Kopred personal page - To The Moon

Kopred

No personal profile

0Follow

1Followers

0Topic

0Badge

2022-03-28

Nice!

Crypto Stocks Jumped in Premarket Trading

2022-05-04

Nice

Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview

2022-04-03

Nice.

3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now

2022-04-06

Nice!

Tesla: After A ~60% Rally, There's More In Store

2022-04-05

Nice!

Don't Let This 1 Decision Sour You on Sea Limited

2022-03-28

Nice!

Crypto Stocks Jumped in Premarket Trading

2022-05-07

Nice

Sorry, the original content has been removed

2022-03-30

Nice!

Win Streak Predicted To Continue For Singapore Stock Market

2022-03-29

Fair points.

5 Questions to Ask Yourself in Case the Stock Market Keeps Crashing

2022-03-25

Balanced analysis.

NIO Stock: Mixed Earnings, Good Value

2022-04-19

Nice

Thoughts On Alibaba Following A Rerating In The Market

2022-04-09

Nice!

Tesla, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.

2022-04-01

Nice

Apple Business Essentials Now Available for Small Businesses

2022-03-29

Nice.

Shopify's Future Is Bright Despite Its Recent Selloff

2022-03-27

Good

Alphabet Vs. Meta: One Is The Much Better Buy

2022-03-24

Nice!

Singapore Eases Virus Curbs, Including Vaccinated Travel

2022-05-07

Nice

Sorry, the original content has been removed

2022-04-12

Nice

Apple: Cracks Appearing?

