Ahlec personal page - To The Moon

Ahlec

Ahlec

No personal profile

28Follow

66Followers

0Topic

0Badge

2024-06-28

Maybe they are trying to draw their logo with the stock chart. [Facepalm]

Nike Stock Sinks 12% After Company Projects Larger Sales Decline Than Expected in 2025

2024-05-28

Overreaction

Sorry, the original content has been removed

2024-04-27

Because I didn't buy...

Sorry, the original content has been removed

2024-04-24

pump and dump for sure

Loop Capital Upgrades Sea Limited to Buy From Hold, Hikes Price Target to $92 From $59

2024-04-20

GG

Netflix's Stock Has Worst Day in Two Years As Its "Rite of Passage" Gets Panned

2024-04-20

GG

Sorry, the original content has been removed

2024-04-10

Joe gives more assuring vibes.

Is Jack Ma Coming Back? Alibaba Founder's Rare Memo To Employees Sparks Curiosity

2024-04-08

Creepy

Sorry, the original content has been removed

2024-02-05

Uh oh

Boeing Shares Slipped after Finding New Problem With 737 MAX Fuselages

2024-01-23

Then break off in a few years, rinse, repeat. 🥱

Sorry, the original content has been removed

2023-12-23

What's the underlying hedge to make up the ETF?

Sorry, the original content has been removed

2023-12-17

need NIO to be profitable

NIO: FQ4'23 May Be A Smashing Success

2023-12-15

🚀

Sorry, the original content has been removed

2023-12-15

Should look at e-commerce and AWS separately.

Why Amazon's Stock Could Be 2024's Biggest Winner Among Major Internet Names

2023-11-30

There's no alt(ernative) man for the job 🤣

Sam Altman's Return As OpenAI CEO Is Official, Mira Murati as CTO and Greg Brockman as President

2023-11-29

🤣

Netflix: Our 2024 Price Target Is $700

2023-11-21

Sell OTM Put safer.

Nvidia Stock Closes at All-Time High, a Day Before Earnings

2023-10-17

Shady! Pump dump???

Sorry, the original content has been removed

2023-10-02

Chance...

