ? I looked it up ! expand the level of output of (an economy) by government stimulus, using either fiscal or monetary policy: \"Western states pressured Schmidt to reflate the West German economy faster\" 9/8/22 $Bank of America(BAC)$ Merrill Lynch report We expect the back half of the reset period to last approximately six to nine months. During this period, we believe corporate earnings will be adjusted lower, valuations will normalize, Treasury yields will likely peak, inflation will continue to fall, the European economic landscape will likely face one of the most difficult winter periods in decades, China will REFLATE and the tightening of financial conditions by the Fed will start to bite even more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936806995","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931690433,"gmtCreate":1662440521422,"gmtModify":1676537061035,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931690433","repostId":"2264713810","repostType":2,"repost":{"id":"2264713810","kind":"news","pubTimestamp":1662422226,"share":"https://ttm.financial/m/news/2264713810?lang=en_US&edition=fundamental","pubTime":"2022-09-06 07:57","market":"us","language":"en","title":"Palantir: Down 80% - Move Slowly, Size Properly, And Diversify","url":"https://stock-news.laohu8.com/highlight/detail?id=2264713810","media":"Seeking Alpha","summary":"SummaryPalantir is down 80% from its all-time high.Investors getting back to even face a tough road ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is down 80% from its all-time high.</li><li>Investors getting back to even face a tough road ahead.</li><li>Volatility can cloud judgment and amplifies emotions.</li><li>PLTR could be a Buy for certain investors; I&#39;m cautiously optimistic.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5161cf24383825916fdda5a8d1265e6a\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Maria Symchych-Navrotska</span></p><p><b>Down 80%</b></p><p>Palantir (NYSE:PLTR) is down 80% from its all-time high. Actually, to be very precise, PLTR is down 81%, but what&#39;s 1% between friends?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95e793f0a76a887f0d46cde8613a143b\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>PLTR data by YCharts</span></p><p>So, what was happening back then?</p><ul><li>Palantir Technologiesbags new $22.5M contract in Japan</li><li>Fujitsu signs $8M contract as Palantir Foundry customer</li><li>Palantir selected to work on Army’s Ground Station modernization</li><li>Palantir announces multi-million dollar deal with PG&amp;E</li><li>Palantir shares surge 25% ahead of Demo Day</li></ul><p>It certainly wasn&#39;t all good news:</p><ul><li>Palantir cut to sell at Citi ahead of lockup, decelerating growth</li></ul><p>Yet, we were in the days of Wall Street Bets going wild. And, the key back in early 2021 was that PLTR was riding high on sentiment, <i>and retail</i>. At that point in time, few people were thinking about &#34;macro&#34; at all:</p><blockquote>Retail trading is definitely changing the way markets function, but what really seems to matter is that we now have a stock picker&#39;s market for the first time since the dot-com bubble. That means stocks may be less sensitive to the broader economy than they used to be, while the professionals need to pay attention to a new generation of investors that entered the scene after the rise of commission-free trading. Instead of following many of the upgrades and downgrades on Wall Street, they&#39;re doing their own research on platforms like Seeking Alpha, and signaling a new era to the DIY investing atmosphere.</blockquote><p>Of course, we know from even the most basic charts that retail went sour and macro has taken over for now: interest rates, inflation, war, just to name a few factors that have taken hold. I was rather clear about this in May 2022:</p><blockquote>The biggest macro story last year into this year was that growth was shifting to value. Of course, PLTR is clearly in the growth category. However, at this time, we have the perfect storm of inflation, supply chain issues, growth out of favor, and way more. Just about everything is against PLTR in the grand view.</blockquote><p><b>Are We Really Down 80%</b></p><p>This is where things get tricky. I&#39;m down about 35% because my cost basis is over $11. It&#39;s not too hard to mathematically figure out how far an investor is down. It&#39;s also not mathematically hard to figure out how much is required to get back to even. The problem is that it&#39;s psychologically difficult to put losses and gains together.Here&#39;s what I mean:</p><blockquote>One of the more compelling aspects of investing is the math of gains and losses. Very simply, a 50% gain does not allow a portfolio to recover from a 50% loss. In fact, a 100% gain is required to restore a 50% loss.</blockquote><p>Here&#39;s a compelling picture to better understand how this works:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b77ef4ec0b7a3bd2e6445460fe02376\" tg-width=\"640\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>The Math of Recovery From a Portfolio Loss (Craig Israelsen, Ph.D.)</span></p><p>Importantly, this also applies to any individual stock. The math doesn&#39;t change because we&#39;re looking at the S&amp;P 500 (SPY) or PLTR.</p><p>Making this personal, I&#39;m down 35% so PLTR needs to gain about 54% from here for me to get back to even on my investment. As I&#39;m writing this up, PLTR is trading at $7.40 so I can multiply by 1.54 (i.e., 54%) to see that is how I get back to my cost basis of $11.40.</p><p>Again, I must stress that the math isn&#39;t too difficult. The decline is easy to calculate. And, the gain is easy to calculate. But, what happens is that we anchor to our starting price, so the recovery feels extra painful. Pain and pleasure are not symmetric.</p><blockquote>If there is a tiger chasing after you versus a suitcase full of money in front of you, which would motivate the average person to act quickly? Avoiding a certain amount of immediate pain wins over gaining immediate pleasure every time. Studies have demonstrated time and time again that people will do much more to avoid short-term pain than they will to gain short-term pleasure.</blockquote><p>This is why having a long-term view of an investment is so critical. The more you check your investments, like PLTR, the more likely you are to feel bad. This is true even when the stock is mostly going up, because every tick down is 2-3x more painful than one tick up. Furthermore, this also partially explains why it&#39;s critical to have a portfolio that makes you comfortable. In other words, diversification helps to moderate feelings because quite often at least some investments are going up.</p><p><b>Putting The &#34;Loss&#34; in Perspective</b></p><p>My little psychology lesson here is of paramount importance. If you believe that PLTR is a meme stock, then you will be thinking of PLTR as a short-term play. It&#39;s quite likely that selling will happen on big dips and it will be painful.</p><p>On the other hand, if you believe Alex Karp, in that PLTR is a long-term play, then your patience will grow dramatically.Hat Tip to Samuel Smith for clarifying this, in regards to Karp speaking at the World Economic Forum:</p><blockquote>Given the required scale, scope, and strength of enterprise software products, PLTR typically takes up to 5 years to fully build them. As a result, the true value of PLTR at any point in time is often never fully appreciated until ~5 years down the road. The bright side of this, however, is that due to the length of time required for fully building and implementing a new enterprise software product, they often have even longer durations in the marketplace.</blockquote><p>I don&#39;t think I&#39;ve ever really made the case that PLTR was a short play. My minimum is nearly always 2-3 years, often much longer. When you buy PLTR, you better plan on holding a long time or you&#39;ll almost certainly be selling.</p><p>Here, let me help you with that using a simple visual.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb4a1bd8a48e99a7dde89069d38ff1f\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>PLTR 30-Day Rolling Volatility data by YCharts</span></p><p>That&#39;s volatility and it will shake weak hands, forcing them to sell. That&#39;s the fear part of volatility. But keep in mind that volatility also generates greed. When the price is rising like crazy the herd jumps on board:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06bef574ff547e600696e1a28b73f598\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/><span>25% PLTR Share Price Gain Without Any Catalysts (Seeking Alpha)</span></p><p>No new catalysts? That&#39;s not entirely true because we know from the title that this was on the cusp of PLTR&#39;s Demo Day. Emotions. Sentiment. Yes, that&#39;s absolutely true, <i>and the expectations of the herd itself was the catalyst</i>. Although, to be clear, and fair, there was no tangible catalyst on July 22nd, 2021. In any event, we know PLTR will vacillate. I see no reason why this will not continue so &#34;Fair Warning!&#34; is issued again: <i>Here There Be Volatility</i>.</p><p><b>Wrap Up</b></p><p>Most investors holding PLTR are holding onto a capital loss. The downside is the difficult problem of getting back to even, or even moving into the green. We&#39;re all looking to win, right?</p><p>The upside is that it&#39;s now a bit easier to understand PLTR&#39;s price action, with a reference to volatility. Furthermore, it&#39;s a wee bit more simple to know what it will take to get to even, at least in terms of the financials.</p><p>What are the catalysts?Q2 2022 tells us quite a bit:</p><ul><li>Overall Revenue Growth (i.e., $473 million in Q2 2022)</li><li>Customer Count Increases (e.g., Q2 2022 count up to 304 from 169 YoY)</li><li>TAM Expansion (i.e., Gotham, Foundry, Apollo all open for expansion)</li><li>New Products (e.g., Edge AI, HyperAuto, OPIs, Cosmos, Pipeline Builder)</li><li>Developer Community (e.g., Foundry Docs, APIs public, Content Creators)</li></ul><p>Of course, I&#39;m still frustrated by stock-based compensation. Just look up some of my PLTR articles. It comes up many times. But, I also note that I expect that to burn down a lot over the next 2-3 years. We&#39;ll see.</p><p>While I do think that PLTR&#39;s 30% growth is at risk, I said this too:</p><blockquote>I believe that PLTR is still a Hold. Furthermore, I would not consider buying unless we see the price dip below $8, although that might not be low enough to get me to pull the trigger. We&#39;re in rough waters right now. But, again, I do think this is very unique and special company, that should do well over the very long term.