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4109737457446280","uuid":"4109737457446280","gmtCreate":1646634387860,"gmtModify":1646634387860,"name":"Kopred","pinyin":"kopred","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":0,"tweetSize":26,"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":"init","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":"2024.12.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2024.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"81.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.25","exceedPercentage":"60.01%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2022.03.09","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":"hot","tweets":[{"id":9066242942,"gmtCreate":1651910481886,"gmtModify":1676534996750,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066242942","repostId":"1135655366","repostType":4,"repost":{"id":"1135655366","kind":"news","pubTimestamp":1651889839,"share":"https://ttm.financial/m/news/1135655366?lang=&edition=fundamental","pubTime":"2022-05-07 10:17","market":"us","language":"en","title":"PLTR Stock Just Hit a New 52-Week Low Despite U.K. Contract News. What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135655366","media":"InvestorPlace","summary":"It’s been a rather rough day in the stock market for most investors. For those involved in retail fa","content":"<html><head></head><body><p>It’s been a rather rough day in the stock market for most investors. For those involved in retail favorites and former meme stocks, even more so. Today, shares of popular stock <b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) are down considerably. PLTR stock lost more than 6% today.</p><p>This move is a continuation of some pretty bearish price action for Palantir over the past year. Indeed, PLTR stock is now down more than two-thirds from its 52-week high (and even more so from its speculative rally early last year).</p><p>Rising interest rates and expectations of slower economic growth are hitting companies like Palantir hard. Until these headwinds change, investors appear to be bracing for more pain.</p><p>With that said, Palantir does have a rather interesting catalyst that investors are ignoring today. Let’s dive into what’s going on with Palantir right now.</p><p>What’s the Deal With PLTR Stock?</p><p>As mentioned, the market is providing its fair share of headwinds for companies like Palantir. Investors appear to be focused on the macro picture above all else.</p><p>However, from a company-specific perspective, Palantir does have an intriguing catalyst investors may want to know about. Today, Palantirannouncedthat the company has struck a 10 million pound deal with the U.K. Ministry of Defense. For this data analytics company, this is the latest deal investors may point to as a reason to get into this stock at these levels.</p><p>Of course, the market disagrees. It’s a tough time to be a growth investor. However, Palantir’s various government contracts and secured revenues streams certainly provides an interesting growth story to jump onto.</p><p>Whether this means now is a good time to pick up PLTR stock on the dip remains to be seen. Personally, I’m skeptical of this company’s ability to truly grow its bottom line in the long term. However, this is a company that’s certainly a mover and shaker. I’ll be keeping an eye on Palantir moving forward with any additional updates that may change this thesis.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PLTR Stock Just Hit a New 52-Week Low Despite U.K. Contract News. What to Know.</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\">\nPLTR Stock Just Hit a New 52-Week Low Despite U.K. Contract News. What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/pltr-stock-just-hit-a-new-52-week-low-despite-u-k-contract-news-what-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a rather rough day in the stock market for most investors. For those involved in retail favorites and former meme stocks, even more so. Today, shares of popular stock Palantir(NYSE:PLTR) are...</p>\n\n<a href=\"https://investorplace.com/2022/05/pltr-stock-just-hit-a-new-52-week-low-despite-u-k-contract-news-what-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/05/pltr-stock-just-hit-a-new-52-week-low-despite-u-k-contract-news-what-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135655366","content_text":"It’s been a rather rough day in the stock market for most investors. For those involved in retail favorites and former meme stocks, even more so. Today, shares of popular stock Palantir(NYSE:PLTR) are down considerably. PLTR stock lost more than 6% today.This move is a continuation of some pretty bearish price action for Palantir over the past year. Indeed, PLTR stock is now down more than two-thirds from its 52-week high (and even more so from its speculative rally early last year).Rising interest rates and expectations of slower economic growth are hitting companies like Palantir hard. Until these headwinds change, investors appear to be bracing for more pain.With that said, Palantir does have a rather interesting catalyst that investors are ignoring today. Let’s dive into what’s going on with Palantir right now.What’s the Deal With PLTR Stock?As mentioned, the market is providing its fair share of headwinds for companies like Palantir. Investors appear to be focused on the macro picture above all else.However, from a company-specific perspective, Palantir does have an intriguing catalyst investors may want to know about. Today, Palantirannouncedthat the company has struck a 10 million pound deal with the U.K. Ministry of Defense. For this data analytics company, this is the latest deal investors may point to as a reason to get into this stock at these levels.Of course, the market disagrees. It’s a tough time to be a growth investor. However, Palantir’s various government contracts and secured revenues streams certainly provides an interesting growth story to jump onto.Whether this means now is a good time to pick up PLTR stock on the dip remains to be seen. Personally, I’m skeptical of this company’s ability to truly grow its bottom line in the long term. However, this is a company that’s certainly a mover and shaker. I’ll be keeping an eye on Palantir moving forward with any additional updates that may change this thesis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066224734,"gmtCreate":1651907477328,"gmtModify":1676534996344,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066224734","repostId":"1155373236","repostType":2,"repost":{"id":"1155373236","kind":"news","pubTimestamp":1651894135,"share":"https://ttm.financial/m/news/1155373236?lang=&edition=fundamental","pubTime":"2022-05-07 11:28","market":"us","language":"en","title":"3 Can’t-Miss Stocks for $20 or Less","url":"https://stock-news.laohu8.com/highlight/detail?id=1155373236","media":"TipRanks","summary":"One interesting thing about the stock market is that there’s an equity out there for everyone.Do you","content":"<div>\n<p>One interesting thing about the stock market is that there’s an equity out there for everyone.Do you like energy stocks? Bank stocks? Maybe you’re into tech stocks, or large-cap names. Maybe you love ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-cant-miss-stocks-for-20-or-less/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Can’t-Miss Stocks for $20 or Less</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Can’t-Miss Stocks for $20 or Less\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-cant-miss-stocks-for-20-or-less/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One interesting thing about the stock market is that there’s an equity out there for everyone.Do you like energy stocks? Bank stocks? Maybe you’re into tech stocks, or large-cap names. Maybe you love ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-cant-miss-stocks-for-20-or-less/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VET":"朱砂能源","MUFG":"三菱日联金融","F":"福特汽车"},"source_url":"https://www.tipranks.com/news/article/3-cant-miss-stocks-for-20-or-less/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155373236","content_text":"One interesting thing about the stock market is that there’s an equity out there for everyone.Do you like energy stocks? Bank stocks? Maybe you’re into tech stocks, or large-cap names. Maybe you love real estate investment trusts or IPOs. Or maybe you’re an investor who plays with exchange traded funds, mutual funds or index funds.Whatever you like, there’s a stock (or a dozen) that is right for you.Some stocks on the market are tremendously expensive – think Berkshire Hathaway (BRK.A) Class A shares priced at more than $480,000, or Amazon (AMZN) which currently is at $2,341.  You can also find penny stocks that are a buck or much less.For this exercise, we screened for mid-cap and large-cap stocks that are priced at $20 or less. We limited the screen to stocks that have a one-year return of 10% or better. And because we wanted to find good value, we also limited the screen to names that have a price-earnings ratio of less than 16.Here are three stocks to buy for less than $20 that are can’t-miss picks.FordI’ve gone back and forth on Ford Motor (F) since I’ve followed the market. I was pretty bullish on Ford a few years ago, but the company was a major disappointment for the last half of the 2010s.What’s changed?Well, I really like what Ford is doing with EVs. Ford realizes that EVs are a path toward future growth and profitability, so it makes perfect sense to transform the company’s product lines and factories to support electrification. Ford is spending $22 billion on the effort through 2025. It says all vehicles it sells in Europe will be electric by 2030.Last week, the company started production of the electric F-150 Lightning pickup in Dearborn, Michigan. The F-150 is the best-selling pickup in the U.S., and the Ford already has more than 200,000 reservations for the F-150 Lightning.Even though Ford has been hit hard by the semiconductor shortage, Ford stock is up 29% over the last 12 months. It also has a dirt-cheap P/E ratio of 5.3.Vermilion EnergyBased in Calgary, Vermilion Energy (VET) is an oil and gas producer with operations in the U.S., Canada, Europe and Australia. The company focuses on light oil and natural gas production in Canada, and the U.S.,  natural gas exploration in the Netherlands and Germany, and oilfields in Australia and France. The company also has a 20% interest in the Corrib gas field in Ireland.Oil and natural gas prices are on an upswing, in large part because of Russia’s war in Ukraine and the pressure it’s putting on European countries that are assisting Kiev. That will only help Vermilion Energy stock moving forward.Scotiabank analyst Galvin Wylie raised his firm’s price target on VET stock from C$27 to C$30 while keeping a “sector perform” ranking. National Bank analyst Travis Wood raised his firm’s priced target from C$34 all the way to C$53, keeping an “outperform” rating.VET stock up 181% in the last 12 months, and currently has a P/E ratio of 3.8.Mitsubishi UFJ Financial GroupMitsubishi UFJ Financial Group (MUFG) is a holding company that provides financial services in retail, corporate and investment banking. The company, headquartered in Tokyo, was founded in 2001.It operates in more than 50 countries and regions, and maintains about $3 trillion in assets.Bank of America recently upgraded its rating on MUFG stock from Hold to Buy, and set a new price target of 840 yen from it is previous target of 750 yen. BoA said the company’s 4% dividend makes it the highest among Japan’s major bank stocks.MUFG stock is up 9% over the last 12 months, and the stock is priced at an attractive P/E of 6.9.","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061413419,"gmtCreate":1651664770636,"gmtModify":1676534944291,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061413419","repostId":"2232305766","repostType":4,"repost":{"id":"2232305766","kind":"news","pubTimestamp":1651657951,"share":"https://ttm.financial/m/news/2232305766?lang=&edition=fundamental","pubTime":"2022-05-04 17:52","market":"us","language":"en","title":"Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=2232305766","media":"seekingalpha","summary":"Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on","content":"<html><head></head><body><p></p><p><img src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1308151136/image_1308151136.jpg?io=getty-c-w750\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bet_Noire/iStock via Getty Images</p><p></p><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They&#39;re set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they&#39;ll start shrinking the central bank&#39;s balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><p>&#34;For the first time in 22 years, the Federal Reserve is poised to raise interest rates by more than a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-quarter percentage point increment, and at consecutive meetings for the first time in 16 years,&#34; Bankrate Chief Financial Analyst Greg McBride said. FOMC consensus points to a half-point rate hike, with more to come if the Fed seeks to push benchmark rates to 2.5% by year-end, he added.