增增增上上上 personal page - To The Moon

增增增上上上

增增增上上上

Forever learning

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增增增上上上

2024-11-11

$XIAOMI-W(01810)$ am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon

增增增上上上

2022-10-06

$XPENG-W(09868)$

增增增上上上

2022-09-09

Good

Sorry, the original content has been removed

增增增上上上

2022-08-25

Bingo

Alibaba: Buy For The Next Decade

增增增上上上

2022-07-14

‌$PING AN(02318)$‌Is this a bad stock?

增增增上上上

2022-06-17

Good

Don't Wait for a Market Crash: These 2 Top Stocks Are on Sale

增增增上上上

2022-06-11

Good

Sorry, the original content has been removed

增增增上上上

2022-06-04

Prata flipping argument. All consumer stocks should be massively down, don't just talk abt one only.

Micron Controls 55% Of Automotive Semiconductor Memory Market

增增增上上上

2022-04-12

He'll be rich until his space rocket ventures met with aliens! [Happy]

增增增上上上

2022-03-30

$Micron Technology(MU)$$90 should not be too far now... [Happy]

增增增上上上

2022-02-17

$Tiger Brokers(TIGR)$ They are moving to a bigger office space in July. Definitely expanding quickly.

增增增上上上

2022-01-03

$XPENG-W(09868)$Above $200 we go…

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon","text":"$XIAOMI-W(01810)$ am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369681366761744","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915674821,"gmtCreate":1665031733864,"gmtModify":1676537547356,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a><v-v data-views=\"1\"></v-v>","text":"$XPENG-W(09868)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915674821","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936959294,"gmtCreate":1662694730218,"gmtModify":1676537121235,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936959294","repostId":"1193478001","repostType":2,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992453618,"gmtCreate":1661358140738,"gmtModify":1676536503191,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Bingo","listText":"Bingo","text":"Bingo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992453618","repostId":"2261659155","repostType":4,"repost":{"id":"2261659155","kind":"news","pubTimestamp":1661352338,"share":"https://ttm.financial/m/news/2261659155?lang=&edition=fundamental","pubTime":"2022-08-24 22:45","market":"us","language":"en","title":"Alibaba: Buy For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2261659155","media":"Seeking Alpha","summary":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it'","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is considerably undervalued, even with the risks involved.</li><li>The value is there, and it&#39;s remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.</li><li>Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants&#39;.</li><li>The delisting concerns appear exaggerated, and Alibaba&#39;s earnings forecasts could be at rock a bottom here.</li><li>As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p>Finding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba&#39;s stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company&#39;s stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.</p><p><b>The Value Is There, And It&#39;s Remarkable</b></p><p>Alibaba&#39;s ecosystem brought in a staggering $1.2 trillion gross merchandise value (&#34;GMV&#34;) in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (&#34;AACs&#34;) in fiscal 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/095b01d0839eb4c02594d7ed45fb67d7\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Alibaba GMV (alibabagroup.com )</span></p><p>In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba&#39;s platforms vs. Amazon&#39;s.</p><p><b>Alibaba GMV - Billions of Yuan (fiscal)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d08924723ff429f7e170dd467dbd8e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>BABA GMV (Statista.com)</span></p><p>We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba&#39;s operations and revenues grow, it should become increasingly more profitable in the coming years.</p><p><b>Valuation - Alibaba Vs. Amazon</b></p><p>We discussed that Alibaba&#39;s GMV essentially doubled Amazon&#39;s in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon&#39;s market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba&#39;s GMV was double Amazon&#39;s, but Amazon&#39;s market cap is nearly six times higher than Alibaba&#39;s. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.</p><p><b>EPS Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c37d53f755829928c520644537c749b\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>EPS Estimates (SeekingAlpha.com )</span></p><p>We see that Alibaba is in a transitory phase of EPS decline. This year&#39;s EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba&#39;s share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year&#39;s consensus EPS estimates. However, we should see growth, and the company&#39;s substantial EPS potential makes this stock very cheap.</p><p>Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba&#39;s current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.</p><p><b>Growth Will Return</b></p><p><b>Revenue Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e525aa6ca15da9ee35e9ee3cba5f162\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Revenue estimates (SeekingAlpha.com )</span></p><p>Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba&#39;s potential. I suspect Alibaba&#39;s sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.</p><p><b>The Downside Is Limited</b></p><p>The downside is probably quite limited now because of the negativity that&#39;s been priced into Alibaba over the last two years. We&#39;ve seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China&#39;s economy, geopolitical pressures, and more. Alibaba&#39;s market cap has dwindled from nearly $1 trillion to only $237 billion. The company&#39;s P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba&#39;s stock get delisted?</p><p><b>The Probability Of Delisting Appears Low</b></p><p>Investing is a risk, in any case. We don&#39;t know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?</p><p><b>Chinese Stocks: Out Of Favor - For Now</b></p><p>We&#39;ve seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC&#39;s HFCAA means that if the Chinese government does not permit American regulators to inspect the company&#39;s books within three years, its stock could be delisted from U.S. exchanges. It&#39;s fair to mention that essentially all Chinese companies are on the SEC&#39;s HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.</p><p>The debate over Chinese auditing firms has gone on for a long time. However, if more than <b>$1 trillion</b> worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. </p><p>Additionally, it is not in the U.S.&#39;s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.&#39;s trade deficit with China was more than $350 billion. At the current pace, this year&#39;s trade deficit with China should be about $400 billion. China is one of the U.S.&#39;s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.</p><p><b>Bottom Line: Where Alibaba Could Be In Several Years</b></p><p>Let&#39;s put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba&#39;s stock move a lot higher.</p><p><b>Here&#39;s where I see shares heading in the long run:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93f94b0df9cc6e7a739bd7aeef4772c4\" tg-width=\"918\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Source: The Financial Prophet</span></p><p>Provided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts&#39; higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba&#39;s P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach <b>$500</b> by 2030 or sooner.</p><p><b>Risks For Alibaba</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p><p><i>This article was written by Victor Dergunov</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Buy For The Next Decade</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: Buy For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261659155","content_text":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants'.The delisting concerns appear exaggerated, and Alibaba's earnings forecasts could be at rock a bottom here.As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.Robert WayFinding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba's stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company's stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.The Value Is There, And It's RemarkableAlibaba's ecosystem brought in a staggering $1.2 trillion gross merchandise value (\"GMV\") in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (\"AACs\") in fiscal 2021.Alibaba GMV (alibabagroup.com )In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba's platforms vs. Amazon's.Alibaba GMV - Billions of Yuan (fiscal)BABA GMV (Statista.com)We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba's operations and revenues grow, it should become increasingly more profitable in the coming years.Valuation - Alibaba Vs. AmazonWe discussed that Alibaba's GMV essentially doubled Amazon's in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon's market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba's GMV was double Amazon's, but Amazon's market cap is nearly six times higher than Alibaba's. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.EPS EstimatesEPS Estimates (SeekingAlpha.com )We see that Alibaba is in a transitory phase of EPS decline. This year's EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba's share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year's consensus EPS estimates. However, we should see growth, and the company's substantial EPS potential makes this stock very cheap.Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba's current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.Growth Will ReturnRevenue EstimatesRevenue estimates (SeekingAlpha.com )Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba's potential. I suspect Alibaba's sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.The Downside Is LimitedThe downside is probably quite limited now because of the negativity that's been priced into Alibaba over the last two years. We've seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China's economy, geopolitical pressures, and more. Alibaba's market cap has dwindled from nearly $1 trillion to only $237 billion. The company's P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba's stock get delisted?The Probability Of Delisting Appears LowInvesting is a risk, in any case. We don't know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?Chinese Stocks: Out Of Favor - For NowWe've seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC's HFCAA means that if the Chinese government does not permit American regulators to inspect the company's books within three years, its stock could be delisted from U.S. exchanges. It's fair to mention that essentially all Chinese companies are on the SEC's HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.The debate over Chinese auditing firms has gone on for a long time. However, if more than $1 trillion worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. Additionally, it is not in the U.S.'s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.'s trade deficit with China was more than $350 billion. At the current pace, this year's trade deficit with China should be about $400 billion. China is one of the U.S.'s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.Bottom Line: Where Alibaba Could Be In Several YearsLet's put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba's stock move a lot higher.Here's where I see shares heading in the long run:Source: The Financial ProphetProvided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts' higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba's P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach $500 by 2030 or sooner.Risks For AlibabaWhile I'm bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.This article was written by Victor Dergunov","news_type":1},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076398447,"gmtCreate":1657785970789,"gmtModify":1676536061906,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>‌Is this a bad stock?&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>‌Is this a bad stock?&nbsp;","text":"‌$PING AN(02318)$‌Is this a bad stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076398447","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054435472,"gmtCreate":1655422544096,"gmtModify":1676535634174,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054435472","repostId":"2243842651","repostType":4,"repost":{"id":"2243842651","kind":"highlight","pubTimestamp":1655391848,"share":"https://ttm.financial/m/news/2243842651?lang=&edition=fundamental","pubTime":"2022-06-16 23:04","market":"us","language":"en","title":"Don't Wait for a Market Crash: These 2 Top Stocks Are on Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2243842651","media":"Motley Fool","summary":"These two blue-chip financial companies have been undervalued for a while.","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> dipped into bear market territory earlier this week, down more than 20% from its early January peak. The broader market drop has brought down the valuations of some individual good stocks in numerous sectors and industries.</p><p>I&#39;ve had my eye on two stocks that have been on sale for quite a while now and were trading lower even before the market began to tank in November. For whatever reasons, investors have undervalued them despite their strong performances. Should investors take a chance on these two sale-priced stocks? Let&#39;s take a closer look.</p><h2>1. The case for Goldman Sachs</h2><p><b>Goldman Sachs</b> is currently trading at about $290 per share, down about 24% year to date, and based on its fundamentals and outlook, that&#39;s a bargain valuation.</p><p>The investment banking giant has a price-to-earnings (P/E) ratio of 5.6 and a forward P/E ratio of 7.7.</p><p>Further, consider its 5-year price/earnings-to-growth (PEG) ratio -- a metric that weighs the stock price relative to its expected earnings growth. At 0.2, that&#39;s another indicator of a cheap stock, as any PEG ratio under 1 is considered undervalued.</p><p>It&#39;s also trading at a price-to-book (P/B) ratio of 0.9 -- another sign that it&#39;s discounted, as a P/B of 1 indicates a stock trading at its actual value.</p><p>So why is Goldman Sachs a good buy at this low valuation? It is a market leader in two of its businesses, investment banking and global markets -- which is its institutional trading arm. While mergers and acquisitions activity has slowed considerably compared to last year, Goldman Sachs is still the leader in deals so far in 2022. And while equity trading has slowed, too, Goldman Sachs had a record quarter for fixed income trading. Also, it experienced strong growth in its consumer banking/wealth management businesses, which saw revenue increase 21% year over year. This offset losses in the asset management business, which suffered due to an overall decline in assets due to the falling stock market.</p><p>Even after its declines in this bear market, Goldman Sachs&#39; market leadership and diversity of revenue sources have it trading at a price nearly twice as much as it was at the bottom of its early pandemic plunge in March 2020. Yet it&#39;s still cheap by these metrics, which makes this a good time to pick up shares of this blue-chip financial institution.</p><h2>2. The case for Citigroup</h2><p>You certainly don&#39;t have to wait for a market crash to get <b>Citigroup</b> at a low valuation. The nation&#39;s third-largest bank by assets has been undervalued for several years now, due in part to the pandemic, but also due to its own issues related to risk management.</p><p>But Citigroup has been a relative outperformer compared to its megabank peers in 2022. It&#39;s only down about 20% year to date, and it remains extremely undervalued. It has a P/E ratio of 5.6 and a forward P/E of 7, with a PEG ratio of 0.4. Also, it has a P/B ratio of just 0.5. All of those metrics indicate a stock trading well below its value.</p><p>Renowned value stock investor Warren Buffett, chairman and CEO of <b>Berkshire Hathaway</b>, recognized that, as he added Citigroup to the conglomerate&#39;s portfolio in the first quarter.</p><p>What Buffett likely saw was that Citi was trading at a deep discount due in large part to its own past mistakes, but that the bank has made some key changes. Those started with bringing in a new CEO, Jane Fraser, who has refocused its strategy on its strengths and exited businesses that have underperformed. It has also invested close to $1 billion to improve its internal controls.</p><p>While Citigroup&#39;s transformation won&#39;t happen overnight, it&#39;s a good buy at this valuation. And the current rising interest rate environment should benefit it by boosting its interest income, as long as inflation can be brought into check and the U.S. economy doesn&#39;t fall into a recession.</p><p>When the economy and markets do eventually turn around, these two undervalued stocks will be in a good position to grow.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Wait for a Market Crash: These 2 Top Stocks Are on Sale</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\">\nDon't Wait for a Market Crash: These 2 Top Stocks Are on Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/16/dont-wait-for-market-crash-top-stocks-on-sale/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 dipped into bear market territory earlier this week, down more than 20% from its early January peak. The broader market drop has brought down the valuations of some individual good stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/16/dont-wait-for-market-crash-top-stocks-on-sale/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","GS":"高盛"},"source_url":"https://www.fool.com/investing/2022/06/16/dont-wait-for-market-crash-top-stocks-on-sale/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243842651","content_text":"The S&P 500 dipped into bear market territory earlier this week, down more than 20% from its early January peak. The broader market drop has brought down the valuations of some individual good stocks in numerous sectors and industries.I've had my eye on two stocks that have been on sale for quite a while now and were trading lower even before the market began to tank in November. For whatever reasons, investors have undervalued them despite their strong performances. Should investors take a chance on these two sale-priced stocks? Let's take a closer look.1. The case for Goldman SachsGoldman Sachs is currently trading at about $290 per share, down about 24% year to date, and based on its fundamentals and outlook, that's a bargain valuation.The investment banking giant has a price-to-earnings (P/E) ratio of 5.6 and a forward P/E ratio of 7.7.Further, consider its 5-year price/earnings-to-growth (PEG) ratio -- a metric that weighs the stock price relative to its expected earnings growth. At 0.2, that's another indicator of a cheap stock, as any PEG ratio under 1 is considered undervalued.It's also trading at a price-to-book (P/B) ratio of 0.9 -- another sign that it's discounted, as a P/B of 1 indicates a stock trading at its actual value.So why is Goldman Sachs a good buy at this low valuation? It is a market leader in two of its businesses, investment banking and global markets -- which is its institutional trading arm. While mergers and acquisitions activity has slowed considerably compared to last year, Goldman Sachs is still the leader in deals so far in 2022. And while equity trading has slowed, too, Goldman Sachs had a record quarter for fixed income trading. Also, it experienced strong growth in its consumer banking/wealth management businesses, which saw revenue increase 21% year over year. This offset losses in the asset management business, which suffered due to an overall decline in assets due to the falling stock