</blockquote><p>The company isn&#39;t going bankrupt, or anything remotely that silly. And, we are below $8 at this time. I&#39;m going to very, very cautiously issue a &#34;Buy&#34; of PLTR at this point, for those investors looking to lower their cost basis, and also for those investors who want to tip toe into the company. Tread carefully. Move slowly. Size properly, and be sure to diversify as appropriate for your risk tolerance and portfolio composition.</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>Palantir: Down 80% - Move Slowly, Size Properly, And Diversify</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\">\nPalantir: Down 80% - Move Slowly, Size Properly, And Diversify\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538855-palantir-down-80-percent-move-slowly-size-properly-and-diversify><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is down 80% from its all-time high.Investors getting back to even face a tough road ahead.Volatility can cloud judgment and amplifies emotions.PLTR could be a Buy for certain investors...</p>\n\n<a href=\"https://seekingalpha.com/article/4538855-palantir-down-80-percent-move-slowly-size-properly-and-diversify\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4538855-palantir-down-80-percent-move-slowly-size-properly-and-diversify","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264713810","content_text":"SummaryPalantir is down 80% from its all-time high.Investors getting back to even face a tough road ahead.Volatility can cloud judgment and amplifies emotions.PLTR could be a Buy for certain investors; I'm cautiously optimistic.Maria Symchych-NavrotskaDown 80%Palantir (NYSE:PLTR) is down 80% from its all-time high. Actually, to be very precise, PLTR is down 81%, but what's 1% between friends?PLTR data by YChartsSo, what was happening back then?Palantir Technologiesbags new $22.5M contract in JapanFujitsu signs $8M contract as Palantir Foundry customerPalantir selected to work on Army’s Ground Station modernizationPalantir announces multi-million dollar deal with PG&EPalantir shares surge 25% ahead of Demo DayIt certainly wasn't all good news:Palantir cut to sell at Citi ahead of lockup, decelerating growthYet, we were in the days of Wall Street Bets going wild. And, the key back in early 2021 was that PLTR was riding high on sentiment, and retail. At that point in time, few people were thinking about \"macro\" at all:Retail trading is definitely changing the way markets function, but what really seems to matter is that we now have a stock picker's market for the first time since the dot-com bubble. That means stocks may be less sensitive to the broader economy than they used to be, while the professionals need to pay attention to a new generation of investors that entered the scene after the rise of commission-free trading. Instead of following many of the upgrades and downgrades on Wall Street, they're doing their own research on platforms like Seeking Alpha, and signaling a new era to the DIY investing atmosphere.Of course, we know from even the most basic charts that retail went sour and macro has taken over for now: interest rates, inflation, war, just to name a few factors that have taken hold. I was rather clear about this in May 2022:The biggest macro story last year into this year was that growth was shifting to value. Of course, PLTR is clearly in the growth category. However, at this time, we have the perfect storm of inflation, supply chain issues, growth out of favor, and way more. Just about everything is against PLTR in the grand view.Are We Really Down 80%This is where things get tricky. I'm down about 35% because my cost basis is over $11. It's not too hard to mathematically figure out how far an investor is down. It's also not mathematically hard to figure out how much is required to get back to even. The problem is that it's psychologically difficult to put losses and gains together.Here's what I mean:One of the more compelling aspects of investing is the math of gains and losses. Very simply, a 50% gain does not allow a portfolio to recover from a 50% loss. In fact, a 100% gain is required to restore a 50% loss.Here's a compelling picture to better understand how this works:The Math of Recovery From a Portfolio Loss (Craig Israelsen, Ph.D.)Importantly, this also applies to any individual stock. The math doesn't change because we're looking at the S&P 500 (SPY) or PLTR.Making this personal, I'm down 35% so PLTR needs to gain about 54% from here for me to get back to even on my investment. As I'm writing this up, PLTR is trading at $7.40 so I can multiply by 1.54 (i.e., 54%) to see that is how I get back to my cost basis of $11.40.Again, I must stress that the math isn't too difficult. The decline is easy to calculate. And, the gain is easy to calculate. But, what happens is that we anchor to our starting price, so the recovery feels extra painful. Pain and pleasure are not symmetric.If there is a tiger chasing after you versus a suitcase full of money in front of you, which would motivate the average person to act quickly? Avoiding a certain amount of immediate pain wins over gaining immediate pleasure every time. Studies have demonstrated time and time again that people will do much more to avoid short-term pain than they will to gain short-term pleasure.This is why having a long-term view of an investment is so critical. The more you check your investments, like PLTR, the more likely you are to feel bad. This is true even when the stock is mostly going up, because every tick down is 2-3x more painful than one tick up. Furthermore, this also partially explains why it's critical to have a portfolio that makes you comfortable. In other words, diversification helps to moderate feelings because quite often at least some investments are going up.Putting The \"Loss\" in PerspectiveMy little psychology lesson here is of paramount importance. If you believe that PLTR is a meme stock, then you will be thinking of PLTR as a short-term play. It's quite likely that selling will happen on big dips and it will be painful.On the other hand, if you believe Alex Karp, in that PLTR is a long-term play, then your patience will grow dramatically.Hat Tip to Samuel Smith for clarifying this, in regards to Karp speaking at the World Economic Forum:Given the required scale, scope, and strength of enterprise software products, PLTR typically takes up to 5 years to fully build them. As a result, the true value of PLTR at any point in time is often never fully appreciated until ~5 years down the road. The bright side of this, however, is that due to the length of time required for fully building and implementing a new enterprise software product, they often have even longer durations in the marketplace.I don't think I've ever really made the case that PLTR was a short play. My minimum is nearly always 2-3 years, often much longer. When you buy PLTR, you better plan on holding a long time or you'll almost certainly be selling.Here, let me help you with that using a simple visual.PLTR 30-Day Rolling Volatility data by YChartsThat's volatility and it will shake weak hands, forcing them to sell. That's the fear part of volatility. But keep in mind that volatility also generates greed. When the price is rising like crazy the herd jumps on board:25% PLTR Share Price Gain Without Any Catalysts (Seeking Alpha)No new catalysts? That's not entirely true because we know from the title that this was on the cusp of PLTR's Demo Day. Emotions. Sentiment. Yes, that's absolutely true, and the expectations of the herd itself was the catalyst. Although, to be clear, and fair, there was no tangible catalyst on July 22nd, 2021. In any event, we know PLTR will vacillate. I see no reason why this will not continue so \"Fair Warning!\" is issued again: Here There Be Volatility.Wrap UpMost investors holding PLTR are holding onto a capital loss. The downside is the difficult problem of getting back to even, or even moving into the green. We're all looking to win, right?The upside is that it's now a bit easier to understand PLTR's price action, with a reference to volatility. Furthermore, it's a wee bit more simple to know what it will take to get to even, at least in terms of the financials.What are the catalysts?Q2 2022 tells us quite a bit:Overall Revenue Growth (i.e., $473 million in Q2 2022)Customer Count Increases (e.g., Q2 2022 count up to 304 from 169 YoY)TAM Expansion (i.e., Gotham, Foundry, Apollo all open for expansion)New Products (e.g., Edge AI, HyperAuto, OPIs, Cosmos, Pipeline Builder)Developer Community (e.g., Foundry Docs, APIs public, Content Creators)Of course, I'm still frustrated by stock-based compensation. Just look up some of my PLTR articles. It comes up many times. But, I also note that I expect that to burn down a lot over the next 2-3 years. We'll see.While I do think that PLTR's 30% growth is at risk, I said this too:I believe that PLTR is still a Hold. Furthermore, I would not consider buying unless we see the price dip below $8, although that might not be low enough to get me to pull the trigger. We're in rough waters right now. But, again, I do think this is very unique and special company, that should do well over the very long term.The company isn't going bankrupt, or anything remotely that silly. And, we are below $8 at this time. I'm going to very, very cautiously issue a \"Buy\" of PLTR at this point, for those investors looking to lower their cost basis, and also for those investors who want to tip toe into the company. Tread carefully. Move slowly. Size properly, and be sure to diversify as appropriate for your risk tolerance and portfolio composition.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077047531,"gmtCreate":1658445114023,"gmtModify":1676536158139,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Sell all lah, take money back n give investors&nbsp;","listText":"Sell all lah, take money back n give investors&nbsp;","text":"Sell all lah, take money back n give investors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077047531","repostId":"9077043338","repostType":1,"repost":{"id":9077043338,"gmtCreate":1658444582324,"gmtModify":1676536157987,"author":{"id":"4087276116941030","authorId":"4087276116941030","name":"MSing","avatar":"https://static.tigerbbs.com/db658fd601b9f3f98c0d3d85348a1aab","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087276116941030","authorIdStr":"4087276116941030"},"themes":[],"htmlText":"SingPost is “examining options” of its property holdings that consist mainly of the SingPost Centre, says CEO Vincent Phang at the company’s annual general meeting on July 21.Besides housing the postal operator’s headquarters and mail processing facility, there are also commercial spaces including office space as well as a retail mall, which has a gross floor area of 269,000 sq ft and a net lettable area of 178,000 sq ft.The redevelopment of the mall space, costing some $150 million, was completed in 2017.The mall space is managed by CapitaLand, which of course is known for its string of malls and REITs.