</p><p>The question isn&#39;t whether the Fed needs to be hawkish, it&#39;s &#34;only a debate as to what the right hawkish approach is,&#34; wrote Evecore ISI&#39;s Krishna Guha and Peter Williams in a note to clients.</p><p>The strength of the labor market supports the expected larger-than usual hike. On Tuesday, the U.S. Department of Labor said job openings in March reached 11.5M, the highest since it started collecting the data in 2000, from 11.3M in February. The job openings rate of 7.1% edged up from 7.0% in the previous month.</p><p><b>Balance sheet matters:</b> The rate hikes &#34;will occur as the Fed simultaneously embarks on the long-awaited reduction in its balance sheet, which we think will shrink by nearly $3T through the end of 2024, from $8.93T today.&#34; wrote RSM chief U.S. economist Joseph Brusuelas in a note. He also expects the Fed to increase its policy rate to at least 2.5% by year-end.</p><p>So far, the Fed appears only willing to let maturing Treasury securities and mortgage-backed securities run off of its balance sheet. If the FOMC feels the need to take stronger action to control inflation, it may consider selling some securities.</p><p>&#34;I think he (Fed Chair Jerome Powell) will say that asset sales are a tool that could be used in the future but remind us that the plan is to use interest rates as the primary policy tool; QT runs in the background and the path of rates will be adjusted as needed given QT,&#34; said Tim Duy, chief U.S. economist at SGH Macro.</p><p>He expects at least four 50bp rate hikes in the Fed&#39;s quest to restore price stability. &#34;Powell likely doesn&#39;t want to feed into any hopes of a 75bp hike, but if he lends any credence to that story, even accidentally, market participants will rush to price in 75bp for the June meeting,&#34; Duy wrote in a note to clients.</p><p><b>Geopolitical risks:</b> Will increased risks from the Russia-Ukraine war and Covid lockdowns in China lead the Fed to ease up on tightening? Not likely.</p><p>&#34;We think the Fed recognizes that the war/Europe and China/Covid lockdowns are important and present risks to both growth and inflation,&#34; said Evercore ISI&#39;s Krishna Guha and Peter Williams. &#34;But the FOMC will stay focused on upside domestic inflation risk, respond up-front to potential further global inflation pressures and respond to spillovers from global growth weakness and related FCI tightening only as it materializes.&#34;</p><p>For U.S. households, the implications of the rate increases are clear-cut. Borrowing will cost more and savings will earn more. &#34;This hints at the steps households should be taking to stabilize their finances – pay down debt, especially costly credit card and other variable rate debt, and boost emergency savings. Both will enable you to better weather rising interest rates, and whatever might come next economically,&#34; said Bankrate&#39;s McBride.</p><p>For banks, higher rates increase their net interest income, but &#34;the rapid rise in the back end of the (yield) curve has hit GAAP book value,&#34; wrote a group of equity analysts led by Betsy Graseck. In addition, tighter financial conditions would ultimately slow loan growth. And the Fed shrinking its balance sheet will slow deposit growth as well. In addition, the sharply higher rates will hit banks&#39; capital ratios.</p><p>As such, the <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts are reducing their stock buyback estimates for banks. &#34;We believe management teams will be more conservative with share repurchases going forward. We are reducing our buybacks for the rest of 2022 by 40%,&#34; they said.</p><p>SA contributor John M. Mason sees a 50bp hike on Wednesday followed by at least two more moves this year.</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>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</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\">\nFederal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at ...</p>\n\n<a href=\"https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike\">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/news/3830390-federal-reserve-poised-half-point-rate-hike","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232305766","content_text":"Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they'll start shrinking the central bank's balance sheet in June.The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.\"For the first time in 22 years, the Federal Reserve is poised to raise interest rates by more than a one-quarter percentage point increment, and at consecutive meetings for the first time in 16 years,\" Bankrate Chief Financial Analyst Greg McBride said. FOMC consensus points to a half-point rate hike, with more to come if the Fed seeks to push benchmark rates to 2.5% by year-end, he added.The question isn't whether the Fed needs to be hawkish, it's \"only a debate as to what the right hawkish approach is,\" wrote Evecore ISI's Krishna Guha and Peter Williams in a note to clients.The strength of the labor market supports the expected larger-than usual hike. On Tuesday, the U.S. Department of Labor said job openings in March reached 11.5M, the highest since it started collecting the data in 2000, from 11.3M in February. The job openings rate of 7.1% edged up from 7.0% in the previous month.Balance sheet matters: The rate hikes \"will occur as the Fed simultaneously embarks on the long-awaited reduction in its balance sheet, which we think will shrink by nearly $3T through the end of 2024, from $8.93T today.\" wrote RSM chief U.S. economist Joseph Brusuelas in a note. He also expects the Fed to increase its policy rate to at least 2.5% by year-end.So far, the Fed appears only willing to let maturing Treasury securities and mortgage-backed securities run off of its balance sheet. If the FOMC feels the need to take stronger action to control inflation, it may consider selling some securities.\"I think he (Fed Chair Jerome Powell) will say that asset sales are a tool that could be used in the future but remind us that the plan is to use interest rates as the primary policy tool; QT runs in the background and the path of rates will be adjusted as needed given QT,\" said Tim Duy, chief U.S. economist at SGH Macro.He expects at least four 50bp rate hikes in the Fed's quest to restore price stability. \"Powell likely doesn't want to feed into any hopes of a 75bp hike, but if he lends any credence to that story, even accidentally, market participants will rush to price in 75bp for the June meeting,\" Duy wrote in a note to clients.Geopolitical risks: Will increased risks from the Russia-Ukraine war and Covid lockdowns in China lead the Fed to ease up on tightening? Not likely.\"We think the Fed recognizes that the war/Europe and China/Covid lockdowns are important and present risks to both growth and inflation,\" said Evercore ISI's Krishna Guha and Peter Williams. \"But the FOMC will stay focused on upside domestic inflation risk, respond up-front to potential further global inflation pressures and respond to spillovers from global growth weakness and related FCI tightening only as it materializes.\"For U.S. households, the implications of the rate increases are clear-cut. Borrowing will cost more and savings will earn more. \"This hints at the steps households should be taking to stabilize their finances – pay down debt, especially costly credit card and other variable rate debt, and boost emergency savings. Both will enable you to better weather rising interest rates, and whatever might come next economically,\" said Bankrate's McBride.For banks, higher rates increase their net interest income, but \"the rapid rise in the back end of the (yield) curve has hit GAAP book value,\" wrote a group of equity analysts led by Betsy Graseck. In addition, tighter financial conditions would ultimately slow loan growth. And the Fed shrinking its balance sheet will slow deposit growth as well. In addition, the sharply higher rates will hit banks' capital ratios.As such, the Morgan Stanley analysts are reducing their stock buyback estimates for banks. \"We believe management teams will be more conservative with share repurchases going forward. We are reducing our buybacks for the rest of 2022 by 40%,\" they said.SA contributor John M. Mason sees a 50bp hike on Wednesday followed by at least two more moves this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088689140,"gmtCreate":1650337818801,"gmtModify":1676534700225,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088689140","repostId":"1176682856","repostType":2,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080843385,"gmtCreate":1649867819064,"gmtModify":1676534594805,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Repost!","listText":"Repost!","text":"Repost!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080843385","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017398169,"gmtCreate":1649742043212,"gmtModify":1676534562418,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017398169","repostId":"1166754456","repostType":4,"repost":{"id":"1166754456","kind":"news","pubTimestamp":1649733938,"share":"https://ttm.financial/m/news/1166754456?lang=&edition=fundamental","pubTime":"2022-04-12 11:25","market":"us","language":"en","title":"Apple: Cracks Appearing?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166754456","media":"seekingalpha","summary":"SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is starting to face cracks in consumer demand for smartphones and computers.</li><li>The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are starting to cut those meager growth targets.</li><li>The stock remains far too expensive at 28x EPS targets while being one of the few tech stocks still trading at all-time highs.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0df38408ecc8ac591ed1b2b865a36f26\" tg-width=\"1536\" tg-height=\"1020\" referrerpolicy=\"no-referrer\"/><span>Richard Villalonundefined undefined/iStock via Getty Images</span></p><p><b>Apple</b> (NASDAQ:AAPL) still trades near all-time highs, yet logical signs of cracks are starting to appear to the business facade. The consensus estimates already point to limit growth and the Covid pull forwards alongwith recession fears are starting to turn into visible slowdowns. My investment thesis remains bearish on Apple until the stock price resets similar to just about every other stock in the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a14cdf850c36be0234110c7e0e1b37d\" tg-width=\"990\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>FinViz</span></p><p><b>Waning Consumer Demand</b></p><p>Apple relies heavily on consumer demand to fuel sales. The tech giant isn&#39;t heavily focused on corporate customers, and the recent warning from chips suppliers and analysts all point to the current market weakness coming from electronics and smartphone-related products bought by consumers.