market.Even after its declines in this bear market, Goldman Sachs' market leadership and diversity of revenue sources have it trading at a price nearly twice as much as it was at the bottom of its early pandemic plunge in March 2020. Yet it's still cheap by these metrics, which makes this a good time to pick up shares of this blue-chip financial institution.2. The case for CitigroupYou certainly don't have to wait for a market crash to get Citigroup at a low valuation. The nation's third-largest bank by assets has been undervalued for several years now, due in part to the pandemic, but also due to its own issues related to risk management.But Citigroup has been a relative outperformer compared to its megabank peers in 2022. It's only down about 20% year to date, and it remains extremely undervalued. It has a P/E ratio of 5.6 and a forward P/E of 7, with a PEG ratio of 0.4. Also, it has a P/B ratio of just 0.5. All of those metrics indicate a stock trading well below its value.Renowned value stock investor Warren Buffett, chairman and CEO of Berkshire Hathaway, recognized that, as he added Citigroup to the conglomerate's portfolio in the first quarter.What Buffett likely saw was that Citi was trading at a deep discount due in large part to its own past mistakes, but that the bank has made some key changes. Those started with bringing in a new CEO, Jane Fraser, who has refocused its strategy on its strengths and exited businesses that have underperformed. It has also invested close to $1 billion to improve its internal controls.While Citigroup's transformation won't happen overnight, it's a good buy at this valuation. And the current rising interest rate environment should benefit it by boosting its interest income, as long as inflation can be brought into check and the U.S. economy doesn't fall into a recession.When the economy and markets do eventually turn around, these two undervalued stocks will be in a good position to grow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058762257,"gmtCreate":1654905655579,"gmtModify":1676535530386,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058762257","repostId":"2242635344","repostType":4,"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059979548,"gmtCreate":1654299446184,"gmtModify":1676535425961,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Prata flipping argument. All&nbsp;consumer stocks should be massively down, don't just talk abt one only.","listText":"Prata flipping argument. All&nbsp;consumer stocks should be massively down, don't just talk abt one only.","text":"Prata flipping argument. All consumer stocks should be massively down, don't just talk abt one only.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059979548","repostId":"2240272383","repostType":2,"repost":{"id":"2240272383","kind":"highlight","pubTimestamp":1654286714,"share":"https://ttm.financial/m/news/2240272383?lang=&edition=fundamental","pubTime":"2022-06-04 04:05","market":"us","language":"en","title":"Micron Controls 55% Of Automotive Semiconductor Memory Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2240272383","media":"seekingalpha","summary":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as inves","content":"<html><body><p><figure><picture><img height=\"1057px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Say-Cheese/iStock via Getty Images</p></figcaption></figure></p> <p>Micron Technology (<span>NASDAQ:MU</span>) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics.</p> <p>With Micron in the spotlight, other bellwether semiconductor companies also were negatively<span> impacted. Intel (</span>INTC<span>) was off by 2.6% while Nvidia (</span>NVDA<span>) was down by 4.5%, Qualcomm (</span>QCOM<span>) shares fell by 3.5% and Advanced Micro Devices (</span><a href=\"https://laohu8.com/S/AMD\">AMD</a><span>) dropped 3%.</span></p> <p>According to the Tech Note in Seeking Alpha:</p> <ul><li>Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern.</li></ul> <ul><li>Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\"</li></ul> <h2><strong>My Analysis</strong></h2> <p>Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article.</p> <h4>Automotive Memory</h4> <p>Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"<strong><em>Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips</em></strong>.\"</p> <p>Chart 1</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781457127938.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Automotive Semiconductor</h4> <p>Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020.</p> <p>Chart 2</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781884709053.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p><span><span>The Information Network</span></span></p></figcaption></figure></p> <h4>Consumer Semiconductor</h4> <p>Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020.</p> <p>Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions.</p> <p>Chart 3</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542782551973054.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Smartphone Semiconductor</h4> <p>Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020.</p> <p>Chart 4</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542783075977776.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h2>Investor Takeaway</h2> <p>The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler.</p> <p>In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market.</p> <p>Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure.</p> <p>I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5.</p> <p>Chart 5</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"844\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-1654278544854768.png\" width=\"596\"/></picture><figcaption><p>Seeking Alpha</p></figcaption></figure></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Controls 55% Of Automotive Semiconductor Memory Market</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\">\nMicron Controls 55% Of Automotive Semiconductor Memory Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 04:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","NXPI":"恩智浦","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","NVDA":"英伟达","BK4534":"瑞士信贷持仓","QCOM":"高通","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","AMD":"美国超微公司","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","MU":"美光科技","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","INTC":"英特尔","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念"},"source_url":"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240272383","content_text":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics. With Micron in the spotlight, other bellwether semiconductor companies also were negatively impacted. Intel (INTC) was off by 2.6% while Nvidia (NVDA) was down by 4.5%, Qualcomm (QCOM) shares fell by 3.5% and Advanced Micro Devices (AMD) dropped 3%. According to the Tech Note in Seeking Alpha: Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern. Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\" My Analysis Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article. Automotive Memory Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips.\" Chart 1 The Information Network Automotive Semiconductor Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020. Chart 2 The Information Network Consumer Semiconductor Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020. Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions. Chart 3 The Information Network Smartphone Semiconductor Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020. Chart 4 The Information Network Investor Takeaway The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler. In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market. Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure. I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5. Chart 5 Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017639335,"gmtCreate":1649771005013,"gmtModify":1676534570510,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"He'll be rich until his space rocket ventures met with aliens!&nbsp;[Happy]&nbsp;","listText":"He'll be rich until his space rocket ventures met with aliens!&nbsp;[Happy]&nbsp;","text":"He'll be rich until his space rocket ventures met with aliens! [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017639335","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019616731,"gmtCreate":1648595819146,"gmtModify":1676534358672,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>$90 should not be too far now...&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>$90 should not be too far now...&nbsp;[Happy]&nbsp;","text":"$Micron Technology(MU)$$90 should not be too far now... [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019616731","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094864826,"gmtCreate":1645111097576,"gmtModify":1676533998582,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> They are moving to a bigger office space in July. Definitely expanding quickly.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> They are moving to a bigger office space in July. Definitely expanding quickly.&nbsp;","text":"$Tiger Brokers(TIGR)$ They are moving to a bigger office space in July. Definitely expanding quickly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094864826","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569183166174836","authorId":"3569183166174836","name":"rainboi","avatar":"https://static.tigerbbs.com/87e2c8669f06dddae1bbca1634a6e626","crmLevel":7,"crmLevelSwitch":1,"idStr":"3569183166174836","authorIdStr":"3569183166174836"},"content":"whoa how do u know","text":"whoa how do u know","html":"whoa how do u know"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001321819,"gmtCreate":1641173692881,"gmtModify":1676533578995,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a>Above $200 we go…","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a>Above $200 we go…","text":"$XPENG-W(09868)$Above $200 we go…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001321819","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9094864826,"gmtCreate":1645111097576,"gmtModify":1676533998582,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> They are moving to a bigger office space in July. Definitely expanding quickly.