Sorry, the original content has been removed

2023-09-19

Dammmn

Nio Announces Plan to Issue $1 Billion Convertible Notes

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4091753544363040","uuid":"4091753544363040","gmtCreate":1628652847933,"gmtModify":1628913691371,"name":"Ahlec","pinyin":"ahlec","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":66,"headSize":28,"tweetSize":182,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.19","exceedPercentage":"93.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.27%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":321554647081136,"gmtCreate":1719535035618,"gmtModify":1719535039421,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Maybe they are trying to draw their logo with the stock chart.&nbsp;[Facepalm]&nbsp;&nbsp;","listText":"Maybe they are trying to draw their logo with the stock chart.&nbsp;[Facepalm]&nbsp;&nbsp;","text":"Maybe they are trying to draw their logo with the stock chart. [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321554647081136","repostId":"2446804599","repostType":4,"repost":{"id":"2446804599","kind":"highlight","pubTimestamp":1719530584,"share":"https://ttm.financial/m/news/2446804599?lang=&edition=fundamental","pubTime":"2024-06-28 07:23","market":"us","language":"en","title":"Nike Stock Sinks 12% After Company Projects Larger Sales Decline Than Expected in 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2446804599","media":"SGinvestors.io","summary":"Nike's earnings report comes as the stock has slumped over the past year amid slowing sales growth.","content":"<html><head></head><body><p>Nike (NKE) stock fell as much as 12% Thursday in after-hours trading after the retailer said it expects revenue to decline more than previously thought in the coming year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cbe5e9a23fe3539f2a5dd85fb3634e17\" tg-width=\"849\" tg-height=\"853\"/></p><p>The company said it expects revenue to fall mid-single digits in 2025, including an expected 10% decline in the first quarter. Nike had initially guided for overall sales growth in 2025.</p><p>The guidance reflects a continuing trend from Nike&#39;s fiscal 2024 fourth quarter, which the shoemaker reported after the closing bell on Thursday. The company said quarterly revenue in the fourth quarter fell 2% from the year prior to $12.61 billion, below Wall Street&#39;s estimates for $12.86 billion. Meanwhile, Nike&#39;s $0.99 earnings per share exceeded analysts&#39; expectations of $0.66. Nike&#39;s direct-to-consumer sales declined 8% from the same quarter a year ago to $5.1 billion.</p><p>&#34;Fiscal [2025] will be a transition year for our business,&#34; Nike CEO John Donahoe said during the company&#39;s earnings call.</p><p>The company has been trying to reignite sales growth in what has been a lackluster year for the stock so far. Morningstar equity analyst David Swartz told Yahoo Finance the sales number was &#34;pretty weak&#34; and was the main concern from the release.</p><p>Nike&#39;s gross margins increased to 44.7% in the fourth quarter, up from 43.6% in the same period a year ago, but came in below analyst expectations of 45.3%.</p><p>The company&#39;s stock entered the release down more than 17% over the last year, a far cry from the S&amp;P 500&#39;s (^GSPC) 26% gain, as investors grew wary of slowing growth at the retailer.</p><p>&#34;All in, this longtime industry bellwether continues to surprisingly struggle, and we believe that investor patience with management is getting thinner by the day,&#34; Wedbush senior vice president of equity research Tom Nikic wrote in a note following the earnings release. &#34;Over the long run, NKE has been one of the most successful growth stories in our coverage, and we keep waiting for the brand to regain its mojo. But it looks like we&#39;re going to have to keep waiting longer.&#34;</p><p>Wall Street has been closely watching Nike&#39;s product pipeline as the Oregon-based company works to fend off competition in its core athletic footwear market from rivals like Adidas (ADDYY) and relative upstarts like On (ONON) and Deckers&#39; (DECK) Hoka brand.</p><p>Nike executives stressed they believe their plans to scale new products are on &#34;track&#34; and will be impacting the company&#39;s financials by the end of the year.</p><p>&#34;We are planning for meaningful, sequential improvement in the second half versus the first half, and it starts with the confidence that we have around the new products that we&#39;re bringing to market,&#34; Nike CFO Matthew Friend said on the earnings call.</p></body></html>","source":"yahoo_sg_highlight","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>Nike Stock Sinks 12% After Company Projects Larger Sales Decline Than Expected in 2025</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\">\nNike Stock Sinks 12% After Company Projects Larger Sales Decline Than Expected in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sg.news.yahoo.com/news/nike-stock-sinks-after-company-projects-larger-sales-decline-than-expected-in-2025-192129443.html><strong>SGinvestors.io</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nike (NKE) stock fell as much as 12% Thursday in after-hours trading after the retailer said it expects revenue to decline more than previously thought in the coming year.The company said it expects ...</p>\n\n<a href=\"https://sg.news.yahoo.com/news/nike-stock-sinks-after-company-projects-larger-sales-decline-than-expected-in-2025-192129443.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://sg.news.yahoo.com/news/nike-stock-sinks-after-company-projects-larger-sales-decline-than-expected-in-2025-192129443.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446804599","content_text":"Nike (NKE) stock fell as much as 12% Thursday in after-hours trading after the retailer said it expects revenue to decline more than previously thought in the coming year.The company said it expects revenue to fall mid-single digits in 2025, including an expected 10% decline in the first quarter. Nike had initially guided for overall sales growth in 2025.The guidance reflects a continuing trend from Nike's fiscal 2024 fourth quarter, which the shoemaker reported after the closing bell on Thursday. The company said quarterly revenue in the fourth quarter fell 2% from the year prior to $12.61 billion, below Wall Street's estimates for $12.86 billion. Meanwhile, Nike's $0.99 earnings per share exceeded analysts' expectations of $0.66. Nike's direct-to-consumer sales declined 8% from the same quarter a year ago to $5.1 billion.\"Fiscal [2025] will be a transition year for our business,\" Nike CEO John Donahoe said during the company's earnings call.The company has been trying to reignite sales growth in what has been a lackluster year for the stock so far. Morningstar equity analyst David Swartz told Yahoo Finance the sales number was \"pretty weak\" and was the main concern from the release.Nike's gross margins increased to 44.7% in the fourth quarter, up from 43.6% in the same period a year ago, but came in below analyst expectations of 45.3%.The company's stock entered the release down more than 17% over the last year, a far cry from the S&P 500's (^GSPC) 26% gain, as investors grew wary of slowing growth at the retailer.\"All in, this longtime industry bellwether continues to surprisingly struggle, and we believe that investor patience with management is getting thinner by the day,\" Wedbush senior vice president of equity research Tom Nikic wrote in a note following the earnings release. \"Over the long run, NKE has been one of the most successful growth stories in our coverage, and we keep waiting for the brand to regain its mojo. But it looks like we're going to have to keep waiting longer.\"Wall Street has been closely watching Nike's product pipeline as the Oregon-based company works to fend off competition in its core athletic footwear market from rivals like Adidas (ADDYY) and relative upstarts like On (ONON) and Deckers' (DECK) Hoka brand.Nike executives stressed they believe their plans to scale new products are on \"track\" and will be impacting the company's financials by the end of the year.\"We are planning for meaningful, sequential improvement in the second half versus the first half, and it starts with the confidence that we have around the new products that we're bringing to market,\" Nike CFO Matthew Friend said on the earnings call.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310803122610368,"gmtCreate":1716885288880,"gmtModify":1716885293414,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Overreaction","listText":"Overreaction","text":"Overreaction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310803122610368","repostId":"1106023190","repostType":2,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299667912876120,"gmtCreate":1714180531523,"gmtModify":1714180535216,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Because I didn't buy...","listText":"Because I didn't buy...","text":"Because I didn't buy...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299667912876120","repostId":"2430736381","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298720234750216,"gmtCreate":1713961653262,"gmtModify":1713961656568,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"pump and dump for sure","listText":"pump and dump for sure","text":"pump and dump for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298720234750216","repostId":"1122536997","repostType":2,"repost":{"id":"1122536997","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713966241,"share":"https://ttm.financial/m/news/1122536997?lang=&edition=fundamental","pubTime":"2024-04-24 21:44","market":"us","language":"en","title":"Loop Capital Upgrades Sea Limited to Buy From Hold, Hikes Price Target to $92 From $59","url":"https://stock-news.laohu8.com/highlight/detail?id=1122536997","media":"Tiger Newspress","summary":"Southeast Asian tech giant Sea Limited could see a turnaround toward profitable growth, said Loop Capital.Analyst Rob Sanderson upgraded shares to buy from hold. He also hiked his price target to $92 from $59, suggesting shares rallying 48.3% from where they closed on Tuesday.The company, which has e-commerce, financial services and gaming businesses, has struggled with valuation pressure over the last two years due to share loss to TikTok and strong competition, Sanderson said. However, it post","content":"<html><head></head><body><p>Southeast Asian tech giant Sea Limited could see a turnaround toward profitable growth, said Loop Capital.</p><p style=\"text-align: start;\">Analyst Rob Sanderson upgraded shares to buy from hold. He also hiked his price target to $92 from $59, suggesting shares rallying 48.3% from where they closed on Tuesday.</p><p style=\"text-align: start;\">The company, which has e-commerce, financial services and gaming businesses, has struggled with valuation pressure over the last two years due to share loss to TikTok and strong competition, Sanderson said. However, it posted its first profitable year in March 2023. CEO and chairman Forrest Li said he also expects 2024 to be a profitable year.</p><p style=\"text-align: start;\">However, the “recent announcement of a commission rate increase by the combined TikTok-Tokopedia, its first move since merging to satisfy Indonesian regulators, has sparked a revaluation in the stock. In our view, this signals that the shift to sustained profitable growth is finally underway and serves as a significant catalyst for revaluation of the stock,” Sanderson wrote in a Wednesday note.</p><p style=\"text-align: start;\">Shares gained nearly 4% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d24c35408c3c899805453302e03a1a3a\" tg-width=\"842\" tg-height=\"618\"/></p><p></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>Loop Capital Upgrades Sea Limited to Buy From Hold, Hikes Price Target to $92 From $59</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\">\nLoop Capital Upgrades Sea Limited to Buy From Hold, Hikes Price Target to $92 From $59\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-24 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Southeast Asian tech giant Sea Limited could see a turnaround toward profitable growth, said Loop Capital.</p><p style=\"text-align: start;\">Analyst Rob Sanderson upgraded shares to buy from hold. He also hiked his price target to $92 from $59, suggesting shares rallying 48.3% from where they closed on Tuesday.</p><p style=\"text-align: start;\">The company, which has e-commerce, financial services and gaming businesses, has struggled with valuation pressure over the last two years due to share loss to TikTok and strong competition, Sanderson said. However, it posted its first profitable year in March 2023. CEO and chairman Forrest Li said he also expects 2024 to be a profitable year.</p><p style=\"text-align: start;\">However, the “recent announcement of a commission rate increase by the combined TikTok-Tokopedia, its first move since merging to satisfy Indonesian regulators, has sparked a revaluation in the stock. In our view, this signals that the shift to sustained profitable growth is finally underway and serves as a significant catalyst for revaluation of the stock,” Sanderson wrote in a Wednesday note.</p><p style=\"text-align: start;\">Shares gained nearly 4% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d24c35408c3c899805453302e03a1a3a\" tg-width=\"842\" tg-height=\"618\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122536997","content_text":"Southeast Asian tech giant Sea Limited could see a turnaround toward profitable growth, said Loop Capital.Analyst Rob Sanderson upgraded shares to buy from hold. He also hiked his price target to $92 from $59, suggesting shares rallying 48.3% from where they closed on Tuesday.The company, which has e-commerce, financial services and gaming businesses, has struggled with valuation pressure over the last two years due to share loss to TikTok and strong competition, Sanderson said. However, it posted its first profitable year in March 2023. CEO and chairman Forrest Li said he also expects 2024 to be a profitable year.However, the “recent announcement of a commission rate increase by the combined TikTok-Tokopedia, its first move since merging to satisfy Indonesian regulators, has sparked a revaluation in the stock. In our view, this signals that the shift to sustained profitable growth is finally underway and serves as a significant catalyst for revaluation of the stock,” Sanderson wrote in a Wednesday note.Shares gained nearly 4% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297147461644432,"gmtCreate":1713574533398,"gmtModify":1713574535249,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"GG","listText":"GG","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297147461644432","repostId":"2428690737","repostType":2,"repost":{"id":"2428690737","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1713576600,"share":"https://ttm.financial/m/news/2428690737?lang=&edition=fundamental","pubTime":"2024-04-20 09:30","market":"us","language":"en","title":"Netflix's Stock Has Worst Day in Two Years As Its \"Rite of Passage\" Gets Panned","url":"https://stock-news.laohu8.com/highlight/detail?id=2428690737","media":"Dow Jones","summary":"The streamer’s shares plunged as some analysts said a planned change to its financial reporting signals a growth slowdown aheadOther tech companies have pulled back on financial disclosures as they’ve","content":"<html><head></head><body><p>The streamer’s shares plunged as some analysts said a planned change to its financial reporting signals a growth slowdown ahead</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89d4fe55d962260782be57227fe16a7c\" alt=\"Other tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.\" title=\"Other tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.\" tg-width=\"923\" tg-height=\"600\"/><span>Other tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.</span></p><p>Wall Street tends to focus more on the future than the present, and that’s especially the case in the wake of Netflix Inc.’s latest report.</p><p style=\"text-align: start;\">Specifically, analysts are debating the merits of Netflix’s announcement that it will stop providing quarterly disclosures on subscriber growth or average revenue per member after the end of this year. That’s one factor weighing on Netflix shares, which fell 9.1% in Friday action to suffer their worst single-day percentage decline since April 20, 2022, when they plunged 35.1%, according to Dow Jones Market Data.</p><p>On one hand, numerous technology giants, including Apple Inc. and Meta Platforms Inc., have cut back on various disclosures in what’s seemingly “a rite of passage for large tech companies,” according to Bernstein analyst Mark Shmulik, who said the presence of subscriber numbers likely “overfocuses” Netflix investors on one key metric.</p><p style=\"text-align: start;\">“On the other hand, removing growth disclosures signals a maturing business, and gives shareholders even fewer data points to underwrite forecasts,” Shmulik added, as he reiterated a market-perform rating on the stock but bumped his price target up to $600 from $490.</p><p>MoffettNathanson’s Michael Nathanson wonders how much more room there is for Netflix to benefit from its crackdown on account sharing now that “the lowest-hanging fruit has already been captured.”</p><p style=\"text-align: start;\">With that backdrop, Netflix’s planned change to its financial reporting “can be read more cautiously that subscriber growth has indeed peaked —particularly in higher [average-revenue-per-member] markets — and a deceleration may lie ahead,” Nathanson said.</p><p style=\"text-align: start;\">“Netflix may have room to grow its share of its subscribers’ content consumption, but we may be nearing saturation in terms of total number of subscribers in developed markets,” he added.</p><p style=\"text-align: start;\">Nathanson’s uncertainty about the sustainability of Netflix’s recent subscriber momentum is one factor that keeps him sidelined on the stock, with a neutral rating and a $505 target price, up $5 from before.</p><p style=\"text-align: start;\">Barton Crockett of Rosenblatt Securities had a similar take on the upcoming change.</p><p style=\"text-align: start;\">“That looks like a transition into a more mature phase, and suggests what we expect — that the member growth pace has peaked and will decelerate,” he wrote. “We find it less likely that Netflix shares would outperform while the market digests this transition.”</p><p style=\"text-align: start;\">Crockett rates the stock at neutral, and he cut his price target to $540 from $554 on Friday.</p><p>But others were more forgiving — including Jeff Wlodarczak of Pivotal Research Group, who boosted his price target to $800, a new Wall Street high. His earlier $765 target had also been the previous high.</p><p style=\"text-align: start;\">“We remind investors that [Apple stopped] disclosing iPhone unit growth in [the fourth quarter of] 2018 and after a short period of stock consolidation the stock materially outperformed the market,” he wrote.</p><p style=\"text-align: start;\">Wlodarczak expects to see a slowdown in subscriber growth next year but still sees ”a long runway” for growth in both subscribers and average revenue per member. He has a buy rating on Netflix’s stock.</p><p style=\"text-align: start;\">The Apple comparison rang true for Tim Nollen of Macquarie, as well.</p><p style=\"text-align: start;\">“Investors will complain about lack of metrics to use, but we welcome the decision — recall Apple did this with iPhone units to focus the street toward more important fundamental metrics — with the hope that Netflix will provide more meaningful engagement metrics and more ad tier-related info over time,” he said in his report.</p><p style=\"text-align: start;\">Nollen has an outperform rating and a $685 target price on the shares.</p><p style=\"text-align: start;\">Guggenheim’s Michael Morris also defended the stock.</p><p style=\"text-align: start;\">“Eliminating regular reporting of membership data raises questions around management’s confidence to further grow the base, though it is not implausible that the change is intended to reduce quarterly sentiment volatility around relatively small changes in true economic drivers,” he wrote, as he kept a buy rating and a $700 target price on the stock.</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>Netflix's Stock Has Worst Day in Two Years As Its \"Rite of Passage\" Gets Panned</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\">\nNetflix's Stock Has Worst Day in Two Years As Its \"Rite of Passage\" Gets Panned\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-20 09:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The streamer’s shares plunged as some analysts said a planned change to its financial reporting signals a growth slowdown ahead</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89d4fe55d962260782be57227fe16a7c\" alt=\"Other tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.\" title=\"Other tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.\" tg-width=\"923\" tg-height=\"600\"/><span>Other tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.</span></p><p>Wall Street tends to focus more on the future than the present, and that’s especially the case in the wake of Netflix Inc.’s latest report.</p><p style=\"text-align: start;\">Specifically, analysts are debating the merits of Netflix’s announcement that it will stop providing quarterly disclosures on subscriber growth or average revenue per member after the end of this year. That’s one factor weighing on Netflix shares, which fell 9.1% in Friday action to suffer their worst single-day percentage decline since April 20, 2022, when they plunged 35.1%, according to Dow Jones Market Data.</p><p>On one hand, numerous technology giants, including Apple Inc. and Meta Platforms Inc., have cut back on various disclosures in what’s seemingly “a rite of passage for large tech companies,” according to Bernstein analyst Mark Shmulik, who said the presence of subscriber numbers likely “overfocuses” Netflix investors on one key metric.</p><p style=\"text-align: start;\">“On the other hand, removing growth disclosures signals a maturing business, and gives shareholders even fewer data points to underwrite forecasts,” Shmulik added, as he reiterated a market-perform rating on the stock but bumped his price target up to $600 from $490.</p><p>MoffettNathanson’s Michael Nathanson wonders how much more room there is for Netflix to benefit from its crackdown on account sharing now that “the lowest-hanging fruit has already been captured.”</p><p style=\"text-align: start;\">With that backdrop, Netflix’s planned change to its financial reporting “can be read more cautiously that subscriber growth has indeed peaked —particularly in higher [average-revenue-per-member] markets — and a deceleration may lie ahead,” Nathanson said.</p><p style=\"text-align: start;\">“Netflix may have room to grow its share of its subscribers’ content consumption, but we may be nearing saturation in terms of total number of subscribers in developed markets,” he added.</p><p style=\"text-align: start;\">Nathanson’s uncertainty about the sustainability of Netflix’s recent subscriber momentum is one factor that keeps him sidelined on the stock, with a neutral rating and a $505 target price, up $5 from before.</p><p style=\"text-align: start;\">Barton Crockett of Rosenblatt Securities had a similar take on the upcoming change.</p><p style=\"text-align: start;\">“That looks like a transition into a more mature phase, and suggests what we expect — that the member growth pace has peaked and will decelerate,” he wrote. “We find it less likely that Netflix shares would outperform while the market digests this transition.”</p><p style=\"text-align: start;\">Crockett rates the stock at neutral, and he cut his price target to $540 from $554 on Friday.</p><p>But others were more forgiving — including Jeff Wlodarczak of Pivotal Research Group, who boosted his price target to $800, a new Wall Street high. His earlier $765 target had also been the previous high.</p><p style=\"text-align: start;\">“We remind investors that [Apple stopped] disclosing iPhone unit growth in [the fourth quarter of] 2018 and after a short period of stock consolidation the stock materially outperformed the market,” he wrote.</p><p style=\"text-align: start;\">Wlodarczak expects to see a slowdown in subscriber growth next year but still sees ”a long runway” for growth in both subscribers and average revenue per member. He has a buy rating on Netflix’s stock.</p><p style=\"text-align: start;\">The Apple comparison rang true for Tim Nollen of Macquarie, as well.</p><p style=\"text-align: start;\">“Investors will complain about lack of metrics to use, but we welcome the decision — recall Apple did this with iPhone units to focus the street toward more important fundamental metrics — with the hope that Netflix will provide more meaningful engagement metrics and more ad tier-related info over time,” he said in his report.</p><p style=\"text-align: start;\">Nollen has an outperform rating and a $685 target price on the shares.</p><p style=\"text-align: start;\">Guggenheim’s Michael Morris also defended the stock.</p><p style=\"text-align: start;\">“Eliminating regular reporting of membership data raises questions around management’s confidence to further grow the base, though it is not implausible that the change is intended to reduce quarterly sentiment volatility around relatively small changes in true economic drivers,” he wrote, as he kept a buy rating and a $700 target price on the stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4587":"ChatGPT概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4524":"宅经济概念","NFLX":"奈飞","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4527":"明星科技股","BK4588":"碎股","BK4551":"寇图资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4108":"电影和娱乐","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428690737","content_text":"The streamer’s shares plunged as some analysts said a planned change to its financial reporting signals a growth slowdown aheadOther tech companies have pulled back on financial disclosures as they’ve grown, and now Netflix will do the same.Wall Street tends to focus more on the future than the present, and that’s especially the case in the wake of Netflix Inc.’s latest report.Specifically, analysts are debating the merits of Netflix’s announcement that it will stop providing quarterly disclosures on subscriber growth or average revenue per member after the end of this year. That’s one factor weighing on Netflix shares, which fell 9.1% in Friday action to suffer their worst single-day percentage decline since April 20, 2022, when they plunged 35.1%, according to Dow Jones Market Data.On one hand, numerous technology giants, including Apple Inc. and Meta Platforms Inc., have cut back on various disclosures in what’s seemingly “a rite of passage for large tech companies,” according to Bernstein analyst Mark Shmulik, who said the presence of subscriber numbers likely “overfocuses” Netflix investors on one key metric.“On the other hand, removing growth disclosures signals a maturing business, and gives shareholders even fewer data points to underwrite forecasts,” Shmulik added, as he reiterated a market-perform rating on the stock but bumped his price target up to $600 from $490.MoffettNathanson’s Michael Nathanson wonders how much more room there is for Netflix to benefit from its crackdown on account sharing now that “the lowest-hanging fruit has already been captured.”With that backdrop, Netflix’s planned change to its financial reporting “can be read more cautiously that subscriber growth has indeed peaked —particularly in higher [average-revenue-per-member] markets — and a deceleration may lie ahead,” Nathanson said.“Netflix may have room to grow its share of its subscribers’ content consumption, but we may be nearing saturation in terms of total number of subscribers in developed markets,” he added.Nathanson’s uncertainty about the sustainability of Netflix’s recent subscriber momentum is one factor that keeps him sidelined on the stock, with a neutral rating and a $505 target price, up $5 from before.Barton Crockett of Rosenblatt Securities had a similar take on the upcoming change.“That looks like a transition into a more mature phase, and suggests what we expect — that the member growth pace has peaked and will decelerate,” he wrote. “We find it less likely that Netflix shares would outperform while the market digests this transition.”Crockett rates the stock at neutral, and he cut his price target to $540 from $554 on Friday.But others were more forgiving — including Jeff Wlodarczak of Pivotal Research Group, who boosted his price target to $800, a new Wall Street high. His earlier $765 target had also been the previous high.“We remind investors that [Apple stopped] disclosing iPhone unit growth in [the fourth quarter of] 2018 and after a short period of stock consolidation the stock materially outperformed the market,” he wrote.Wlodarczak expects to see a slowdown in subscriber growth next year but still sees ”a long runway” for growth in both subscribers and average revenue per member. He has a buy rating on Netflix’s stock.The Apple comparison rang true for Tim Nollen of Macquarie, as well.“Investors will complain about lack of metrics to use, but we welcome the decision — recall Apple did this with iPhone units to focus the street toward more important fundamental metrics — with the hope that Netflix will provide more meaningful engagement metrics and more ad tier-related info over time,” he said in his report.Nollen has an outperform rating and a $685 target price on the shares.Guggenheim’s Michael Morris also defended the stock.