</p><p>The biggest concern was the end of March warning from Apple supplier <b>Taiwan Semiconductor Manufacturing Co.</b>(TSM). Chairman Mark Liu suggested demand was slowing down in prime Apple markets such as smartphones and PCs. The chip manufacturer further suggested demand is especially weak in China, where Apple has the 3rd largest market by sales based on FY21 numbers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e31dc970607d9ea25a0e1d79d3c744e\" tg-width=\"640\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/><span>Apple FY21 earnings release</span></p><p>The biggest slowdown impact is likely in the lower-tier smartphones where Apple doesn&#39;t operate, but any lower demand in premium smartphones will hurt the tech giant. Remember, Apple saw substantial sales pull forward beyond smartphones, with Macs and iPad sales jumping to record sales levels for products struggling in previous periods to even grow.</p><p>In total, sales surged in FY21 by a massive $91 billion to reach $366 billion. Historically, Apple has seen iPhone cycles pull forward demand, and the 5G iPhone released at the end of 2020 was such a scenario.</p><p>The combined Mac and iPad revenue used for WFM and virtual school saw revenues surge from $47 billion in FY19 to $67 billion during FY21. Mac revenues likely saw a small boost from new M1 chips pushing up demand, but sales were a very strong $9 billion above FY19 levels for a company with no growth in the category going on 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe15df70a5e3120a2a48328f7ba77e7\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>sixcolors</span></p><p>iPad revenue saw the biggest boost likely due to the demand to supplement virtual school demand for people lacking enough PCs at home. The category had seen demand plunge from FY13 peaks at $31 billion to only see Covid pull forward and push total sales to a record $32 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94eeac22a428aa50b5350c615b9968b0\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>sixcolors</span></p><p>Other areas such as Services won&#39;t see any giveback, but the company faces headwinds in demand for Macs and iPads on top of potential flattish sales for iPhones. Any slowdown expectations hasn&#39;t actually been embraced by the stock market yet.</p><p>The chip market isn&#39;t completely falling apart as the automotive market still can&#39;t meet demand and the high-performance computing and IoT sectors are riding trends beyond Covid pull forwards. After all, TSMC still can&#39;t fully meet chip demand.</p><p><b>Elevated Risks</b></p><p>The risk isn&#39;t that Apple misses consensus analyst targets, but rather that the tech giant actually matches current weak growth targets. Most readers are probably tired of hearing this point, but nobody actually expected the tech giant to record fast growth over the next 4 years.</p><p>The highest forecasted growth rates through FY25 is the 8.2% rate this fiscal year. The quarterly growth rates are set to dip to the 5% to 7% range for the next few years with Apple likely reporting the last double-digit growth in FQ1&#39;22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786346e421b42c4a3b1e1d4307bff8de\" tg-width=\"640\" tg-height=\"124\" referrerpolicy=\"no-referrer\"/><span>SA earnings estimates</span></p><p>In essence, Apple analysts didn&#39;t expect fast growth and the company only matching analyst estimates won&#39;t warrant the stock still trading at ~28x EPS estimates. The trend over the last month has been revenue estimates actually trending lower. The exact opposite of expectations has occurred after Apple reported a blowout December quarter where EPS grew a surprising 25%.</p><p>JPMorgan analyst Samik Chatterjee just cut earnings estimates due to weak iPhone demand led by disappointing SE sales. The analyst even suggests high-end smartphone and laptop demand remains strong, but Mr. Chatterjee had to cut FY22 targets anyway.</p><p>Remember, the key is that demand for existing products surged during Covid shutdowns, while the exciting new products pushing the stock up the last year won&#39;t materially add to revenues for years. The AR/VR device isn&#39;t likely to reach the market until FY23, and AVs have an even more questionable future, with sales not set to materially impact numbers until possibly FY26, at the earliest.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that Apple is starting to face an increasingly more difficult consumer demand environment and the stock hasn&#39;t corrected. The tech giant still trades at 28x EPS targets despite meager forecasted growth rates that analysts are starting to actually cut.</p><p>Investors still have the time to sell Apple at the top unlike just about any other tech stock.</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>Apple: Cracks Appearing?</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: Cracks Appearing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500763-apple-cracks-appearing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500763-apple-cracks-appearing\">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://seekingalpha.com/article/4500763-apple-cracks-appearing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166754456","content_text":"SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are starting to cut those meager growth targets.The stock remains far too expensive at 28x EPS targets while being one of the few tech stocks still trading at all-time highs.Richard Villalonundefined undefined/iStock via Getty ImagesApple (NASDAQ:AAPL) still trades near all-time highs, yet logical signs of cracks are starting to appear to the business facade. The consensus estimates already point to limit growth and the Covid pull forwards alongwith recession fears are starting to turn into visible slowdowns. My investment thesis remains bearish on Apple until the stock price resets similar to just about every other stock in the market.FinVizWaning Consumer DemandApple relies heavily on consumer demand to fuel sales. The tech giant isn't heavily focused on corporate customers, and the recent warning from chips suppliers and analysts all point to the current market weakness coming from electronics and smartphone-related products bought by consumers.The biggest concern was the end of March warning from Apple supplier Taiwan Semiconductor Manufacturing Co.(TSM). Chairman Mark Liu suggested demand was slowing down in prime Apple markets such as smartphones and PCs. The chip manufacturer further suggested demand is especially weak in China, where Apple has the 3rd largest market by sales based on FY21 numbers.Apple FY21 earnings releaseThe biggest slowdown impact is likely in the lower-tier smartphones where Apple doesn't operate, but any lower demand in premium smartphones will hurt the tech giant. Remember, Apple saw substantial sales pull forward beyond smartphones, with Macs and iPad sales jumping to record sales levels for products struggling in previous periods to even grow.In total, sales surged in FY21 by a massive $91 billion to reach $366 billion. Historically, Apple has seen iPhone cycles pull forward demand, and the 5G iPhone released at the end of 2020 was such a scenario.The combined Mac and iPad revenue used for WFM and virtual school saw revenues surge from $47 billion in FY19 to $67 billion during FY21. Mac revenues likely saw a small boost from new M1 chips pushing up demand, but sales were a very strong $9 billion above FY19 levels for a company with no growth in the category going on 5 years.sixcolorsiPad revenue saw the biggest boost likely due to the demand to supplement virtual school demand for people lacking enough PCs at home. The category had seen demand plunge from FY13 peaks at $31 billion to only see Covid pull forward and push total sales to a record $32 billion.sixcolorsOther areas such as Services won't see any giveback, but the company faces headwinds in demand for Macs and iPads on top of potential flattish sales for iPhones. Any slowdown expectations hasn't actually been embraced by the stock market yet.The chip market isn't completely falling apart as the automotive market still can't meet demand and the high-performance computing and IoT sectors are riding trends beyond Covid pull forwards. After all, TSMC still can't fully meet chip demand.Elevated RisksThe risk isn't that Apple misses consensus analyst targets, but rather that the tech giant actually matches current weak growth targets. Most readers are probably tired of hearing this point, but nobody actually expected the tech giant to record fast growth over the next 4 years.The highest forecasted growth rates through FY25 is the 8.2% rate this fiscal year. The quarterly growth rates are set to dip to the 5% to 7% range for the next few years with Apple likely reporting the last double-digit growth in FQ1'22.SA earnings estimatesIn essence, Apple analysts didn't expect fast growth and the company only matching analyst estimates won't warrant the stock still trading at ~28x EPS estimates. The trend over the last month has been revenue estimates actually trending lower. The exact opposite of expectations has occurred after Apple reported a blowout December quarter where EPS grew a surprising 25%.JPMorgan analyst Samik Chatterjee just cut earnings estimates due to weak iPhone demand led by disappointing SE sales. The analyst even suggests high-end smartphone and laptop demand remains strong, but Mr. Chatterjee had to cut FY22 targets anyway.Remember, the key is that demand for existing products surged during Covid shutdowns, while the exciting new products pushing the stock up the last year won't materially add to revenues for years. The AR/VR device isn't likely to reach the market until FY23, and AVs have an even more questionable future, with sales not set to materially impact numbers until possibly FY26, at the earliest.TakeawayThe key investor takeaway is that Apple is starting to face an increasingly more difficult consumer demand environment and the stock hasn't corrected. The tech giant still trades at 28x EPS targets despite meager forecasted growth rates that analysts are starting to actually cut.Investors still have the time to sell Apple at the top unlike just about any other tech stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015689895,"gmtCreate":1649472138088,"gmtModify":1676534518101,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015689895","repostId":"1124240261","repostType":2,"repost":{"id":"1124240261","kind":"news","pubTimestamp":1649462743,"share":"https://ttm.financial/m/news/1124240261?lang=&edition=fundamental","pubTime":"2022-04-09 08:05","market":"us","language":"en","title":"Tesla, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124240261","media":"InvestorPlace","summary":"Even with the massive popularity it sees nowadays, Bitcoin(BTC-USD) is still polarizing. The energy ","content":"<html><head></head><body><p>Even with the massive popularity it sees nowadays, <b>Bitcoin</b>(<b><u>BTC-USD</u></b>) is still polarizing. The energy consumption of the proof-of-work cryptocurrency causes heated debates, even 13 years into its existence. Today, however, two billionaire entrepreneurs, <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), <b>Block</b>(NYSE:<b><u>SQ</u></b>) and a prominent blockchain tech outfit are all banding together to silence the energy argument against BTC. Can a Block and Tesla Bitcoin mine make the cryptocurrency a green venture?</p><p>Both Elon Musk and Jack Dorsey have long histories with Bitcoin. While both crypto buffs, Elon Musk has been slower to warm up to the top crypto. In early 2021, Musk announced that Tesla was buying BTC and holding it on its balance sheet. Theelectric vehicle company bought$1.5 billion worth of BTC last February. The company also planned to take things further and accept the crypto as a payment method for vehicles.</p><p>Unfortunately for investors, though, Elon Musk soon learned of the massive energy consumption of Bitcoin mining and transacting. This knowledge caused Musk to renege on the promise, to the chagrin of crypto faithfuls.