“We recognise the potential of the Paya Lebar precinct with the government’s latest urban development plans,” says Phang, without referring to adjacent developments including Paya Lebar Qua","listText":"SingPost is “examining options” of its property holdings that consist mainly of the SingPost Centre, says CEO Vincent Phang at the company’s annual general meeting on July 21.Besides housing the postal operator’s headquarters and mail processing facility, there are also commercial spaces including office space as well as a retail mall, which has a gross floor area of 269,000 sq ft and a net lettable area of 178,000 sq ft.The redevelopment of the mall space, costing some $150 million, was completed in 2017.The mall space is managed by CapitaLand, which of course is known for its string of malls and REITs.“We recognise the potential of the Paya Lebar precinct with the government’s latest urban development plans,” says Phang, without referring to adjacent developments including Paya Lebar Qua","text":"SingPost is “examining options” of its property holdings that consist mainly of the SingPost Centre, says CEO Vincent Phang at the company’s annual general meeting on July 21.Besides housing the postal operator’s headquarters and mail processing facility, there are also commercial spaces including office space as well as a retail mall, which has a gross floor area of 269,000 sq ft and a net lettable area of 178,000 sq ft.The redevelopment of the mall space, costing some $150 million, was completed in 2017.The mall space is managed by CapitaLand, which of course is known for its string of malls and REITs.“We recognise the potential of the Paya Lebar precinct with the government’s latest urban development plans,” says Phang, without referring to adjacent developments including Paya Lebar Qua","images":[{"img":"https://community-static.tradeup.com/news/ed0ca9694d284ef3066549ba035ee7c1","width":"1200","height":"667"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077043338","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074436121,"gmtCreate":1658387242863,"gmtModify":1676536151642,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074436121","repostId":"2252872217","repostType":2,"repost":{"id":"2252872217","kind":"highlight","pubTimestamp":1658385619,"share":"https://ttm.financial/m/news/2252872217?lang=en_US&edition=fundamental","pubTime":"2022-07-21 14:40","market":"other","language":"en","title":"3 Cryptos to Avoid No Matter What","url":"https://stock-news.laohu8.com/highlight/detail?id=2252872217","media":"Motley Fool","summary":"The current crypto market may seem ripe for an impressive recovery, but some digital tokens won't be along for that bullish ride.","content":"<div>\n<p>The cryptocurrency market ran into a brick wall last November, just after leading digital currencies such as Ethereum and Bitcoin recorded what still count as their all-time highs. Today, Bitcoin ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/20/3-cryptos-to-avoid-no-matter-what/\">Source Link</a>\n\n</div>\n","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>3 Cryptos to Avoid No Matter What</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\">\n3 Cryptos to Avoid No Matter What\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/20/3-cryptos-to-avoid-no-matter-what/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The cryptocurrency market ran into a brick wall last November, just after leading digital currencies such as Ethereum and Bitcoin recorded what still count as their all-time highs. Today, Bitcoin ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/20/3-cryptos-to-avoid-no-matter-what/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/07/20/3-cryptos-to-avoid-no-matter-what/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252872217","content_text":"The cryptocurrency market ran into a brick wall last November, just after leading digital currencies such as Ethereum and Bitcoin recorded what still count as their all-time highs. Today, Bitcoin trades 67% below the soaring record prices of last fall, and Ethereum has taken a 69% haircut.At the same time, the crypto sector has started to show signs of life again. Bitcoin has gained 20% from last week's short-term lows, and Ethereum posted a 49% gain over the same period. Some lesser-known altcoins have delivered even greater weekly returns. Some cryptocurrencies are reporting significant news of their own, and others are simply bouncing back from a period of brutal market pessimism.This recovery may or may not last. It's hard to tell what's going to happen next in the ultra-volatile crypto market. Maybe you want to pick up a few digital coins or tokens at this point, where a sense of stability meets low prices.However, some crypto tokens are just doing a head-fake right now, and I don't expect them to deliver strong returns in the long run. In fact, I wouldn't be surprised to see them falter while the healthy core of the crypto sector executes a full recovery. In short, you shouldn't buy these cryptocurrencies in any market.This failed token has already been replacedThe TerraUSD stablecoin lost its peg to the U.S. dollar in May. That failure to serve as an unshakable financial bedrock had several tragic results.TerraUSD, which was supposed to be worth approximately $1 per token at all times, is now trading at $0.05 per token instead.Investors, developers, and cryptocurrency enthusiasts have lost their confidence in so-called algorithmic stablecoins, backed by other cryptocurrencies and lightning-fast automatic trades instead of gold or cash reserves.The token known as Terra (LUNA) at that time was swiftly replaced by a brand new blockchain, which carries on with the Terra name today. The old token continues to exist under the banner of Terra Classic (LUNC). However, that blockchain network no longer processes transactions and the decentralized finance projects that used to depend on it have moved on to the relaunched Terra ecosystem.Strangely enough, Terra Classic still clings to life with a market cap of $697 million and an average trading volume of more than $120 million per day. The token trades at fractions of a penny, down from a peak value of $119 per token in April.This is a dead project, already replaced by a tweaked version of the same technology platform, and nobody is working to bring it back to life. Terra Classic is not poised for a triumphant return to $100 per token, or even $1 per token for that matter. Your hard-earned money is better invested almost anywhere else, including in the relaunched Terra cryptocurrency.This one was never a serious investmentI'm sorry if you've heard this before, but Dogecoin was never meant to be a serious investment. This cryptocurrency was launched as a joke, using code from a copy-of-a-copy of the original Bitcoin system, but changed in ways that only undermine Dogecoin's viability as a long-term investment.Chiefly, Bitcoin's software has a hard-coded limit that means no more than 21 million Bitcoins will ever exist. Dogecoin started out with a similar cap, but its founding developers removed it for the express purpose of making it worthless as an investment. Gold is expensive because there's only a limited amount of it on this planet. Bitcoin emulates that idea with its firm cap. Dogecoin threw that whole idea out the window, focusing on its dog-themed marketing image instead.Please note that I do not include the seemingly similar Shiba Inu crypto on this list of tokens to avoid at all costs. Shiba Inu was also started as a bit of a joke and comes with a similar dog-faced marketing message, but that's where the similarities end. Shiba Inu is an Ethereum-based crypto network, where all possible tokens were created at the start of the project. There is no mining, there is no inflation, and Shiba Inu could theoretically become valued for its scarcity. I'm not saying that it will, or that you should buy it today, but Shiba Inu is a more robust investment idea than Dogecoin in the long run.I'm just letting you know that Dogecoin can't and shouldn't be taken seriously.Don't jump on the latest hot tipThere are thousands of cryptocurrencies on the market already, and more are joining the party almost every day. Most of the new tokens will stay unknown. One day, their underlying computer networks will stop working and the value of those tokens will go to zero. It's a lot like watching penny stocks on the stock market. Most projects are bound to fail, and some of them are outright scams.Please be careful out there, dear reader. That hot new crypto ticker that just tripled in value overnight will probably evaporate just as quickly. It doesn't matter that the token came with a cool business idea related to real estate in the metaverse, tracking diamonds from the mine to the wedding ring buyer, or managing medical records for retired Marines in Idaho. None of that matters unless the cryptocurrency is managed by a group of competent and trustworthy people, backed by a proper amount of financial assets, and finds real-world usage even in its early days.There are too many blink-and-you-missed-it flashes in the pan to list here. The shallow end of the cryptocurrency market is not a good place to look for wealth-building investments with serious value. Established giants like Ethereum and Bitcoin will serve you better, and you can even invest in crypto-focused stocks instead of cryptocurrencies if you want to dip your toe in these risky waters with a thicker layer of regulations and fiscal safety.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072331676,"gmtCreate":1657949951895,"gmtModify":1676536087563,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Yes yes.... Go go","listText":"Yes yes.... Go go","text":"Yes yes.... Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072331676","repostId":"1198433593","repostType":4,"repost":{"id":"1198433593","kind":"news","pubTimestamp":1657932409,"share":"https://ttm.financial/m/news/1198433593?lang=en_US&edition=fundamental","pubTime":"2022-07-16 08:46","market":"us","language":"en","title":"Should You Buy GOOG on Monday After Its Big Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198433593","media":"investorplace","summary":"You will see that Monday morning with shares ofAlphabet.But don’t get too excited. In this case, $113 = $2,260.That’s impossible, of course. So what’s going on?Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But ","content":"<div>\n<p>We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You ...</p>\n\n<a href=\"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","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>Should You Buy GOOG on Monday After Its Big Split?</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\">\nShould You Buy GOOG on Monday After Its Big Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-16 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You ...