“Eliminating regular reporting of membership data raises questions around management’s confidence to further grow the base, though it is not implausible that the change is intended to reduce quarterly sentiment volatility around relatively small changes in true economic drivers,” he wrote, as he kept a buy rating and a $700 target price on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297147717283952,"gmtCreate":1713574515679,"gmtModify":1713574518789,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"GG","listText":"GG","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297147717283952","repostId":"2428086698","repostType":2,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293830016114936,"gmtCreate":1712742647263,"gmtModify":1712742650668,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Joe gives more assuring vibes.","listText":"Joe gives more assuring vibes.","text":"Joe gives more assuring vibes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293830016114936","repostId":"1152646857","repostType":2,"repost":{"id":"1152646857","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1712739575,"share":"https://ttm.financial/m/news/1152646857?lang=&edition=fundamental","pubTime":"2024-04-10 16:59","market":"us","language":"en","title":"Is Jack Ma Coming Back? Alibaba Founder's Rare Memo To Employees Sparks Curiosity","url":"https://stock-news.laohu8.com/highlight/detail?id=1152646857","media":"Benzinga","summary":"Alibaba Group Holding Ltd. co-founder Jack Ma has reportedly resurfaced with a comprehensive internal memo, stirring speculation about his future role in the company.What Happened: Ma has emerged with","content":"<html><head></head><body><p>Alibaba Group Holding Ltd. co-founder Jack Ma has reportedly resurfaced with a comprehensive internal memo, stirring speculation about his future role in the company.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ma has emerged with a detailed message to his staff, hinting at a more prominent role after years of low public visibility, Reuters reported on Tuesday.</p><p style=\"text-align: start;\">The internal memo, Ma’s most extensive communication within Alibaba in five years, was shared on the company’s forum. It follows Alibaba’s decision last year to restructure into six separate units, the most significant overhaul since its inception.</p><p style=\"text-align: start;\">Following the memo’s release, Alibaba’s Hong Kong-listed shares experienced a 5% increase. Ma’s note commended the leadership of CEO Eddie Wu and Chairman Joe Tsai, acknowledging the company’s past errors and emphasizing the need for timely corrections and future reforms. This internal endorsement comes as Alibaba has faced challenges, including a CEO change, halted unit listings, and increased competition in e-commerce.</p><p style=\"text-align: start;\"><strong>Why It Matters</strong>: The reappearance of Jack Ma and his active communication within Alibaba could signal a strategic shift for the tech giant. Ma played a pivotal role in the company’s restructuring from abroad, amid a regulatory crackdown in China and fierce market competition. This move was seen as a way to adapt to the changing business environment and regulatory landscape.</p><p style=\"text-align: start;\">Earlier this year, Ma and co-founder Tsai reignited investor confidence by purchasing Alibaba shares worth hundreds of millions of dollars, leading to a surge in the company’s stock value. This action demonstrated their commitment to the company’s future and possibly hinted at Ma’s return to a more active role.</p><p style=\"text-align: start;\">Furthermore, Ma’s previous endorsement of rival PDD Holdings was met with investor skepticism, as evidenced by a surge in bearish bets against the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Jack Ma Coming Back? Alibaba Founder's Rare Memo To Employees Sparks Curiosity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Jack Ma Coming Back? Alibaba Founder's Rare Memo To Employees Sparks Curiosity\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-10 16:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Ltd. co-founder Jack Ma has reportedly resurfaced with a comprehensive internal memo, stirring speculation about his future role in the company.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ma has emerged with a detailed message to his staff, hinting at a more prominent role after years of low public visibility, Reuters reported on Tuesday.</p><p style=\"text-align: start;\">The internal memo, Ma’s most extensive communication within Alibaba in five years, was shared on the company’s forum. It follows Alibaba’s decision last year to restructure into six separate units, the most significant overhaul since its inception.</p><p style=\"text-align: start;\">Following the memo’s release, Alibaba’s Hong Kong-listed shares experienced a 5% increase. Ma’s note commended the leadership of CEO Eddie Wu and Chairman Joe Tsai, acknowledging the company’s past errors and emphasizing the need for timely corrections and future reforms. This internal endorsement comes as Alibaba has faced challenges, including a CEO change, halted unit listings, and increased competition in e-commerce.</p><p style=\"text-align: start;\"><strong>Why It Matters</strong>: The reappearance of Jack Ma and his active communication within Alibaba could signal a strategic shift for the tech giant. Ma played a pivotal role in the company’s restructuring from abroad, amid a regulatory crackdown in China and fierce market competition. This move was seen as a way to adapt to the changing business environment and regulatory landscape.</p><p style=\"text-align: start;\">Earlier this year, Ma and co-founder Tsai reignited investor confidence by purchasing Alibaba shares worth hundreds of millions of dollars, leading to a surge in the company’s stock value. This action demonstrated their commitment to the company’s future and possibly hinted at Ma’s return to a more active role.</p><p style=\"text-align: start;\">Furthermore, Ma’s previous endorsement of rival PDD Holdings was met with investor skepticism, as evidenced by a surge in bearish bets against the company.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152646857","content_text":"Alibaba Group Holding Ltd. co-founder Jack Ma has reportedly resurfaced with a comprehensive internal memo, stirring speculation about his future role in the company.What Happened: Ma has emerged with a detailed message to his staff, hinting at a more prominent role after years of low public visibility, Reuters reported on Tuesday.The internal memo, Ma’s most extensive communication within Alibaba in five years, was shared on the company’s forum. It follows Alibaba’s decision last year to restructure into six separate units, the most significant overhaul since its inception.Following the memo’s release, Alibaba’s Hong Kong-listed shares experienced a 5% increase. Ma’s note commended the leadership of CEO Eddie Wu and Chairman Joe Tsai, acknowledging the company’s past errors and emphasizing the need for timely corrections and future reforms. This internal endorsement comes as Alibaba has faced challenges, including a CEO change, halted unit listings, and increased competition in e-commerce.Why It Matters: The reappearance of Jack Ma and his active communication within Alibaba could signal a strategic shift for the tech giant. Ma played a pivotal role in the company’s restructuring from abroad, amid a regulatory crackdown in China and fierce market competition. This move was seen as a way to adapt to the changing business environment and regulatory landscape.Earlier this year, Ma and co-founder Tsai reignited investor confidence by purchasing Alibaba shares worth hundreds of millions of dollars, leading to a surge in the company’s stock value. This action demonstrated their commitment to the company’s future and possibly hinted at Ma’s return to a more active role.Furthermore, Ma’s previous endorsement of rival PDD Holdings was met with investor skepticism, as evidenced by a surge in bearish bets against the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293100314370312,"gmtCreate":1712577300140,"gmtModify":1712577303606,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Creepy","listText":"Creepy","text":"Creepy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293100314370312","repostId":"2425098306","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270702796689704,"gmtCreate":1707127501411,"gmtModify":1707127506348,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Uh oh","listText":"Uh oh","text":"Uh oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270702796689704","repostId":"2409146871","repostType":4,"repost":{"id":"2409146871","kind":"highlight","pubTimestamp":1707124959,"share":"https://ttm.financial/m/news/2409146871?lang=&edition=fundamental","pubTime":"2024-02-05 17:22","market":"us","language":"en","title":"Boeing Shares Slipped after Finding New Problem With 737 MAX Fuselages","url":"https://stock-news.laohu8.com/highlight/detail?id=2409146871","media":"The Wall Street Journal","summary":"Boeing is reworking 50 undelivered 737 MAX jets after a supplier's employee recently found misdrilled holes on some fuselages, a new production snafu for the aircraft manufacturer.Spirit AeroSystems, which has been at the center of quality issues affecting 737s, supplied the fuselages.Boeing said that the issue could delay some deliveries in the near term and that existing 737s can keep flying.\"This is the only course of action given our commitment to deliver perfect airplanes every time,\" Boeing's commercial chief Stan Deal said in a memo to staff on Sunday.Boeing said it is finalizing instructions for the rework and expects to know how long it will take in coming days.A Spirit spokesman said the company is aware of the issue and is in close communication with Boeing. Last year, misdrilled holes by Spirit on the aft bulkhead of some MAX jets led to production delays.Boeing is facing additional regulatory scrutiny after the Alaska Airlines door plug blowout last month. That incident, w","content":"<html><head></head><body><p>Boeing is reworking 50 undelivered 737 MAX jets after a supplier&#39;s employee recently found misdrilled holes on some fuselages, a new production snafu for the aircraft manufacturer.</p><p>Boeing shares slipped 1.8% in premarket trading on the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cac5ce24067c61fa9485facb4f67ac\" tg-width=\"835\" tg-height=\"842\"/></p><p>Spirit AeroSystems, which has been at the center of quality issues affecting 737s, supplied the fuselages.</p><p>Boeing said that the issue could delay some deliveries in the near term and that existing 737s can keep flying.</p><p>&#34;This is the only course of action given our commitment to deliver perfect airplanes every time,&#34; Boeing&#39;s commercial chief Stan Deal said in a memo to staff on Sunday.</p><p>Boeing said it is finalizing instructions for the rework and expects to know how long it will take in coming days.</p><p>Deal said the employee flagged to his manager two holes that may not have been drilled exactly to the jet maker&#39;s requirements. Delays will allow the company to inspect and, if necessary, fix any problems, he said.</p><p>A Spirit spokesman said the company is aware of the issue and is in close communication with Boeing. Last year, misdrilled holes by Spirit on the aft bulkhead of some MAX jets led to production delays.</p><p>Boeing is facing additional regulatory scrutiny after the Alaska Airlines door plug blowout last month. That incident, which also involved a Spirit fuselage, followed a string of issues involving the supplier, none of which led to in-flight incidents.</p><p>In the case of the blowout, the jet maker and industry officials increasingly believe Boeing employees failed to put back bolts needed to secure the door plug during production.</p><p>Deal also said Boeing has recently instructed a major supplier to hold shipments until all parts meet requirements, a move he said would lead to production delays. A spokeswoman declined to say if Deal was referring to Spirit or a different supplier.</p><p>Boeing executives have pledged to review manufacturing practices and root out defects. The company last week said it wouldn&#39;t set financial targets for the year as it focuses on improving quality. Investors and airline customers, which already are short on planes, worry that heightened scrutiny and Boeing&#39;s efforts to improve its processes could slow deliveries.</p></body></html>","source":"wsj_highlight","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>Boeing Shares Slipped after Finding New Problem With 737 MAX Fuselages</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\">\nBoeing Shares Slipped after Finding New Problem With 737 MAX Fuselages\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-05 17:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://dowjonesnews.com/newdjn/logon.aspx?AL=N><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Boeing is reworking 50 undelivered 737 MAX jets after a supplier's employee recently found misdrilled holes on some fuselages, a new production snafu for the aircraft manufacturer.Boeing shares ...</p>\n\n<a href=\"https://dowjonesnews.com/newdjn/logon.aspx?AL=N\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409146871","content_text":"Boeing is reworking 50 undelivered 737 MAX jets after a supplier's employee recently found misdrilled holes on some fuselages, a new production snafu for the aircraft manufacturer.Boeing shares slipped 1.8% in premarket trading on the news.Spirit AeroSystems, which has been at the center of quality issues affecting 737s, supplied the fuselages.Boeing said that the issue could delay some deliveries in the near term and that existing 737s can keep flying.\"This is the only course of action given our commitment to deliver perfect airplanes every time,\" Boeing's commercial chief Stan Deal said in a memo to staff on Sunday.Boeing said it is finalizing instructions for the rework and expects to know how long it will take in coming days.Deal said the employee flagged to his manager two holes that may not have been drilled exactly to the jet maker's requirements. Delays will allow the company to inspect and, if necessary, fix any problems, he said.A Spirit spokesman said the company is aware of the issue and is in close communication with Boeing. Last year, misdrilled holes by Spirit on the aft bulkhead of some MAX jets led to production delays.Boeing is facing additional regulatory scrutiny after the Alaska Airlines door plug blowout last month. That incident, which also involved a Spirit fuselage, followed a string of issues involving the supplier, none of which led to in-flight incidents.In the case of the blowout, the jet maker and industry officials increasingly believe Boeing employees failed to put back bolts needed to secure the door plug during production.Deal also said Boeing has recently instructed a major supplier to hold shipments until all parts meet requirements, a move he said would lead to production delays. A spokeswoman declined to say if Deal was referring to Spirit or a different supplier.Boeing executives have pledged to review manufacturing practices and root out defects. The company last week said it wouldn't set financial targets for the year as it focuses on improving quality. Investors and airline customers, which already are short on planes, worry that heightened scrutiny and Boeing's efforts to improve its processes could slow deliveries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266133235126496,"gmtCreate":1706005952424,"gmtModify":1706005956646,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Then break off in a few years, rinse, repeat. 🥱&nbsp;","listText":"Then break off in a few years, rinse, repeat. 🥱&nbsp;","text":"Then break off in a few years, rinse, repeat. 🥱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266133235126496","repostId":"1106898414","repostType":2,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255156335571016,"gmtCreate":1703307520412,"gmtModify":1703307526260,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"What's the underlying hedge to make up the ETF?","listText":"What's the underlying hedge to make up the ETF?","text":"What's the underlying hedge to make up the ETF?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255156335571016","repostId":"2393446098","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253024210112728,"gmtCreate":1702784299399,"gmtModify":1702784304734,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"need NIO to be profitable","listText":"need NIO to be profitable","text":"need NIO to be profitable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253024210112728","repostId":"2392514673","repostType":2,"repost":{"id":"2392514673","kind":"highlight","pubTimestamp":1702782000,"share":"https://ttm.financial/m/news/2392514673?lang=&edition=fundamental","pubTime":"2023-12-17 11:00","market":"sg","language":"en","title":"NIO: FQ4'23 May Be A Smashing Success","url":"https://stock-news.laohu8.com/highlight/detail?id=2392514673","media":"Seeking Alpha","summary":"NIO has smashed expectations in the FQ3'23 earnings call, thanks to its increasing ASPs, growing sales, and improving automotive gross profit margins.These efforts are likely to moderate its cash burn","content":"<html><head></head><body><ul style=\"\"><li><p>NIO has smashed expectations in the FQ3&#39;23 earnings call, thanks to its increasing ASPs, growing sales, and improving automotive gross profit margins.</p></li><li><p>These efforts are likely to moderate its cash burn rate ahead while preserving its balance sheet, without having to overly increase its reliance on debt.</p></li><li><p>The NIO management has also offered a highly optimistic FQ4&#39;23 guidance, with a further improvement in its ASPs nearer to the hyper-pandemic levels.</p></li><li><p>This is on top of the enhanced monetization strategies through the release of mass market models from 2024 onwards and the launch of its battery swapping services for a fee.</p></li><li><p>Combined with the potential spin off of its battery segment, we may see NIO&#39;s prospects further lift from these bottom levels, offering opportunistic investors with a great upside potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58e38071df772253b22442d919c2c420\" alt=\"Julia_Sudnitskaya/iStock via Getty Images\" title=\"Julia_Sudnitskaya/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Julia_Sudnitskaya/iStock via Getty Images</span></p><p>We previously covered NIO Inc. (NYSE:NYSE:NIO) in September 2023, discussing its mixed FQ2&#39;23 earnings call, attributed to the underwhelming top/ bottom lines and the likelihood of it missing the previous FY2023 delivery guidance.</p><p>We had opted to rate the stock as a Hold then, since it was uncertain if the automaker&#39;s margins might improve moving forward, due to the intensified sales hiring, R&amp;D, and capex for the mass market models.</p><p>This is on top of the stock consistently charting lower lows and lower highs, with it remaining to be seen when a floor might materialize.</p><p>In this article, we shall discuss why we are finally rerating the NIO stock as a Buy here, thanks to its increasing ASPs, growing sales, improving automotive gross profit margins, and enhanced monetization strategies, with these efforts likely to moderate its cash burn rate ahead while preserving its balance sheet.</p><p>Combined with the pulled forward mass market model launches, it appears that the worst is already here, with its prospects likely to lift from FQ4&#39;23 onwards.</p><h2 id=\"id_1928539335\">The NIO Investment Thesis Is Very Tempting Here Indeed</h2><p>For now, NIO has reported a more than decent FQ3&#39;23 earnings call, with automotive revenues of 17.4B Yuan (+142.3% QoQ/ +45.9% YoY) and a recovering Average Selling Price of 314.05K Yuan per unit (+2.8% QoQ/ -16.8% YoY).</p><p>The latter sum is derived from the automotive revenues and growing deliveries of 55.43K units (+135.6% QoQ/ +75.4% YoY) by September 30, 2023.</p><p>The ASPs are improved than the impacted ASPs of 297.18K Yuan per unit recorded in FQ1&#39;23 (-19.3% QoQ/ -17.1% YoY) indeed, implying reduced promotional activities and growing consumer demand for its offerings.</p><p>This development has directly contributed to NIO&#39;s recovering automotive gross margins of 11% (+4.8 points QoQ/ -5.4 YoY) by the latest quarter, though still a great distance away from its FQ4&#39;21 peak automotive gross margins of 20.9%, thanks to the ongoing price war lead by Tesla (TSLA) in China.</p><p>Furthermore, we may see this profitable trend continue in FQ4&#39;23, with the projected ASPs of 341.45K Yuan per unit (+8.7% QoQ/ -7.3% YoY), based on the management&#39;s revenue guidance of 16.39B Yuan and delivery guidance of 48K units at the midpoint.</p><p>Part of the margin improvement tailwind is likely attributed to the automaker&#39;s full transition to the NT2.0 platform by FQ3&#39;23, with the improved cost efficiencies already allowing the management to guide 15% (+4 points QoQ/ +8.2 YoY) in automotive gross margin by FQ4&#39;23.</p><p>Demand for NIO&#39;s EV offerings appear to be excellent as well, attributed to the somewhat stable inventory levels of $967.44M (-17.3% QoQ/ +3.1% YoY) by the latest quarter.</p><p>October 2023 has also brought forth excellent delivery numbers at 16.07K units (+2.7% MoM/ +59.8 YoY) and November 2023 at 15.95K units (-0.7% QoQ/ +12.6% YoY).</p><p>While the YTD sum of 142.02K units (+33.1% YoY) and updated FY2023 delivery guidance of 158K units (+29% YoY) falls behind the management&#39;s previous guidance of 250K units (+104.1% YoY), we already applaud the moderate improvements observed in its automotive gross margins.</p><p>This trend may be further aided by the launch of NIO&#39;s affordable EV line up in the EU, namely Alps from Q3&#39;24 and Firefly from 2025 onwards, likely to improve its mass appeal and adoption, boosting its top-line performance in the intermediate term.</p><p>For context, the automaker currently prices its flagship models at between €50K to €91K in the EU, in order to compete with many other legacy premium automakers, such as BMW (OTCPK:BMWYY) and Mercedes-Benz (OTCPK:MBGAF).</p><p>While the NIO management has yet to reveal the listed prices, the sub brands are rumored to bring down the Average Selling Price range to between €12.95K and €25.90K for the base-range Firefly EV models (based on the FX rate at the time of writing).</p><p>This is nearer to Toyota&#39;s (TM) Lexus price range, implying a drastic -72.4% discount at the midpoint.</p><p>In the mean time, NIO&#39;s Alps is rumored to offer mid-range EV models, at an estimated price range of between €25.90K to €38.84K, suggesting an attractive -54% discount from its premium range at the midpoint.</p><p>With Alps already being tested on the roads in China, it appears that the rumors may be right after all, triggering the automaker&#39;s intermediate term tailwinds.</p><p><strong>The Consensus Forward Estimates</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fc438e6394c5dd6308dac9b70749ee9\" alt=\"Tikr Terminal\" title=\"Tikr Terminal\" tg-width=\"640\" tg-height=\"224\"/><span>Tikr Terminal</span></p><p>Perhaps this is why NIO is still expected to generate a robust top-line growth at a CAGR of +32.6% through FY2025, building upon its historical growth at a CAGR of +77.6% between FY2018 and FY2022.</p><p>While the automaker is not expected to break even over the next few years, we are not overly concerned since its balance sheet remains robust, with a cash/ short-term investments of $5.33B by the latest quarter (+39.1% QoQ/ -15.2% YoY).</p><p>Assuming that NIO is able to continue growing its gross profit margins ahead, we believe that its quarterly cash burn rate of approximately -$600M may decline from henceforth, allowing it to moderately grow its operations ahead.</p><p>If anything, the management is also exploring multiple paths to improve its margins and liquidity ahead.</p><p>Firstly, NIO has acquired certain equipment and assets for 3.16B Yuan from its current manufacturing partner, JAC, on December 5, 2023, with the exercise expected to improve its quality control while bringing its overall manufacturing costs down by approximately -10% in the long run.</p><p>Secondly, the management has announced its partnership with Changan Automobile and Geely Holdings Group (OTCPK:GELYF), allowing the two Chinese automakers to utilize NIO&#39;s battery swap network for a fee, with several others already in negotiation.</p><p>This strategy is somewhat similar to TSLA&#39;s opening up of the Supercharger network in the US, allowing the company to enhance its monetization rate through &#34;access fees &amp; revenues from other OEMs.&#34;</p><p>Lastly, there are already market rumors of NIO potentially spinning off the battery production unit/ swapping technology as a separate unit, with the exercise likely to bring forth additional liquidity for the parent company.</p><p>As a result, we are cautiously optimistic about the automaker&#39;s intermediate term prospects, with liquidity unlikely to be a major concern.</p><h2 id=\"id_2984907615\">So, Is NIO Stock A Buy, Sell, or Hold?</h2><p><strong>NIO Valuations</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fbda242669e7c7bdf208fe8020c80c9\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"101\"/><span>Seeking Alpha</span></p><p>For now, since NIO remains unprofitable, the only metric that we may use to measure its valuations is the FWD EV/ Sales of 1.74x.</p><p>This number appears to be somewhat reasonable, after the much needed correction from the pre-pandemic mean of 3.16x and the hyper-pandemic peak of 23.14x, nearer to the sector median of 1.27x.</p><p>This is especially since NIO is expected to generate an impressive top-line growth moving forward, well-exceeding TSLA&#39;s projected growth at a CAGR of +21.5% with a FWD EV/ Sales of 8.04x, and nearer to XPeng&#39;s (XPEV) rate of +41.7% over the same time period with a FWD EV/ Sales of 2.93x.</p><p><strong>NIO 1Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7c5b5af3a711b553bbf17131d0c9b0\" alt=\"Trading View\" title=\"Trading View\" tg-width=\"640\" tg-height=\"359\"/><span>Trading View</span></p><p>The NIO stock is also trading below its previous resistance levels of $8s, with it appearing to be well supported at $7s. As a result of its attractive valuation and potential reversal in FQ4&#39;23, we are cautiously rerating the stock as a Buy here.</p><p>However, investors must also size their portfolios according to their risk appetite, since the stock records an elevated short interest of 10.69% at the time of writing, with the future upside potential likely to be negated by aggressive short sellers.</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>NIO: FQ4'23 May Be A Smashing Success</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\">\nNIO: FQ4'23 May Be A Smashing Success\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-17 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4658217-nio-fq423-may-be-a-smashing-success><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO has smashed expectations in the FQ3'23 earnings call, thanks to its increasing ASPs, growing sales, and improving automotive gross profit margins.These efforts are likely to moderate its cash burn...</p>\n\n<a href=\"https://seekingalpha.com/article/4658217-nio-fq423-may-be-a-smashing-success\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4658217-nio-fq423-may-be-a-smashing-success","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2392514673","content_text":"NIO has smashed expectations in the FQ3'23 earnings call, thanks to its increasing ASPs, growing sales, and improving automotive gross profit margins.These efforts are likely to moderate its cash burn rate ahead while preserving its balance sheet, without having to overly increase its reliance on debt.The NIO management has also offered a highly optimistic FQ4'23 guidance, with a further improvement in its ASPs nearer to the hyper-pandemic levels.This is on top of the enhanced monetization strategies through the release of mass market models from 2024 onwards and the launch of its battery swapping services for a fee.Combined with the potential spin off of its battery segment, we may see NIO's prospects further lift from these bottom levels, offering opportunistic investors with a great upside potential.Julia_Sudnitskaya/iStock via Getty ImagesWe previously covered NIO Inc. (NYSE:NYSE:NIO) in September 2023, discussing its mixed FQ2'23 earnings call, attributed to the underwhelming top/ bottom lines and the likelihood of it missing the previous FY2023 delivery guidance.We had opted to rate the stock as a Hold then, since it was uncertain if the automaker's margins might improve moving forward, due to the intensified sales hiring, R&D, and capex for the mass market models.This is on top of the stock consistently charting lower lows and lower highs, with it remaining to be seen when a floor might materialize.In this article, we shall discuss why we are finally rerating the NIO stock as a Buy here, thanks to its increasing ASPs, growing sales, improving automotive gross profit margins, and enhanced monetization strategies, with these efforts likely to moderate its cash burn rate ahead while preserving its balance sheet.Combined with the pulled forward mass market model launches, it appears that the worst is already here, with its prospects likely to lift from FQ4'23 onwards.The NIO Investment Thesis Is Very Tempting Here IndeedFor now, NIO has reported a more than decent FQ3'23 earnings call, with automotive revenues of 17.4B Yuan (+142.3% QoQ/ +45.9% YoY) and a recovering Average Selling Price of 314.05K Yuan per unit (+2.8% QoQ/ -16.8% YoY).The latter sum is derived from the automotive revenues and growing deliveries of 55.43K units (+135.6% QoQ/ +75.4% YoY) by September 30, 2023.The ASPs are improved than the impacted ASPs of 297.18K Yuan per unit recorded in FQ1'23 (-19.3% QoQ/ -17.1% YoY) indeed, implying reduced promotional activities and growing consumer demand for its offerings.This development has directly contributed to NIO's recovering automotive gross margins of 11% (+4.8 points QoQ/ -5.4 YoY) by the latest quarter, though still a great distance away from its FQ4'21 peak automotive gross margins of 20.9%, thanks to the ongoing price war lead by Tesla (TSLA) in China.Furthermore, we may see this profitable trend continue in FQ4'23, with the projected ASPs of 341.45K Yuan per unit (+8.7% QoQ/ -7.3% YoY), based on the management's revenue guidance of 16.39B Yuan and delivery guidance of 48K units at the midpoint.Part of the margin improvement tailwind is likely attributed to the automaker's full transition to the NT2.0 platform by FQ3'23, with the improved cost efficiencies already allowing the management to guide 15% (+4 points QoQ/ +8.2 YoY) in automotive gross margin by FQ4'23.Demand for NIO's EV offerings appear to be excellent as well, attributed to the somewhat stable inventory levels of $967.44M (-17.3% QoQ/ +3.1% YoY) by the latest quarter.October 2023 has also brought forth excellent delivery numbers at 16.07K units (+2.7% MoM/ +59.8 YoY) and November 2023 at 15.95K units (-0.7% QoQ/ +12.6% YoY).While the YTD sum of 142.02K units (+33.1% YoY) and updated FY2023 delivery guidance of 158K units (+29% YoY) falls behind the management's previous guidance of 250K units (+104.1% YoY), we already applaud the moderate improvements observed in its automotive gross margins.This trend may be further aided by the launch of NIO's affordable EV line up in the EU, namely Alps from Q3'24 and Firefly from 2025 onwards, likely to improve its mass appeal and adoption, boosting its top-line performance in the intermediate term.For context, the automaker currently prices its flagship models at between €50K to €91K in the EU, in order to compete with many other legacy premium automakers, such as BMW (OTCPK:BMWYY) and Mercedes-Benz (OTCPK:MBGAF).While the NIO management has yet to reveal the listed prices, the sub brands are rumored to bring down the Average Selling Price range to between €12.95K and €25.90K for the base-range Firefly EV models (based on the FX rate at the time of writing).This is nearer to Toyota's (TM) Lexus price range, implying a drastic -72.4% discount at the midpoint.In the mean time, NIO's Alps is rumored to offer mid-range EV models, at an estimated price range of between €25.90K to €38.84K, suggesting an attractive -54% discount from its premium range at the midpoint.With Alps already being tested on the roads in China, it appears that the rumors may be right after all, triggering the automaker's intermediate term tailwinds.The Consensus Forward EstimatesTikr TerminalPerhaps this is why NIO is still expected to generate a robust top-line growth at a CAGR of +32.6% through FY2025, building upon its historical growth at a CAGR of +77.6% between FY2018 and FY2022.While the automaker is not expected to break even over the next few years, we are not overly concerned since its balance sheet remains robust, with a cash/ short-term investments of $5.33B by the latest quarter (+39.1% QoQ/ -15.2% YoY).Assuming that NIO is able to continue growing its gross profit margins ahead, we believe that its quarterly cash burn rate of approximately -$600M may decline from henceforth, allowing it to moderately grow its operations ahead.If anything, the management is also exploring multiple paths to improve its margins and liquidity ahead.Firstly, NIO has acquired certain equipment and assets for 3.16B Yuan from its current manufacturing partner, JAC, on December 5, 2023, with the exercise expected to improve its quality control while bringing its overall manufacturing costs down by approximately -10% in the long run.Secondly, the management has announced its partnership with Changan Automobile and Geely Holdings Group (OTCPK:GELYF), allowing the two Chinese automakers to utilize NIO's battery swap network for a fee, with several others already in negotiation.This strategy is somewhat similar to TSLA's opening up of the Supercharger network in the US, allowing the company to enhance its monetization rate through \"access fees & revenues from other OEMs.