</p><p>Jack Dorsey, on the other hand, has been nothing but bullish on Bitcoin. The founder of Block, Dorsey had his company’s name changed from Square in December of last year. This comes as Dorsey looks to expand on the company’s payment technology offerings to accommodate the blockchain world.</p><p>These differing takes on BTC have caused a clash between the two billionaires. In fact, the two sat on a panel together at a Bitcoin conference last summer to debate the currency. However, today’s news suggests they’ve put the past behind them.</p><p>Block, Tesla Bitcoin Farm Partnership Sees Help From Blockstream</p><p>Today, Block announced that it will be constructing a sustainable Bitcoin farm in Texas. What’s more, the mining operation will be in partnership with Tesla and blockchain technology company <b>Blockstream</b>. According to the companies, the facility will be completed later this year. However, maybe most notable is that the operation will use Tesla’s solar array technology to power mining; the array is expected to provide a whopping3.8 megawatts of power.</p><p>Blockstream CEO Adam Back is bullish on the concept behind this mining operation. The executive says it will be a “proof of concept” for fully renewable-powered crypto mining facilities. Additionally, Block says the venture will help it achieve its 2030 carbon neutrality goal. Block and Blockstream are splitting the cost to construct the facility, which totals roughly $12 million.</p><p>This project stands to turn the energy debate on its head, a debate that has long plagued any type of bullish conversation about Bitcoin. The energy consumption of BTC has been such a heated talking point that it has been commonly used to argue for harsher crypto regulation. In fact, one of the earliest Congressional meetings centered around crypto was a January hearing on“cleaning up cryptocurrency.”</p><p>Already, it seems like this idea has turned Elon Musk around on BTC. Hopefully, the project will also better promote low-carbon or carbon-neutral crypto mining practices moving forward.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.</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, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tesla-block-blockstream-team-up-on-huge-bitcoin-mining-project-what-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even with the massive popularity it sees nowadays, Bitcoin(BTC-USD) is still polarizing. The energy consumption of the proof-of-work cryptocurrency causes heated debates, even 13 years into its ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tesla-block-blockstream-team-up-on-huge-bitcoin-mining-project-what-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/04/tesla-block-blockstream-team-up-on-huge-bitcoin-mining-project-what-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124240261","content_text":"Even with the massive popularity it sees nowadays, Bitcoin(BTC-USD) is still polarizing. The energy consumption of the proof-of-work cryptocurrency causes heated debates, even 13 years into its existence. Today, however, two billionaire entrepreneurs, Tesla(NASDAQ:TSLA), Block(NYSE:SQ) and a prominent blockchain tech outfit are all banding together to silence the energy argument against BTC. Can a Block and Tesla Bitcoin mine make the cryptocurrency a green venture?Both Elon Musk and Jack Dorsey have long histories with Bitcoin. While both crypto buffs, Elon Musk has been slower to warm up to the top crypto. In early 2021, Musk announced that Tesla was buying BTC and holding it on its balance sheet. Theelectric vehicle company bought$1.5 billion worth of BTC last February. The company also planned to take things further and accept the crypto as a payment method for vehicles.Unfortunately for investors, though, Elon Musk soon learned of the massive energy consumption of Bitcoin mining and transacting. This knowledge caused Musk to renege on the promise, to the chagrin of crypto faithfuls.Jack Dorsey, on the other hand, has been nothing but bullish on Bitcoin. The founder of Block, Dorsey had his company’s name changed from Square in December of last year. This comes as Dorsey looks to expand on the company’s payment technology offerings to accommodate the blockchain world.These differing takes on BTC have caused a clash between the two billionaires. In fact, the two sat on a panel together at a Bitcoin conference last summer to debate the currency. However, today’s news suggests they’ve put the past behind them.Block, Tesla Bitcoin Farm Partnership Sees Help From BlockstreamToday, Block announced that it will be constructing a sustainable Bitcoin farm in Texas. What’s more, the mining operation will be in partnership with Tesla and blockchain technology company Blockstream. According to the companies, the facility will be completed later this year. However, maybe most notable is that the operation will use Tesla’s solar array technology to power mining; the array is expected to provide a whopping3.8 megawatts of power.Blockstream CEO Adam Back is bullish on the concept behind this mining operation. The executive says it will be a “proof of concept” for fully renewable-powered crypto mining facilities. Additionally, Block says the venture will help it achieve its 2030 carbon neutrality goal. Block and Blockstream are splitting the cost to construct the facility, which totals roughly $12 million.This project stands to turn the energy debate on its head, a debate that has long plagued any type of bullish conversation about Bitcoin. The energy consumption of BTC has been such a heated talking point that it has been commonly used to argue for harsher crypto regulation. In fact, one of the earliest Congressional meetings centered around crypto was a January hearing on“cleaning up cryptocurrency.”Already, it seems like this idea has turned Elon Musk around on BTC. Hopefully, the project will also better promote low-carbon or carbon-neutral crypto mining practices moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012860377,"gmtCreate":1649304994637,"gmtModify":1676534489190,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012860377","repostId":"1173962736","repostType":2,"repost":{"id":"1173962736","kind":"news","pubTimestamp":1649289798,"share":"https://ttm.financial/m/news/1173962736?lang=&edition=fundamental","pubTime":"2022-04-07 08:03","market":"us","language":"en","title":"AMD Vs. Apple Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173962736","media":"Seeking Alpha","summary":"SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion sh","content":"<html><head></head><body><p>Summary</p><ul><li>The recent news for AMD and Apple that caught investors&#39; attention were the new $8 billion share repurchase program and the rumored decline in iPhone SE production for Q2, respectively.</li><li>AMD&#39;s shares have underperformed Apple by a wide margin year-to-date in 2022.</li><li>I view Apple as the Buy of the two stocks, and I am particularly positive on the potential launch of hardware subscriptions for AAPL.</li><li>Looking for more investing ideas like this one? Get them exclusively at Asia Value &amp; Moat Stocks.</li></ul><p>Elevator Pitch</p><p>I am of the view that Apple Inc. (NASDAQ:AAPL) is a better buy as compared to Advanced Micro Devices, Inc. (NASDAQ:AMD). I previously wrote about AAPL and AMD in earlier articles published onFebruary24, 2022andJanuary 31, 2022, respectively. My analysis finds that Apple is in a better position to maintain or expand its current valuation multiples as compared to AMD. Recent speculation about lower iPhone SE production for AAPL is not a major worry, and I see the potential introduction of hardware subscriptions as a key re-rating catalyst for Apple&#39;s shares.</p><p>AMD And Apple Stock Key Metrics</p><p>Recent developments for AMD and Apple deserve attention, and it is relevant to evaluate certain key metrics disclosed for these two companies in the past few months.</p><p>On February 24, 2022, AMDrevealedthat the company&#39;s &#34;board of directors approved a new $8 billion share repurchase program.&#34; As of the date of this announcement, AMD also still had $1 billion remaining from its prior share buyback authorization announced in May 2021. The new $8 billion share buyback program is quite significant representing approximately 4.6% of AMD&#39;s market capitalization, and it is usually good when companies return more capital to their shareholders.</p><p>But things are not as straightforward as it sounds on paper. AMD&#39;s new share repurchase program is likely initiated with the purpose of offsetting the dilution associated with the recent acquisition of Xilinx. In the February 24, 2022 announcement, AMD also acknowledged that it intends to buy back more of its own shares with the aim of both &#34;offsetting dilution from stock issuances and reducing share count over time.&#34;</p><p>Two weeks prior to the share buyback announcement, AMD confirmed on February 14, 2022 that the company&#39;s takeover of Xilinx has been completed. Based on my estimates, AMD&#39;s shares outstanding (excluding the effects of any share repurchases) will increase by approximately +35% as this transaction is entirely funded by the issuance of shares.</p><p>In my previous January 31, 2022 update for AMD, I noted that the company&#39;s &#34;growth for FY 2022 could be diluted as a result of the Xilinx deal.&#34; My view is supported by the work of other sell-side analysts as well. A February 11, 2022 sell-side report (not publicly available) titled &#34;Updated XLNX Accretion Analysis Ahead of the Deal Close&#34; published by Raymond James Financial (RJF) estimates &#34;about $0.43 of dilution to 2022 earnings&#34; for AMD. This is because the dilution effects of the increased share count &#34;exceeds the accretion from adding Xilinx earnings (which has grown at a slower rate vs. AMD).&#34;</p><p>Although the $8 billion new share repurchase program will help to partially offset the dilution effects relating to the Xilinx acquisition, this deal will still have a negative impact on AMD&#39;s short-term financial performance.</p><p>Separately, the most notable metric relating to Apple is the company&#39;s estimated (or speculated) production volume for its key products.</p><p>On March 28, 2022<i>Seeking Alpha News</i>publishedan article citing a<i>Nikkei Asia</i>report which claimed that Apple &#34;is cutting 20% of its planned iPhone SE output for the next quarter (2Q 2022 in calendar year terms).&#34;</p><p>In my opinion, I think that there are three reasons why investors shouldn&#39;t be unduly worried even if such speculation about AAPL&#39;s iPhone SE production cut turns out to be true.</p><p>Firstly, it could be simply a case of Apple prioritizing the production of specific key products over others, as it did in the past. In my prior November 12, 2021articleon Apple, I analyzed why AAPL &#34;reduced the production of iPads&#34; in consideration of &#34;long lead times for iPhone 13&#34; and expectations of weaker demand for iPads.&#34;</p><p>Secondly, iPhone SE should not account for a meaningful proportion of Apple&#39;s sales. Analysts from<i>IDC</i>estimatethat the recently launched iPhone SE 3 could possibly contribute a modest 10% of the company&#39;s total shipments for iPhones.</p><p>Thirdly, my analysis of Apple&#39;s historical quarterly revenue in recent years suggests that the company&#39;s revenue is typically higher in the second half of the calendar year vis-a-vis the first half. This is likely attributable to the launch of the new iPhone flagship model in September/October and holiday season purchases. As such, Q2 2021 is not a peak season for Apple&#39;s product sales, so even if production falls below expectations, this shouldn&#39;t be a major concern.</p><p>In the subsequent sections of the current article, I touch on the historical share price performance and the outlook for both AMD and Apple.</p><p>Does AMD Or Apple Perform Better?</p><p>Apple&#39;s shares have performed much better than AMD in 2022 thus far.