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> They are moving to a bigger office space in July. Definitely expanding quickly.&nbsp;","text":"$Tiger Brokers(TIGR)$ They are moving to a bigger office space in July. Definitely expanding quickly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094864826","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569183166174836","authorId":"3569183166174836","name":"rainboi","avatar":"https://static.tigerbbs.com/87e2c8669f06dddae1bbca1634a6e626","crmLevel":7,"crmLevelSwitch":1,"idStr":"3569183166174836","authorIdStr":"3569183166174836"},"content":"whoa how do u know","text":"whoa how do u know","html":"whoa how do u know"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369681366761744,"gmtCreate":1731295785691,"gmtModify":1731295790046,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon","text":"$XIAOMI-W(01810)$ am in China now and saw Xiaomi EV. Very chio. A class above many others on the road. Hope the EV margins can turn green soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369681366761744","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019616731,"gmtCreate":1648595819146,"gmtModify":1676534358672,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>$90 should not be too far now...&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>$90 should not be too far now...&nbsp;[Happy]&nbsp;","text":"$Micron Technology(MU)$$90 should not be too far now... [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019616731","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001321819,"gmtCreate":1641173692881,"gmtModify":1676533578995,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a>Above $200 we go…","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a>Above $200 we go…","text":"$XPENG-W(09868)$Above $200 we go…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001321819","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017639335,"gmtCreate":1649771005013,"gmtModify":1676534570510,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"He'll be rich until his space rocket ventures met with aliens!&nbsp;[Happy]&nbsp;","listText":"He'll be rich until his space rocket ventures met with aliens!&nbsp;[Happy]&nbsp;","text":"He'll be rich until his space rocket ventures met with aliens! [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017639335","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992453618,"gmtCreate":1661358140738,"gmtModify":1676536503191,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Bingo","listText":"Bingo","text":"Bingo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992453618","repostId":"2261659155","repostType":4,"repost":{"id":"2261659155","kind":"news","pubTimestamp":1661352338,"share":"https://ttm.financial/m/news/2261659155?lang=&edition=fundamental","pubTime":"2022-08-24 22:45","market":"us","language":"en","title":"Alibaba: Buy For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2261659155","media":"Seeking Alpha","summary":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it'","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is considerably undervalued, even with the risks involved.</li><li>The value is there, and it&#39;s remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.</li><li>Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants&#39;.</li><li>The delisting concerns appear exaggerated, and Alibaba&#39;s earnings forecasts could be at rock a bottom here.</li><li>As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p>Finding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba&#39;s stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company&#39;s stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.</p><p><b>The Value Is There, And It&#39;s Remarkable</b></p><p>Alibaba&#39;s ecosystem brought in a staggering $1.2 trillion gross merchandise value (&#34;GMV&#34;) in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (&#34;AACs&#34;) in fiscal 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/095b01d0839eb4c02594d7ed45fb67d7\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Alibaba GMV (alibabagroup.com )</span></p><p>In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba&#39;s platforms vs. Amazon&#39;s.</p><p><b>Alibaba GMV - Billions of Yuan (fiscal)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d08924723ff429f7e170dd467dbd8e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>BABA GMV (Statista.com)</span></p><p>We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba&#39;s operations and revenues grow, it should become increasingly more profitable in the coming years.</p><p><b>Valuation - Alibaba Vs. Amazon</b></p><p>We discussed that Alibaba&#39;s GMV essentially doubled Amazon&#39;s in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon&#39;s market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba&#39;s GMV was double Amazon&#39;s, but Amazon&#39;s market cap is nearly six times higher than Alibaba&#39;s. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.</p><p><b>EPS Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c37d53f755829928c520644537c749b\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>EPS Estimates (SeekingAlpha.com )</span></p><p>We see that Alibaba is in a transitory phase of EPS decline. This year&#39;s EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba&#39;s share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year&#39;s consensus EPS estimates. However, we should see growth, and the company&#39;s substantial EPS potential makes this stock very cheap.</p><p>Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba&#39;s current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.</p><p><b>Growth Will Return</b></p><p><b>Revenue Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e525aa6ca15da9ee35e9ee3cba5f162\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Revenue estimates (SeekingAlpha.com )</span></p><p>Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba&#39;s potential. I suspect Alibaba&#39;s sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.</p><p><b>The Downside Is Limited</b></p><p>The downside is probably quite limited now because of the negativity that&#39;s been priced into Alibaba over the last two years. We&#39;ve seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China&#39;s economy, geopolitical pressures, and more. Alibaba&#39;s market cap has dwindled from nearly $1 trillion to only $237 billion. The company&#39;s P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba&#39;s stock get delisted?</p><p><b>The Probability Of Delisting Appears Low</b></p><p>Investing is a risk, in any case. We don&#39;t know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?</p><p><b>Chinese Stocks: Out Of Favor - For Now</b></p><p>We&#39;ve seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC&#39;s HFCAA means that if the Chinese government does not permit American regulators to inspect the company&#39;s books within three years, its stock could be delisted from U.S. exchanges. It&#39;s fair to mention that essentially all Chinese companies are on the SEC&#39;s HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.</p><p>The debate over Chinese auditing firms has gone on for a long time. However, if more than <b>$1 trillion</b> worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. </p><p>Additionally, it is not in the U.S.&#39;s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.&#39;s trade deficit with China was more than $350 billion. At the current pace, this year&#39;s trade deficit with China should be about $400 billion. China is one of the U.S.&#39;s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.</p><p><b>Bottom Line: Where Alibaba Could Be In Several Years</b></p><p>Let&#39;s put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba&#39;s stock move a lot higher.</p><p><b>Here&#39;s where I see shares heading in the long run:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93f94b0df9cc6e7a739bd7aeef4772c4\" tg-width=\"918\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Source: The Financial Prophet</span></p><p>Provided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts&#39; higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba&#39;s P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach <b>$500</b> by 2030 or sooner.</p><p><b>Risks For Alibaba</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p><p><i>This article was written by Victor Dergunov</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Buy For The Next Decade</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: Buy For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261659155","content_text":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants'.The delisting concerns appear exaggerated, and Alibaba's earnings forecasts could be at rock a bottom here.As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.Robert WayFinding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba's stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company's stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.The Value Is There, And It's RemarkableAlibaba's ecosystem brought in a staggering $1.2 trillion gross merchandise value (\"GMV\") in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (\"AACs\") in fiscal 2021.Alibaba GMV (alibabagroup.com )In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba's platforms vs. Amazon's.Alibaba GMV - Billions of Yuan (fiscal)BABA GMV (Statista.com)We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba's operations and revenues grow, it should become increasingly more profitable in the coming years.Valuation - Alibaba Vs. AmazonWe discussed that Alibaba's GMV essentially doubled Amazon's in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon's market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba's GMV was double Amazon's, but Amazon's market cap is nearly six times higher than Alibaba's. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.EPS EstimatesEPS Estimates (SeekingAlpha.com )We see that Alibaba is in a transitory phase of EPS decline. This year's EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba's share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year's consensus EPS estimates. However, we should see growth, and the company's substantial EPS potential makes this stock very cheap.Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba's current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.Growth Will ReturnRevenue EstimatesRevenue estimates (SeekingAlpha.com )Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba's potential. I suspect Alibaba's sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.The Downside Is LimitedThe downside is probably quite limited now because of the negativity that's been priced into Alibaba over the last two years. We've seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China's economy, geopolitical pressures, and more. Alibaba's market cap has dwindled from nearly $1 trillion to only $237 billion. The company's P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba's stock get delisted?The Probability Of Delisting Appears LowInvesting is a risk, in any case. We don't know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?Chinese Stocks: Out Of Favor - For NowWe've seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC's HFCAA means that if the Chinese government does not permit American regulators to inspect the company's books within three years, its stock could be delisted from U.S. exchanges. It's fair to mention that essentially all Chinese companies are on the SEC's HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.The debate over Chinese auditing firms has gone on for a long time. However, if more than $1 trillion worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. Additionally, it is not in the U.S.'s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.'s trade deficit with China was more than $350 billion. At the current pace, this year's trade deficit with China should be about $400 billion. China is one of the U.S.'s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.Bottom Line: Where Alibaba Could Be In Several YearsLet's put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba's stock move a lot higher.Here's where I see shares heading in the long run:Source: The Financial ProphetProvided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts' higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba's P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach $500 by 2030 or sooner.Risks For AlibabaWhile I'm bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.This article was written by Victor Dergunov","news_type":1},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915674821,"gmtCreate":1665031733864,"gmtModify":1676537547356,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a><v-v data-views=\"1\"></v-v>","text":"$XPENG-W(09868)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915674821","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058762257,"gmtCreate":1654905655579,"gmtModify":1676535530386,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058762257","repostId":"2242635344","repostType":4,"repost":{"id":"2242635344","kind":"highlight","pubTimestamp":1654916290,"share":"https://ttm.financial/m/news/2242635344?lang=&edition=fundamental","pubTime":"2022-06-11 10:58","market":"us","language":"en","title":"2 Stocks to Buy and Hold Through Any Market Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2242635344","media":"Motley Fool","summary":"These two companies have a couple of crucial qualities in common.","content":"<html><head></head><body><p>Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it&#39;s even better if management is willing and able to adapt to a changing business environment.</p><p>These are excellent qualities in the best of times as well. However, flexibility and a solid financial footing will separate the wheat from the chaff when the market turns bearish. These are the companies that will survive the longest and roughest of storms, looking like a winner amid the widespread wreckage on the other side.</p><p>So if you expect the economy to continue the downtrend of the last six months, you should consider grabbing a few shares of <b>Micron Technology</b>  and <b>Alphabet</b> right now. These businesses come with heaping helpings of the game-changing features mentioned above, and the deal gets even sweeter when the stocks are trading at fire-sale prices.</p><h2>A solid financial platform</h2><p>Let&#39;s get the numbers out of the way first.</p><p>Google parent Alphabet has $20.9 billion of cash equivalents on its balance sheet, paired with just $14.8 billion in long-term debt. But that&#39;s not all. In a pinch, Alphabet could also sell off its marketable securities -- stocks, bonds, and other not-quite-cash assets -- valued at $113 billion at the end of March.</p><p>So Alphabet carries liquid assets worth approximately 8 times as much as its long-term debt. If the cash flow spigot suddenly shuts off, these reserves would carry the company through many years or even decades of dark times.</p><p>Memory-chip maker Micron should be a different story because it works in a different sector. Alphabet&#39;s operations are asset-light and highly profitable, while Micron invests billions of dollars in semiconductor manufacturing equipment every year. It&#39;s only fair to expect Micron&#39;s balance sheet to tilt heavily in the direction of massive debts and limited cash.</p><p>But the company plays a different tune. As of March 3, Micron carried $10.1 billion of cash and short-term investments against just $7 billion in long-term debt. Yes, Micron&#39;s debt leverage is a little bit less comfortable than Alphabet&#39;s, but the company is in excellent financial shape considering the asset-rich sector it&#39;s in.</p><p>Both Micron and Alphabet are also adding to their cash hoards, generating generous free cash flows every year:</p><p><img src=\"https://static.tigerbbs.com/294e44ec991217e05531996c5bcf25c3\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><p>GOOG and MU Free Cash Flow data by YCharts</p><h2>Keeping an open mind</h2><p>Flexibility is the other half of my formula for long-term success in any type of market.</p><p>I shouldn&#39;t need to remind you that Alphabet is the king of trying new ideas. Google&#39;s search and advertising services have made Alphabet <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world, but management has long been planning for the next stage. The potential growth drivers of that stretch include the Waymo self-driving car business, health services from Verily Life Sciences, and high-speed internet connections by Google Fiber.</p><p>The proliferation of future business ideas not named Google is the reason behind the name change to Alphabet in 2015. By disconnecting the corporate name from the Google brand, Alphabet set itself up to become a cross-sector conglomerate in the long run.</p><p>In short, Alphabet keeps a stirringly open mind to new business ideas. Whatever comes next, the company will poke and prod at the new environment until it finds a healthy and profitable niche (or five). With the backing of that ultra-solid balance sheet, I see no reason why Alphabet shouldn&#39;t thrive through the next downturn and beyond.</p><p>Micron isn&#39;t quite as adventurous as Alphabet, of course. Once again, the company has invested many billions in a global chip-making infrastructure and you can&#39;t just flip a switch to run that business in a totally different direction.</p><p>But Micron has grown up from a smallish chipmaker in a highly fragmented industry to a leading supplier in a new era. There are only a couple of memory-chip companies left on the market after several rounds of pricing pressure, bankruptcies, buyouts, and consolidation. Micron has always emerged from these challenging cycles as a winner, picking up the ashes of its failed rivals in pennies-on-the-dollar bankruptcy auctions.</p><p>The mature version of the memory industry that you see today has also been good for Micron. The sector as a whole has started to slow down the boom-and-bust cycles of low chip supplies, massive factory investments, and oversupply. Micron&#39;s strategy these days is to increase its manufacturing capacity in line with rising demand for memory chips, and no more.</p><p>So Micron may not be leading the charge into unknown territory the way Alphabet does, but the company has a proven ability to adopt the right strategy for a variety of market conditions. That should keep Micron going strong for the long run, come chip shortages or low waters.