\"Lastly, there are already market rumors of NIO potentially spinning off the battery production unit/ swapping technology as a separate unit, with the exercise likely to bring forth additional liquidity for the parent company.As a result, we are cautiously optimistic about the automaker's intermediate term prospects, with liquidity unlikely to be a major concern.So, Is NIO Stock A Buy, Sell, or Hold?NIO ValuationsSeeking AlphaFor now, since NIO remains unprofitable, the only metric that we may use to measure its valuations is the FWD EV/ Sales of 1.74x.This number appears to be somewhat reasonable, after the much needed correction from the pre-pandemic mean of 3.16x and the hyper-pandemic peak of 23.14x, nearer to the sector median of 1.27x.This is especially since NIO is expected to generate an impressive top-line growth moving forward, well-exceeding TSLA's projected growth at a CAGR of +21.5% with a FWD EV/ Sales of 8.04x, and nearer to XPeng's (XPEV) rate of +41.7% over the same time period with a FWD EV/ Sales of 2.93x.NIO 1Y Stock PriceTrading ViewThe NIO stock is also trading below its previous resistance levels of $8s, with it appearing to be well supported at $7s. As a result of its attractive valuation and potential reversal in FQ4'23, we are cautiously rerating the stock as a Buy here.However, investors must also size their portfolios according to their risk appetite, since the stock records an elevated short interest of 10.69% at the time of writing, with the future upside potential likely to be negated by aggressive short sellers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252185879568488,"gmtCreate":1702602519644,"gmtModify":1702602523767,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"🚀&nbsp;","listText":"🚀&nbsp;","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252185879568488","repostId":"2391574152","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252185224626392,"gmtCreate":1702602470640,"gmtModify":1702602474856,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Should look at e-commerce and AWS separately.","listText":"Should look at e-commerce and AWS separately.","text":"Should look at e-commerce and AWS separately.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252185224626392","repostId":"2391681147","repostType":4,"repost":{"id":"2391681147","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1702598283,"share":"https://ttm.financial/m/news/2391681147?lang=&edition=fundamental","pubTime":"2023-12-15 07:58","market":"us","language":"en","title":"Why Amazon's Stock Could Be 2024's Biggest Winner Among Major Internet Names","url":"https://stock-news.laohu8.com/highlight/detail?id=2391681147","media":"Dow Jones","summary":"Piper Sandler analyst becomes the latest to name Amazon's stock his top pick for next year. Amazon.com Inc. shares offer the most upside among large-capitalization internet companies going into next year, an analyst wrote Thursday.Piper Sandler's Thomas Champion just dubbed Amazon's stock  his top large-cap pick for 2024, citing the e-commerce giant's potential to improve retail margins and generate strong momentum in the cloud.\"Retail margins have improved significantly, and we still think Street [operating income] looks conservative into [2024] on incremental numbers,\" Champion wrote.Champion lifted his price target to $185 from $170 in his latest note, with the new target implying roughly 25% upside from current levels. By contrast, his $355 price target on Meta's stock  implies just 7% upside, while his $150 target on Alphabet Inc. shares   implies 14% upside.Among smaller internet companies, Pinterest Inc.  is Champion's top pick. Pinterest is closing out 2023 on a strong note, wi","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> shares offer the most upside among large-capitalization internet companies going into next year, an analyst wrote Thursday.</p><p>Piper Sandler&#39;s Thomas Champion just dubbed Amazon&#39;s stock <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> his top large-cap pick for 2024, citing the e-commerce giant&#39;s potential to improve retail margins and generate strong momentum in the cloud.</p><p>&#34;Retail margins have improved significantly, and we still think Street [operating income] looks conservative into [2024] on incremental numbers,&#34; Champion wrote.</p><p>He also thinks spending on Amazon Web Services, the company&#39;s cloud-computing service, is poised to accelerate next year, and a recent Piper Sandler survey of chief investment officers helped back up that belief. The only cloud provider to see an increase in net spending intentions relative to the first half of 2023 was AWS, Champion noted.</p><p>He joins analysts from TD Cowen and Bernstein, who also have dubbed Amazon&#39;s stock their best pick.</p><p>Champion lifted his price target to $185 from $170 in his latest note, with the new target implying roughly 25% upside from current levels. By contrast, his $355 price target on Meta&#39;s stock <a href=\"https://laohu8.com/S/META\">$(META)$</a> implies just 7% upside, while his $150 target on Alphabet Inc. shares <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> implies 14% upside.</p><p>See more: Amazon&#39;s stock cheered as 2024 top pick - even after a 75% jump this year</p><p>Among smaller internet companies, Pinterest Inc. <a href=\"https://laohu8.com/S/PINS\">$(PINS)$</a> is Champion&#39;s top pick. Pinterest is closing out 2023 on a strong note, with shares up 25% since the end of October. And exiting the third quarter, Pinterest was likely increasing its revenue at a mid-teens rate on a year-over-year basis.</p><p>Champion sees beatable Wall Street targets for Pinterest moving to 2024. Plus, he&#39;s upbeat about the company&#39;s ability to drive incremental margin improvements, with estimates there also appearing conservative.</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>Why Amazon's Stock Could Be 2024's Biggest Winner Among Major Internet Names</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\">\nWhy Amazon's Stock Could Be 2024's Biggest Winner Among Major Internet Names\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-15 07:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> shares offer the most upside among large-capitalization internet companies going into next year, an analyst wrote Thursday.</p><p>Piper Sandler&#39;s Thomas Champion just dubbed Amazon&#39;s stock <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> his top large-cap pick for 2024, citing the e-commerce giant&#39;s potential to improve retail margins and generate strong momentum in the cloud.</p><p>&#34;Retail margins have improved significantly, and we still think Street [operating income] looks conservative into [2024] on incremental numbers,&#34; Champion wrote.</p><p>He also thinks spending on Amazon Web Services, the company&#39;s cloud-computing service, is poised to accelerate next year, and a recent Piper Sandler survey of chief investment officers helped back up that belief. The only cloud provider to see an increase in net spending intentions relative to the first half of 2023 was AWS, Champion noted.</p><p>He joins analysts from TD Cowen and Bernstein, who also have dubbed Amazon&#39;s stock their best pick.</p><p>Champion lifted his price target to $185 from $170 in his latest note, with the new target implying roughly 25% upside from current levels. By contrast, his $355 price target on Meta&#39;s stock <a href=\"https://laohu8.com/S/META\">$(META)$</a> implies just 7% upside, while his $150 target on Alphabet Inc. shares <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> implies 14% upside.</p><p>See more: Amazon&#39;s stock cheered as 2024 top pick - even after a 75% jump this year</p><p>Among smaller internet companies, Pinterest Inc. <a href=\"https://laohu8.com/S/PINS\">$(PINS)$</a> is Champion&#39;s top pick. Pinterest is closing out 2023 on a strong note, with shares up 25% since the end of October. And exiting the third quarter, Pinterest was likely increasing its revenue at a mid-teens rate on a year-over-year basis.</p><p>Champion sees beatable Wall Street targets for Pinterest moving to 2024. Plus, he&#39;s upbeat about the company&#39;s ability to drive incremental margin improvements, with estimates there also appearing conservative.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4587":"ChatGPT概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4220":"综合零售","AMZN":"亚马逊","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4588":"碎股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2391681147","content_text":"Amazon.com Inc. shares offer the most upside among large-capitalization internet companies going into next year, an analyst wrote Thursday.Piper Sandler's Thomas Champion just dubbed Amazon's stock $(AMZN)$ his top large-cap pick for 2024, citing the e-commerce giant's potential to improve retail margins and generate strong momentum in the cloud.\"Retail margins have improved significantly, and we still think Street [operating income] looks conservative into [2024] on incremental numbers,\" Champion wrote.He also thinks spending on Amazon Web Services, the company's cloud-computing service, is poised to accelerate next year, and a recent Piper Sandler survey of chief investment officers helped back up that belief. The only cloud provider to see an increase in net spending intentions relative to the first half of 2023 was AWS, Champion noted.He joins analysts from TD Cowen and Bernstein, who also have dubbed Amazon's stock their best pick.Champion lifted his price target to $185 from $170 in his latest note, with the new target implying roughly 25% upside from current levels. By contrast, his $355 price target on Meta's stock $(META)$ implies just 7% upside, while his $150 target on Alphabet Inc. shares $(GOOG)$ implies 14% upside.See more: Amazon's stock cheered as 2024 top pick - even after a 75% jump this yearAmong smaller internet companies, Pinterest Inc. $(PINS)$ is Champion's top pick. Pinterest is closing out 2023 on a strong note, with shares up 25% since the end of October. And exiting the third quarter, Pinterest was likely increasing its revenue at a mid-teens rate on a year-over-year basis.Champion sees beatable Wall Street targets for Pinterest moving to 2024. Plus, he's upbeat about the company's ability to drive incremental margin improvements, with estimates there also appearing conservative.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246941689044992,"gmtCreate":1701309787678,"gmtModify":1701309792922,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"There's&nbsp;no alt(ernative) man for the job 🤣&nbsp;","listText":"There's&nbsp;no alt(ernative) man for the job 🤣&nbsp;","text":"There's no alt(ernative) man for the job 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246941689044992","repostId":"2387462431","repostType":2,"repost":{"id":"2387462431","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1701309362,"share":"https://ttm.financial/m/news/2387462431?lang=&edition=fundamental","pubTime":"2023-11-30 09:56","market":"nz","language":"en","title":"Sam Altman's Return As OpenAI CEO Is Official, Mira Murati as CTO and Greg Brockman as President","url":"https://stock-news.laohu8.com/highlight/detail?id=2387462431","media":"Dow Jones","summary":"After one of the more dramatic few weeks in recent corporate history, OpenAI co-founder Sam Altman is officially its chief executive again.The AI startup behind ChatGPT announced Altman's return before Thanksgiving, following a tumultuous week in which OpenAI's board ousted Altman, who was then poised to join Microsoft Corp., only to return to his old job in a deal that saw the board reshuffled amid a staff revolt.Read more: Opinion: The OpenAI debacle shows Silicon Valley will never police itself. On Wednesday, the arrangements for Altman's return were finalized. Microsoft , a major investor in the company, will also be given a non-voting seat on the board, Altman said in a blog post.\"I have never been more excited about the future,\" Altman said. \"I am extremely grateful for everyone's hard work in an unclear and unprecedented situation.\". Mira Murati - who had briefly served as interim CEO - will return to her role as chief technology officer, Greg Brockman will return as president, ","content":"<html><head></head><body><p>After one of the more dramatic few weeks in recent corporate history, OpenAI co-founder Sam Altman is officially its chief executive again.</p><p>The AI startup behind ChatGPT announced Altman&#39;s return before Thanksgiving, following a tumultuous week in which OpenAI&#39;s board ousted Altman, who was then poised to join Microsoft Corp., only to return to his old job in a deal that saw the board reshuffled amid a staff revolt.</p><p>On Wednesday, the arrangements for Altman&#39;s return were finalized. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, a major investor in the company, will also be given a non-voting seat on the board, Altman said in a blog post.</p><p>&#34;I have never been more excited about the future,&#34; Altman said. &#34;I am extremely grateful for everyone&#39;s hard work in an unclear and unprecedented situation.&#34;</p><p>Mira Murati - who had briefly served as interim CEO - will return to her role as chief technology officer, Greg Brockman will return as president, and the new board will consist of former Salesforce CEO Bret Taylor, former Treasury Secretary Larry Summers and Quora CEO Adam D&#39;Angelo.</p><p>Missing from that roster is co-founder Ilya Sutskever, who will leave the board after initially voting to oust Altman, only to change his mind and support his return.</p><p>&#34;I harbor zero ill will towards him,&#34; Altman said in the blog post. &#34;While Ilya will no longer serve on the board, we hope to continue our working relationship and are discussing how he can continue his work at OpenAI.&#34;</p><p>Also gone are independent board members Helen Toner and Tasha McCauley, who agreed to leave the board as part of the deal for Altman to return.</p><p>Altman said his priorities now include further research, further investing in AI safety efforts and improving OpenAI&#39;s products. Altman also said he and the board will seek to build out &#34;a board of diverse perspectives, improving our governance structure and overseeing an independent review of recent events.&#34;</p><p>Board chair Taylor, in a blog post, expanded on moves to improve the company&#39;s corporate governance. &#34;We will build a qualified, diverse board of exceptional individuals whose collective experience represents the breadth of OpenAI&#39;s mission,&#34; he said, adding that the new board will &#34;enhance&#34; the governance structure so that all stakeholders &#34;can trust that OpenAI will continue to thrive.&#34;</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>Sam Altman's Return As OpenAI CEO Is Official, Mira Murati as CTO and Greg Brockman as President</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\">\nSam Altman's Return As OpenAI CEO Is Official, Mira Murati as CTO and Greg Brockman as President\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-30 09:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After one of the more dramatic few weeks in recent corporate history, OpenAI co-founder Sam Altman is officially its chief executive again.</p><p>The AI startup behind ChatGPT announced Altman&#39;s return before Thanksgiving, following a tumultuous week in which OpenAI&#39;s board ousted Altman, who was then poised to join Microsoft Corp., only to return to his old job in a deal that saw the board reshuffled amid a staff revolt.</p><p>On Wednesday, the arrangements for Altman&#39;s return were finalized. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, a major investor in the company, will also be given a non-voting seat on the board, Altman said in a blog post.</p><p>&#34;I have never been more excited about the future,&#34; Altman said. &#34;I am extremely grateful for everyone&#39;s hard work in an unclear and unprecedented situation.&#34;</p><p>Mira Murati - who had briefly served as interim CEO - will return to her role as chief technology officer, Greg Brockman will return as president, and the new board will consist of former Salesforce CEO Bret Taylor, former Treasury Secretary Larry Summers and Quora CEO Adam D&#39;Angelo.</p><p>Missing from that roster is co-founder Ilya Sutskever, who will leave the board after initially voting to oust Altman, only to change his mind and support his return.</p><p>&#34;I harbor zero ill will towards him,&#34; Altman said in the blog post. &#34;While Ilya will no longer serve on the board, we hope to continue our working relationship and are discussing how he can continue his work at OpenAI.&#34;</p><p>Also gone are independent board members Helen Toner and Tasha McCauley, who agreed to leave the board as part of the deal for Altman to return.</p><p>Altman said his priorities now include further research, further investing in AI safety efforts and improving OpenAI&#39;s products. Altman also said he and the board will seek to build out &#34;a board of diverse perspectives, improving our governance structure and overseeing an independent review of recent events.&#34;</p><p>Board chair Taylor, in a blog post, expanded on moves to improve the company&#39;s corporate governance. &#34;We will build a qualified, diverse board of exceptional individuals whose collective experience represents the breadth of OpenAI&#39;s mission,&#34; he said, adding that the new board will &#34;enhance&#34; the governance structure so that all stakeholders &#34;can trust that OpenAI will continue to thrive.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387462431","content_text":"After one of the more dramatic few weeks in recent corporate history, OpenAI co-founder Sam Altman is officially its chief executive again.The AI startup behind ChatGPT announced Altman's return before Thanksgiving, following a tumultuous week in which OpenAI's board ousted Altman, who was then poised to join Microsoft Corp., only to return to his old job in a deal that saw the board reshuffled amid a staff revolt.On Wednesday, the arrangements for Altman's return were finalized. Microsoft $(MSFT)$, a major investor in the company, will also be given a non-voting seat on the board, Altman said in a blog post.\"I have never been more excited about the future,\" Altman said. \"I am extremely grateful for everyone's hard work in an unclear and unprecedented situation.\"Mira Murati - who had briefly served as interim CEO - will return to her role as chief technology officer, Greg Brockman will return as president, and the new board will consist of former Salesforce CEO Bret Taylor, former Treasury Secretary Larry Summers and Quora CEO Adam D'Angelo.Missing from that roster is co-founder Ilya Sutskever, who will leave the board after initially voting to oust Altman, only to change his mind and support his return.\"I harbor zero ill will towards him,\" Altman said in the blog post. \"While Ilya will no longer serve on the board, we hope to continue our working relationship and are discussing how he can continue his work at OpenAI.\"Also gone are independent board members Helen Toner and Tasha McCauley, who agreed to leave the board as part of the deal for Altman to return.Altman said his priorities now include further research, further investing in AI safety efforts and improving OpenAI's products. Altman also said he and the board will seek to build out \"a board of diverse perspectives, improving our governance structure and overseeing an independent review of recent events.\"Board chair Taylor, in a blog post, expanded on moves to improve the company's corporate governance. \"We will build a qualified, diverse board of exceptional individuals whose collective experience represents the breadth of OpenAI's mission,\" he said, adding that the new board will \"enhance\" the governance structure so that all stakeholders \"can trust that OpenAI will continue to thrive.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246760030318704,"gmtCreate":1701265452478,"gmtModify":1701265456225,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"🤣&nbsp;","listText":"🤣&nbsp;","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246760030318704","repostId":"2386119104","repostType":4,"repost":{"id":"2386119104","kind":"highlight","pubTimestamp":1701251987,"share":"https://ttm.financial/m/news/2386119104?lang=&edition=fundamental","pubTime":"2023-11-29 17:59","market":"us","language":"en","title":"Netflix: Our 2024 Price Target Is $700","url":"https://stock-news.laohu8.com/highlight/detail?id=2386119104","media":"Seeking Alpha","summary":"NFLX has tripled from its 2022 low amid a string of impressive operating and financial results.The company is finding success in its new ad-supported streaming plans as a new growth driver.We are bull","content":"<html><head></head><body><ul style=\"\"><li><p>NFLX has tripled from its 2022 low amid a string of impressive operating and financial results.</p></li><li><p>The company is finding success in its new ad-supported streaming plans as a new growth driver.</p></li><li><p>We are bullish on NFLX and see the potential for shares to reclaim their all-time high by next year.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2c9ea40eec30eafb66a6147be9bee4\" alt=\"Matt Winkelmeyer/Getty Images Entertainment\" title=\"Matt Winkelmeyer/Getty Images Entertainment\" tg-width=\"594\" tg-height=\"396\"/><span>Matt Winkelmeyer/Getty Images Entertainment</span></p><p>Netflix Inc. (NASDAQ:NFLX) has been a big winner this year with shares up 65%, skipping ahead of the disastrous 2022 episode when the stock lost more than half its value. Newfound earnings momentum with sharply higher margins and climbing free cash flow is the plot twist. Furthermore, a rebound in subscriber growth including success with the new ad-supported plan helps explain the current strength in the stock.</p><p>We last covered NFLX back in 2020 with an article alluding to what may have been some pandemic-era hype. For what it&#39;s worth, the stock is still down from that bearish call. A lot has changed, and it&#39;s time for an update.</p><p>We&#39;ve been impressed by the turnaround and see a path for NFLX to reclaim its all-time high by next year. Several operating and financial tailwinds support a continuation of the current rally and we see an upside to current earnings estimates. Ultimately, Netflix is a high-quality category leader that justifies a premium valuation and we rate shares as a buy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21fdbb19109eb816388dd10934503930\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"371\"/><span>Data by YCharts</span></p><h2 id=\"id_3474848173\">NFLX Financial Recap</h2><p>Netflix reported its Q3 earnings in October with EPS of $3.73 coming in $0.23 ahead of the consensus. Revenue of $8.5 billion climbed by 7.8% y/y. Global streaming paid memberships increased 11%, reaching 247.15 million, adding 8.8 million in the quarter, the strongest gain since Q2 2020 at the peak of the pandemic boom.</p><p>Within this amount, the (EMEA) region was the growth driver adding 4 million subscribers in the quarter. The 2 million subscriber gain in the core United States, Canada, and Australia (UCAN) region compares to a gain of just 0.1 million in Q3 2022.</p><p>Management is pointing to the adoption of the discounted ad-supported plans which are capturing 30% of new signups, outperforming internal expectations.</p><p>At the same time, the average revenue per membership user globally was down by -1% y/y. The context here considers the shifting mix with the lower price ad plans, as well as limited regular price hikes over the past year. Stronger growth from emerging markets countries with lower average pricing has also added to the volatility in this metric.</p><p>Still, the trends were good enough to push the operating margin to 22.4%, the highest level in two years. Notably, marketing expenses as a percentage of revenue at 6.5% this past quarter is down from 7.2% last year reflecting some efficiency measures and cost rationalization. Management is now guiding for a full-year operating margin of around 20%, at the top end of a prior target between 18%-20%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac17158ff44085e2f04b0b2808b2095a\" alt=\"source: company IR\" title=\"source: company IR\" tg-width=\"640\" tg-height=\"364\"/><span>source: company IR</span></p><p>Maybe the biggest surprise over the past year has been the climb in free cash flow, reaching $1.9 billion in Q3. A portion of that has been based on lower-than-expected cash spending based on the impact of the headline-making WGA and SAG-AFTRA industry strikes that pushed back the production of content.</p><p>Nevertheless, the full-year 2023 free cash flow guidance by management at $6.5 billion is still running $500 million above prior forecasts even including the industry strike impact which has since been resolved. The implication here is for free cash flow to see some &#34;lumpiness&#34; over the next several quarters, but Netflix still expects to deliver &#34;very substantial positive free cash flow in 2024&#34;.</p><p>The other side of that discussion connects to the stock repurchasing policy where Netflix has committed to returning cash above the minimum requirement. In Q3, Netflix bought back $2.5 billion in stock, with the board of directors increasing the existing authorization by $10 billion in September.</p><p>The flexibility ties into Netflix&#39;s solid balance sheet with a net leverage ratio under 1x. The company ended the quarter with approximately $7.9 billion in cash and cash equivalents against $14.3 billion in financial debt. Overall, solid fundamentals in our opinion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccc3d86b869f8f2e5c8334f8542ecbde\" alt=\"source: company IR\" title=\"source: company IR\" tg-width=\"640\" tg-height=\"407\"/><span>source: company IR</span></p><h2 id=\"id_946092177\">What&#39;s Next For NFLX?</h2><p>What we like about Netflix is the sense that following more than a decade of pursuing a growth at-all-costs type strategy, the company is finally bearing the fruits of its global scale with accelerating profitability.</p><p>At this point, the streaming service in developed markets like the U.S. is hardly a novelty, and the market can start looking beyond &#34;subscriber growth&#34; as the key indicator. What&#39;s more encouraging is that churn or cancel has been low, even following steps to cut down on paid sharing. This aspect of high retention means that subscribers are committed to the platform and support a long runway for future growth.</p><p>Of course, there is still plenty of room to capture signups in developing regions like APAC and LATAM, for example, but the bigger opportunity as we see it is for management to optimize its monetization.</p><p>In this case, Netflix has a lot of room to work with in terms of adjusting pricing where many countries are still at a large spread to the U.S. standard plan benchmark of $15.49 per month. Between gradual price hikes expected over time and room for additional subscriber gains, the path is for the average revenue per membership to continue trending higher.</p><p>Separately, we can comment on how Netflix has proven its ability to launch blockbuster franchises like &#34;Stranger Things&#34; and &#34;Squid Game&#34; from scratch, along with multiple accolades, at a time when other media players are relying more and more on legacy properties.</p><p>The interpretation here is that Netflix is rich in data on what works and that can translate into structurally higher margins going forward. Putting it all together, the path here is for climbing earnings from what has evolved into a cash flow juggernaut that may just be getting started.