</p>\n\n<a href=\"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198433593","content_text":"We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You will see that Monday morning with shares of Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL).But don’t get too excited. In this case, $113 = $2,260.That’s impossible, of course. So what’s going on?GOOG shares are splitting 20:1. After Friday’s close, every single GOOG share gets divided into 20 shares. There will now be 20X more shares on the market, but the price per share be 1/20th of what it used to be.This is not some once-in-a-lifetime bargain to jump on.However, interesting things can and do happen around stock splits. So in today’s Market360, let’s look at whether this particular split is a buying opportunity.Why Would GOOG Split?This is the second time in six weeks that a $2,000 stock has split 20-to-1.Amazon(NASDAQ:AMZN) closed at $2,447 on Friday, June 3. On Monday, June 6, it opened $125.25 after the split. Perhaps not coincidentally, the stock hit its highest price that day since the end of April. As of this writing, it is down about 10% since then.If it feels like you’ve been hearing a lot about stock splits, that’s not because the number of splits has gone up. It’s because big and well-known stocks are doing the splitting.In the last two years, Amazon,Apple(NASDAQ:AAPL),NVIDIA (NASDAQ:NVDA), andTesla (NASDAQ:TSLA) have all split. Tesla has another one in the works — a proposed 3-for-1 split shareholders will vote on at the company’s annual meeting Aug. 4. And one of the crazy meme stocks,GameStop(NYSE:GME), will split 4-for-1 next Friday, July 22.The main reason companies split is to make their shares cheaper. In Alphabet’s case, the 20-to-1 split is an instant 95% price cut. That makes the stock more affordable, especially to individual investors.Honestly, now that investors can buy fractional shares, splitting changes things less than it used to. Still, the companies want to make their stock as accessible as possible to retail investors, and a lower price is the best way to do that.Is the Split an Opportunity?Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But the bottom line is less encouraging. Stocks that split outperformed the market less than half the time.A split by itself is not an automatic buy signal. It is a minor factor when compared to a company’s fundamentals.I have followed Alphabet for a long time. I still think of it as Google, even though it has been almost seven years since the name changed. As you may have seen,MarketWatchhas called me “the advisor who recommended Google before anyone else.”I still like it all of these years later. It is one of the biggest business success stories of our time.But that doesn’t mean I view the stock as a buy all of the time. In fact, right now I would consider it more of a hold.While I think the split could bring in new investors — in fact, I think it could pop 8% on Monday — the biggest problem right now is earnings momentum. Earnings are expected to shrink nearly 3% in the current quarter and about 1% for the fiscal year. Alphabet fell short of expectations last quarter by 3.6%, which isn’t a huge miss, but any miss for the company has been rare in recent years.So, should you run out and snap up shares of GOOG after the split?Well, according to myPortfolio Grader, the answer is no — though that doesn’t mean it’s a sell either.As you can see in the Report Card above, GOOG has been a “Hold” in my Portfolio Grader for about three months now. It holds a C-rating for its Fundamental Grade, which is not bad but reflective of the current earnings situation. Its Quantitative Rating is a bit higher at B, and that may hold up after the split if buying pressure builds.My recommendation is to hang on to GOOG if you own it, but I would be hesitant to buy it now if you don’t. Alphabet is a great company in the midst of an earnings lull, not unlike a lot of other companies. When that tide starts to run, I would expect it to again be a buy at its post-split share price.P.S.If you are looking for a stock to buy right now, I encourage you tocheck out my latest presentationwith the investor known as “The Prophet” — Whitney Tilson.Together, we’ve recommended 37 different stocks for gains of 1,000+%. And today, we’re both making the exact same big prediction.We cover a historic demoin downtown Houston, Texas, that could reshape the market and create millionaires on a single investment.And yes, we providea free recommendation.The only catch is, you’ll want to get in now… while prices are still cheap.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029757013,"gmtCreate":1652833054632,"gmtModify":1676535170165,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Wa liao, a see saw thug of war leh","listText":"Wa liao, a see saw thug of war leh","text":"Wa liao, a see saw thug of war leh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029757013","repostId":"2236205804","repostType":2,"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083805569,"gmtCreate":1650085820798,"gmtModify":1676534645099,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Diamond hand, just continue to buy at dịp.. Valuation too low now","listText":"Diamond hand, just continue to buy at dịp.. Valuation too low now","text":"Diamond hand, just continue to buy at dịp.. Valuation too low now","images":[{"img":"https://community-static.tradeup.com/news/467abadc0b868cbe679b1c4f11e6da4c","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083805569","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816763646,"gmtCreate":1630536576485,"gmtModify":1676530330537,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573639121856550","authorIdStr":"3573639121856550"},"themes":[],"htmlText":"Heard of many investment strategies, short, mid and long term, some even long for long growth dividend investment to a passive income life.. So what is yours?&nbsp;","listText":"Heard of many investment strategies, short, mid and long term, some even long for long growth dividend investment to a passive income life.. So what is yours?&nbsp;","text":"Heard of many investment strategies, short, mid and long term, some even long for long growth dividend investment to a passive income life.. So what is yours?","images":[{"img":"https://static.tigerbbs.com/61dce05e9c6aaf9eb0f3a634915dc048","width":"1600","height":"900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816763646","isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":409160144789912,"gmtCreate":1740882891528,"gmtModify":1740886368382,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a> wtf","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a> wtf","text":"$First Republic Bank (San Francisco, California)(FRCB)$ wtf","images":[{"img":"https://community-static.tradeup.com/news/823fa83bfa228ee8e53f5a09430f1aab","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409160144789912","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407903809483176,"gmtCreate":1740609306304,"gmtModify":1740609310396,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","text":"$First Republic Bank (San Francisco, California)(FRCB)$","images":[{"img":"https://community-static.tradeup.com/news/dcd3d7108061697a0b40161e43f517de","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407903809483176","isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":302507837505776,"gmtCreate":1714873969007,"gmtModify":1714873974206,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank (San Francisco, California)(FRCB)$ </a>&nbsp;","text":"$First Republic Bank (San Francisco, California)(FRCB)$","images":[{"img":"https://community-static.tradeup.com/news/67147f1c30b867349571e297519807f9","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302507837505776","isVote":1,"tweetType":1,"viewCount":2843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122056860,"gmtCreate":1624589620250,"gmtModify":1703841146665,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"All the way, to the moon&nbsp;","listText":"All the way, to the moon&nbsp;","text":"All the way, to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122056860","repostId":"2146023477","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802394317,"gmtCreate":1627715603439,"gmtModify":1703495149260,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"USD to the moon","listText":"USD to the moon","text":"USD to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802394317","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","kind":"news","pubTimestamp":1627706886,"share":"https://ttm.financial/m/news/1167653033?lang=en_US&edition=fundamental","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p>\n<p>This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p>\n<p>“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p>\n<p>This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p>\n<p>The SGD&nbsp;also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p>\n<p>“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p>\n<p>For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p>\n<p>Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p>","source":"lsy1618986048053","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>SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch</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\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous ...</p>\n\n<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181907749,"gmtCreate":1623369539281,"gmtModify":1704201738675,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"No fear guys, nothing can stop us","listText":"No fear guys, nothing can stop us","text":"No fear guys, nothing can stop us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181907749","repostId":"1194129273","repostType":4,"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481117670904384,"gmtCreate":1758494551102,"gmtModify":1758527325653,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$ComfortDelGro(C52.SI)$ </a> waiting for u at $1.69","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$ComfortDelGro(C52.SI)$ </a> waiting for u at $1.69","text":"$ComfortDelGro(C52.SI)$ waiting for u at $1.69","images":[{"img":"https://community-static.tradeup.com/news/d48d978433925402053e9eb3b5920602","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/481117670904384","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010931","idStr":"10000000000010931"},"content":"Haha, patience at $1.69 could reward nicely.","text":"Haha, patience at $1.69 could reward nicely.","html":"Haha, patience at $1.69 could reward nicely."},{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011020","idStr":"10000000000011020"},"content":"$1.69 for C52.SI? Hope it hits, but don’t wait too long!","text":"$1.69 for C52.SI? Hope it hits, but don’t wait too long!","html":"$1.69 for C52.SI? Hope it hits, but don’t wait too long!