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy and Hold Through Any Market Downturn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy and Hold Through Any Market Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242635344","content_text":"Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a changing business environment.These are excellent qualities in the best of times as well. However, flexibility and a solid financial footing will separate the wheat from the chaff when the market turns bearish. These are the companies that will survive the longest and roughest of storms, looking like a winner amid the widespread wreckage on the other side.So if you expect the economy to continue the downtrend of the last six months, you should consider grabbing a few shares of Micron Technology  and Alphabet right now. These businesses come with heaping helpings of the game-changing features mentioned above, and the deal gets even sweeter when the stocks are trading at fire-sale prices.A solid financial platformLet's get the numbers out of the way first.Google parent Alphabet has $20.9 billion of cash equivalents on its balance sheet, paired with just $14.8 billion in long-term debt. But that's not all. In a pinch, Alphabet could also sell off its marketable securities -- stocks, bonds, and other not-quite-cash assets -- valued at $113 billion at the end of March.So Alphabet carries liquid assets worth approximately 8 times as much as its long-term debt. If the cash flow spigot suddenly shuts off, these reserves would carry the company through many years or even decades of dark times.Memory-chip maker Micron should be a different story because it works in a different sector. Alphabet's operations are asset-light and highly profitable, while Micron invests billions of dollars in semiconductor manufacturing equipment every year. It's only fair to expect Micron's balance sheet to tilt heavily in the direction of massive debts and limited cash.But the company plays a different tune. As of March 3, Micron carried $10.1 billion of cash and short-term investments against just $7 billion in long-term debt. Yes, Micron's debt leverage is a little bit less comfortable than Alphabet's, but the company is in excellent financial shape considering the asset-rich sector it's in.Both Micron and Alphabet are also adding to their cash hoards, generating generous free cash flows every year:GOOG and MU Free Cash Flow data by YChartsKeeping an open mindFlexibility is the other half of my formula for long-term success in any type of market.I shouldn't need to remind you that Alphabet is the king of trying new ideas. Google's search and advertising services have made Alphabet one of the most valuable companies in the world, but management has long been planning for the next stage. The potential growth drivers of that stretch include the Waymo self-driving car business, health services from Verily Life Sciences, and high-speed internet connections by Google Fiber.The proliferation of future business ideas not named Google is the reason behind the name change to Alphabet in 2015. By disconnecting the corporate name from the Google brand, Alphabet set itself up to become a cross-sector conglomerate in the long run.In short, Alphabet keeps a stirringly open mind to new business ideas. Whatever comes next, the company will poke and prod at the new environment until it finds a healthy and profitable niche (or five). With the backing of that ultra-solid balance sheet, I see no reason why Alphabet shouldn't thrive through the next downturn and beyond.Micron isn't quite as adventurous as Alphabet, of course. Once again, the company has invested many billions in a global chip-making infrastructure and you can't just flip a switch to run that business in a totally different direction.But Micron has grown up from a smallish chipmaker in a highly fragmented industry to a leading supplier in a new era. There are only a couple of memory-chip companies left on the market after several rounds of pricing pressure, bankruptcies, buyouts, and consolidation. Micron has always emerged from these challenging cycles as a winner, picking up the ashes of its failed rivals in pennies-on-the-dollar bankruptcy auctions.The mature version of the memory industry that you see today has also been good for Micron. The sector as a whole has started to slow down the boom-and-bust cycles of low chip supplies, massive factory investments, and oversupply. Micron's strategy these days is to increase its manufacturing capacity in line with rising demand for memory chips, and no more.So Micron may not be leading the charge into unknown territory the way Alphabet does, but the company has a proven ability to adopt the right strategy for a variety of market conditions. That should keep Micron going strong for the long run, come chip shortages or low waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936959294,"gmtCreate":1662694730218,"gmtModify":1676537121235,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936959294","repostId":"1193478001","repostType":2,"repost":{"id":"1193478001","kind":"news","pubTimestamp":1661909923,"share":"https://ttm.financial/m/news/1193478001?lang=&edition=fundamental","pubTime":"2022-08-31 09:38","market":"sg","language":"en","title":"4 Singapore Blue-Chip Stocks I Will Buy Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=1193478001","media":"The Smart Investor","summary":"These blue-chip stocks have the right attributes for long-term compounding.You’ve probably heard the","content":"<html><head></head><body><p>These blue-chip stocks have the right attributes for long-term compounding.</p><p><img src=\"https://static.tigerbbs.com/cb54e0ae7aba3ee591bc8c9c940c7bfe\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>You’ve probably heard the saying – there’s no free lunch in investing.</p><p>But with sufficient research, it’s possible to find stocks that provide something close to that.</p><p>Yes, I am talking about blue-chip stocks that give you assurance and a good night’s sleep.</p><p>These businesses also have attributes that ensure they can compound your wealth – a strong and enduring business franchise, robust catalysts, and a capable management team.</p><p>To add icing on the cake, blue-chip stocks also pay out consistent dividends that can generate a passive income stream during your retirement.</p><p>Here are four Singapore blue-chip stocks with the above attributes that I will scoop up without hesitation.</p><p><b>Singapore Technologies Engineering Ltd (SGX: S63)</b></p><p>Singapore Technologies Engineering Ltd, or STE, is a global technology, defence and engineering group that serves customers in more than 100 countries.</p><p>The group reported a robust set of earnings for its fiscal 2022’s first half (1H2022).</p><p>Revenue jumped 17% year on year to S$4.3 billion, with year on year growth reported by all three of STE’s segments.</p><p>Operating profit increased by 8% year on year to S$385 million.</p><p>Net profit dipped 5% year on year to S$280 million largely because 1H2021 included the receipt of S$125 million from the government for COVID-19 support.</p><p>If government support and one-off costs from the acquisition of TransCore were excluded, net profit would have been 4% higher year on year.</p><p><b>DBS Group (SGX: D05)</b></p><p>DBS is Singapore’s largest bank and offers a comprehensive range of banking services to individuals and corporations.</p><p>The lender is a strong pillar of Singapore’s economy and has been through numerous business cycles.</p><p>Its recent 1H2022 results demonstrate its resilience as it reported its second-highest net profit on record of S$3.6 billion.</p><p>The bank also declared a quarterly dividend of S$0.36 per share, with an annualised dividend of S$1.44.</p><p>Shares of DBS offer a prospective dividend yield of 4.4%.</p><p>The group expects to ride on the tailwind of higher interest rates and enjoy higher net interest margins and net interest income.</p><p>Its digital exchange also saw the total number of trades double in June compared with April, and demand for custody services also rose in tandem.</p><p><b>CapitaLand Integrated Commercial Trust (SGX: C38U)</b></p><p>CapitaLand Integrated Commercial Trust, or CICT, is a retail cum commercial REIT that owns 21 properties in Singapore, two in Germany, and three in Australia with total assets under management (AUM) of S$24.2 billion as of 31 December 2021.</p><p>CICT reported a resilient set of results for its 1H2022 with distribution per unit (DPU) rising from S$0.0518 to S$0.0522.</p><p>The REIT is also anchored by a strong sponsor in <b>CapitaLand Investment Limited</b> (SGX: 9CI).</p><p>CICT’s gearing stood at 40.6% as of 30 June 2022 along with a low average cost of debt of 2.4%.</p><p>With 81% of its borrowings on fixed rates, the REIT has mitigated the rise in its finance expenses.</p><p>Portfolio occupancy remained healthy at 93.8% with its retail portfolio enjoying year on year rises in both tenant sales and shopper traffic.</p><p>CICT will spend a total of S$62 million to transform Clarke Quay into a day-and-night destination to be completed by the third quarter of next year.</p><p><b>Mapletree Logistics Trust (SGX: M44U)</b></p><p>Mapletree Logistics Trust, or MLT, is a logistics-focused REIT with a portfolio of 185 properties across eight countries with an AUM of S$13 billion as of 30 June 2022.</p><p>MLT is backed by a strong sponsor in Mapletree Investments Pte Ltd, and the REIT also reported an impressive set of earnings for its fiscal 2023 first quarter (1Q2023).</p><p>Gross revenue rose 14.6% year on year to S$187.7 million because of higher revenue from existing properties and contributions from acquisitions completed in 1Q2023 and the prior fiscal year.</p><p>Net property income increased by 13.2% year on year to S$163.2 million while DPU inched up 5% year on year to S$0.02268.</p><p>Annualised DPU stands at S$0.09072 and MLT’s units offer a prospective distribution yield of 5.3%.</p><p>The logistics REIT reported healthy operating statistics, with portfolio occupancy at 96.8% as of 30 June 2022 along with a positive rental reversion of 3.4% for the quarter.</p><p>With aggregate leverage of 37.2%, MLT is well-positioned for more accretive acquisitions that can grow its DPU.