</p><p><b>2022 Year-to-date Stock Price Performance For AMD And Apple</b></p><p><img src=\"https://static.tigerbbs.com/c6bd9e03105594699fd285f8a0f82990\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Apple&#39;s stock price decreased by -1.8% in 2022 year-to-date, which is even better than the -4.3% decline for the S&amp;P 500 over the same period. In contrast, AMD&#39;s share price has already fallen by -24.8% in the first three months or so of this year.</p><p>One factor that accounts for AMD&#39;s inferior share price performance vis-a-vis Apple is that the short-term negative effects of the recent Xilinx acquisition might be a greater concern for investors as compared to the potential reduction in production volumes for Apple, which I explained earlier.</p><p>Another factor is that the valuation de-rating for AMD has been much more severe. Notably, Apple and AMD are currently valued by the market at consensus forward next twelve months&#39; normalized P/E multiples of 28.0 times and 26.8 times, respectively based on<i>S&amp;P Capital IQ</i>data and their last traded share prices as of April 1, 2022. But AMD traded at 47.9 times forward P/E at the beginning of 2022, while the market valued AAPL at a more reasonable forward P/E of 32.0 times as of January 3, 2022.</p><p>Is AMD Or Apple&#39;s Market Capitalization Growing Faster?</p><p>AMD&#39;s market capitalization has been growing much faster than that of Apple in the past 10 years. This holds true, even if one does the same comparison for theone-year, three-year and five-year periods.</p><p><b>The Relative Growth In The Market Capitalizations Of AMD And Apple In Percentage Terms For The Past Decade</b></p><p><img src=\"https://static.tigerbbs.com/08b0b2c3cdf6c0777e684ca3da267ca0\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>It is a different story, when one compares the market capitalization of the two listed companies in absolute terms. Apple is approximately 16 times as large as AMD with regards to market capitalization.</p><p><b>A Comparison Of The Market Capitalizations Of AMD And Apple In Absolute Terms</b></p><p><img src=\"https://static.tigerbbs.com/ebab4db9006a7f45086b9db5ac8a99c6\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Of course, it is the future that matters, rather than what has happened in the past. In the next section, I discuss the outlook and growth prospects for Apple and AMD.</p><p>Will AMD Be Worth More Than Apple In The Future?</p><p>In my view, it is highly unlikely that AMD&#39;s market capitalization can exceed that of Apple in the foreseeable future. More importantly, I think that Apple&#39;s shares should outperform AMD in the near term.</p><p>Sell-side consensus data sourced from<i>S&amp;P Capital IQ</i>data suggests that AMD is expected to generate a normalized net profit of $11.1 billion in fiscal 2026, while Apple is forecast to deliver normalized earnings of $146.6 billion in FY 2026. In other words, this implies that if AAPL is valued by the market at 25 times P/E in 2026, AMD will have to trade at a P/E ratio of 330 times to equal Apple&#39;s market capitalization. This implies that there is a very low probability that AMD will be worth more than Apple in the next five years.</p><p>Separately, as I mentioned earlier in this article, both stocks are now trading at forward P/E multiples in the mid-to-high twenties percentage level. For the next one year, I also expect Apple to be valued by the market at a relatively higher P/E multiple than AMD, and do better than the latter in terms of share price performance.</p><p>In the case of AMD, there has been a substantial valuation de-rating for high-flying, high-growth tech stocks in recent months, and it will be challenging for AMD to trade back up to 40-60 times P/E levels that it used to trade at in 2020 and 2021. Moreover, the dilutive effects of the Xilinx deal will put a cap on the potential earnings growth for AMD this year.</p><p>On the other hand, Apple is well-positioned to continue trading at its current P/E multiples in the high-twenties level, and a further expansion in its P/E multiples to the low-to-mid thirties can&#39;t be ruled out.</p><p>Specifically, AAPL&#39;s plans for hardware subscriptions could be a major boost to its valuations. On March 23, 2022,<i>Seeking Alpha News</i>highlightedthat Apple &#34;is reportedly working on a subscription plan to make owning iPhones and other hardware, such as Macs, similar to paying a monthly app fee&#34; citing a<i>Bloomberg</i>report. Although Apple has yet to officially release details on this new strategy, this could possibly be a game changer for the company.</p><p>Apple&#39;s forward P/E multiple has re-rated significantly from the low-teens levels in the 2017-2019 period to above 20 times in the past two years. A key driver of this positive valuation re-rating has been an increasing proportion of high-margin and recurring revenues in recent years.</p><p>If AAPL makes the shift to hardware subscriptions, it could help to lower the financial burden of owning more Apple hardware products. This might translate to higher hardware sales and also increased services revenue. With more consumers owning multiple Apple hardware products, there are also even more &#34;touch-points&#34; for Apple to cross-sell other high-margin services, which supports further valuation re-rating for AAPL.</p><p>Is AMD Or AAPL Stock A Better Buy?</p><p>AAPL stock is a better Buy than AMD in my opinion. As explained above, I think it is challenging for AMD&#39;s shares to see a positive re-rating any time soon. On the other hand, Apple should be able to maintain or expand its valuation multiples going forward thanks to an increasing proportion of recurring services revenue.</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>AMD Vs. Apple Stock: Which Is The Better 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\">\nAMD Vs. Apple Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499912-amd-vs-apple-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion share repurchase program and the rumored decline in iPhone SE production for Q2, respectively.AMD's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499912-amd-vs-apple-stock-better-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","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4499912-amd-vs-apple-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173962736","content_text":"SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion share repurchase program and the rumored decline in iPhone SE production for Q2, respectively.AMD's shares have underperformed Apple by a wide margin year-to-date in 2022.I view Apple as the Buy of the two stocks, and I am particularly positive on the potential launch of hardware subscriptions for AAPL.Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks.Elevator PitchI am of the view that Apple Inc. (NASDAQ:AAPL) is a better buy as compared to Advanced Micro Devices, Inc. (NASDAQ:AMD). I previously wrote about AAPL and AMD in earlier articles published onFebruary24, 2022andJanuary 31, 2022, respectively. My analysis finds that Apple is in a better position to maintain or expand its current valuation multiples as compared to AMD. Recent speculation about lower iPhone SE production for AAPL is not a major worry, and I see the potential introduction of hardware subscriptions as a key re-rating catalyst for Apple's shares.AMD And Apple Stock Key MetricsRecent developments for AMD and Apple deserve attention, and it is relevant to evaluate certain key metrics disclosed for these two companies in the past few months.On February 24, 2022, AMDrevealedthat the company's \"board of directors approved a new $8 billion share repurchase program.\" As of the date of this announcement, AMD also still had $1 billion remaining from its prior share buyback authorization announced in May 2021. The new $8 billion share buyback program is quite significant representing approximately 4.6% of AMD's market capitalization, and it is usually good when companies return more capital to their shareholders.But things are not as straightforward as it sounds on paper. AMD's new share repurchase program is likely initiated with the purpose of offsetting the dilution associated with the recent acquisition of Xilinx. In the February 24, 2022 announcement, AMD also acknowledged that it intends to buy back more of its own shares with the aim of both \"offsetting dilution from stock issuances and reducing share count over time.\"Two weeks prior to the share buyback announcement, AMD confirmed on February 14, 2022 that the company's takeover of Xilinx has been completed. Based on my estimates, AMD's shares outstanding (excluding the effects of any share repurchases) will increase by approximately +35% as this transaction is entirely funded by the issuance of shares.In my previous January 31, 2022 update for AMD, I noted that the company's \"growth for FY 2022 could be diluted as a result of the Xilinx deal.\" My view is supported by the work of other sell-side analysts as well. A February 11, 2022 sell-side report (not publicly available) titled \"Updated XLNX Accretion Analysis Ahead of the Deal Close\" published by Raymond James Financial (RJF) estimates \"about $0.43 of dilution to 2022 earnings\" for AMD. This is because the dilution effects of the increased share count \"exceeds the accretion from adding Xilinx earnings (which has grown at a slower rate vs. AMD).\"Although the $8 billion new share repurchase program will help to partially offset the dilution effects relating to the Xilinx acquisition, this deal will still have a negative impact on AMD's short-term financial performance.Separately, the most notable metric relating to Apple is the company's estimated (or speculated) production volume for its key products.On March 28, 2022Seeking Alpha Newspublishedan article citing aNikkei Asiareport which claimed that Apple \"is cutting 20% of its planned iPhone SE output for the next quarter (2Q 2022 in calendar year terms).\"In my opinion, I think that there are three reasons why investors shouldn't be unduly worried even if such speculation about AAPL's iPhone SE production cut turns out to be true.Firstly, it could be simply a case of Apple prioritizing the production of specific key products over others, as it did in the past. In my prior November 12, 2021articleon Apple, I analyzed why AAPL \"reduced the production of iPads\" in consideration of \"long lead times for iPhone 13\" and expectations of weaker demand for iPads.