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9983273542,"gmtCreate":1666263109286,"gmtModify":1676537732233,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Gg loh","listText":"Gg loh","text":"Gg loh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983273542","repostId":"1111819580","repostType":4,"repost":{"id":"1111819580","kind":"news","pubTimestamp":1666254743,"share":"https://ttm.financial/m/news/1111819580?lang=en_US&edition=fundamental","pubTime":"2022-10-20 16:32","market":"us","language":"en","title":"Alibaba: It Could Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1111819580","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.A","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba spiked by over 7% sequentially and it&#39;s up nearly 50% since April.</li><li>Alibaba&#39;s prospects appear to be deteriorating almost every other week which is probably why it&#39;s quickly becoming popular in shorting circles.</li><li>The stock seems set to fall further and investors may want to avoid trying to catch falling knives.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.</p><h2><b>Elevated Shorting Activity</b></h2><p>Let me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.</p><p>This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.</p><p><img src=\"https://static.tigerbbs.com/bf2f95098c8f6d45998f55472f8d16d6\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Next, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.</p><p><img src=\"https://static.tigerbbs.com/6019ac925a96524d96e2dc53d1823155\" tg-width=\"382\" tg-height=\"650\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>This raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?</p><h2><b>Reasons Fueling Pessimism</b></h2><p>First of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.</p><p><img src=\"https://static.tigerbbs.com/a02a8cdb767bb27a98904344d984815f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQiant.com</p><p>The Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.</p><p>Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.</p><p>The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.</p><p>It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.</p><p><img src=\"https://static.tigerbbs.com/e9940fbe16823a8aecadd41f1e3818a9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>What exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it&#39;ll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.</p><p><img src=\"https://static.tigerbbs.com/5c95dde41ca2ea45ca9c28867d815701\" tg-width=\"640\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>There’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!</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: It Could Get Worse</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: It Could Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111819580","content_text":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's quickly becoming popular in shorting circles.The stock seems set to fall further and investors may want to avoid trying to catch falling knives.Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.Elevated Shorting ActivityLet me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.BusinessQuant.comNext, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.BusinessQuant.comThis raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?Reasons Fueling PessimismFirst of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.BusinessQiant.comThe Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.Data byYChartsWhat exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it'll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.BusinessQuant.comThere’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.Final ThoughtsThe takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168628862,"gmtCreate":1623974523556,"gmtModify":1703824997334,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Ya, apple still the number 1 in the world now","listText":"Ya, apple still the number 1 in the world now","text":"Ya, apple still the number 1 in the world now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/168628862","repostId":"1140460323","repostType":4,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"content":"Defintely! Strong! ???","text":"Defintely! Strong! ???","html":"Defintely! Strong! ???"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115516410,"gmtCreate":1623022493530,"gmtModify":1704194336939,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"To the moon.. Lol&nbsp;","listText":"To the moon.. Lol&nbsp;","text":"To the moon.. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115516410","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802394692,"gmtCreate":1627715628816,"gmtModify":1703495149584,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Great, buy buy","listText":"Great, buy buy","text":"Great, buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802394692","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","kind":"news","pubTimestamp":1627704977,"share":"https://ttm.financial/m/news/1173075225?lang=en_US&edition=fundamental","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p>\n<p>That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p>\n<p>If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p>\n<ul>\n <li>EPR Properties (ticker:EPR)</li>\n <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li>\n <li>Pfizer Inc. (PFE)</li>\n <li>Vedanta Ltd. (VEDL)</li>\n <li>Vistra Corp. (VST)</li>\n</ul>\n<p>[Sign up for stock news with our Invested newsletter.]</p>\n<p><b>EPR Properties (EPR)</b></p>\n<p><b>Dividend yield:</b>5.7%</p>\n<p>EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p>\n<p><b>Navient Corp. (NAVI)</b></p>\n<p><b>Dividend yield:</b>3.2%</p>\n<p>Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&amp;P 500, even after that run.</p>\n<p><b>Pfizer Inc. (PFE)</b></p>\n<p><b>Dividend yield:</b>3.6%</p>\n<p>Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p>\n<p><b>Vedanta Ltd. (VEDL)</b></p>\n<p><b>Dividend yield:</b>5.1%</p>\n<p>Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p>\n<p><b>Vistra Corp. (VST)</b></p>\n<p><b>Dividend yield:</b>3.1%</p>\n<p>A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p>","source":"lsy1627705648360","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>5 Best Dividend Stocks to Buy in August</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\">\n5 Best Dividend Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html><strong>US News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VEDL":"Vedanta  Limited","EPR":"EPR不动产","PFE":"辉瑞","NAVI":"Navient Corp","VST":"Vistra Energy Corp."},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1,"symbols_score_info":{"NAVI":0.9,"VEDL":0.9,"BOTB.UK":0.9,"PFE":0.9,"VST":0.9,"EPR":0.9}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986885667,"gmtCreate":1666922831859,"gmtModify":1676537831904,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986885667","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","kind":"news","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=en_US&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what&#39;s to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company&#39;s earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock&#39;s outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business&#39;s strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple&#39;s September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family&#39;s base model equivalents.</p><p>We believe Apple&#39;s resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple&#39;s prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management&#39;s allusion to &#34;strength of [Apple&#39;s] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high&#34; kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors&#39; concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple&#39;s sprawling influence over the consumer end-market. This is further corroborated by Apple&#39;s earnings beat, underscoring the strength of Services&#39; margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year&#39;s selloff, which raises concerns that it may become more &#34;vulnerable&#34; to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business&#39; robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple&#39;s valuation over the longer term, which reinforces the stock&#39;s$3 trillion thesis. Paired with Apple&#39;s upbeat F4Q22 results and management&#39;s positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple&#39;s Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple&#39;s Services segment is becoming increasingly core to the company&#39;s long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors&#39; ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (&#34;CAGR&#34;) of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple&#39;s services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple&#39;s sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p>We see Services&#39; critical role in safeguarding Apple&#39;s bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company&#39;s recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment&#39;s momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a &#34;cheaper&#34; alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+&#39;s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was &#34;introduced at a very low price because it started with just a few shows and movies.&#34; But now, it has grown into an extensive library of &#34;award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,&#34; which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as &#34;Friday Night Baseball&#34; - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+&#39;s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max&#39;s ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+&#39;s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify&#39;s (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service&#39;s already laggard market share(~15%) compared to Spotify&#39;s (&gt;30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment&#39;s bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple&#39;s service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple&#39;s Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment&#39;s profit margins - an increasingly prominent driver of Apple&#39;s free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple&#39;s most core operating regions - China currently accounts of about a fifth of the company&#39;s consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple&#39;s importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple&#39;s power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant&#39;s &#34;size and importance to suppliers&#34; was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company&#39;s massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple&#39;s upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple&#39;s pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple&#39;s rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment&#39;s growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple&#39;s transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company&#39;s potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple&#39;s