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore Blue-Chip Stocks I Will Buy Without Hesitation</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\">\n4 Singapore Blue-Chip Stocks I Will Buy Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-i-will-buy-without-hesitation/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These blue-chip stocks have the right attributes for long-term compounding.You’ve probably heard the saying – there’s no free lunch in investing.But with sufficient research, it’s possible to find ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-i-will-buy-without-hesitation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","D05.SI":"星展集团控股","S63.SI":"新科工程","C38U.SI":"凯德商用新加坡信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-i-will-buy-without-hesitation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193478001","content_text":"These blue-chip stocks have the right attributes for long-term compounding.You’ve probably heard the saying – there’s no free lunch in investing.But with sufficient research, it’s possible to find stocks that provide something close to that.Yes, I am talking about blue-chip stocks that give you assurance and a good night’s sleep.These businesses also have attributes that ensure they can compound your wealth – a strong and enduring business franchise, robust catalysts, and a capable management team.To add icing on the cake, blue-chip stocks also pay out consistent dividends that can generate a passive income stream during your retirement.Here are four Singapore blue-chip stocks with the above attributes that I will scoop up without hesitation.Singapore Technologies Engineering Ltd (SGX: S63)Singapore Technologies Engineering Ltd, or STE, is a global technology, defence and engineering group that serves customers in more than 100 countries.The group reported a robust set of earnings for its fiscal 2022’s first half (1H2022).Revenue jumped 17% year on year to S$4.3 billion, with year on year growth reported by all three of STE’s segments.Operating profit increased by 8% year on year to S$385 million.Net profit dipped 5% year on year to S$280 million largely because 1H2021 included the receipt of S$125 million from the government for COVID-19 support.If government support and one-off costs from the acquisition of TransCore were excluded, net profit would have been 4% higher year on year.DBS Group (SGX: D05)DBS is Singapore’s largest bank and offers a comprehensive range of banking services to individuals and corporations.The lender is a strong pillar of Singapore’s economy and has been through numerous business cycles.Its recent 1H2022 results demonstrate its resilience as it reported its second-highest net profit on record of S$3.6 billion.The bank also declared a quarterly dividend of S$0.36 per share, with an annualised dividend of S$1.44.Shares of DBS offer a prospective dividend yield of 4.4%.The group expects to ride on the tailwind of higher interest rates and enjoy higher net interest margins and net interest income.Its digital exchange also saw the total number of trades double in June compared with April, and demand for custody services also rose in tandem.CapitaLand Integrated Commercial Trust (SGX: C38U)CapitaLand Integrated Commercial Trust, or CICT, is a retail cum commercial REIT that owns 21 properties in Singapore, two in Germany, and three in Australia with total assets under management (AUM) of S$24.2 billion as of 31 December 2021.CICT reported a resilient set of results for its 1H2022 with distribution per unit (DPU) rising from S$0.0518 to S$0.0522.The REIT is also anchored by a strong sponsor in CapitaLand Investment Limited (SGX: 9CI).CICT’s gearing stood at 40.6% as of 30 June 2022 along with a low average cost of debt of 2.4%.With 81% of its borrowings on fixed rates, the REIT has mitigated the rise in its finance expenses.Portfolio occupancy remained healthy at 93.8% with its retail portfolio enjoying year on year rises in both tenant sales and shopper traffic.CICT will spend a total of S$62 million to transform Clarke Quay into a day-and-night destination to be completed by the third quarter of next year.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, is a logistics-focused REIT with a portfolio of 185 properties across eight countries with an AUM of S$13 billion as of 30 June 2022.MLT is backed by a strong sponsor in Mapletree Investments Pte Ltd, and the REIT also reported an impressive set of earnings for its fiscal 2023 first quarter (1Q2023).Gross revenue rose 14.6% year on year to S$187.7 million because of higher revenue from existing properties and contributions from acquisitions completed in 1Q2023 and the prior fiscal year.Net property income increased by 13.2% year on year to S$163.2 million while DPU inched up 5% year on year to S$0.02268.Annualised DPU stands at S$0.09072 and MLT’s units offer a prospective distribution yield of 5.3%.The logistics REIT reported healthy operating statistics, with portfolio occupancy at 96.8% as of 30 June 2022 along with a positive rental reversion of 3.4% for the quarter.With aggregate leverage of 37.2%, MLT is well-positioned for more accretive acquisitions that can grow its DPU.","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076398447,"gmtCreate":1657785970789,"gmtModify":1676536061906,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>‌Is this a bad stock?&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>‌Is this a bad stock?&nbsp;","text":"‌$PING AN(02318)$‌Is this a bad stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076398447","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054435472,"gmtCreate":1655422544096,"gmtModify":1676535634174,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054435472","repostId":"2243842651","repostType":4,"repost":{"id":"2243842651","kind":"highlight","pubTimestamp":1655391848,"share":"https://ttm.financial/m/news/2243842651?lang=&edition=fundamental","pubTime":"2022-06-16 23:04","market":"us","language":"en","title":"Don't Wait for a Market Crash: These 2 Top Stocks Are on Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2243842651","media":"Motley Fool","summary":"These two blue-chip financial companies have been undervalued for a while.","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> dipped into bear market territory earlier this week, down more than 20% from its early January peak. The broader market drop has brought down the valuations of some individual good stocks in numerous sectors and industries.</p><p>I&#39;ve had my eye on two stocks that have been on sale for quite a while now and were trading lower even before the market began to tank in November. For whatever reasons, investors have undervalued them despite their strong performances. Should investors take a chance on these two sale-priced stocks? Let&#39;s take a closer look.</p><h2>1. The case for Goldman Sachs</h2><p><b>Goldman Sachs</b> is currently trading at about $290 per share, down about 24% year to date, and based on its fundamentals and outlook, that&#39;s a bargain valuation.</p><p>The investment banking giant has a price-to-earnings (P/E) ratio of 5.6 and a forward P/E ratio of 7.7.</p><p>Further, consider its 5-year price/earnings-to-growth (PEG) ratio -- a metric that weighs the stock price relative to its expected earnings growth. At 0.2, that&#39;s another indicator of a cheap stock, as any PEG ratio under 1 is considered undervalued.</p><p>It&#39;s also trading at a price-to-book (P/B) ratio of 0.9 -- another sign that it&#39;s discounted, as a P/B of 1 indicates a stock trading at its actual value.</p><p>So why is Goldman Sachs a good buy at this low valuation? It is a market leader in two of its businesses, investment banking and global markets -- which is its institutional trading arm. While mergers and acquisitions activity has slowed considerably compared to last year, Goldman Sachs is still the leader in deals so far in 2022. And while equity trading has slowed, too, Goldman Sachs had a record quarter for fixed income trading. Also, it experienced strong growth in its consumer banking/wealth management businesses, which saw revenue increase 21% year over year. This offset losses in the asset management business, which suffered due to an overall decline in assets due to the falling stock market.</p><p>Even after its declines in this bear market, Goldman Sachs&#39; market leadership and diversity of revenue sources have it trading at a price nearly twice as much as it was at the bottom of its early pandemic plunge in March 2020. Yet it&#39;s still cheap by these metrics, which makes this a good time to pick up shares of this blue-chip financial institution.</p><h2>2. The case for Citigroup</h2><p>You certainly don&#39;t have to wait for a market crash to get <b>Citigroup</b> at a low valuation. The nation&#39;s third-largest bank by assets has been undervalued for several years now, due in part to the pandemic, but also due to its own issues related to risk management.</p><p>But Citigroup has been a relative outperformer compared to its megabank peers in 2022. It&#39;s only down about 20% year to date, and it remains extremely undervalued. It has a P/E ratio of 5.6 and a forward P/E of 7, with a PEG ratio of 0.4. Also, it has a P/B ratio of just 0.5. All of those metrics indicate a stock trading well below its value.</p><p>Renowned value stock investor Warren Buffett, chairman and CEO of <b>Berkshire Hathaway</b>, recognized that, as he added Citigroup to the conglomerate&#39;s portfolio in the first quarter.</p><p>What Buffett likely saw was that Citi was trading at a deep discount due in large part to its own past mistakes, but that the bank has made some key changes. Those started with bringing in a new CEO, Jane Fraser, who has refocused its strategy on its strengths and exited businesses that have underperformed. It has also invested close to $1 billion to improve its internal controls.</p><p>While Citigroup&#39;s transformation won&#39;t happen overnight, it&#39;s a good buy at this valuation. And the current rising interest rate environment should benefit it by boosting its interest income, as long as inflation can be brought into check and the U.S. economy doesn&#39;t fall into a recession.</p><p>When the economy and markets do eventually turn around, these two undervalued stocks will be in a good position to grow.