</p><h2 id=\"id_3311728739\">The Bullish Case For NFLX</h2><p>According to consensus estimates, the market sees revenue growth averaging around 11% annually through 20217, while EPS is stronger above 20%. We believe these figures may prove to be conservative considering the opportunity in advertising on top of the ad-supported plan revenue that remains in the early stages.</p><p>Looking into 2024, the market forecast is for 14% revenue growth while EPS climbs by 30% to $15.84. Some of that momentum reflects expected price hikes in the U.S. with the impact carrying over into 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a65181dc5b3d0146edf13d06de90446\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"413\"/><span>Seeking Alpha</span></p><p>The insight we offer is that the macro picture could play into even stronger than expected results. In particular, we&#39;re watching a weakening U.S. Dollar which has reversed lower in recent weeks. Lower-than-expected inflation data, building a case for the Fed to back off from its rate hiking cycle, has driven bond yields lower while pressuring the Dollar.</p><p>This is important for Netflix, as the company generates nearly two-thirds of its revenue outside the United States. Going back to the last quarterly report, management cited a &#34;strengthening&#34; U.S. Dollar at the time as representing a drag within its Q4 outlook. In other words, the turn of events now supports stronger earnings over the next few quarters as a tailwind for the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2b7a7c7b6fe661d4451ae029f6d9517\" alt=\"source: finviz\" title=\"source: finviz\" tg-width=\"640\" tg-height=\"285\"/><span>source: finviz</span></p><p>As it relates to valuation, NFLX is currently trading at a 39x earnings multiple on the current year consensus EPS or 30x into 2024. In a scenario where the operating metrics continue performing, we see room for a combination of stronger-than-expected earnings supporting an expansion of these valuation multiples to push shares higher.</p><p>From the current 2024 consensus EPS of $15.84, assuming Netflix can beat that figure by 10% towards $17.42 and applying a 40x 1-year forward multiple arrive at our price target of ~$700 by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0babd7ee0f2022680d4a236a104dea02\" alt=\"source: author estimates\" title=\"source: author estimates\" tg-width=\"568\" tg-height=\"185\"/><span>source: author estimates</span></p><p>Looking at the stock price chart, NFLX is approaching the $500 price level which appears to be a key technical area of support between 2020 and 2021, and now representing some resistance. The ability to break out higher here opens the door for a continuation of the move back toward the all-time high over the next 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da65fb05c9372d6ff57c88a22e99a49e\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"294\"/><span>Seeking Alpha</span></p><h2 id=\"id_342731218\">Final Thoughts</h2><p>There&#39;s a lot to like about Netflix. While there is the group of mega-cap tech leaders colloquially known as the &#34;Magnificent 7&#34;, there is a strong case to be made that NFLX deserves a spot as number eight among the most important growth stocks in the market. We believe shares should perform well amid a positive macro backdrop into next year defined by a resilient global economy.</p><p>To conclude covering the risks of considering, weaker-than-expected results over the next few quarters would introduce some renewed volatility into the stock. Monitoring points include the average revenue per membership as a key metric along with the operating margin trend. On the downside, as long as shares remain above $400, the momentum remains positive with bulls in control.</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>Netflix: Our 2024 Price Target Is $700</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\">\nNetflix: Our 2024 Price Target Is $700\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-29 17:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654537-netflix-our-2024-price-target-is-700><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NFLX has tripled from its 2022 low amid a string of impressive operating and financial results.The company is finding success in its new ad-supported streaming plans as a new growth driver.We are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654537-netflix-our-2024-price-target-is-700\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1046421795.USD":"富达环球科技A-ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1548497426.USD":"安联环球人工智能AT Acc","BK4532":"文艺复兴科技持仓","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","NFLX":"奈飞","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4114":"综合货品商店","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4524":"宅经济概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4551":"寇图资本持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4155":"大卖场与超市","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4504":"桥水持仓","BK4581":"高盛持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4654537-netflix-our-2024-price-target-is-700","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2386119104","content_text":"NFLX has tripled from its 2022 low amid a string of impressive operating and financial results.The company is finding success in its new ad-supported streaming plans as a new growth driver.We are bullish on NFLX and see the potential for shares to reclaim their all-time high by next year.Matt Winkelmeyer/Getty Images EntertainmentNetflix Inc. (NASDAQ:NFLX) has been a big winner this year with shares up 65%, skipping ahead of the disastrous 2022 episode when the stock lost more than half its value. Newfound earnings momentum with sharply higher margins and climbing free cash flow is the plot twist. Furthermore, a rebound in subscriber growth including success with the new ad-supported plan helps explain the current strength in the stock.We last covered NFLX back in 2020 with an article alluding to what may have been some pandemic-era hype. For what it's worth, the stock is still down from that bearish call. A lot has changed, and it's time for an update.We've been impressed by the turnaround and see a path for NFLX to reclaim its all-time high by next year. Several operating and financial tailwinds support a continuation of the current rally and we see an upside to current earnings estimates. Ultimately, Netflix is a high-quality category leader that justifies a premium valuation and we rate shares as a buy.Data by YChartsNFLX Financial RecapNetflix reported its Q3 earnings in October with EPS of $3.73 coming in $0.23 ahead of the consensus. Revenue of $8.5 billion climbed by 7.8% y/y. Global streaming paid memberships increased 11%, reaching 247.15 million, adding 8.8 million in the quarter, the strongest gain since Q2 2020 at the peak of the pandemic boom.Within this amount, the (EMEA) region was the growth driver adding 4 million subscribers in the quarter. The 2 million subscriber gain in the core United States, Canada, and Australia (UCAN) region compares to a gain of just 0.1 million in Q3 2022.Management is pointing to the adoption of the discounted ad-supported plans which are capturing 30% of new signups, outperforming internal expectations.At the same time, the average revenue per membership user globally was down by -1% y/y. The context here considers the shifting mix with the lower price ad plans, as well as limited regular price hikes over the past year. Stronger growth from emerging markets countries with lower average pricing has also added to the volatility in this metric.Still, the trends were good enough to push the operating margin to 22.4%, the highest level in two years. Notably, marketing expenses as a percentage of revenue at 6.5% this past quarter is down from 7.2% last year reflecting some efficiency measures and cost rationalization. Management is now guiding for a full-year operating margin of around 20%, at the top end of a prior target between 18%-20%source: company IRMaybe the biggest surprise over the past year has been the climb in free cash flow, reaching $1.9 billion in Q3. A portion of that has been based on lower-than-expected cash spending based on the impact of the headline-making WGA and SAG-AFTRA industry strikes that pushed back the production of content.Nevertheless, the full-year 2023 free cash flow guidance by management at $6.5 billion is still running $500 million above prior forecasts even including the industry strike impact which has since been resolved. The implication here is for free cash flow to see some \"lumpiness\" over the next several quarters, but Netflix still expects to deliver \"very substantial positive free cash flow in 2024\".The other side of that discussion connects to the stock repurchasing policy where Netflix has committed to returning cash above the minimum requirement. In Q3, Netflix bought back $2.5 billion in stock, with the board of directors increasing the existing authorization by $10 billion in September.The flexibility ties into Netflix's solid balance sheet with a net leverage ratio under 1x. The company ended the quarter with approximately $7.9 billion in cash and cash equivalents against $14.3 billion in financial debt. Overall, solid fundamentals in our opinion.source: company IRWhat's Next For NFLX?What we like about Netflix is the sense that following more than a decade of pursuing a growth at-all-costs type strategy, the company is finally bearing the fruits of its global scale with accelerating profitability.At this point, the streaming service in developed markets like the U.S. is hardly a novelty, and the market can start looking beyond \"subscriber growth\" as the key indicator. What's more encouraging is that churn or cancel has been low, even following steps to cut down on paid sharing. This aspect of high retention means that subscribers are committed to the platform and support a long runway for future growth.Of course, there is still plenty of room to capture signups in developing regions like APAC and LATAM, for example, but the bigger opportunity as we see it is for management to optimize its monetization.In this case, Netflix has a lot of room to work with in terms of adjusting pricing where many countries are still at a large spread to the U.S. standard plan benchmark of $15.49 per month. Between gradual price hikes expected over time and room for additional subscriber gains, the path is for the average revenue per membership to continue trending higher.Separately, we can comment on how Netflix has proven its ability to launch blockbuster franchises like \"Stranger Things\" and \"Squid Game\" from scratch, along with multiple accolades, at a time when other media players are relying more and more on legacy properties.The interpretation here is that Netflix is rich in data on what works and that can translate into structurally higher margins going forward. Putting it all together, the path here is for climbing earnings from what has evolved into a cash flow juggernaut that may just be getting started.The Bullish Case For NFLXAccording to consensus estimates, the market sees revenue growth averaging around 11% annually through 20217, while EPS is stronger above 20%. We believe these figures may prove to be conservative considering the opportunity in advertising on top of the ad-supported plan revenue that remains in the early stages.Looking into 2024, the market forecast is for 14% revenue growth while EPS climbs by 30% to $15.84. Some of that momentum reflects expected price hikes in the U.S. with the impact carrying over into 2025.Seeking AlphaThe insight we offer is that the macro picture could play into even stronger than expected results. In particular, we're watching a weakening U.S. Dollar which has reversed lower in recent weeks. Lower-than-expected inflation data, building a case for the Fed to back off from its rate hiking cycle, has driven bond yields lower while pressuring the Dollar.This is important for Netflix, as the company generates nearly two-thirds of its revenue outside the United States. Going back to the last quarterly report, management cited a \"strengthening\" U.S. Dollar at the time as representing a drag within its Q4 outlook. In other words, the turn of events now supports stronger earnings over the next few quarters as a tailwind for the stock.source: finvizAs it relates to valuation, NFLX is currently trading at a 39x earnings multiple on the current year consensus EPS or 30x into 2024. In a scenario where the operating metrics continue performing, we see room for a combination of stronger-than-expected earnings supporting an expansion of these valuation multiples to push shares higher.From the current 2024 consensus EPS of $15.84, assuming Netflix can beat that figure by 10% towards $17.42 and applying a 40x 1-year forward multiple arrive at our price target of ~$700 by next year.source: author estimatesLooking at the stock price chart, NFLX is approaching the $500 price level which appears to be a key technical area of support between 2020 and 2021, and now representing some resistance. The ability to break out higher here opens the door for a continuation of the move back toward the all-time high over the next 12 months.Seeking AlphaFinal ThoughtsThere's a lot to like about Netflix. While there is the group of mega-cap tech leaders colloquially known as the \"Magnificent 7\", there is a strong case to be made that NFLX deserves a spot as number eight among the most important growth stocks in the market. We believe shares should perform well amid a positive macro backdrop into next year defined by a resilient global economy.To conclude covering the risks of considering, weaker-than-expected results over the next few quarters would introduce some renewed volatility into the stock. Monitoring points include the average revenue per membership as a key metric along with the operating margin trend. On the downside, as long as shares remain above $400, the momentum remains positive with bulls in control.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":243670668640504,"gmtCreate":1700527113846,"gmtModify":1700527119150,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Sell OTM Put safer.","listText":"Sell OTM Put safer.","text":"Sell OTM Put safer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243670668640504","repostId":"1151160097","repostType":2,"repost":{"id":"1151160097","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700526189,"share":"https://ttm.financial/m/news/1151160097?lang=&edition=fundamental","pubTime":"2023-11-21 08:23","market":"us","language":"en","title":"Nvidia Stock Closes at All-Time High, a Day Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1151160097","media":"Tiger Newspress","summary":"Shares of Nvidia closed up 2.3% at an all-time high, topping $504 on Monday. The record comes ahead of the company’s fiscal third-quarter results on Tuesday, when analysts are expecting to see revenue","content":"<html><head></head><body><p>Shares of Nvidia closed up 2.3% at an all-time high, topping $504 on Monday. The record comes ahead of the company’s fiscal third-quarter results on Tuesday, when analysts are expecting to see revenue growth of over 170%.</p><p style=\"text-align: start;\">If that’s not astounding enough, the company’s forecast for the fiscal fourth quarter, according to LSEG estimates, is likely to show an even bigger number: almost 200% growth.</p><p style=\"text-align: start;\">Heading into the Thanksgiving holiday, Wall Street will be closely scrutinizing the company that’s been at the heart of this year’s artificial intelligence boom.</p><p style=\"text-align: start;\">Nvidia’s stock price has ballooned 245% in 2023, far outpacing any other member of the S&amp;P 500. Its market cap now sits at $1.2 trillion, well above Meta or Tesla. Any indication on the earnings call that generative AI enthusiasm is cooling, or that some big customers are moving over to AMD’s processors, or that China restrictions are having a detrimental effect on the business could spell trouble for a stock that’s been on such a tear.</p><p style=\"text-align: start;\">“Expectations are high leading into NVDA’s FQ3′24 earnings call on Nov-21,” Bank of America analysts wrote in a report last week. They have a buy rating on the stock and said they “expect a beat/raise.”</p><p style=\"text-align: start;\">However, they flagged China restrictions and competitive concerns as two issues that will capture investor attention. In particular, the emergence of AMD in the generative AI market presents a new dynamic for Nvidia, which has mostly had the AI graphics processing unit (GPU) market to itself.</p><p style=\"text-align: start;\">AMD CEO Lisa Su said late last month that the company expects GPU revenue of about $400 million during the fourth quarter, and more than $2 billion in 2024. The company said in June that the MI300X, its most advanced GPU for AI, would start shipping to some customers this year.</p><p style=\"text-align: start;\">Nvidia is still by far the market leader in GPUs for AI, but high prices are an issue.</p><p style=\"text-align: start;\">“NVDA needs to forcefully counter the narrative its products are too expensive for generative AI inference,” the Bank of America analysts wrote.</p><p style=\"text-align: start;\">Last week, Nvidia unveiled the H200, a GPU designed for training and deploying the kinds of AI models that are powering the generative AI explosion, allowing companies to develop smarter chatbots and convert simple text into creative graphical designs.</p><p style=\"text-align: start;\">The new GPU is an upgrade from the H100, the chip OpenAI used to train its most-advanced large language model, GPT-4 Turbo. H100 chips cost between $25,000 and $40,000, according to an estimate from Raymond James, and thousands of them working together are needed to create the biggest models in a process called “training.”</p><p style=\"text-align: start;\">The H100 chips are part of Nvidia’s data center group, which saw revenue in the fiscal second quarter surge 171% to $10.32 billion. That accounted for about three-quarters of Nvidia’s total revenue.</p><p style=\"text-align: start;\">For the fiscal third quarter, analysts expect data center growth to almost quadruple to $13.02 billion from $3.83 billion a year earlier, according to FactSet. Total revenue is projected to rise 172% to $16.2 billion, according to analysts surveyed by LSEG, formerly Refinitiv.</p><p style=\"text-align: start;\">Based on current estimates, growth will peak in the fiscal fourth quarter at about 195%, LSEG estimates show. Expansion will remain robust throughout 2024 but is expected to decelerate each quarter of the year.</p><p style=\"text-align: start;\">Executives can expect to field questions on the earnings call related to the massive shake-up at OpenAI, the creator of the chatbot ChatGPT, which was a major catalyst of Nvidia’s growth this year. On Friday, OpenAI’s board announced the sudden firing of CEO Sam Altman over disputes about the company’s speed of product development and where it’s focusing its efforts.</p><p style=\"text-align: start;\">OpenAI is a big buyer of Nvidia’s GPUs, as is Microsoft, OpenAI’s top backer. Following a chaotic weekend, OpenAI on Sunday night said former Twitch CEO Emmett Shear would be leading the company on an interim basis, and soon after that Microsoft CEO Satya Nadella said Altman and ousted OpenAI Chairman Greg Brockman would be joining to lead a new advanced AI research team.</p><p style=\"text-align: start;\">Nvidia investors have so far brushed off China-related concerns despite the potential significance to the company’s business. The H100 and A100 AI chips were the first to be hit by new U.S. restrictions last year that aimed to curb sales to China. Nvidia said in September 2022 that the U.S. government would still allow it to develop the H100 in China, which accounts for 20% to 25% of its data center business.</p><p style=\"text-align: start;\">The company has reportedly found a way to keep selling into the world’s second-biggest economy while keeping compliant with U.S. rules. The company is set to deliver three new chips, based on the H100, to Chinese manufacturers, Chinese financial media Cailian Press reported last week, citing sources.</p><p style=\"text-align: start;\">Nvidia has historically avoided providing annual guidance, preferring to look ahead only to the next quarter. But given how much money investors have poured into the company this year and how little else there is for them to follow this week, they’ll be listening closely to CEO Jensen Huang’s tone on the conference call for any sign that the buzz in generative AI may be wearing off.</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>Nvidia Stock Closes at All-Time High, a Day Before Earnings</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\">\nNvidia Stock Closes at All-Time High, a Day Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-11-21 08:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Nvidia closed up 2.3% at an all-time high, topping $504 on Monday. The record comes ahead of the company’s fiscal third-quarter results on Tuesday, when analysts are expecting to see revenue growth of over 170%.</p><p style=\"text-align: start;\">If that’s not astounding enough, the company’s forecast for the fiscal fourth quarter, according to LSEG estimates, is likely to show an even bigger number: almost 200% growth.</p><p style=\"text-align: start;\">Heading into the Thanksgiving holiday, Wall Street will be closely scrutinizing the company that’s been at the heart of this year’s artificial intelligence boom.</p><p style=\"text-align: start;\">Nvidia’s stock price has ballooned 245% in 2023, far outpacing any other member of the S&amp;P 500. Its market cap now sits at $1.2 trillion, well above Meta or Tesla. Any indication on the earnings call that generative AI enthusiasm is cooling, or that some big customers are moving over to AMD’s processors, or that China restrictions are having a detrimental effect on the business could spell trouble for a stock that’s been on such a tear.</p><p style=\"text-align: start;\">“Expectations are high leading into NVDA’s FQ3′24 earnings call on Nov-21,” Bank of America analysts wrote in a report last week. They have a buy rating on the stock and said they “expect a beat/raise.”</p><p style=\"text-align: start;\">However, they flagged China restrictions and competitive concerns as two issues that will capture investor attention. In particular, the emergence of AMD in the generative AI market presents a new dynamic for Nvidia, which has mostly had the AI graphics processing unit (GPU) market to itself.</p><p style=\"text-align: start;\">AMD CEO Lisa Su said late last month that the company expects GPU revenue of about $400 million during the fourth quarter, and more than $2 billion in 2024. The company said in June that the MI300X, its most advanced GPU for AI, would start shipping to some customers this year.</p><p style=\"text-align: start;\">Nvidia is still by far the market leader in GPUs for AI, but high prices are an issue.</p><p style=\"text-align: start;\">“NVDA needs to forcefully counter the narrative its products are too expensive for generative AI inference,” the Bank of America analysts wrote.</p><p style=\"text-align: start;\">Last week, Nvidia unveiled the H200, a GPU designed for training and deploying the kinds of AI models that are powering the generative AI explosion, allowing companies to develop smarter chatbots and convert simple text into creative graphical designs.</p><p style=\"text-align: start;\">The new GPU is an upgrade from the H100, the chip OpenAI used to train its most-advanced large language model, GPT-4 Turbo. H100 chips cost between $25,000 and $40,000, according to an estimate from Raymond James, and thousands of them working together are needed to create the biggest models in a process called “training.”</p><p style=\"text-align: start;\">The H100 chips are part of Nvidia’s data center group, which saw revenue in the fiscal second quarter surge 171% to $10.32 billion. That accounted for about three-quarters of Nvidia’s total revenue.</p><p style=\"text-align: start;\">For the fiscal third quarter, analysts expect data center growth to almost quadruple to $13.02 billion from $3.83 billion a year earlier, according to FactSet. Total revenue is projected to rise 172% to $16.2 billion, according to analysts surveyed by LSEG, formerly Refinitiv.</p><p style=\"text-align: start;\">Based on current estimates, growth will peak in the fiscal fourth quarter at about 195%, LSEG estimates show. Expansion will remain robust throughout 2024 but is expected to decelerate each quarter of the year.</p><p style=\"text-align: start;\">Executives can expect to field questions on the earnings call related to the massive shake-up at OpenAI, the creator of the chatbot ChatGPT, which was a major catalyst of Nvidia’s growth this year. On Friday, OpenAI’s board announced the sudden firing of CEO Sam Altman over disputes about the company’s speed of product development and where it’s focusing its efforts.</p><p style=\"text-align: start;\">OpenAI is a big buyer of Nvidia’s GPUs, as is Microsoft, OpenAI’s top backer. Following a chaotic weekend, OpenAI on Sunday night said former Twitch CEO Emmett Shear would be leading the company on an interim basis, and soon after that Microsoft CEO Satya Nadella said Altman and ousted OpenAI Chairman Greg Brockman would be joining to lead a new advanced AI research team.</p><p style=\"text-align: start;\">Nvidia investors have so far brushed off China-related concerns despite the potential significance to the company’s business. The H100 and A100 AI chips were the first to be hit by new U.S. restrictions last year that aimed to curb sales to China. Nvidia said in September 2022 that the U.S. government would still allow it to develop the H100 in China, which accounts for 20% to 25% of its data center business.</p><p style=\"text-align: start;\">The company has reportedly found a way to keep selling into the world’s second-biggest economy while keeping compliant with U.S. rules. The company is set to deliver three new chips, based on the H100, to Chinese manufacturers, Chinese financial media Cailian Press reported last week, citing sources.</p><p style=\"text-align: start;\">Nvidia has historically avoided providing annual guidance, preferring to look ahead only to the next quarter. But given how much money investors have poured into the company this year and how little else there is for them to follow this week, they’ll be listening closely to CEO Jensen Huang’s tone on the conference call for any sign that the buzz in generative AI may be wearing off.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/videos/2023-11-20/nvidia-hits-record-high-ahead-of-earnings-video","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151160097","content_text":"Shares of Nvidia closed up 2.3% at an all-time high, topping $504 on Monday. The record comes ahead of the company’s fiscal third-quarter results on Tuesday, when analysts are expecting to see revenue growth of over 170%.If that’s not astounding enough, the company’s forecast for the fiscal fourth quarter, according to LSEG estimates, is likely to show an even bigger number: almost 200% growth.Heading into the Thanksgiving holiday, Wall Street will be closely scrutinizing the company that’s been at the heart of this year’s artificial intelligence boom.Nvidia’s stock price has ballooned 245% in 2023, far outpacing any other member of the S&P 500. Its market cap now sits at $1.2 trillion, well above Meta or Tesla. Any indication on the earnings call that generative AI enthusiasm is cooling, or that some big customers are moving over to AMD’s processors, or that China restrictions are having a detrimental effect on the business could spell trouble for a stock that’s been on such a tear.“Expectations are high leading into NVDA’s FQ3′24 earnings call on Nov-21,” Bank of America analysts wrote in a report last week. They have a buy rating on the stock and said they “expect a beat/raise.”However, they flagged China restrictions and competitive concerns as two issues that will capture investor attention. In particular, the emergence of AMD in the generative AI market presents a new dynamic for Nvidia, which has mostly had the AI graphics processing unit (GPU) market to itself.AMD CEO Lisa Su said late last month that the company expects GPU revenue of about $400 million during the fourth quarter, and more than $2 billion in 2024. The company said in June that the MI300X, its most advanced GPU for AI, would start shipping to some customers this year.Nvidia is still by far the market leader in GPUs for AI, but high prices are an issue.