services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple&#39;s iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for &#34;nearly a fifth&#34; of the S&amp;P 500&#39;s value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple&#39;s valuation remains lofty at &#34;23x forward earnings, above both its long-term average and the market overall,&#34; which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company&#39;s fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</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>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</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\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145813078,"gmtCreate":1626216422594,"gmtModify":1703755531349,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Drop abit it's OK.. But to the moon there after&nbsp;","listText":"Drop abit it's OK.. But to the moon there after&nbsp;","text":"Drop abit it's OK.. But to the moon there after","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145813078","repostId":"2151560584","repostType":4,"repost":{"id":"2151560584","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626207238,"share":"https://ttm.financial/m/news/2151560584?lang=en_US&edition=fundamental","pubTime":"2021-07-14 04:13","market":"us","language":"en","title":"S&P 500 and Nasdaq end down after hitting record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2151560584","media":"Reuters","summary":"JPMorgan drops amid low interest rates\nU.S. consumer prices surge in June\nBoeing slips on new produc","content":"<ul>\n <li>JPMorgan drops amid low interest rates</li>\n <li>U.S. consumer prices surge in June</li>\n <li>Boeing slips on new production problems for 787 Dreamliners</li>\n <li>Indexes: Dow -0.31%, S&amp;P 500 -0.35%, Nasdaq -0.38%</li>\n</ul>\n<p>(Updates following end of session)</p>\n<p>July 13 (Reuters) - The S&amp;P 500 and Nasdaq ended lower on Tuesday after hitting record highs earlier in the session, with investors digesting a jump in consumer prices in June and earnings from JPMorgan and Goldman Sachs that kicked off the quarterly reporting season.</p>\n<p>The S&amp;P 500 and Nasdaq reached fresh record highs but quickly fell into negative territory after an auction of 30-year Treasuries showed less demand than some investors expected and pushed yields higher.</p>\n<p>Data indicated U.S. consumer prices rose by the most in 13 years last month, while so-called core consumer prices surged 4.5% year over year, the largest rise since November 1991.</p>\n<p>Economists viewed the price surge, driven by travel-rated services and used automobiles, as mostly temporary, aligning with Federal Reserve Chair Jerome Powell's long-standing views.</p>\n<p>\"Any time you get an uptick in interest rates the stock market is going to get nervous, especially on a day like today,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.</p>\n<p>The S&amp;P 500 growth index dipped 0.05%, while the value index fell 0.70%.</p>\n<p>\"With growth outperforming value, the takeaway is clearly that inflation from a market perspective is not a real threat in the long term,\" said Keith Buchanan, a portfolio manager at GLOBALT Investments in Atlanta, Georgia.</p>\n<p>Ten of the 11 major S&amp;P 500 sector indexes ended lower, with real estate , consumer discretionary and financials each down more than 1%.</p>\n<p>JPMorgan Chase &amp; Co stock fell 1.5% after the company reported blockbuster quarterly profit growth but warned that the sunny outlook would not make for blockbuster revenues in the short term due to low interest rates.</p>\n<p>Goldman Sachs Group Inc dipped 1.2% after its quarterly earnings exceeded forecasts.</p>\n<p>Citigroup , Wells Fargo &amp; Co and Bank of America were due to report their quarterly results early on Wednesday.</p>\n<p>PepsiCo Inc gained 2.3% after raising its full-year earnings forecast, betting on accelerating demand as COVID-19 restrictions continue to ease.</p>\n<p>June-quarter earnings per share for S&amp;P 500 companies are expected to rise 66%, according to Refinitiv data, with investors questioning how long Wall Street's rally would last after a 16% rise in the benchmark index so far this year.</p>\n<p>All eyes now turn to Fed Chair Jerome Powell's congressional testimony on Wednesday and Thursday for his comments about rising price pressures and monetary support going forward.</p>\n<p>The Dow Jones Industrial Average fell 0.31% to end at 34,888.79 points, while the S&amp;P 500 lost 0.35% to 4,369.21.</p>\n<p>The Nasdaq Composite dropped 0.38% to 14,677.65.</p>\n<p>Conagra Brands Inc dropped 5.4% after the packaged foods company warned that higher raw material and ingredient costs would take a bigger bite out of its profit this year than previously estimated.</p>\n<p>Boeing Co fell 4.2% after the Federal Aviation Administration said late on Monday some undelivered 787 Dreamliners have a new manufacturing quality issue.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.85-to-1 ratio; on Nasdaq, a 3.06-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 61 new highs and 73 new lows.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 10.5 billion average for the full session over the last 20 trading days.</p>\n<p>(Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Cynthia Osterman)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 and Nasdaq end down after hitting record highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 and Nasdaq end down after hitting record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-14 04:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>JPMorgan drops amid low interest rates</li>\n <li>U.S. consumer prices surge in June</li>\n <li>Boeing slips on new production problems for 787 Dreamliners</li>\n <li>Indexes: Dow -0.31%, S&amp;P 500 -0.35%, Nasdaq -0.38%</li>\n</ul>\n<p>(Updates following end of session)</p>\n<p>July 13 (Reuters) - The S&amp;P 500 and Nasdaq ended lower on Tuesday after hitting record highs earlier in the session, with investors digesting a jump in consumer prices in June and earnings from JPMorgan and Goldman Sachs that kicked off the quarterly reporting season.</p>\n<p>The S&amp;P 500 and Nasdaq reached fresh record highs but quickly fell into negative territory after an auction of 30-year Treasuries showed less demand than some investors expected and pushed yields higher.</p>\n<p>Data indicated U.S. consumer prices rose by the most in 13 years last month, while so-called core consumer prices surged 4.5% year over year, the largest rise since November 1991.</p>\n<p>Economists viewed the price surge, driven by travel-rated services and used automobiles, as mostly temporary, aligning with Federal Reserve Chair Jerome Powell's long-standing views.</p>\n<p>\"Any time you get an uptick in interest rates the stock market is going to get nervous, especially on a day like today,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.</p>\n<p>The S&amp;P 500 growth index dipped 0.05%, while the value index fell 0.70%.</p>\n<p>\"With growth outperforming value, the takeaway is clearly that inflation from a market perspective is not a real threat in the long term,\" said Keith Buchanan, a portfolio manager at GLOBALT Investments in Atlanta, Georgia.</p>\n<p>Ten of the 11 major S&amp;P 500 sector indexes ended lower, with real estate , consumer discretionary and financials each down more than 1%.</p>\n<p>JPMorgan Chase &amp; Co stock fell 1.5% after the company reported blockbuster quarterly profit growth but warned that the sunny outlook would not make for blockbuster revenues in the short term due to low interest rates.</p>\n<p>Goldman Sachs Group Inc dipped 1.2% after its quarterly earnings exceeded forecasts.</p>\n<p>Citigroup , Wells Fargo &amp; Co and Bank of America were due to report their quarterly results early on Wednesday.</p>\n<p>PepsiCo Inc gained 2.3% after raising its full-year earnings forecast, betting on accelerating demand as COVID-19 restrictions continue to ease.</p>\n<p>June-quarter earnings per share for S&amp;P 500 companies are expected to rise 66%, according to Refinitiv data, with investors questioning how long Wall Street's rally would last after a 16% rise in the benchmark index so far this year.</p>\n<p>All eyes now turn to Fed Chair Jerome Powell's congressional testimony on Wednesday and Thursday for his comments about rising price pressures and monetary support going forward.</p>\n<p>The Dow Jones Industrial Average fell 0.31% to end at 34,888.79 points, while the S&amp;P 500 lost 0.35% to 4,369.21.</p>\n<p>The Nasdaq Composite dropped 0.38% to 14,677.65.</p>\n<p>Conagra Brands Inc dropped 5.4% after the packaged foods company warned that higher raw material and ingredient costs would take a bigger bite out of its profit this year than previously estimated.</p>\n<p>Boeing Co fell 4.2% after the Federal Aviation Administration said late on Monday some undelivered 787 Dreamliners have a new manufacturing quality issue.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.85-to-1 ratio; on Nasdaq, a 3.06-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 61 new highs and 73 new lows.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 10.5 billion average for the full session over the last 20 trading days.</p>\n<p>(Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","NDAQ":"纳斯达克OMX交易所",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151560584","content_text":"JPMorgan drops amid low interest rates\nU.S. consumer prices surge in June\nBoeing slips on new production problems for 787 Dreamliners\nIndexes: Dow -0.31%, S&P 500 -0.35%, Nasdaq -0.38%\n\n(Updates following end of session)\nJuly 13 (Reuters) - The S&P 500 and Nasdaq ended lower on Tuesday after hitting record highs earlier in the session, with investors digesting a jump in consumer prices in June and earnings from JPMorgan and Goldman Sachs that kicked off the quarterly reporting season.\nThe S&P 500 and Nasdaq reached fresh record highs but quickly fell into negative territory after an auction of 30-year Treasuries showed less demand than some investors expected and pushed yields higher.\nData indicated U.S. consumer prices rose by the most in 13 years last month, while so-called core consumer prices surged 4.5% year over year, the largest rise since November 1991.\nEconomists viewed the price surge, driven by travel-rated services and used automobiles, as mostly temporary, aligning with Federal Reserve Chair Jerome Powell's long-standing views.\n\"Any time you get an uptick in interest rates the stock market is going to get nervous, especially on a day like today,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.\nThe S&P 500 growth index dipped 0.05%, while the value index fell 0.70%.\n\"With growth outperforming value, the takeaway is clearly that inflation from a market perspective is not a real threat in the long term,\" said Keith Buchanan, a portfolio manager at GLOBALT Investments in Atlanta, Georgia.