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Wait for a Market Crash: These 2 Top Stocks Are on Sale</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\">\nDon't Wait for a Market Crash: These 2 Top Stocks Are on Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/16/dont-wait-for-market-crash-top-stocks-on-sale/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 dipped into bear market territory earlier this week, down more than 20% from its early January peak. The broader market drop has brought down the valuations of some individual good stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/16/dont-wait-for-market-crash-top-stocks-on-sale/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","GS":"高盛"},"source_url":"https://www.fool.com/investing/2022/06/16/dont-wait-for-market-crash-top-stocks-on-sale/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243842651","content_text":"The S&P 500 dipped into bear market territory earlier this week, down more than 20% from its early January peak. The broader market drop has brought down the valuations of some individual good stocks in numerous sectors and industries.I've had my eye on two stocks that have been on sale for quite a while now and were trading lower even before the market began to tank in November. For whatever reasons, investors have undervalued them despite their strong performances. Should investors take a chance on these two sale-priced stocks? Let's take a closer look.1. The case for Goldman SachsGoldman Sachs is currently trading at about $290 per share, down about 24% year to date, and based on its fundamentals and outlook, that's a bargain valuation.The investment banking giant has a price-to-earnings (P/E) ratio of 5.6 and a forward P/E ratio of 7.7.Further, consider its 5-year price/earnings-to-growth (PEG) ratio -- a metric that weighs the stock price relative to its expected earnings growth. At 0.2, that's another indicator of a cheap stock, as any PEG ratio under 1 is considered undervalued.It's also trading at a price-to-book (P/B) ratio of 0.9 -- another sign that it's discounted, as a P/B of 1 indicates a stock trading at its actual value.So why is Goldman Sachs a good buy at this low valuation? It is a market leader in two of its businesses, investment banking and global markets -- which is its institutional trading arm. While mergers and acquisitions activity has slowed considerably compared to last year, Goldman Sachs is still the leader in deals so far in 2022. And while equity trading has slowed, too, Goldman Sachs had a record quarter for fixed income trading. Also, it experienced strong growth in its consumer banking/wealth management businesses, which saw revenue increase 21% year over year. This offset losses in the asset management business, which suffered due to an overall decline in assets due to the falling stock market.Even after its declines in this bear market, Goldman Sachs' market leadership and diversity of revenue sources have it trading at a price nearly twice as much as it was at the bottom of its early pandemic plunge in March 2020. Yet it's still cheap by these metrics, which makes this a good time to pick up shares of this blue-chip financial institution.2. The case for CitigroupYou certainly don't have to wait for a market crash to get Citigroup at a low valuation. The nation's third-largest bank by assets has been undervalued for several years now, due in part to the pandemic, but also due to its own issues related to risk management.But Citigroup has been a relative outperformer compared to its megabank peers in 2022. It's only down about 20% year to date, and it remains extremely undervalued. It has a P/E ratio of 5.6 and a forward P/E of 7, with a PEG ratio of 0.4. Also, it has a P/B ratio of just 0.5. All of those metrics indicate a stock trading well below its value.Renowned value stock investor Warren Buffett, chairman and CEO of Berkshire Hathaway, recognized that, as he added Citigroup to the conglomerate's portfolio in the first quarter.What Buffett likely saw was that Citi was trading at a deep discount due in large part to its own past mistakes, but that the bank has made some key changes. Those started with bringing in a new CEO, Jane Fraser, who has refocused its strategy on its strengths and exited businesses that have underperformed. It has also invested close to $1 billion to improve its internal controls.While Citigroup's transformation won't happen overnight, it's a good buy at this valuation. And the current rising interest rate environment should benefit it by boosting its interest income, as long as inflation can be brought into check and the U.S. economy doesn't fall into a recession.When the economy and markets do eventually turn around, these two undervalued stocks will be in a good position to grow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059979548,"gmtCreate":1654299446184,"gmtModify":1676535425961,"author":{"id":"4088845568371880","authorId":"4088845568371880","name":"增增增上上上","avatar":"https://static.tigerbbs.com/7a6d28a786017cf9f6e6b9f54a37cad2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088845568371880","authorIdStr":"4088845568371880"},"themes":[],"htmlText":"Prata flipping argument. All&nbsp;consumer stocks should be massively down, don't just talk abt one only.","listText":"Prata flipping argument. All&nbsp;consumer stocks should be massively down, don't just talk abt one only.","text":"Prata flipping argument. All consumer stocks should be massively down, don't just talk abt one only.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059979548","repostId":"2240272383","repostType":2,"repost":{"id":"2240272383","kind":"highlight","pubTimestamp":1654286714,"share":"https://ttm.financial/m/news/2240272383?lang=&edition=fundamental","pubTime":"2022-06-04 04:05","market":"us","language":"en","title":"Micron Controls 55% Of Automotive Semiconductor Memory Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2240272383","media":"seekingalpha","summary":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as inves","content":"<html><body><p><figure><picture><img height=\"1057px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Say-Cheese/iStock via Getty Images</p></figcaption></figure></p> <p>Micron Technology (<span>NASDAQ:MU</span>) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics.</p> <p>With Micron in the spotlight, other bellwether semiconductor companies also were negatively<span> impacted. Intel (</span>INTC<span>) was off by 2.6% while Nvidia (</span>NVDA<span>) was down by 4.5%, Qualcomm (</span>QCOM<span>) shares fell by 3.5% and Advanced Micro Devices (</span><a href=\"https://laohu8.com/S/AMD\">AMD</a><span>) dropped 3%.</span></p> <p>According to the Tech Note in Seeking Alpha:</p> <ul><li>Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern.</li></ul> <ul><li>Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\"</li></ul> <h2><strong>My Analysis</strong></h2> <p>Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article.</p> <h4>Automotive Memory</h4> <p>Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"<strong><em>Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips</em></strong>.\"</p> <p>Chart 1</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781457127938.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Automotive Semiconductor</h4> <p>Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020.</p> <p>Chart 2</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781884709053.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p><span><span>The Information Network</span></span></p></figcaption></figure></p> <h4>Consumer Semiconductor</h4> <p>Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020.</p> <p>Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions.</p> <p>Chart 3</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542782551973054.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Smartphone Semiconductor</h4> <p>Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020.</p> <p>Chart 4</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542783075977776.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h2>Investor Takeaway</h2> <p>The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler.</p> <p>In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market.</p> <p>Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure.</p> <p>I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5.</p> <p>Chart 5</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"844\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-1654278544854768.png\" width=\"596\"/></picture><figcaption><p>Seeking Alpha</p></figcaption></figure></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Controls 55% Of Automotive Semiconductor Memory Market</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\">\nMicron Controls 55% Of Automotive Semiconductor Memory Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 04:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","NXPI":"恩智浦","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","NVDA":"英伟达","BK4534":"瑞士信贷持仓","QCOM":"高通","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","AMD":"美国超微公司","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","MU":"美光科技","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","INTC":"英特尔","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念"},"source_url":"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240272383","content_text":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics. With Micron in the spotlight, other bellwether semiconductor companies also were negatively impacted. Intel (INTC) was off by 2.6% while Nvidia (NVDA) was down by 4.5%, Qualcomm (QCOM) shares fell by 3.5% and Advanced Micro Devices (AMD) dropped 3%. According to the Tech Note in Seeking Alpha: Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern. Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\" My Analysis Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article. Automotive Memory Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips.\" Chart 1 The Information Network Automotive Semiconductor Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020. Chart 2 The Information Network Consumer Semiconductor Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020. Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions. Chart 3 The Information Network Smartphone Semiconductor Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020. Chart 4 The Information Network Investor Takeaway The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler. In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market. Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure. I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5. Chart 5 Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}