“NVDA needs to forcefully counter the narrative its products are too expensive for generative AI inference,” the Bank of America analysts wrote.Last week, Nvidia unveiled the H200, a GPU designed for training and deploying the kinds of AI models that are powering the generative AI explosion, allowing companies to develop smarter chatbots and convert simple text into creative graphical designs.The new GPU is an upgrade from the H100, the chip OpenAI used to train its most-advanced large language model, GPT-4 Turbo. H100 chips cost between $25,000 and $40,000, according to an estimate from Raymond James, and thousands of them working together are needed to create the biggest models in a process called “training.”The H100 chips are part of Nvidia’s data center group, which saw revenue in the fiscal second quarter surge 171% to $10.32 billion. That accounted for about three-quarters of Nvidia’s total revenue.For the fiscal third quarter, analysts expect data center growth to almost quadruple to $13.02 billion from $3.83 billion a year earlier, according to FactSet. Total revenue is projected to rise 172% to $16.2 billion, according to analysts surveyed by LSEG, formerly Refinitiv.Based on current estimates, growth will peak in the fiscal fourth quarter at about 195%, LSEG estimates show. Expansion will remain robust throughout 2024 but is expected to decelerate each quarter of the year.Executives can expect to field questions on the earnings call related to the massive shake-up at OpenAI, the creator of the chatbot ChatGPT, which was a major catalyst of Nvidia’s growth this year. On Friday, OpenAI’s board announced the sudden firing of CEO Sam Altman over disputes about the company’s speed of product development and where it’s focusing its efforts.OpenAI is a big buyer of Nvidia’s GPUs, as is Microsoft, OpenAI’s top backer. Following a chaotic weekend, OpenAI on Sunday night said former Twitch CEO Emmett Shear would be leading the company on an interim basis, and soon after that Microsoft CEO Satya Nadella said Altman and ousted OpenAI Chairman Greg Brockman would be joining to lead a new advanced AI research team.Nvidia investors have so far brushed off China-related concerns despite the potential significance to the company’s business. The H100 and A100 AI chips were the first to be hit by new U.S. restrictions last year that aimed to curb sales to China. Nvidia said in September 2022 that the U.S. government would still allow it to develop the H100 in China, which accounts for 20% to 25% of its data center business.The company has reportedly found a way to keep selling into the world’s second-biggest economy while keeping compliant with U.S. rules. The company is set to deliver three new chips, based on the H100, to Chinese manufacturers, Chinese financial media Cailian Press reported last week, citing sources.Nvidia has historically avoided providing annual guidance, preferring to look ahead only to the next quarter. But given how much money investors have poured into the company this year and how little else there is for them to follow this week, they’ll be listening closely to CEO Jensen Huang’s tone on the conference call for any sign that the buzz in generative AI may be wearing off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231311937298688,"gmtCreate":1697507020279,"gmtModify":1697507025068,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Shady! Pump dump???","listText":"Shady! Pump dump???","text":"Shady! Pump dump???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231311937298688","repostId":"1122760381","repostType":2,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225983311544384,"gmtCreate":1696252405961,"gmtModify":1696252411880,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Chance...","listText":"Chance...","text":"Chance...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225983311544384","repostId":"1126444084","repostType":2,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221334201774080,"gmtCreate":1695080355751,"gmtModify":1695080359967,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Dammmn","listText":"Dammmn","text":"Dammmn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221334201774080","repostId":"2368949705","repostType":2,"repost":{"id":"2368949705","kind":"highlight","pubTimestamp":1695079306,"share":"https://ttm.financial/m/news/2368949705?lang=&edition=fundamental","pubTime":"2023-09-19 07:21","market":"us","language":"en","title":"Nio Announces Plan to Issue $1 Billion Convertible Notes","url":"https://stock-news.laohu8.com/highlight/detail?id=2368949705","media":"CnEVPost","summary":"Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet posit\n...","content":"<html><head></head><body><blockquote><p>Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet position and for general corporate purposes.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b563564ff83a3efa6073f1596a5fe03c\" tg-width=\"1200\" tg-height=\"601\"/></p><p>Nio (NYSE: NIO) announced plans to issue $1 billion in convertible senior notes to repurchase existing debt securities and strengthen its balance sheet, causing its shares to fall in after-hours trading.</p><p>The company today announced plans to issue $500 million in aggregate principal amount of convertible senior notes due 2029 and $500 million in convertible senior notes due 2030, according to an announcement.</p><p>Initial purchasers will be able to exercise an option within 30 days of the date of issuance of the notes to purchase up to an additional $75 million in aggregate principal amount of the 2029 notes and up to an additional $75 million of the 2030 notes.</p><p>When issued, the notes will become the senior unsecured debt of Nio and will mature on October 15, 2029, and October 15, 2030, respectively.</p><p>Nio plans to use a portion of the net proceeds from the note offering to repurchase a portion of its existing debt securities and the remainder primarily to further strengthen its balance sheet position and for general corporate purposes, the company said.</p><p>This is Nio&#39;s second financing announcement in three months, causing its US-traded ADRs to plunge in after-hours trading on Monday. At press time, Nio was down 5.72 percent to $9.72.</p><p>On June 20, Nio signed a share subscription agreement with Abu Dhabi-based investor CYVN Holdings, which would invest a total of about $1.1 billion in the Chinese electric vehicle (EV) company.</p><p>On July 12, Nio announced that it completed a $738.5 million investment from CYVN Investments RSC Ltd, an affiliate of CYVN Holdings. The CYVN entity also acquired certain shares of Nio from an affiliate of Tencent for total consideration of $350 million.</p><p>Following the completion of the investment transaction and the secondary share transfer, CYVN Investments owns about 7.0 percent of the total outstanding shares of Nio.</p><p>Nio&#39;s balance of cash and cash equivalents, restricted cash, short-term investments and long-term time deposits was RMB31.5 billion as of June 30, down RMB6.3 billion from RMB37.8 billion at the end of the first quarter, according to its second-quarter earnings report announced on August 29.</p><p>Nio&#39;s weak deliveries in the first half of the year and still high investment in research and development led to a continued depletion of cash.</p><p>Yesterday, local media outlet HiEV reported that Nio could see two chips tape out next year, based on 7 nm and 5 nm, respectively, which would require additional R&amp;D funds.</p><p>The tape-out of a chip based on a 7 nm process will cost roughly $30 million, and roughly $500 million for a 5-nm chip, the report said, citing a person familiar with the matter, adding that Nio will need to prepare sufficient funds for this.</p><p>Stocks fell nearly 6% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9464d164406fece40211500b87be5c6\" tg-width=\"602\" tg-height=\"608\"/></p><p></p></body></html>","source":"cnevpost_highlight","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>Nio Announces Plan to Issue $1 Billion Convertible Notes</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\">\nNio Announces Plan to Issue $1 Billion Convertible Notes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/09/19/nio-announces-plan-to-issue-1-billion-convertible-notes/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet position and for general ...</p>\n\n<a href=\"https://cnevpost.com/2023/09/19/nio-announces-plan-to-issue-1-billion-convertible-notes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://cnevpost.com/2023/09/19/nio-announces-plan-to-issue-1-billion-convertible-notes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368949705","content_text":"Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet position and for general corporate purposes.Nio (NYSE: NIO) announced plans to issue $1 billion in convertible senior notes to repurchase existing debt securities and strengthen its balance sheet, causing its shares to fall in after-hours trading.The company today announced plans to issue $500 million in aggregate principal amount of convertible senior notes due 2029 and $500 million in convertible senior notes due 2030, according to an announcement.Initial purchasers will be able to exercise an option within 30 days of the date of issuance of the notes to purchase up to an additional $75 million in aggregate principal amount of the 2029 notes and up to an additional $75 million of the 2030 notes.When issued, the notes will become the senior unsecured debt of Nio and will mature on October 15, 2029, and October 15, 2030, respectively.Nio plans to use a portion of the net proceeds from the note offering to repurchase a portion of its existing debt securities and the remainder primarily to further strengthen its balance sheet position and for general corporate purposes, the company said.This is Nio's second financing announcement in three months, causing its US-traded ADRs to plunge in after-hours trading on Monday. At press time, Nio was down 5.72 percent to $9.72.On June 20, Nio signed a share subscription agreement with Abu Dhabi-based investor CYVN Holdings, which would invest a total of about $1.1 billion in the Chinese electric vehicle (EV) company.On July 12, Nio announced that it completed a $738.5 million investment from CYVN Investments RSC Ltd, an affiliate of CYVN Holdings. The CYVN entity also acquired certain shares of Nio from an affiliate of Tencent for total consideration of $350 million.Following the completion of the investment transaction and the secondary share transfer, CYVN Investments owns about 7.0 percent of the total outstanding shares of Nio.Nio's balance of cash and cash equivalents, restricted cash, short-term investments and long-term time deposits was RMB31.5 billion as of June 30, down RMB6.3 billion from RMB37.8 billion at the end of the first quarter, according to its second-quarter earnings report announced on August 29.Nio's weak deliveries in the first half of the year and still high investment in research and development led to a continued depletion of cash.Yesterday, local media outlet HiEV reported that Nio could see two chips tape out next year, based on 7 nm and 5 nm, respectively, which would require additional R&D funds.The tape-out of a chip based on a 7 nm process will cost roughly $30 million, and roughly $500 million for a 5-nm chip, the report said, citing a person familiar with the matter, adding that Nio will need to prepare sufficient funds for this.Stocks fell nearly 6% in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9970246041,"gmtCreate":1684511350683,"gmtModify":1684511354986,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Wee~ 4100 here we come","listText":"Wee~ 4100 here we come","text":"Wee~ 4100 here we come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970246041","repostId":"1143840593","repostType":2,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194709312815312,"gmtCreate":1688556583126,"gmtModify":1688556587187,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"That's the reason?","listText":"That's the reason?","text":"That's the reason?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194709312815312","repostId":"1144829423","repostType":2,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255156335571016,"gmtCreate":1703307520412,"gmtModify":1703307526260,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"What's the underlying hedge to make up the ETF?","listText":"What's the underlying hedge to make up the ETF?","text":"What's the underlying hedge to make up the ETF?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255156335571016","repostId":"2393446098","repostType":4,"repost":{"id":"2393446098","kind":"highlight","pubTimestamp":1703295201,"share":"https://ttm.financial/m/news/2393446098?lang=&edition=fundamental","pubTime":"2023-12-23 09:33","market":"us","language":"en","title":"Bitcoin's 160% Rebound in 2023 Is a Gamble on ETF \"Demand Shock\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2393446098","media":"Bloomberg","summary":" -- The sense of doom that gripped crypto markets at the end of 2022 following a $1.5 trillion wipeout has 12 months later given way to a very different sentiment: avarice.Hyperloop One to Shut Down After Failing to Reinvent Transit. Tencent Leads $80 Billion Rout as China Rekindles Crackdown Fear. Harvard Financial Pain Grows as Blavatnik Joins Donor Revolt. Bitcoin stormed back with a more than 160% advance this year that added some $530 billion to its market capitalization. In its wake, myriad smaller tokens ranging from Sam Bankman-Fried-backed Solana to dog- and frog-themed memecoins took off as investors embraced risk again. An investor who bought $100,000 of Solana at the start of 2023 would now be sitting on a more than $800,000 gain.Bitcoin derivatives saw a burst of activity in 2023. Bitcoin options open interest on Deribit — the largest crypto options exchange — exceeded $16 billion for the first time in December, according to CCData. Bitcoin futures op","content":"<html><head></head><body><p>(Bloomberg) -- The sense of doom that gripped crypto markets at the end of 2022 following a $1.5 trillion wipeout has 12 months later given way to a very different sentiment: avarice. </p><p>Bitcoin stormed back with a more than 160% advance this year that added some $530 billion to its market capitalization. In its wake, myriad smaller tokens ranging from Sam Bankman-Fried-backed Solana to dog- and frog-themed memecoins took off as investors embraced risk again. An investor who bought $100,000 of Solana at the start of 2023 would now be sitting on a more than $800,000 gain. </p><p>Underpinning much of the bonanza is optimism that US regulators will soon give their first blessing for an exchange-traded fund that invests directly in Bitcoin. Investors will find out by Jan. 10 if that bet, which crypto bulls consider a near-certain winner, pans out.  </p><p>“The approval of the spot ETFs is going to be a major catalyst, it’s going to definitely drive a demand shock” as mainstream investors currently lack a “high bandwidth, compliant” investment channel for the token, Michael Saylor, co-founder of Bitcoin holder MicroStrategy Inc., said on Bloomberg Television. </p><p>Digital-asset markets still have plenty of detractors who argue cryptocurrencies are fundamentally worthless and a haven for criminals. Binance, the largest exchange, in November agreed to pay a $4.3 billion fine for a range of violations and Chief Executive Officer Changpeng Zhao was forced to step down. Bankman-Fried has been jailed for fraud at FTX, and liquidity has yet to fully recover from the collapse of his empire.</p><p>Here are a selection of charts showing how crypto fared in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd0644eb3ff3f7a47adb0cc839512d9f\" tg-width=\"768\" tg-height=\"498\"/></p><p>Bitcoin’s rally this year topped stocks and gold. Supporters say a quadrennial event due in 2024 known as the halving — or halvening — will curb supply growth, providing a prop for the token alongside potential ETF demand. The dominant cryptocurrency is still trading well below its November 2021 record of almost $69,000.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c6e455ea8990b6ebaea26cdefbb0cc5\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Bitcoin miners <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a>. and Riot Platforms Inc., top US crypto exchange Coinbase Global Inc. and software-company-turned-Bitcoin-investor MicroStrategy all jumped as crypto markets recovered. Coinbase’s almost 400% gain weathered a lawsuit from the Securities and Exchange Commission for allegedly running an unregistered platform, an accusation the company contests.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/703d65939efc2a3f94f89873d1271e70\" tg-width=\"780\" tg-height=\"465\"/></p><p>Bitcoin derivatives saw a burst of activity in 2023. Bitcoin options open interest on Deribit — the largest crypto options exchange — exceeded $16 billion for the first time in December, according to CCData. Bitcoin futures open interest also hit landmark levels at CME Group, which is now vying with Binance to be the top marketplace for such instruments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6f04890f268fd3e578c60d107f384b\" tg-width=\"775\" tg-height=\"462\"/></p><p>The decentralized finance sector has yet to recover from the more than $40 billion collapse of the TerraUSD stablecoin project in 2022. One exception is liquid staking, where the total value of locked assets rose to a record this year, data from DefiLlama show. Liquid staking protocols offer easier access to the rewards earned when tokens are pledged to help operate blockchains. Staking grew in popularity on Ethereum after the network’s Shanghai update in April.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9803d03049e3e96239a257312f910f04\" tg-width=\"784\" tg-height=\"468\"/></p><p>Weekly trading volumes for nonfungible tokens — digital collectibles — have climbed off lows of less than $50 million in October, reaching about $180 million this month, according to figures from Nansen. But they are a fraction of the $1.8 billion peak seen in 2022, suggesting crypto generally has much work to do to reignite the level of interest the sector attracted during the pandemic, when the world was awash with stimulus.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a132031d5e18af901d54e9fb709b7470\" tg-width=\"778\" tg-height=\"454\"/></p><p>While Bitcoin’s price has jumped, the crypto market still shows scars from the collapse of Bankman-Fried’s FTX platform and his trading house Alameda Research in November 2022. The wipeout contributed to a drop in liquidity, making the token harder to trade. </p><p>Market depth, or the crypto market’s ability to shoulder relatively large orders without unduly impacting prices, illustrates the problem. The daily value of trades falling within 1% of the mid-price of Bitcoin on centralized exchanges has dropped 55% to about $680 million from as much as $1.5 billion in April last year, Kaiko data shows.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7136ee9e9eedadb3422822901d1e011e\" tg-width=\"637\" tg-height=\"493\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/171789b304a264d1d61d9d3d71a21eca\" tg-width=\"712\" tg-height=\"510\"/></p><p>There have been big shifts in the market share of crypto exchanges this year. Binance remains the largest venue but its share of spot trading fell to about 44% by mid-December from over 65% at the start of 2023, according to Kaiko. Asia-focused platforms like Upbit, Bybit and OKX picked up much of the business Binance lost.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin's 160% Rebound in 2023 Is a Gamble on ETF \"Demand Shock\"</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\">\nBitcoin's 160% Rebound in 2023 Is a Gamble on ETF \"Demand Shock\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-23 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-12-22/bitcoin-btc-rallied-530-billion-in-2023-boosted-by-gamble-on-spot-etfs?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The sense of doom that gripped crypto markets at the end of 2022 following a $1.5 trillion wipeout has 12 months later given way to a very different sentiment: avarice. Bitcoin stormed ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-12-22/bitcoin-btc-rallied-530-billion-in-2023-boosted-by-gamble-on-spot-etfs?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTC":"Grayscale Bitcoin Mini Trust","COIN":"Coinbase Global, Inc.","BK4585":"ETF&股票定投概念","MARA":"MARA Holdings","BK4023":"应用软件","BK4588":"碎股"},"source_url":"https://www.bloomberg.com/news/articles/2023-12-22/bitcoin-btc-rallied-530-billion-in-2023-boosted-by-gamble-on-spot-etfs?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393446098","content_text":"(Bloomberg) -- The sense of doom that gripped crypto markets at the end of 2022 following a $1.5 trillion wipeout has 12 months later given way to a very different sentiment: avarice. Bitcoin stormed back with a more than 160% advance this year that added some $530 billion to its market capitalization. In its wake, myriad smaller tokens ranging from Sam Bankman-Fried-backed Solana to dog- and frog-themed memecoins took off as investors embraced risk again. An investor who bought $100,000 of Solana at the start of 2023 would now be sitting on a more than $800,000 gain. Underpinning much of the bonanza is optimism that US regulators will soon give their first blessing for an exchange-traded fund that invests directly in Bitcoin. Investors will find out by Jan. 10 if that bet, which crypto bulls consider a near-certain winner, pans out.  “The approval of the spot ETFs is going to be a major catalyst, it’s going to definitely drive a demand shock” as mainstream investors currently lack a “high bandwidth, compliant” investment channel for the token, Michael Saylor, co-founder of Bitcoin holder MicroStrategy Inc., said on Bloomberg Television. Digital-asset markets still have plenty of detractors who argue cryptocurrencies are fundamentally worthless and a haven for criminals. Binance, the largest exchange, in November agreed to pay a $4.3 billion fine for a range of violations and Chief Executive Officer Changpeng Zhao was forced to step down. Bankman-Fried has been jailed for fraud at FTX, and liquidity has yet to fully recover from the collapse of his empire.Here are a selection of charts showing how crypto fared in 2023.Bitcoin’s rally this year topped stocks and gold. Supporters say a quadrennial event due in 2024 known as the halving — or halvening — will curb supply growth, providing a prop for the token alongside potential ETF demand. The dominant cryptocurrency is still trading well below its November 2021 record of almost $69,000.Bitcoin miners Marathon Digital Holdings Inc. and Riot Platforms Inc., top US crypto exchange Coinbase Global Inc. and software-company-turned-Bitcoin-investor MicroStrategy all jumped as crypto markets recovered. Coinbase’s almost 400% gain weathered a lawsuit from the Securities and Exchange Commission for allegedly running an unregistered platform, an accusation the company contests.Bitcoin derivatives saw a burst of activity in 2023. Bitcoin options open interest on Deribit — the largest crypto options exchange — exceeded $16 billion for the first time in December, according to CCData. Bitcoin futures open interest also hit landmark levels at CME Group, which is now vying with Binance to be the top marketplace for such instruments.The decentralized finance sector has yet to recover from the more than $40 billion collapse of the TerraUSD stablecoin project in 2022. One exception is liquid staking, where the total value of locked assets rose to a record this year, data from DefiLlama show. Liquid staking protocols offer easier access to the rewards earned when tokens are pledged to help operate blockchains. Staking grew in popularity on Ethereum after the network’s Shanghai update in April.Weekly trading volumes for nonfungible tokens — digital collectibles — have climbed off lows of less than $50 million in October, reaching about $180 million this month, according to figures from Nansen. But they are a fraction of the $1.8 billion peak seen in 2022, suggesting crypto generally has much work to do to reignite the level of interest the sector attracted during the pandemic, when the world was awash with stimulus.While Bitcoin’s price has jumped, the crypto market still shows scars from the collapse of Bankman-Fried’s FTX platform and his trading house Alameda Research in November 2022. The wipeout contributed to a drop in liquidity, making the token harder to trade. Market depth, or the crypto market’s ability to shoulder relatively large orders without unduly impacting prices, illustrates the problem. The daily value of trades falling within 1% of the mid-price of Bitcoin on centralized exchanges has dropped 55% to about $680 million from as much as $1.5 billion in April last year, Kaiko data shows.There have been big shifts in the market share of crypto exchanges this year. Binance remains the largest venue but its share of spot trading fell to about 44% by mid-December from over 65% at the start of 2023, according to Kaiko. Asia-focused platforms like Upbit, Bybit and OKX picked up much of the business Binance lost.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194114013212672,"gmtCreate":1688430717764,"gmtModify":1688430720966,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Sustainable?","listText":"Sustainable?","text":"Sustainable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194114013212672","repostId":"2348596006","repostType":4,"repost":{"id":"2348596006","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1688394964,"share":"https://ttm.financial/m/news/2348596006?lang=&edition=fundamental","pubTime":"2023-07-03 22:36","market":"us","language":"en","title":"Tesla Crushed Delivery Expectations. Here’s What Wall Street Is Saying","url":"https://stock-news.laohu8.com/highlight/detail?id=2348596006","media":"Dow Jones","summary":"Tesla crushed second quarter delivery expectations. Wall Street is impressed, but some analysts still have questions about demand and inventories.Tesla delivered a lot of cars in the second quarter of","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla crushed second-quarter-delivery expectations. Wall Street is impressed, but some analysts still have questions about demand and inventories.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23828906e8316defa10e42bb1fa0d1d4\" alt=\"Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.\" title=\"Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.\" tg-width=\"639\" tg-height=\"426\"/><span>Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.</span></p><p style=\"text-align: start;\">Tesla (ticker: TSLA) announced second-quarter deliveries of just over 466,000 units, a record and about 4% to 5% higher than the 445,000 to 447,000 units Wall Street was looking for. It was the biggest quarterly delivery beat since the fourth quarter of 2021, according to Bernstein analyst Toni Sacconaghi.</p><p>The stock is 7.8% higher in early trading Monday to more than $282 a share, while the S&amp;P 500 is flat and the Nasdaq Composite is up 0.2%.</p><p>Baird analyst Ben Kallo wrote Sunday he was feeling cautious going into the delivery report “given stock performance coupled with the sentiment on sell-side.” Tesla stock finished the first half of 2023 up 113%, cruising past most Wall Street price targets. The strong price performance is one reason Tesla shares were downgraded a few times over the past couple of weeks. But for Kallo, the delivery number offset “concerns about second-quarter financials,” and he expected the stock to trade higher Monday.</p><p>Wedbush analyst Dan Ives expected the shares to move higher too. The result “will send [Tesla] bears into hibernation mode,” he wrote in a Sunday report, telling <em>Barron’s</em> he expected shares to rise ahead of the July 4th holiday in the U.S. “Bears were expecting a bad print,” he says. “This was a trophy case quarter [for Tesla].” </p><p>Ives and Kallo rate Tesla shares Buy. Kallo’s price target is $252 a share. Ives has a $300 price target for Tesla stock. Bernstein’s Sacconaghi rates shares Sell. His price target is $150 a share.</p><p style=\"text-align: start;\">Sacconaghi was impressed by the print, but still has his concerns. “Despite significant price cuts and quarter-end promotions in the second quarter, lead times on all Tesla models are low,” wrote the analyst. “We believe the company drew down backlog in the second quarter.” That means deliveries were greater than orders. Combined with low lead times he is still worried about demand.</p><p style=\"text-align: start;\">Inventory is another concern for TD Cowen analyst Jeffrey Osborne. Tesla produced13,560 more cars that it delivered. It’s the fifth consecutive quarter production exceeded deliveries and the fourth consecutive quarter production exceeded deliveries by more than 10,000 units. “We expect investors will continue to focus on deliveries though note increased inventories may weigh on the degree of an expected positive reaction,” wrote Osborne in a Sunday report.</p><p style=\"text-align: start;\">He rates shares Hold and has a $150 price target for the stock.</p><p>Overall, about 40% of analysts covering Tesla rate the stock at Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. The average analyst price target is about $212 a share.</p><p style=\"text-align: start;\">Canaccord analyst George Gianarikas took his price target to $293 from $257 after delivery results, and continues to have a Buy rating. Goldman Sachs analyst Mark Delaney lifted his price target to $275 from $248 after deliveries, although he downgraded Tesla stock to Hold from Buy on June 25 after Tesla’s impressive run.</p><p style=\"text-align: start;\">Tesla stock closed out the first half of 2023 with a 113% gain.</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>Tesla Crushed Delivery Expectations. Here’s What Wall Street Is Saying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Crushed Delivery Expectations. Here’s What Wall Street Is Saying\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-03 22:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla crushed second-quarter-delivery expectations. Wall Street is impressed, but some analysts still have questions about demand and inventories.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23828906e8316defa10e42bb1fa0d1d4\" alt=\"Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.\" title=\"Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.\" tg-width=\"639\" tg-height=\"426\"/><span>Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.</span></p><p style=\"text-align: start;\">Tesla (ticker: TSLA) announced second-quarter deliveries of just over 466,000 units, a record and about 4% to 5% higher than the 445,000 to 447,000 units Wall Street was looking for. It was the biggest quarterly delivery beat since the fourth quarter of 2021, according to Bernstein analyst Toni Sacconaghi.</p><p>The stock is 7.8% higher in early trading Monday to more than $282 a share, while the S&amp;P 500 is flat and the Nasdaq Composite is up 0.2%.</p><p>Baird analyst Ben Kallo wrote Sunday he was feeling cautious going into the delivery report “given stock performance coupled with the sentiment on sell-side.” Tesla stock finished the first half of 2023 up 113%, cruising past most Wall Street price targets. The strong price performance is one reason Tesla shares were downgraded a few times over the past couple of weeks. But for Kallo, the delivery number offset “concerns about second-quarter financials,” and he expected the stock to trade higher Monday.</p><p>Wedbush analyst Dan Ives expected the shares to move higher too. The result “will send [Tesla] bears into hibernation mode,” he wrote in a Sunday report, telling <em>Barron’s</em> he expected shares to rise ahead of the July 4th holiday in the U.S. “Bears were expecting a bad print,” he says. “This was a trophy case quarter [for Tesla].” </p><p>Ives and Kallo rate Tesla shares Buy. Kallo’s price target is $252 a share. Ives has a $300 price target for Tesla stock. Bernstein’s Sacconaghi rates shares Sell. His price target is $150 a share.