\nTen of the 11 major S&P 500 sector indexes ended lower, with real estate , consumer discretionary and financials each down more than 1%.\nJPMorgan Chase & Co stock fell 1.5% after the company reported blockbuster quarterly profit growth but warned that the sunny outlook would not make for blockbuster revenues in the short term due to low interest rates.\nGoldman Sachs Group Inc dipped 1.2% after its quarterly earnings exceeded forecasts.\nCitigroup , Wells Fargo & Co and Bank of America were due to report their quarterly results early on Wednesday.\nPepsiCo Inc gained 2.3% after raising its full-year earnings forecast, betting on accelerating demand as COVID-19 restrictions continue to ease.\nJune-quarter earnings per share for S&P 500 companies are expected to rise 66%, according to Refinitiv data, with investors questioning how long Wall Street's rally would last after a 16% rise in the benchmark index so far this year.\nAll eyes now turn to Fed Chair Jerome Powell's congressional testimony on Wednesday and Thursday for his comments about rising price pressures and monetary support going forward.\nThe Dow Jones Industrial Average fell 0.31% to end at 34,888.79 points, while the S&P 500 lost 0.35% to 4,369.21.\nThe Nasdaq Composite dropped 0.38% to 14,677.65.\nConagra Brands Inc dropped 5.4% after the packaged foods company warned that higher raw material and ingredient costs would take a bigger bite out of its profit this year than previously estimated.\nBoeing Co fell 4.2% after the Federal Aviation Administration said late on Monday some undelivered 787 Dreamliners have a new manufacturing quality issue.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.85-to-1 ratio; on Nasdaq, a 3.06-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 61 new highs and 73 new lows.\nVolume on U.S. exchanges was 9.5 billion shares, compared with the 10.5 billion average for the full session over the last 20 trading days.\n(Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Cynthia Osterman)","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,"SQQQ":0.9,"QID":0.9,"MNQmain":0.9,".IXIC":0.9,"OEX":0.9,"SDS":0.9,".SPX":0.9,"TQQQ":0.9,".DJI":0.9,"NDAQ":0.9,"QLD":0.9,"PSQ":0.9,"SPY":0.9,"NQmain":0.9,"OEF":0.9,"QQQ":0.9,"UPRO":0.9,"SSO":0.9,"SPXU":0.9,"IVV":0.9,"SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115969496,"gmtCreate":1622946633015,"gmtModify":1704193557945,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Cbs","listText":"Cbs","text":"Cbs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115969496","repostId":"1128534499","repostType":4,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132948984,"gmtCreate":1622069389848,"gmtModify":1704178685214,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132948984","repostId":"1107926084","repostType":4,"repost":{"id":"1107926084","kind":"news","pubTimestamp":1622042301,"share":"https://ttm.financial/m/news/1107926084?lang=en_US&edition=fundamental","pubTime":"2021-05-26 23:18","market":"us","language":"en","title":"June Outlook: Inflation, Jobs, And The Fed Take Center Stage In Month Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1107926084","media":"benzinga","summary":"A lot’s happening in June, but the most intense focus could be on a single event the afternoon of Ju","content":"<div>\n<p>A lot’s happening in June, but the most intense focus could be on a single event the afternoon of June 16.That’s when the Federal Open Market Committee (FOMC) wraps up its June meeting and Fed ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/05/21300753/june-outlook-inflation-jobs-and-the-fed-take-center-stage-in-month-ahead\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>June Outlook: Inflation, Jobs, And The Fed Take Center Stage In Month Ahead</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJune Outlook: Inflation, Jobs, And The Fed Take Center Stage In Month Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/05/21300753/june-outlook-inflation-jobs-and-the-fed-take-center-stage-in-month-ahead><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot’s happening in June, but the most intense focus could be on a single event the afternoon of June 16.That’s when the Federal Open Market Committee (FOMC) wraps up its June meeting and Fed ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/05/21300753/june-outlook-inflation-jobs-and-the-fed-take-center-stage-in-month-ahead\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/earnings/21/05/21300753/june-outlook-inflation-jobs-and-the-fed-take-center-stage-in-month-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107926084","content_text":"A lot’s happening in June, but the most intense focus could be on a single event the afternoon of June 16.That’s when the Federal Open Market Committee (FOMC) wraps up its June meeting and Fed Chairman Jerome Powell addresses reporters. While a Powell press conference is important whenever it happens, this one has more significance than usual because of what the Fed said at its April meeting.Minutes from that gathering raised the chance of the Fed beginning to plan some sort of “taper” if the economy keeps galloping along. Remember, the Fed’s been snapping up $120 billion in Treasury bonds and mortgage-backed securities each month to provide liquidity and keep rates low during the pandemic, but has said it will begin “tapering,” or slowing the pace of those purchases, if certain employment parameters are met. Chances of a taper happening in the relatively near future suddenly appeared more likely based on the following words in the April minutes:“A number of participants suggested that if the economy continued to make rapid progress toward the Committee’s goals, it might be appropriate at some point in upcoming meetings to begin discussing a plan for adjusting the pace of asset purchases.”That statement appeared to surprise some analysts. They hadn’t expected the FOMC to publicly ponder actual tapering until possibly later this year. Those words, along with a string of robust economic data and earnings numbers, might have investors on tenterhooks waiting to hear the Fed’s fresh thinking on June 16. Will it give any hint of how long it’s willing to let things continue rolling full steam ahead? Just how worried are Powell and company about rising prices?Any sign that the Fed is ready to taper earlier than expected could cause Treasury yields to rise and potentially put pressure on the stock market.As The Fed Turns...It’s hard to blame Fed officials for wondering if the economy might be on the verge of overheating. After all, Q1 gross domestic product (GDP) grew more than 6%, the highest in decades. Layoffs appear to be trending much lower, if weekly initial jobless claims are correct, and many companies said during Q1 earnings season that they’re having supply chain issues even while paying more for the raw materials they need. This raises concerns about producer inflation making its way to consumers.The final straw might have been April’s consumer price index (CPI), which showed more than 4% year-over-year growth, the highest in a decade. Core month-over-month CPI saw its sharpest rise since April 1982, when President Reagan was serving his first term and Powell was a recent law school graduate.Though the Fed didn’t have all of this data in hand when it met in late April, the signs were already pointing toward major economic growth and price pressure, putting the Fed between the proverbial rock and a hard place.Powell has emphasized the importance of getting millions back to work, with unemployment still around 6% more than a year after the pandemic began. Earlier this year, the Fed made it very clear it would tolerate inflation above its 2% long-term target until employment got back on track, but this risks the chance of price pressure hurting consumers and companies. Corporate margins look very positive right now coming off huge Q1 earnings growth, but inflation over coming months could change that, perhaps resulting in pressure on stocks.There could be more Fed remarks in the next week or two, but then the pre-meeting silent period begins and June 16 looms. Powell is almost certainly going to face questions about those April meeting minutes.Tug-Of-War Persists Between Growth And ValueAll this focus on the Fed turns attention to the benchmark 10-year Treasury yield, a major metric for economic growth, inflation, and interest rate anticipation. It rallied from near historic lows of around 0.95% at the start of the year to a late-March high of 1.78% as the economy improved and inflation fears gathered. It then pulled back and hung around near 1.6% for a couple of months, trading at 1.61% as of late May.Anywhere above 1.75% might look interesting now, and 2% might spark some fear in the market. The rally in yields earlier this year really helped snuff out the Info Tech rally, since many of those stocks are priced in part based on anticipation of future growth, something higher borrowing costs might compress.That helped lead to the current tug-of-war between value sectors like Financials and Energy that tend to do better in a recovering economy where inflation is rising and Growth ones like Tech that outperformed during the shutdowns of 2020. The battle has raged most of the last two months, though there are now signs of at least some investors beginning to bifurcate Tech between the huge, mature companies like AppleAAPL 0.09%and MicrosoftMSFT 0.05%and smaller firms more dependent on keeping future growth paths skyrocketing. The AAPLs and MSFTs of the world have often led the broader market higher the last few years, and could be less vulnerable then smaller Tech firms if interest rates do start to rise.FIGURE 1:  MAY MALAISE.After a strong start to 2021, the S&P 500 Index (SPX—candlestick) had some struggles in May amid inflation worries. The Nasdaq 100 (NDX—purple line) has had a much more checkered year as some investors favored value over growth sectors, and continued to be weak heading into June. Data Sources: S&P Dow Jones Indices, Nasdaq. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.But we may be putting the cart ahead of the horse, so to speak. The April jobs growth number of 266,000 was way, way below Wall Street’s expectations for more than 700,000 and some bullish predictions of a million. That puts focus squarely on the May jobs growth number, due June 4. Another weak jobs reading for May might take some pressure off of the Fed and rates, with “bad news” possibly becoming “good news” for stocks, so to speak.Remember that different U.S. states were in different reopening modes in April, which may have affected that number. It’s possible some of the earlier job growth won’t show up until May, or the April number could be revised upward once things become clearer. A lot of what Powell says and does on June 16 will likely reflect the jobs report, along with inflation data like the May 28 personal consumption expenditure (PCE) prices, which the Fed is known to follow closely.The May CPI report on June 10 is another key one to watch next month when it comes to inflation. The Fed will have all that material in hand by the time it meets, giving it a clearer perspective.Homebuilders, “Stay-At-Home” Stocks Among June Earnings ReportsThat’s a mouthful about the Fed, inflation, jobs, and yields. What about the corporate world?As we emerge from a Q1 earnings season where the average S&P 500 company recorded earnings per share growth of nearly 52%, according to Factset, you might think earnings aren’t a big calendar item in June. That’s only partially true. While we won’t see a big crush of earnings reports, there are some key ones to watch, especially in the home building sector where both Lennar and KB Home are expected to report during the month.The housing market has been red hot, so a couple of April data points that missed analysts’ expectations (existing home sales and housing starts) might not be too big a deal. Having said that, the economy’s reopening could take peoples’ attention away from home buying and give strength to companies that focus on experiences rather than products. It’s possible some of the strength in housing and home improvement got pulled forward by the pandemic, just as we saw demand for internet conferences and home exercise equipment pulled forward. Keep an eye on what LEN and KBH say about demand when they report.Zoom Video , Kroger , Chewy , and Slack are some other companies whose businesses saw a big impact from Covid and release earnings in June. Most of them benefitted from people staying at home, questions remain over how much of their recent growth in sales has been sustainable vs. “demand pulled forward.” Many of their shares have lost ground and investors are eager to hear how they plan to keep the fizz bubbling post-Covid. Meanwhile, Tech earnings are a bit scarce in the month ahead, but Oracle is expected to be on the June release calendar.Keeping Watch on Crypto, VolatilityLike it or not, cryptocurrency could also help determine the market’s direction in June. It seemed like bitcoin set some of the momentum in late May, though that’s not a permanent indicator by any stretch of the imagination. However, when the news flow gets quiet and people start looking for indicators on how to trade, bitcoin and other cryptocurrencies have been something many investors watch. The question is whether the stock market is starting to divorce itself more from cryptocurrency after huge swings in bitcoin prices recently.Volatility is another metric to watch. The Cboe Volatility Index(VIX) hung around near 20 in late May after a month where it seldom went below 18 or above 25. VIX typically spends a long time trading in specific ranges, so the next thing to check is whether the current range holds or if it steps up or down. A move higher in volatility, especially any prolonged stays above 25, would presumably reflect mounting investor uncertainty and worries about what’s ahead. If VIX falls below 20 and stays there awhile, it could point to a quiet summer.We haven’t mentioned Covid so far except in passing. That’s a good thing, because it means it’s not front and center the way it once was. As of late May, the U.S. seemed to be on very good footing thanks to vaccinations, with case counts falling to the lowest daily levels in nearly a year. No one knows if this will continue, but we can be hopeful.We can also hope that the current devastating impact of Covid in parts of Asia slows down in the month ahead. Right now, it appears that the situation there might be putting a bit of pressure on the blazing commodity markets amid worries about overseas demand for products like crude and copper. China also tried to clamp down on commodity prices in late May, saying it will move to reduce speculation.We started with inflation, so might as well end with it. The commodities market is another aspect of pricing pressure, especially for companies in the Materials, Information Technology, Transport, and Industrial sectors. Costs rose sharply so far this year for many of the core products they use, but if commodities continue to level off or even fall in June, that could relieve some of the pressure on companies and the Fed. Whether that happens could be determined by progress against the pandemic the next few weeks in places like India, Japan, and South Korea.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192275350,"gmtCreate":1621213927870,"gmtModify":1704353981348,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Ohh.. Nice&nbsp;","listText":"Ohh.. Nice&nbsp;","text":"Ohh.. Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/192275350","repostId":"1106706226","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193547835,"gmtCreate":1620803689427,"gmtModify":1704348661223,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Nothing loh","listText":"Nothing loh","text":"Nothing loh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193547835","repostId":"1195501250","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911911906,"gmtCreate":1664112478705,"gmtModify":1676537392006,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Chiong lah&nbsp;","listText":"Chiong lah&nbsp;","text":"Chiong lah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911911906","repostId":"1174972978","repostType":2,"isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962005755,"gmtCreate":1669675996178,"gmtModify":1676538220232,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962005755","repostId":"2286817995","repostType":4,"repost":{"id":"2286817995","kind":"highlight","pubTimestamp":1669650309,"share":"https://ttm.financial/m/news/2286817995?lang=en_US&edition=fundamental","pubTime":"2022-11-28 23:45","market":"sg","language":"en","title":"Is Sea Limited Stock Still a Buy After Jumping 36%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2286817995","media":"Motley Fool","summary":"Investors should look beyond a few days of market reaction when making investing decisions.","content":"<div>\n<p>KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/\">Source Link</a>\n\n</div>\n","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>Is Sea Limited Stock Still a Buy After Jumping 36%?</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\">\nIs Sea Limited Stock Still a Buy After Jumping 36%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286817995","content_text":"KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-term potential.Sea Limited has been a winning investment since its debut on the public markets in 2017, returning 229% compared to the S&P 500's 57%. It has also been a volatile stock, and large price swings have not been uncommon.In a recent example, Sea's Q3 of 2022 delighted Wall Street and shares popped 36% the day after the report. Even with some backsliding in the days since, the stock is still up 17% post-earnings.For investors who have been considering buying shares, this sudden share price appreciation may make it seem like the opportunity has been missed. I don't believe that's the case at all. Let's dig in and see why.Taking the long viewThe recent price pop may be intimidating to investors considering buying shares, but a step back shows that even with the post-earnings jump, Sea Limited has had a rough go of it recently.SE data by YChartsAs this chart shows, while Sea has beaten the market over the long term, it's been a wild ride and shares are down drastically since late 2021. In fact, as of this writing, Sea's stock is down 85% off its high. It's important to understand that this drop includes the recent stock pop.But how has the business done?Sea Limited operates in three segments, and put simply the company is the preeminent gaming, e-commerce, and fintech company in Southeast Asia. During the market bull run that followed the COVID-19 crash of early 2020, Sea caught investors' attention with its regular triple-digit revenue growth, which helped drive the parabolic share appreciation.However, at the same time, Sea was unprofitable and mostly free-cash-flow negative. While this is not uncommon for businesses that are in growth mode, the market began to sour on Sea once the revenue growth slowed.What's interesting about the recently reported Q3 is that the results weren't overly impressive. Revenue increased 17% year over year and the net loss was $569 million, a slight improvement from a loss of $573 million in Q3 of 2021.In fact, while revenue has grown, Sea has seen increasing net losses and continued cash burn over the past three years. The fact that this quarter caused such a share jump is curious considering the report was essentially more of the same.SE Revenue (TTM) data by YChartsIs the earning jump a signal or noise?So what caused the pop after earnings? Part of the reaction was likely that the company beat analyst guidance on the top and bottom lines, but more likely it was due to management's commentary on the earnings call.As mentioned above, Sea hasn't made any meaningful progress toward profitability despite impressive revenue growth over several years. According to Sea's CEO Forrest Li, that could change in the coming quarters.Citing the changing macroeconomic environment and his company's need to adapt in order to survive, Li said, \"We have entirely shifted our mindset and focus from growth, to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.\"While no definite timelines were provided by management, there have been reports of layoffs over the past six months, and the management team will be forgoing salaries until the company reaches self-sufficiency.Is Sea a buy right now?For investors who believe in the long-term potential of Sea's business segments, a focus on profitability could be good news for long-term shareholder returns. Additionally, from a valuation standpoint, now could be a great time to buy shares and see if that thesis plays out. Sea's current price-to-sales ratio is 2.5, only slightly above its all-time low of 1.9. That said, the path to profitability could take some time, so it may be worth giving Sea several quarters to prove it can walk the walk.Bottom line, the recent 36% stock jump should not play into any investor's decision about buying shares. Any investing decision should be made based on Sea' future potential and the price paid relative to that potential.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029757013,"gmtCreate":1652833054632,"gmtModify":1676535170165,"author":{"id":"3573639121856550","authorId":"3573639121856550","name":"pangspurs","avatar":"https://static.tigerbbs.com/aee2873ae7d8332fa137abf68b7a472f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573639121856550","idStr":"3573639121856550"},"themes":[],"htmlText":"Wa liao, a see saw thug of war leh","listText":"Wa liao, a see saw thug of war leh","text":"Wa liao, a see saw thug of war leh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029757013","repostId":"2236205804","repostType":2,"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}