\"Secondly, iPhone SE should not account for a meaningful proportion of Apple's sales. Analysts fromIDCestimatethat the recently launched iPhone SE 3 could possibly contribute a modest 10% of the company's total shipments for iPhones.Thirdly, my analysis of Apple's historical quarterly revenue in recent years suggests that the company's revenue is typically higher in the second half of the calendar year vis-a-vis the first half. This is likely attributable to the launch of the new iPhone flagship model in September/October and holiday season purchases. As such, Q2 2021 is not a peak season for Apple's product sales, so even if production falls below expectations, this shouldn't be a major concern.In the subsequent sections of the current article, I touch on the historical share price performance and the outlook for both AMD and Apple.Does AMD Or Apple Perform Better?Apple's shares have performed much better than AMD in 2022 thus far.2022 Year-to-date Stock Price Performance For AMD And AppleSeeking AlphaApple's stock price decreased by -1.8% in 2022 year-to-date, which is even better than the -4.3% decline for the S&P 500 over the same period. In contrast, AMD's share price has already fallen by -24.8% in the first three months or so of this year.One factor that accounts for AMD's inferior share price performance vis-a-vis Apple is that the short-term negative effects of the recent Xilinx acquisition might be a greater concern for investors as compared to the potential reduction in production volumes for Apple, which I explained earlier.Another factor is that the valuation de-rating for AMD has been much more severe. Notably, Apple and AMD are currently valued by the market at consensus forward next twelve months' normalized P/E multiples of 28.0 times and 26.8 times, respectively based onS&P Capital IQdata and their last traded share prices as of April 1, 2022. But AMD traded at 47.9 times forward P/E at the beginning of 2022, while the market valued AAPL at a more reasonable forward P/E of 32.0 times as of January 3, 2022.Is AMD Or Apple's Market Capitalization Growing Faster?AMD's market capitalization has been growing much faster than that of Apple in the past 10 years. This holds true, even if one does the same comparison for theone-year, three-year and five-year periods.The Relative Growth In The Market Capitalizations Of AMD And Apple In Percentage Terms For The Past DecadeSeeking AlphaIt is a different story, when one compares the market capitalization of the two listed companies in absolute terms. Apple is approximately 16 times as large as AMD with regards to market capitalization.A Comparison Of The Market Capitalizations Of AMD And Apple In Absolute TermsSeeking AlphaOf course, it is the future that matters, rather than what has happened in the past. In the next section, I discuss the outlook and growth prospects for Apple and AMD.Will AMD Be Worth More Than Apple In The Future?In my view, it is highly unlikely that AMD's market capitalization can exceed that of Apple in the foreseeable future. More importantly, I think that Apple's shares should outperform AMD in the near term.Sell-side consensus data sourced fromS&P Capital IQdata suggests that AMD is expected to generate a normalized net profit of $11.1 billion in fiscal 2026, while Apple is forecast to deliver normalized earnings of $146.6 billion in FY 2026. In other words, this implies that if AAPL is valued by the market at 25 times P/E in 2026, AMD will have to trade at a P/E ratio of 330 times to equal Apple's market capitalization. This implies that there is a very low probability that AMD will be worth more than Apple in the next five years.Separately, as I mentioned earlier in this article, both stocks are now trading at forward P/E multiples in the mid-to-high twenties percentage level. For the next one year, I also expect Apple to be valued by the market at a relatively higher P/E multiple than AMD, and do better than the latter in terms of share price performance.In the case of AMD, there has been a substantial valuation de-rating for high-flying, high-growth tech stocks in recent months, and it will be challenging for AMD to trade back up to 40-60 times P/E levels that it used to trade at in 2020 and 2021. Moreover, the dilutive effects of the Xilinx deal will put a cap on the potential earnings growth for AMD this year.On the other hand, Apple is well-positioned to continue trading at its current P/E multiples in the high-twenties level, and a further expansion in its P/E multiples to the low-to-mid thirties can't be ruled out.Specifically, AAPL's plans for hardware subscriptions could be a major boost to its valuations. On March 23, 2022,Seeking Alpha Newshighlightedthat Apple \"is reportedly working on a subscription plan to make owning iPhones and other hardware, such as Macs, similar to paying a monthly app fee\" citing aBloombergreport. Although Apple has yet to officially release details on this new strategy, this could possibly be a game changer for the company.Apple's forward P/E multiple has re-rated significantly from the low-teens levels in the 2017-2019 period to above 20 times in the past two years. A key driver of this positive valuation re-rating has been an increasing proportion of high-margin and recurring revenues in recent years.If AAPL makes the shift to hardware subscriptions, it could help to lower the financial burden of owning more Apple hardware products. This might translate to higher hardware sales and also increased services revenue. With more consumers owning multiple Apple hardware products, there are also even more \"touch-points\" for Apple to cross-sell other high-margin services, which supports further valuation re-rating for AAPL.Is AMD Or AAPL Stock A Better Buy?AAPL stock is a better Buy than AMD in my opinion. As explained above, I think it is challenging for AMD's shares to see a positive re-rating any time soon. On the other hand, Apple should be able to maintain or expand its valuation multiples going forward thanks to an increasing proportion of recurring services revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016697744,"gmtCreate":1649174742591,"gmtModify":1676534463975,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016697744","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","kind":"news","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</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>Tesla: After A ~60% Rally, There's More In Store</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: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4527":"明星科技股"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018788397,"gmtCreate":1649089215935,"gmtModify":1676534448944,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018788397","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors&#39; eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea&#39;s exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena&#39;s wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea&#39;s India exit for Shopee? <i>Free Fire</i> is at the center of Sea&#39;s playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users&#39; online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn&#39;t have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea&#39;s proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn&#39;t mean it won&#39;t do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea&#39;s move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea&#39;s founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea&#39;s total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea&#39;s investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea&#39;s core market, is one of the world&#39;s fastest-growing regions with a population rising over 50% faster than the United States&#39; and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee&#39;s revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea&#39;s global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>&#39;s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company&#39;s share price, Li assured employees in an email: &#34;Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>.&#34; Lee went on to say: &#34;The scale of our ambition remains unchanged: to make a long-lasting mark in history.&#34;</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea&#39;s strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018559742,"gmtCreate":1649068380515,"gmtModify":1676534444295,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Agreed!","listText":"Agreed!","text":"Agreed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018559742","repostId":"1119469547","repostType":2,"repost":{"id":"1119469547","kind":"news","pubTimestamp":1649028299,"share":"https://ttm.financial/m/news/1119469547?lang=&edition=fundamental","pubTime":"2022-04-04 07:24","market":"us","language":"en","title":"Ignore NIO Stock’s Minor Bumps and Hold On as EV Maker Goes Full Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1119469547","media":"InvestorPlace","summary":"Nio’s(NIO) March delivery numbers are a huge rebound.The company is also introducing two new models ","content":"<html><head></head><body><ul><li><b>Nio’s</b>(<b><u>NIO</u></b>) March delivery numbers are a huge rebound.</li><li>The company is also introducing two new models this year.</li><li>With the electric vehicle maker clearly in a growth stage, NIO stock is a strong buy.</li></ul><p>Shares of EV maker <b>Nio</b> (NYSE:<b><u>NIO</u></b>) have consistently declined since the start of the year. There was a time when the company was considered one of the top electric vehicle makers and it showed its potential in the delivery numbers month after month. NIO stock investors rode a 1,172% rise in 2020.</p><p>However, several macroeconomic factors brought that rise to a halt in January 2021 after NIO stock hit an all-time high of $62. It has been declining since then, including a 31% drop in the first three months of this year. There are concerns about the delisting of Chinese companies, supply chain issues, and the war, which has had an impact on the EV maker.</p><p>However, investors need to look beyond the temporary lows and see the bigger picture. NIO stock might be down today but it certainly has the potential to pick up. The stock can hit an all-time high this year and the current dip is a good chance to add the stock to your portfolio. Nio is in a growth stage and the company is working to make an impact on the competitive EV industry. With that in mind, let’s dig deeper into why you should hold tight to NIO stock.</p><p>Production Numbers Are Growing</p><p>Due to the Lunar New Year holiday, several companies saw slow first-quarter growth and even Nio had downtime before its new EV launch. This may have had an impact on the January and February deliveries but we saw a solid rebound in March delivery numbers.</p><p>With a target of25,000 to 26,000 EVs for the quarter, the company reported deliveries of 25,768 vehicles in the three months ended March 2022, increasing by 28.5% year-over-year. That included 9,985 vehicles in March alone after delivering 9,652 EVs in January and 6,131 EVs in February. Cumulative deliveries of vehicles as of March 31, 2022 reached 192,838.</p><p>Despite the supply chain issues, we have consistently seen a rise in the quarterly deliveries which is proof that consumers are enjoying NIO EVs and there is solid demand in the market. Nio ended the year with a cash balance of$8.7 billion and it expects the first-quarter revenues to be between $1.51 million to $1.56 million. It’s looking more and more like Nio will hit the projected numbers.</p><p>That said, the company has started deliveries of the ET7, putting 163 owners behind the wheel of that model in March. Besides the ET7, Nio will be launching two new products this year. The EV maker is still in a growth stage and looks like this is only the beginning. Other Chinese car makers also saw big production gains in March.</p><p>The earlierQ4 numbers guidance may not have met analysts expectations but the deliveries are certainly growing and this means Nio is doing something right. Once its new manufacturing facility starts operations in the third quarter, there is no looking back for the EV maker.</p><p>The Bottom Line On NIO Stock</p><p><b>ARK Investment’s</b> Cathie Wood also thinks it is a good time to buy NIO stock. The fund manager purchased Nio shares worth $8.4 million for the first time last week for its <b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:<b><u>ARKQ</u></b>).</p><p>Further,<b>Mizuho</b> analyst Vijay Rakesh has a price target of $60 for the stock with a “buy” rating based on the quarterly results. The analyst added that despite the short-term supply headwinds, the company is well-positioned for long-term growth. Further, <b>Nomura</b> analyst Martin Heunghas a price target of $51.50 on the stock with a “buy” rating.</p><p>Q4 may not have been an easy three months for the company, the deliveries fell below consensus and there were supply chain issues but it is a matter of the past. Nio is ready for a solid year ahead and if it manages to execute well on the projections, it will be able to see massive growth this year.</p><p>Let’s not forget the global expansion and mass-market launch plans that the company is already working on. NIO Stock has long-term potential and it is a buy and hold.