</p><p style=\"text-align: start;\">Sacconaghi was impressed by the print, but still has his concerns. “Despite significant price cuts and quarter-end promotions in the second quarter, lead times on all Tesla models are low,” wrote the analyst. “We believe the company drew down backlog in the second quarter.” That means deliveries were greater than orders. Combined with low lead times he is still worried about demand.</p><p style=\"text-align: start;\">Inventory is another concern for TD Cowen analyst Jeffrey Osborne. Tesla produced13,560 more cars that it delivered. It’s the fifth consecutive quarter production exceeded deliveries and the fourth consecutive quarter production exceeded deliveries by more than 10,000 units. “We expect investors will continue to focus on deliveries though note increased inventories may weigh on the degree of an expected positive reaction,” wrote Osborne in a Sunday report.</p><p style=\"text-align: start;\">He rates shares Hold and has a $150 price target for the stock.</p><p>Overall, about 40% of analysts covering Tesla rate the stock at Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. The average analyst price target is about $212 a share.</p><p style=\"text-align: start;\">Canaccord analyst George Gianarikas took his price target to $293 from $257 after delivery results, and continues to have a Buy rating. Goldman Sachs analyst Mark Delaney lifted his price target to $275 from $248 after deliveries, although he downgraded Tesla stock to Hold from Buy on June 25 after Tesla’s impressive run.</p><p style=\"text-align: start;\">Tesla stock closed out the first half of 2023 with a 113% gain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2348596006","content_text":"Tesla crushed second-quarter-delivery expectations. Wall Street is impressed, but some analysts still have questions about demand and inventories.Tesla delivered 466,000 cars in the second quarter. That’s a record for the company, and more than wall Street was looking for.Tesla (ticker: TSLA) announced second-quarter deliveries of just over 466,000 units, a record and about 4% to 5% higher than the 445,000 to 447,000 units Wall Street was looking for. It was the biggest quarterly delivery beat since the fourth quarter of 2021, according to Bernstein analyst Toni Sacconaghi.The stock is 7.8% higher in early trading Monday to more than $282 a share, while the S&P 500 is flat and the Nasdaq Composite is up 0.2%.Baird analyst Ben Kallo wrote Sunday he was feeling cautious going into the delivery report “given stock performance coupled with the sentiment on sell-side.” Tesla stock finished the first half of 2023 up 113%, cruising past most Wall Street price targets. The strong price performance is one reason Tesla shares were downgraded a few times over the past couple of weeks. But for Kallo, the delivery number offset “concerns about second-quarter financials,” and he expected the stock to trade higher Monday.Wedbush analyst Dan Ives expected the shares to move higher too. The result “will send [Tesla] bears into hibernation mode,” he wrote in a Sunday report, telling Barron’s he expected shares to rise ahead of the July 4th holiday in the U.S. “Bears were expecting a bad print,” he says. “This was a trophy case quarter [for Tesla].” Ives and Kallo rate Tesla shares Buy. Kallo’s price target is $252 a share. Ives has a $300 price target for Tesla stock. Bernstein’s Sacconaghi rates shares Sell. His price target is $150 a share.Sacconaghi was impressed by the print, but still has his concerns. “Despite significant price cuts and quarter-end promotions in the second quarter, lead times on all Tesla models are low,” wrote the analyst. “We believe the company drew down backlog in the second quarter.” That means deliveries were greater than orders. Combined with low lead times he is still worried about demand.Inventory is another concern for TD Cowen analyst Jeffrey Osborne. Tesla produced13,560 more cars that it delivered. It’s the fifth consecutive quarter production exceeded deliveries and the fourth consecutive quarter production exceeded deliveries by more than 10,000 units. “We expect investors will continue to focus on deliveries though note increased inventories may weigh on the degree of an expected positive reaction,” wrote Osborne in a Sunday report.He rates shares Hold and has a $150 price target for the stock.Overall, about 40% of analysts covering Tesla rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. The average analyst price target is about $212 a share.Canaccord analyst George Gianarikas took his price target to $293 from $257 after delivery results, and continues to have a Buy rating. Goldman Sachs analyst Mark Delaney lifted his price target to $275 from $248 after deliveries, although he downgraded Tesla stock to Hold from Buy on June 25 after Tesla’s impressive run.Tesla stock closed out the first half of 2023 with a 113% gain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299667912876120,"gmtCreate":1714180531523,"gmtModify":1714180535216,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Because I didn't buy...","listText":"Because I didn't buy...","text":"Because I didn't buy...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299667912876120","repostId":"2430736381","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947217835,"gmtCreate":1683186487728,"gmtModify":1683186492097,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Student debt issue lingers...","listText":"Student debt issue lingers...","text":"Student debt issue lingers...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947217835","repostId":"2332944371","repostType":2,"repost":{"id":"2332944371","kind":"highlight","pubTimestamp":1683183917,"share":"https://ttm.financial/m/news/2332944371?lang=&edition=fundamental","pubTime":"2023-05-04 15:05","market":"us","language":"en","title":"SoFi Technologies: A Gift Below $5 After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2332944371","media":"Seeking Alpha","summary":"SummarySoFi beat top and bottom line estimates for the first-quarter on Monday. Yet, shares sold off","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>SoFi beat top and bottom line estimates for the first-quarter on Monday. Yet, shares sold off.</p></li><li><p>SoFi maintained considerable acquisition momentum in terms of new accounts and raised guidance for FY 2023.</p></li><li><p>The market overreacts to the FinTech&#39;s Q1 2023 earnings sheet, I am buying more.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dea565c710746aa75c1822d4eed74bfd\" alt=\"Viorika\" title=\"Viorika\" tg-width=\"750\" tg-height=\"478\"/><span>Viorika</span></p><p>Shares of SoFi Technologies (NASDAQ:SOFI) crashed 12% after the company reported earnings for the first-quarter on Monday. I believe the drop is totally undeserved considering that SoFi continues to show extraordinary acquisition momentum in terms of new accounts and that the FinTech company raised its guidance for FY 2023. Investors are most likely overreacting to the company&#39;s Q1&#39;23 earnings sheet... which creates a buying opportunity for investors that can handle volatility and occasional stock sell-offs. As the company continues to see a strong ramp in revenues and moves towards GAAP profitability, the long term value proposition is favorable. SOFI stock, while not totally cheap, is a top FinTech bet on the creation of a one-stop personal finance brand!</p><h2>SoFi delivers strong Q1’23 performance relative to estimates</h2><p>SoFi beat top and bottom line estimates for the first-quarter on Monday as the FinTech continued to execute on its growth plan and welcomed hundreds of thousands of new members to its SoFi-branded ecosystem. SoFi beat the top line estimate by $23M while EPS came in $0.04 per-share better than expected.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cdbe425173308824a84de8fb81626d\" alt=\"Source: SoFi\" title=\"Source: SoFi\" tg-width=\"640\" tg-height=\"228\"/><span>Source: SoFi</span></p><h2>Strong acquisition momentum</h2><p>In my recent work on SoFi I highlighted that I continue to expect rapid member account growth for the company in the next few years as the FinTech continues to roll out new financial services and lending products and builds a one-stop personal finance brand. SoFi acquired 480 thousand new members to its ecosystem in the fourth-quarter and although growth slowed quarter over quarter, the company added a significant number of new accounts to its platform in Q1&#39;23 as well: SoFi acquired 433 thousand new members in the first-quarter which brought the total member count to 5.66M, showing 46% year over year growth.</p><p>SoFi&#39;s acquisition growth has now slowed seven quarters in a row, but Q1&#39;23 still saw the fourth-largest account acquisition number in the company’s history. Due to this momentum, I continue to expect that SoFi could add approximately 100 thousand new accounts each month to its ecosystem in the next few years and I reaffirm my expectation that SoFi could grow its member base to 6.4-6.5M by the end of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b922f67308ed899c3e47f513dc9a13e9\" alt=\"Source: SoFi\" title=\"Source: SoFi\" tg-width=\"640\" tg-height=\"351\"/><span>Source: SoFi</span></p><h2>Massively improved profit picture</h2><p>SoFi achieved a new quarterly revenue record in Q1&#39;23 with total adjusted net revenues of $460M, showing 43% year over year growth. This growth was driven by two factors, chiefly: new member sign-ups that resulted in incremental revenue growth as well as a massive expansion of the company&#39;s product suite, especially in financial services. Financial services are SoFi&#39;s growth driver and grew at twice the rate as SoFi&#39;s traditional lending products (51% vs. 24%).</p><p>What also greatly improved in the first-quarter was SoFi&#39;s EBITDA performance which is key to an upside revaluation for the FinTech&#39;s shares, in my opinion. During the pandemic investors happily valued fast-growing FinTechs at high revenue multipliers, but with growth slowing after COVID-19, investors want to see a clear path toward profitability... which SoFi is increasingly able to deliver: the firm generated $76M in adjusted EBITDA in Q1&#39;23, showing 744% year over year growth. This massive ramp in EBITDA is the direct result of the FinTech&#39;s acquisition success and it makes it likely that investors could see positive GAAP earnings within the next 1-2 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4676405f41561bd9db0d169ff41f9208\" alt=\"Source: SoFi\" title=\"Source: SoFi\" tg-width=\"640\" tg-height=\"322\"/><span>Source: SoFi</span></p><p>While SoFi still generated a net loss of $34.4M in Q1&#39;23, losses are narrowing and the black zero is now firmly in reach. In the year-earlier period, SoFi generated a loss of $110.4M. Reaching GAAP profitability would not only be a milestone event for the FinTech, but it could be a catalyst to power SoFi&#39;s shares into a new up-leg as well. I believe SoFi could achieve GAAP profitability in FY 2024 if the company can sustain its account acquisition momentum.</p><h2>Raised guidance for FY 2023</h2><p>SoFi raised its net revenue and adjusted EBITDA guidance for FY 2023: the company now expects $1,955-2,020M in adjusted net revenue and $268-288M in adjusted EBITDA, implying mid-point raises of 1.3% in both metrics. The raised outlook conveys management&#39;s confidence in SoFi&#39;s business trajectory, expansion plan and is especially satisfying considering that the U.S. financial system last month experienced major stress.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34e0fd7844034ae9f646f058c86750b5\" alt=\"Source: SoFi\" title=\"Source: SoFi\" tg-width=\"640\" tg-height=\"119\"/><span>Source: SoFi</span></p><h2>SoFi’s valuation</h2><p>SoFi has seen a massive downside valuation adjustment after the pandemic which is when investors realized that the company could not sustain 100% annual account growth rates. While it is true that SoFi is now growing at about half the rate as it did during the pandemic, SoFi is still going to grow rapidly going forward. Analysts currently project that SoFi could achieve 29% top line growth in FY 2023 and 23% growth in FY 2024. The FY 2024 revenue estimate implies a forward price-to-sales ratio of 1.9X... which sits well below the 1-year average P/S ratio of 2.6X.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf984c04becbb7f0fde275e4bad8ff8\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><h2>Risks with SoFi</h2><p>The risks with a growth-focused FinTech company are obvious: moderating top line and member account growth rates are key challenges for SoFi in FY 2023 and beyond. The company has seen a slowdown in its post-pandemic growth, but as long as members continue to gravitate towards the SoFi brand, I believe the risks with SoFi are not excessive. What would change my mind about SoFi is if the company saw a serious decline in its account and financial services product growth rates.</p><h2>Final thoughts</h2><p>The market is overreacting to SoFi’s first-quarter results and I am buying the drop. SoFi&#39;s results were solid overall: the FinTech beat top and bottom line estimates, raised its guidance for FY 2023 and maintained strong account acquisition momentum. Additionally, SoFi is slowly moving towards GAAP profitability. Achieving profitability would be a milestone event for this fast-growing FinTech company and I believe that shares have considerable re-valuation potential once investors see that the company is not only growing rapidly, but also profitable!</p><p><em>This article is written by </em><strong><em>The Asian Investor</em></strong><em> for reference only. Please note the risks.</em></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>SoFi Technologies: A Gift Below $5 After Q1 Earnings</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\">\nSoFi Technologies: A Gift Below $5 After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4599237-sofi-technologies-a-gift-below-5-after-q1-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySoFi beat top and bottom line estimates for the first-quarter on Monday. Yet, shares sold off.SoFi maintained considerable acquisition momentum in terms of new accounts and raised guidance for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4599237-sofi-technologies-a-gift-below-5-after-q1-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4166":"消费信贷","SOFI":"SoFi Technologies Inc.","BK4549":"软银资本持仓"},"source_url":"https://seekingalpha.com/article/4599237-sofi-technologies-a-gift-below-5-after-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332944371","content_text":"SummarySoFi beat top and bottom line estimates for the first-quarter on Monday. Yet, shares sold off.SoFi maintained considerable acquisition momentum in terms of new accounts and raised guidance for FY 2023.The market overreacts to the FinTech's Q1 2023 earnings sheet, I am buying more.ViorikaShares of SoFi Technologies (NASDAQ:SOFI) crashed 12% after the company reported earnings for the first-quarter on Monday. I believe the drop is totally undeserved considering that SoFi continues to show extraordinary acquisition momentum in terms of new accounts and that the FinTech company raised its guidance for FY 2023. Investors are most likely overreacting to the company's Q1'23 earnings sheet... which creates a buying opportunity for investors that can handle volatility and occasional stock sell-offs. As the company continues to see a strong ramp in revenues and moves towards GAAP profitability, the long term value proposition is favorable. SOFI stock, while not totally cheap, is a top FinTech bet on the creation of a one-stop personal finance brand!SoFi delivers strong Q1’23 performance relative to estimatesSoFi beat top and bottom line estimates for the first-quarter on Monday as the FinTech continued to execute on its growth plan and welcomed hundreds of thousands of new members to its SoFi-branded ecosystem. SoFi beat the top line estimate by $23M while EPS came in $0.04 per-share better than expected.Source: SoFiStrong acquisition momentumIn my recent work on SoFi I highlighted that I continue to expect rapid member account growth for the company in the next few years as the FinTech continues to roll out new financial services and lending products and builds a one-stop personal finance brand. SoFi acquired 480 thousand new members to its ecosystem in the fourth-quarter and although growth slowed quarter over quarter, the company added a significant number of new accounts to its platform in Q1'23 as well: SoFi acquired 433 thousand new members in the first-quarter which brought the total member count to 5.66M, showing 46% year over year growth.SoFi's acquisition growth has now slowed seven quarters in a row, but Q1'23 still saw the fourth-largest account acquisition number in the company’s history. Due to this momentum, I continue to expect that SoFi could add approximately 100 thousand new accounts each month to its ecosystem in the next few years and I reaffirm my expectation that SoFi could grow its member base to 6.4-6.5M by the end of the year.Source: SoFiMassively improved profit pictureSoFi achieved a new quarterly revenue record in Q1'23 with total adjusted net revenues of $460M, showing 43% year over year growth. This growth was driven by two factors, chiefly: new member sign-ups that resulted in incremental revenue growth as well as a massive expansion of the company's product suite, especially in financial services. Financial services are SoFi's growth driver and grew at twice the rate as SoFi's traditional lending products (51% vs. 24%).What also greatly improved in the first-quarter was SoFi's EBITDA performance which is key to an upside revaluation for the FinTech's shares, in my opinion. During the pandemic investors happily valued fast-growing FinTechs at high revenue multipliers, but with growth slowing after COVID-19, investors want to see a clear path toward profitability... which SoFi is increasingly able to deliver: the firm generated $76M in adjusted EBITDA in Q1'23, showing 744% year over year growth. This massive ramp in EBITDA is the direct result of the FinTech's acquisition success and it makes it likely that investors could see positive GAAP earnings within the next 1-2 years.Source: SoFiWhile SoFi still generated a net loss of $34.4M in Q1'23, losses are narrowing and the black zero is now firmly in reach. In the year-earlier period, SoFi generated a loss of $110.4M. Reaching GAAP profitability would not only be a milestone event for the FinTech, but it could be a catalyst to power SoFi's shares into a new up-leg as well. I believe SoFi could achieve GAAP profitability in FY 2024 if the company can sustain its account acquisition momentum.Raised guidance for FY 2023SoFi raised its net revenue and adjusted EBITDA guidance for FY 2023: the company now expects $1,955-2,020M in adjusted net revenue and $268-288M in adjusted EBITDA, implying mid-point raises of 1.3% in both metrics. The raised outlook conveys management's confidence in SoFi's business trajectory, expansion plan and is especially satisfying considering that the U.S. financial system last month experienced major stress.Source: SoFiSoFi’s valuationSoFi has seen a massive downside valuation adjustment after the pandemic which is when investors realized that the company could not sustain 100% annual account growth rates. While it is true that SoFi is now growing at about half the rate as it did during the pandemic, SoFi is still going to grow rapidly going forward. Analysts currently project that SoFi could achieve 29% top line growth in FY 2023 and 23% growth in FY 2024. The FY 2024 revenue estimate implies a forward price-to-sales ratio of 1.9X... which sits well below the 1-year average P/S ratio of 2.6X.Data by YChartsRisks with SoFiThe risks with a growth-focused FinTech company are obvious: moderating top line and member account growth rates are key challenges for SoFi in FY 2023 and beyond. The company has seen a slowdown in its post-pandemic growth, but as long as members continue to gravitate towards the SoFi brand, I believe the risks with SoFi are not excessive. What would change my mind about SoFi is if the company saw a serious decline in its account and financial services product growth rates.Final thoughtsThe market is overreacting to SoFi’s first-quarter results and I am buying the drop. SoFi's results were solid overall: the FinTech beat top and bottom line estimates, raised its guidance for FY 2023 and maintained strong account acquisition momentum. Additionally, SoFi is slowly moving towards GAAP profitability. Achieving profitability would be a milestone event for this fast-growing FinTech company and I believe that shares have considerable re-valuation potential once investors see that the company is not only growing rapidly, but also profitable!This article is written by The Asian Investor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298720234750216,"gmtCreate":1713961653262,"gmtModify":1713961656568,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"pump and dump for sure","listText":"pump and dump for sure","text":"pump and dump for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298720234750216","repostId":"1122536997","repostType":2,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270702796689704,"gmtCreate":1707127501411,"gmtModify":1707127506348,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Uh oh","listText":"Uh oh","text":"Uh oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270702796689704","repostId":"2409146871","repostType":4,"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266133235126496,"gmtCreate":1706005952424,"gmtModify":1706005956646,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Then break off in a few years, rinse, repeat. 🥱&nbsp;","listText":"Then break off in a few years, rinse, repeat. 🥱&nbsp;","text":"Then break off in a few years, rinse, repeat. 🥱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266133235126496","repostId":"1106898414","repostType":2,"repost":{"id":"1106898414","kind":"news","pubTimestamp":1706004539,"share":"https://ttm.financial/m/news/1106898414?lang=&edition=fundamental","pubTime":"2024-01-23 18:08","market":"sg","language":"en","title":"Singtel S'pore Business Units Merged but \"Still Lots to Do\", Says S'pore CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106898414","media":"Straits Times","summary":"SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue fo","content":"<div>\n<p>SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue ...</p>\n\n<a href=\"https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Singtel S'pore Business Units Merged but \"Still Lots to Do\", Says S'pore CEO</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\">\nSingtel S'pore Business Units Merged but \"Still Lots to Do\", Says S'pore CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-23 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo><strong>Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue ...</p>\n\n<a href=\"https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信"},"source_url":"https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106898414","content_text":"SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue for at least another 2.5 years, its top executive said.“We have a three-year time frame to accomplish this multiphased consolidation,” Singtel Singapore’s chief executive Ng Tian Chong told The Straits Times.“While our people have settled into their roles, on my part – there’s still a lot to do,” added the ex-Hewlett Packard veteran of some 30 years, who was helicoptered in to helm the new entity in June 2023.The business restructuring is part of a strategic reset to jumpstart growth at Singtel, as well as to be “more agile, competitive and compelling when bringing solutions to market”, group CEO Yuen Kuan Moon had said in April 2023.That pivot began in May 2021, when the telco spun off its information and communications technology and digital services arm – NCS, enabling it to expand more quickly into the Asia-Pacific as an autonomous business unit.A year later, in July 2022, the group further decentralised its organisational structure by transferring the management of Optus Enterprise to Australia, where it is the second-largest telco.While the move gave Optus more operational autonomy and direct accountability, its management has since also come under scrutiny for failing to prevent a data breach in September 2022 and a 12-hour network-wide outage in November 2023.Some eight months earlier, in April 2023, the consolidation of Singtel’s consumer and enterprise business units, together with the setting up of an infrastructure unit called Digital InfraCo, was announced.All this is taking place as growth in Singtel has flatlined amid rising competition and changing consumer demands.Notably, the group’s half-year operating revenue to Sept 30, 2023, slipped 3 per cent to $7 billion from the same period the previous year. At the same time, earnings before interest and taxes (Ebit) or operating profit excluding contributions from associates, remained flat at $580 million.However, this was due largely to the impact of a strong Singapore dollar versus a weak Australian dollar, which had blunted both operating revenue and Ebit. They would have each posted a 1.5 per cent increase otherwise.While the mobile business, NCS and Digital InfraCo showed sustained growth, Singtel Singapore’s operating revenue was down 3 per cent for the same period, while Ebit declined by 4 per cent.Shares of Singtel are down by 3.6 per cent over the past year, and closed on Jan 22 at $2.39 each.But things should improve moving forward. Mr Ng said the inefficiencies that resulted from having two parallel business lines in the past are expected to be eliminated now that they have been melded into a unified outfit.He said the challenge, however, was in identifying areas that have natural synergy and those that do not.For example, both the retail outlets and call centres can serve the consumer and the enterprise segments, but the skill-sets of sales staff catering to each segment may not necessarily overlap.Mr Ng’s goal is to foster a culture that is agile and willing to lean out to take calculated risks.Mr Ng likened this to the food business where horizontal functions such as the central kitchen can be merged for greater efficiency, but the cooking process will vary from cuisine to cuisine.“For Singtel’s horizontal functions, such as information technology, human resources, finance and networks, the group’s overall efficiency should improve when duplication is removed,” Mr Ng added.Additional cost savings can be attained from simplifying the organisation, along with its offerings and processes, he noted.While this saves on cost, the changes must also improve both employee satisfaction and customer experience.To gauge how employees are doing, the company gathers feedback and uses engagement scores to evaluate how the 5,000 staff, composed of more than 100 nationalities with an average age of 39 years, are coping with the changes.“We know that changing mindsets and attitudes take time, but the engagement scores we’ve seen so far are good,” Mr Ng said.Backed by the group’s annual budget of $20 million for training and development, Mr Ng wants to create a resilient workforce that is used to adapting to change.“This is because technology changes continually and how we add value will also evolve in tandem,” he said.His goal is to foster a culture that is agile and willing to lean out to take calculated risks.From the customers’ perspective, the aim is to make Singtel their first port of call, regardless of whether they are individual consumers or small and medium businesses.“For this to happen, we have to take an outside-in view, providing them frictionless services. At the end of the day, we want to be in the top quartile of leading global telcos,” said Mr Ng.Commenting on his leadership style, he said that it was no longer good enough to be just a conductor of an orchestra.“With unpredictability a given constant amid unfolding crises, leaders cannot simply follow a script.”“I prefer to see myself as the leader of a jazz band, who can improvise and can still get things done when there isn’t a music score to play from,” he noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970145097,"gmtCreate":1684209657120,"gmtModify":1684209660930,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Ship sailed","listText":"Ship sailed","text":"Ship sailed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970145097","repostId":"1199811691","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970155371,"gmtCreate":1684204741793,"gmtModify":1684204745060,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Affectted...","listText":"Affectted...","text":"Affectted...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970155371","repostId":"1199811691","repostType":2,"repost":{"id":"1199811691","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684204624,"share":"https://ttm.financial/m/news/1199811691?lang=&edition=fundamental","pubTime":"2023-05-16 10:37","market":"sg","language":"en","title":"Notice: System Recovered (16 May)","url":"https://stock-news.laohu8.com/highlight/detail?id=1199811691","media":"Tiger Newspress","summary":"Dear Client,Please be informed that the issue affecting SGX trades on the morning of 16 May 2023 has","content":"<p>Dear Client,</p><p>Please be informed that the issue affecting SGX trades on the morning of 16 May 2023 has been resolved and you may resume your regular trading activities. Thank you for your patience and do kindly note that previous orders submitted during the affected period were cancelled.</p><p>Kindly contact our <strong>Customer Service</strong>: Service@tigerbrokers.com.sg or call or <strong>WhatsApp Chat us at +65 6331 2277</strong> should you require further assistance.</p><p>We sincerely apologize for any inconvenience caused. Thank you.</p><p>-11:33,16 May</p><hr><p>Dear Client, </p><p>We have discovered an abnormality in our system that is affecting all SGX trades as of the morning of 16 May 2023. We take this matter seriously and are currently investigating the matter. If there are any updates, we will inform you as soon as possible. </p><p>Kindly contact our Customer Service: Service@tigerbrokers.com.sg or call or WhatsApp Chat us at +65 6331 2277 for further assistance. </p><p>We sincerely apologize for the inconvenience caused.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Notice: System Recovered (16 May)</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\">\nNotice: System Recovered (16 May)\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-16 10:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dear Client,</p><p>Please be informed that the issue affecting SGX trades on the morning of 16 May 2023 has been resolved and you may resume your regular trading activities. Thank you for your patience and do kindly note that previous orders submitted during the affected period were cancelled.</p><p>Kindly contact our <strong>Customer Service</strong>: Service@tigerbrokers.com.sg or call or <strong>WhatsApp Chat us at +65 6331 2277</strong> should you require further assistance.</p><p>We sincerely apologize for any inconvenience caused. Thank you.</p><p>-11:33,16 May</p><hr><p>Dear Client, </p><p>We have discovered an abnormality in our system that is affecting all SGX trades as of the morning of 16 May 2023. We take this matter seriously and are currently investigating the matter. If there are any updates, we will inform you as soon as possible. </p><p>Kindly contact our Customer Service: Service@tigerbrokers.com.sg or call or WhatsApp Chat us at +65 6331 2277 for further assistance. </p><p>We sincerely apologize for the inconvenience caused.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199811691","content_text":"Dear Client,Please be informed that the issue affecting SGX trades on the morning of 16 May 2023 has been resolved and you may resume your regular trading activities. Thank you for your patience and do kindly note that previous orders submitted during the affected period were cancelled.Kindly contact our Customer Service: Service@tigerbrokers.com.sg or call or WhatsApp Chat us at +65 6331 2277 should you require further assistance.We sincerely apologize for any inconvenience caused. Thank you.-11:33,16 MayDear Client, We have discovered an abnormality in our system that is affecting all SGX trades as of the morning of 16 May 2023. We take this matter seriously and are currently investigating the matter. If there are any updates, we will inform you as soon as possible. Kindly contact our Customer Service: Service@tigerbrokers.com.sg or call or WhatsApp Chat us at +65 6331 2277 for further assistance. We sincerely apologize for the inconvenience caused.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032567440,"gmtCreate":1647402756722,"gmtModify":1676534225748,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"If u hv seen the $25ish n $65ish period in recent history, u know u can chill. High prices are more scary.","listText":"If u hv seen the $25ish n $65ish period in recent history, u know u can chill. High prices are more scary.","text":"If u hv seen the $25ish n $65ish period in recent history, u know u can chill. High prices are more scary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032567440","repostId":"1172315357","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101194134265070","authorId":"4101194134265070","name":"Pepper08","avatar":"https://community-static.tradeup.com/news/70755ee354ad38d36606517fb9da264a","crmLevel":5,"crmLevelSwitch":0,"idStr":"4101194134265070","authorIdStr":"4101194134265070"},"content":"are u still remain bullish for oil stocks or best is not to touch given now that it has cooled down?","text":"are u still remain bullish for oil stocks or best is not to touch given now that it has cooled down?","html":"are u still remain bullish for oil stocks or best is not to touch given now that it has cooled down?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869967594,"gmtCreate":1632236461618,"gmtModify":1676530731944,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/869967594","repostId":"1134768038","repostType":4,"repost":{"id":"1134768038","kind":"news","pubTimestamp":1632185861,"share":"https://ttm.financial/m/news/1134768038?lang=&edition=fundamental","pubTime":"2021-09-21 08:57","market":"us","language":"en","title":"Will the Stock Market Selloff Get Worse? Watch This Number.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134768038","media":"Barrons","summary":"Was Monday’s selloff indicative of the big stock market correction that Wall Street has been calling","content":"<p>Was Monday’s selloff indicative of the big stock market correction that Wall Street has been calling for? Analysts are watching a key level for clues.</p>\n<p>The S&amp;P 500 had its worst day in months Monday, tumbling 1.7%. Investors are also growing uncertain as the Federal Reserve’s meeting nears and negotiations over the Congressional budget and debt ceiling continue.</p>\n<p>Friday, the S&amp;P 500 fell below its 50-day moving average, a technical indicator that shows investors are losing confidence in the market outlook. The S&amp;P 500 is 3.9% below its all-time high as of Monday’s close, at its lowest level since mid-June.</p>\n<p>But on Monday, the S&amp;P flashed another troublesome signal. The index briefly fell below its 100-day moving average of 4,320.</p>\n<p>Now, the question is whether stocks will bounce back quickly or suffer a correction, defined as a 10% drop from a recent high. Frank Cappelleri, chief market technician at Instinet, is watching the 100-day moving average. As the market has fallen below these key levels, “You haven’t had the demand to buy [the] volatility,” he said.</p>\n<p>If the S&amp;P 500 falls significantly below the 4230 level with a majority of the stocks on the index in the red, watch out for a correction. That would indicate that market participants still see large risks that aren’t reflected in stock prices.</p>\n<p>“Is it going to be a falling knife at that level? 1-2% down moves?” Cappelleri said. “[The] chances of an elongated volatility environment are higher.”</p>\n<p>On the other hand, the S&amp;P 500 could be in for a quick pullback if it sees a move higher, a tiny move lower, or a drop where the majority of stocks on the index are rising. Any of those scenarios would signal optimism.</p>\n<p>“[The 4,320 level] can encourage some dip buying because the market has been so consistent this year,” said Cappelleri.</p>\n<p>Other analysts are watching, too. “We are placing a lot of weight on today’s price action,” wrote founder of Fairlead Strategies Katie Stockton, on Monday.</p>\n<p>Some good news for investors: The index closed Monday above that key level.</p>","source":"lsy1601382232898","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>Will the Stock Market Selloff Get Worse? Watch This Number. </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\">\nWill the Stock Market Selloff Get Worse? Watch This Number. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-correction-pullback-technical-levels-51632184898?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Was Monday’s selloff indicative of the big stock market correction that Wall Street has been calling for? Analysts are watching a key level for clues.\nThe S&P 500 had its worst day in months Monday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-correction-pullback-technical-levels-51632184898?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-correction-pullback-technical-levels-51632184898?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134768038","content_text":"Was Monday’s selloff indicative of the big stock market correction that Wall Street has been calling for? Analysts are watching a key level for clues.\nThe S&P 500 had its worst day in months Monday, tumbling 1.7%. Investors are also growing uncertain as the Federal Reserve’s meeting nears and negotiations over the Congressional budget and debt ceiling continue.\nFriday, the S&P 500 fell below its 50-day moving average, a technical indicator that shows investors are losing confidence in the market outlook. The S&P 500 is 3.9% below its all-time high as of Monday’s close, at its lowest level since mid-June.\nBut on Monday, the S&P flashed another troublesome signal. The index briefly fell below its 100-day moving average of 4,320.\nNow, the question is whether stocks will bounce back quickly or suffer a correction, defined as a 10% drop from a recent high. Frank Cappelleri, chief market technician at Instinet, is watching the 100-day moving average. As the market has fallen below these key levels, “You haven’t had the demand to buy [the] volatility,” he said.\nIf the S&P 500 falls significantly below the 4230 level with a majority of the stocks on the index in the red, watch out for a correction. That would indicate that market participants still see large risks that aren’t reflected in stock prices.\n“Is it going to be a falling knife at that level? 1-2% down moves?” Cappelleri said. “[The] chances of an elongated volatility environment are higher.”\nOn the other hand, the S&P 500 could be in for a quick pullback if it sees a move higher, a tiny move lower, or a drop where the majority of stocks on the index are rising. Any of those scenarios would signal optimism.\n“[The 4,320 level] can encourage some dip buying because the market has been so consistent this year,” said Cappelleri.\nOther analysts are watching, too. “We are placing a lot of weight on today’s price action,” wrote founder of Fairlead Strategies Katie Stockton, on Monday.\nSome good news for investors: The index closed Monday above that key level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310803122610368,"gmtCreate":1716885288880,"gmtModify":1716885293414,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Overreaction","listText":"Overreaction","text":"Overreaction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310803122610368","repostId":"1106023190","repostType":2,"repost":{"id":"1106023190","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1716903700,"share":"https://ttm.financial/m/news/1106023190?lang=&edition=fundamental","pubTime":"2024-05-28 21:41","market":"us","language":"en","title":"Sea Shares Sink Over 8% As Indonesia Investigates Southeast Asia’s E-Commerce Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=1106023190","media":"Tiger Newspress","summary":"Indonesia’s antitrust authorities are investigating Southeast Asia’s e-commerce leader Sea Ltd. for potentially unfairly favoring its own delivery service over other alternatives.US-listed shares of S","content":"<html><head></head><body><p>Indonesia’s antitrust authorities are investigating Southeast Asia’s e-commerce leader Sea Ltd. for potentially unfairly favoring its own delivery service over other alternatives.</p><p>US-listed shares of Sea dropped 8% in morning trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b672284787d2b2767c8868c713c2884\" tg-width=\"847\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Online shoppers in Indonesia can choose the company to deliver their purchases, and Sea’s e-commerce arm Shopee set up an algorithm that prioritized its own service over other options, including local contenders, the antitrust watchdog known as KPPU said in a hearing Tuesday. Shopee’s legal team, which was present at the event, is scheduled to respond at a follow-up hearing on June 11.</p><p style=\"text-align: start;\">Indonesia, with about 280 million people, is a key growth market for Singapore-based Sea as well as its competitors such as ByteDance Ltd.’s TikTok as well as Alibaba Group Holding Ltd.’s Lazada. If proven to have violated rules, Shopee will face potential fines and may need to change the way it presents delivery options to consumers.</p><p style=\"text-align: start;\">Shopee is “committed to complying with all applicable regulations and legislation in the Republic of Indonesia,” a Shopee Indonesia spokesperson said.</p><p>As part of its supporting evidence, the KPPU said a Shopee director has also acted as a top officer at its delivery service arm since 2018.</p><p style=\"text-align: start;\">“Based on this, PT Shopee Intenational Indonesia has discriminated in the selection of shipping service companies that are automatically activated in bulk on the seller dashboard,” the antitrust watchdog said in a statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Shares Sink Over 8% As Indonesia Investigates Southeast Asia’s E-Commerce Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Shares Sink Over 8% As Indonesia Investigates Southeast Asia’s E-Commerce Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-05-28 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Indonesia’s antitrust authorities are investigating Southeast Asia’s e-commerce leader Sea Ltd. for potentially unfairly favoring its own delivery service over other alternatives.</p><p>US-listed shares of Sea dropped 8% in morning trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b672284787d2b2767c8868c713c2884\" tg-width=\"847\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Online shoppers in Indonesia can choose the company to deliver their purchases, and Sea’s e-commerce arm Shopee set up an algorithm that prioritized its own service over other options, including local contenders, the antitrust watchdog known as KPPU said in a hearing Tuesday. Shopee’s legal team, which was present at the event, is scheduled to respond at a follow-up hearing on June 11.</p><p style=\"text-align: start;\">Indonesia, with about 280 million people, is a key growth market for Singapore-based Sea as well as its competitors such as ByteDance Ltd.’s TikTok as well as Alibaba Group Holding Ltd.’s Lazada. If proven to have violated rules, Shopee will face potential fines and may need to change the way it presents delivery options to consumers.</p><p style=\"text-align: start;\">Shopee is “committed to complying with all applicable regulations and legislation in the Republic of Indonesia,” a Shopee Indonesia spokesperson said.</p><p>As part of its supporting evidence, the KPPU said a Shopee director has also acted as a top officer at its delivery service arm since 2018.</p><p style=\"text-align: start;\">“Based on this, PT Shopee Intenational Indonesia has discriminated in the selection of shipping service companies that are automatically activated in bulk on the seller dashboard,” the antitrust watchdog said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106023190","content_text":"Indonesia’s antitrust authorities are investigating Southeast Asia’s e-commerce leader Sea Ltd. for potentially unfairly favoring its own delivery service over other alternatives.US-listed shares of Sea dropped 8% in morning trading Tuesday.Online shoppers in Indonesia can choose the company to deliver their purchases, and Sea’s e-commerce arm Shopee set up an algorithm that prioritized its own service over other options, including local contenders, the antitrust watchdog known as KPPU said in a hearing Tuesday. Shopee’s legal team, which was present at the event, is scheduled to respond at a follow-up hearing on June 11.Indonesia, with about 280 million people, is a key growth market for Singapore-based Sea as well as its competitors such as ByteDance Ltd.’s TikTok as well as Alibaba Group Holding Ltd.’s Lazada. If proven to have violated rules, Shopee will face potential fines and may need to change the way it presents delivery options to consumers.Shopee is “committed to complying with all applicable regulations and legislation in the Republic of Indonesia,” a Shopee Indonesia spokesperson said.As part of its supporting evidence, the KPPU said a Shopee director has also acted as a top officer at its delivery service arm since 2018.“Based on this, PT Shopee Intenational Indonesia has discriminated in the selection of shipping service companies that are automatically activated in bulk on the seller dashboard,” the antitrust watchdog said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923719348,"gmtCreate":1670907022784,"gmtModify":1676538458159,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"DCA says, always buy. Need exit strategy too though.","listText":"DCA says, always buy. Need exit strategy too though.","text":"DCA says, always buy. Need exit strategy too though.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923719348","repostId":"2290821687","repostType":2,"repost":{"id":"2290821687","kind":"highlight","pubTimestamp":1670882400,"share":"https://ttm.financial/m/news/2290821687?lang=&edition=fundamental","pubTime":"2022-12-13 06:00","market":"us","language":"en","title":"Apple Is Down 22% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2290821687","media":"Motley Fool","summary":"Does Apple stock's sharp sell-off provide a good opportunity for long-term shareholders?","content":"<html><head></head><body><p><b>Apple</b>&#39;s stock, like many others, has had a rough time in 2022. The shares have dropped by 22% since reaching an all-time high of $182 back in early January.</p><p>Apple&#39;s success has been well-documented. After all, even with this year&#39;s slide, its market value is more than $2 trillion. However, companies can&#39;t rest on their laurels and grow complacent. As the old saying goes, past success is no guarantee of future results.</p><p>Hence, investors must ask tough questions about Apple&#39;s future prospects. Has the price drop created a value opportunity? Or could investors find better investments at this time?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ce8d6f00b53c9c7a015f850564746e6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Resuming sales growth</h2><p>Apple&#39;s fiscal third-quarter results, covering the period that ended on June 25, showed weaker sales growth, to which shareholders have become accustomed. During the quarter, sales increased by 1.8% to about $83 billion. Apple&#39;s iPhone sales, representing roughly 50% of the top line, grew by only 2.8% to $40.7 billion.</p><p>Fast forward, and the company&#39;s fourth-quarter sales, which ended Sept. 24, rose by 8.1% to $90.1 billion. Importantly, iPhone sales were up by 9.7% to $42.6 billion. The company released a new version in September, meaning it was only selling for a few days during the quarter. However, in a tough smartphone market, CEO Tim Cook stated that the iPhone grew its market share.</p><p>Based on the number of units sold, Counterpoint Research estimates that the iPhone has more than a 50% market share in the U.S. In the premium space, the iPhone accounts for 57% of the worldwide market.</p><p>While iPhone sales are important to Apple&#39;s results, it has other products and services, too, of course. Notably, services such as technical product support, the App Store, and advertising have continued growing. In the fourth quarter, service revenue increased by 5% to $19.2 billion.</p><p>In short, the company continues offering highly desired products and services. Even in an economic downturn, I would expect the company to continue taking market share, leading to an even better competitive position when things get better.</p><h2>Returning cash</h2><p>Apple&#39;s business also generates a lot of free cash flow (FCF). In the latest fiscal year, its FCF was $114.4 billion versus $93 billion a year ago. Fortunately, the company doesn&#39;t just hoard this cash but returns some of this to shareholders via dividends and buybacks.</p><p>The board of directors has a history of raising dividends, including by a penny last May to $0.23 a quarter. Apple&#39;s stock has a 0.7% dividend yield.</p><p>While others have higher dividend yields, you shouldn&#39;t feel dismayed. Apple also rewards shareholders by repurchasing shares. Last year, it spent about $90 billion on buybacks. Historically, this has been a good use of shareholders&#39; money, too.</p><h2>Valuation</h2><p>With solid long-term prospects and a company that&#39;s willing to return cash, it&#39;s time to check on Apple&#39;s valuation. After all, everyone wants to pay a fair price.</p><p>The stock currently sells at a price-to-earnings ratio (P/E) of over 23. Although down from over 40 at the start of the year, the shares are more expensive than in past years. Therefore, while Apple&#39;s stock may not offer a bargain, it&#39;s not as widely overvalued as it was at the start of the year, either. It&#39;s still more expensive than the <b>S&amp;P 500</b>, which has a 20.5 P/E, but Apple has historically outperformed the overall market, and I believe the premium is warranted.</p><p>After weighing all the factors, the company&#39;s prospects make this a compelling opportunity to purchase shares.</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>Apple Is Down 22% From Its High. Time to Buy?</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\">\nApple Is Down 22% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-13 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/12/apple-is-down-22-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's stock, like many others, has had a rough time in 2022. The shares have dropped by 22% since reaching an all-time high of $182 back in early January.Apple's success has been well-documented. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/12/apple-is-down-22-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/12/12/apple-is-down-22-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290821687","content_text":"Apple's stock, like many others, has had a rough time in 2022. The shares have dropped by 22% since reaching an all-time high of $182 back in early January.Apple's success has been well-documented. After all, even with this year's slide, its market value is more than $2 trillion. However, companies can't rest on their laurels and grow complacent. As the old saying goes, past success is no guarantee of future results.Hence, investors must ask tough questions about Apple's future prospects. Has the price drop created a value opportunity? Or could investors find better investments at this time?Image source: Getty Images.Resuming sales growthApple's fiscal third-quarter results, covering the period that ended on June 25, showed weaker sales growth, to which shareholders have become accustomed. During the quarter, sales increased by 1.8% to about $83 billion. Apple's iPhone sales, representing roughly 50% of the top line, grew by only 2.8% to $40.7 billion.Fast forward, and the company's fourth-quarter sales, which ended Sept. 24, rose by 8.1% to $90.1 billion. Importantly, iPhone sales were up by 9.7% to $42.6 billion. The company released a new version in September, meaning it was only selling for a few days during the quarter. However, in a tough smartphone market, CEO Tim Cook stated that the iPhone grew its market share.Based on the number of units sold, Counterpoint Research estimates that the iPhone has more than a 50% market share in the U.S. In the premium space, the iPhone accounts for 57% of the worldwide market.While iPhone sales are important to Apple's results, it has other products and services, too, of course. Notably, services such as technical product support, the App Store, and advertising have continued growing. In the fourth quarter, service revenue increased by 5% to $19.2 billion.In short, the company continues offering highly desired products and services. Even in an economic downturn, I would expect the company to continue taking market share, leading to an even better competitive position when things get better.Returning cashApple's business also generates a lot of free cash flow (FCF). In the latest fiscal year, its FCF was $114.4 billion versus $93 billion a year ago. Fortunately, the company doesn't just hoard this cash but returns some of this to shareholders via dividends and buybacks.The board of directors has a history of raising dividends, including by a penny last May to $0.23 a quarter. Apple's stock has a 0.7% dividend yield.While others have higher dividend yields, you shouldn't feel dismayed. Apple also rewards shareholders by repurchasing shares. Last year, it spent about $90 billion on buybacks. Historically, this has been a good use of shareholders' money, too.ValuationWith solid long-term prospects and a company that's willing to return cash, it's time to check on Apple's valuation. After all, everyone wants to pay a fair price.The stock currently sells at a price-to-earnings ratio (P/E) of over 23. Although down from over 40 at the start of the year, the shares are more expensive than in past years. Therefore, while Apple's stock may not offer a bargain, it's not as widely overvalued as it was at the start of the year, either. It's still more expensive than the S&P 500, which has a 20.5 P/E, but Apple has historically outperformed the overall market, and I believe the premium is warranted.After weighing all the factors, the company's prospects make this a compelling opportunity to purchase shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811387771,"gmtCreate":1630290035493,"gmtModify":1676530258465,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Tesla would be better prepared then the previous companies as they are going in after the issues surfaced.&nbsp;Given the relatively cheap energy pricing there,&nbsp;and the incoming surge of crypto miners to Texas (including Tesla vested interest in crypto), this put the investment in quite a good position prospects wise.Perhaps someone could do the math analysis on this later to give a better valuation of things.","listText":"Tesla would be better prepared then the previous companies as they are going in after the issues surfaced.&nbsp;Given the relatively cheap energy pricing there,&nbsp;and the incoming surge of crypto miners to Texas (including Tesla vested interest in crypto), this put the investment in quite a good position prospects wise.Perhaps someone could do the math analysis on this later to give a better valuation of things.","text":"Tesla would be better prepared then the previous companies as they are going in after the issues surfaced. Given the relatively cheap energy pricing there, and the incoming surge of crypto miners to Texas (including Tesla vested interest in crypto), this put the investment in quite a good position prospects wise.Perhaps someone could do the math analysis on this later to give a better valuation of things.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/811387771","repostId":"1137514360","repostType":2,"isVote":1,"tweetType":1,"viewCount":4467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061194398,"gmtCreate":1651582917153,"gmtModify":1676534930379,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"New word","listText":"New word","text":"New word","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061194398","repostId":"2232108640","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032476812,"gmtCreate":1647436350635,"gmtModify":1676534229494,"author":{"id":"4091753544363040","authorId":"4091753544363040","name":"Ahlec","avatar":"https://static.tigerbbs.com/81afb03fdd19de870e28208208ff7909","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091753544363040","authorIdStr":"4091753544363040"},"themes":[],"htmlText":"Sus... ADRs all gg for secondary or dual primary listing... Central gave instruction?","listText":"Sus... ADRs all gg for secondary or dual primary listing... Central gave instruction?","text":"Sus... ADRs all gg for secondary or dual primary listing... Central gave instruction?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032476812","repostId":"1153289531","repostType":2,"repost":{"id":"1153289531","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1647434097,"share":"https://ttm.financial/m/news/1153289531?lang=&edition=fundamental","pubTime":"2022-03-16 20:34","market":"hk","language":"en","title":"Bilibili Board Approves Move to Pursue Dual-Primary Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1153289531","media":"Dow Jones","summary":"Bilibili Inc. said its board of directors has approved a motion to pursue the voluntary conversion t","content":"<html><head></head><body><p>Bilibili Inc. said its board of directors has approved a motion to pursue the voluntary conversion to dual-primary listing on the main board of the Hong Kong Stock Exchange.</p><p>The company said the board also authorized senior management to proceed with the relevant preparatory work and undertake the necessary procedures to complete the primary conversion.</p><p>After the primary conversion, the company will remain as a dual-listing company on the Hong Kong Stock Exchange&#39;s main board and the Nasdaq Global Select Market, and its Class Z ordinary shares and American depositary shares will continue to be traded on both stock exchanges, it said.</p><p>The primary conversion is conditional upon and subject to market conditions, further approval of the board, and the obtaining of the necessary regulatory approvals, the company said.</p><p>Bilibili shares were up 32% to $24.81 in premarket trading.</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>Bilibili Board Approves Move to Pursue Dual-Primary Listing</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\">\nBilibili Board Approves Move to Pursue Dual-Primary Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-16 20:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bilibili Inc. said its board of directors has approved a motion to pursue the voluntary conversion to dual-primary listing on the main board of the Hong Kong Stock Exchange.</p><p>The company said the board also authorized senior management to proceed with the relevant preparatory work and undertake the necessary procedures to complete the primary conversion.</p><p>After the primary conversion, the company will remain as a dual-listing company on the Hong Kong Stock Exchange&#39;s main board and the Nasdaq Global Select Market, and its Class Z ordinary shares and American depositary shares will continue to be traded on both stock exchanges, it said.</p><p>The primary conversion is conditional upon and subject to market conditions, further approval of the board, and the obtaining of the necessary regulatory approvals, the company said.</p><p>Bilibili shares were up 32% to $24.81 in premarket trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153289531","content_text":"Bilibili Inc. said its board of directors has approved a motion to pursue the voluntary conversion to dual-primary listing on the main board of the Hong Kong Stock Exchange.The company said the board also authorized senior management to proceed with the relevant preparatory work and undertake the necessary procedures to complete the primary conversion.After the primary conversion, the company will remain as a dual-listing company on the Hong Kong Stock Exchange's main board and the Nasdaq Global Select Market, and its Class Z ordinary shares and American depositary shares will continue to be traded on both stock exchanges, it said.The primary conversion is conditional upon and subject to market conditions, further approval of the board, and the obtaining of the necessary regulatory approvals, the company said.Bilibili shares were up 32% to $24.81 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}