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore NIO Stock’s Minor Bumps and Hold On as EV Maker Goes Full Growth</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\">\nIgnore NIO Stock’s Minor Bumps and Hold On as EV Maker Goes Full Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/ignore-nio-stocks-minor-bumps-and-hold-on-as-ev-maker-goes-full-growth/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s(NIO) March delivery numbers are a huge rebound.The company is also introducing two new models this year.With the electric vehicle maker clearly in a growth stage, NIO stock is a strong buy....</p>\n\n<a href=\"https://investorplace.com/2022/04/ignore-nio-stocks-minor-bumps-and-hold-on-as-ev-maker-goes-full-growth/\">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://investorplace.com/2022/04/ignore-nio-stocks-minor-bumps-and-hold-on-as-ev-maker-goes-full-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119469547","content_text":"Nio’s(NIO) March delivery numbers are a huge rebound.The company is also introducing two new models this year.With the electric vehicle maker clearly in a growth stage, NIO stock is a strong buy.Shares of EV maker Nio (NYSE:NIO) have consistently declined since the start of the year. There was a time when the company was considered one of the top electric vehicle makers and it showed its potential in the delivery numbers month after month. NIO stock investors rode a 1,172% rise in 2020.However, several macroeconomic factors brought that rise to a halt in January 2021 after NIO stock hit an all-time high of $62. It has been declining since then, including a 31% drop in the first three months of this year. There are concerns about the delisting of Chinese companies, supply chain issues, and the war, which has had an impact on the EV maker.However, investors need to look beyond the temporary lows and see the bigger picture. NIO stock might be down today but it certainly has the potential to pick up. The stock can hit an all-time high this year and the current dip is a good chance to add the stock to your portfolio. Nio is in a growth stage and the company is working to make an impact on the competitive EV industry. With that in mind, let’s dig deeper into why you should hold tight to NIO stock.Production Numbers Are GrowingDue to the Lunar New Year holiday, several companies saw slow first-quarter growth and even Nio had downtime before its new EV launch. This may have had an impact on the January and February deliveries but we saw a solid rebound in March delivery numbers.With a target of25,000 to 26,000 EVs for the quarter, the company reported deliveries of 25,768 vehicles in the three months ended March 2022, increasing by 28.5% year-over-year. That included 9,985 vehicles in March alone after delivering 9,652 EVs in January and 6,131 EVs in February. Cumulative deliveries of vehicles as of March 31, 2022 reached 192,838.Despite the supply chain issues, we have consistently seen a rise in the quarterly deliveries which is proof that consumers are enjoying NIO EVs and there is solid demand in the market. Nio ended the year with a cash balance of$8.7 billion and it expects the first-quarter revenues to be between $1.51 million to $1.56 million. It’s looking more and more like Nio will hit the projected numbers.That said, the company has started deliveries of the ET7, putting 163 owners behind the wheel of that model in March. Besides the ET7, Nio will be launching two new products this year. The EV maker is still in a growth stage and looks like this is only the beginning. Other Chinese car makers also saw big production gains in March.The earlierQ4 numbers guidance may not have met analysts expectations but the deliveries are certainly growing and this means Nio is doing something right. Once its new manufacturing facility starts operations in the third quarter, there is no looking back for the EV maker.The Bottom Line On NIO StockARK Investment’s Cathie Wood also thinks it is a good time to buy NIO stock. The fund manager purchased Nio shares worth $8.4 million for the first time last week for its Ark Autonomous Technology & Robotics ETF(BATS:ARKQ).Further,Mizuho analyst Vijay Rakesh has a price target of $60 for the stock with a “buy” rating based on the quarterly results. The analyst added that despite the short-term supply headwinds, the company is well-positioned for long-term growth. Further, Nomura analyst Martin Heunghas a price target of $51.50 on the stock with a “buy” rating.Q4 may not have been an easy three months for the company, the deliveries fell below consensus and there were supply chain issues but it is a matter of the past. Nio is ready for a solid year ahead and if it manages to execute well on the projections, it will be able to see massive growth this year.Let’s not forget the global expansion and mass-market launch plans that the company is already working on. NIO Stock has long-term potential and it is a buy and hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018648126,"gmtCreate":1649035790047,"gmtModify":1676534439628,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018648126","repostId":"1181072157","repostType":4,"repost":{"id":"1181072157","kind":"news","pubTimestamp":1649030734,"share":"https://ttm.financial/m/news/1181072157?lang=&edition=fundamental","pubTime":"2022-04-04 08:05","market":"sg","language":"en","title":"Continued Support Likely For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1181072157","media":"RTTNews","summary":"The Singapore stock market bounced higher again on Friday, one session after ending the six-day winn","content":"<html><head></head><body><p>The Singapore stock market bounced higher again on Friday, one session after ending the six-day winning streak in which it had improved almost 95 points or 2.8 percent. The Straits Times Index now sits just beneath the 3,420-point plateau and it may inch higher again on Monday.</p><p>The global forecast for the Asian markets suggests mild upside on upbeat U.S. jobs data and sinking crude oil prices. The European and U.S. markets were slightly higher and the Asian bourses are tipped to follow that lead.</p><p>The STI finished modestly higher on Friday following gains from the property stocks and industrial issues, while the financials came in mixed.</p><p>For the day, the index improved 10.59 points or 0.31 percent to finish at 3,419.11 after trading between 3,399.48 and 3,425.37. Volume was 1.28 billion shares worth 1.25 billion Singapore dollars. There were 239 decliners and 219 gainers.</p><p>Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust spiked 1.33 percent, City Developments climbed 0.64 percent, Dairy Farm International surged 4.96 percent, DBS Group dropped 0.78 percent, Genting Singapore improved 0.61 percent, Hongkong Land soared 2.65 percent, Keppel Corp advanced 0.62 percent, Mapletree Logistics Trust added 0.54 percent, Oversea-Chinese Banking Corporation collected 0.16 percent, SATS tumbled 1.15 percent, Singapore Airlines dipped 0.18 percent, Singapore Exchange perked 0.20 percent, Singapore Technologies Engineering gained 0.24 percent, SingTel increased 0.38 percent, Thai Beverage sank 0.70 percent, United Overseas Bank fell 0.19 percent, Wilmar International rose 0.21 percent, Yangzijiang Shipbuilding jumped 0.65 percent, Mapletree Commercial Trust, SembCorp and Industries, Singapore Press Holdings and Comfort DelGro were unchanged.</p><p>The lead from Wall Street ends up positive as a late rally pushed the major averages into the green late in Friday&#39;s session after a sluggish start.</p><p>The Dow jumped 139.92 points or 0.40 percent to finish at 34,818.27, while the NASDAQ added 40.98 points or 0.29 percent to close at 14,261.50 and the S&amp;P 500 rose 15.45 points or 0.34 percent to end at 4,545.86. For the week, the Dow eased 0.1 percent, the NASDAQ gained 0.7 percent and the S&amp;P rose 0.1 percent.</p><p>The choppy trading on Wall Street came as traders expressed some uncertainty about the outlook for the markets after the major averages experienced their first negative quarter since the first quarter of 2020.</p><table><tbody><tr></tr></tbody></table><p>For the first three months of 2022, the NASDAQ plummeted 9.1 percent and the S&amp;P 500 and Dow dove 4.9 percent and 4.6 percent, respectively, although the major averages regained some ground in March.</p><p>Traders were also digesting the Labor Department&#39;s closely watched monthly jobs report, which showed employment increased less than expected in March but the unemployment rate still fell to a new pandemic-era low.</p><p>Crude oil prices dropped Friday, extending their slide from the previous session as International Energy Agency members have agreed to release oil from strategic reserve to stabilize global energy markets. West Texas Intermediate Crude oil futures for May ended down by $1.01 or 1 percent at $99.27 a barrel. WTI crude futures shed nearly 13 percent in the week, posting the biggest weekly loss in two years.</p></body></html>","source":"lsy1626938412129","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>Continued Support Likely For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nContinued Support Likely For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3273628/continued-support-likely-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market bounced higher again on Friday, one session after ending the six-day winning streak in which it had improved almost 95 points or 2.8 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3273628/continued-support-likely-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3273628/continued-support-likely-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181072157","content_text":"The Singapore stock market bounced higher again on Friday, one session after ending the six-day winning streak in which it had improved almost 95 points or 2.8 percent. The Straits Times Index now sits just beneath the 3,420-point plateau and it may inch higher again on Monday.The global forecast for the Asian markets suggests mild upside on upbeat U.S. jobs data and sinking crude oil prices. The European and U.S. markets were slightly higher and the Asian bourses are tipped to follow that lead.The STI finished modestly higher on Friday following gains from the property stocks and industrial issues, while the financials came in mixed.For the day, the index improved 10.59 points or 0.31 percent to finish at 3,419.11 after trading between 3,399.48 and 3,425.37. Volume was 1.28 billion shares worth 1.25 billion Singapore dollars. There were 239 decliners and 219 gainers.Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust spiked 1.33 percent, City Developments climbed 0.64 percent, Dairy Farm International surged 4.96 percent, DBS Group dropped 0.78 percent, Genting Singapore improved 0.61 percent, Hongkong Land soared 2.65 percent, Keppel Corp advanced 0.62 percent, Mapletree Logistics Trust added 0.54 percent, Oversea-Chinese Banking Corporation collected 0.16 percent, SATS tumbled 1.15 percent, Singapore Airlines dipped 0.18 percent, Singapore Exchange perked 0.20 percent, Singapore Technologies Engineering gained 0.24 percent, SingTel increased 0.38 percent, Thai Beverage sank 0.70 percent, United Overseas Bank fell 0.19 percent, Wilmar International rose 0.21 percent, Yangzijiang Shipbuilding jumped 0.65 percent, Mapletree Commercial Trust, SembCorp and Industries, Singapore Press Holdings and Comfort DelGro were unchanged.The lead from Wall Street ends up positive as a late rally pushed the major averages into the green late in Friday's session after a sluggish start.The Dow jumped 139.92 points or 0.40 percent to finish at 34,818.27, while the NASDAQ added 40.98 points or 0.29 percent to close at 14,261.50 and the S&P 500 rose 15.45 points or 0.34 percent to end at 4,545.86. For the week, the Dow eased 0.1 percent, the NASDAQ gained 0.7 percent and the S&P rose 0.1 percent.The choppy trading on Wall Street came as traders expressed some uncertainty about the outlook for the markets after the major averages experienced their first negative quarter since the first quarter of 2020.For the first three months of 2022, the NASDAQ plummeted 9.1 percent and the S&P 500 and Dow dove 4.9 percent and 4.6 percent, respectively, although the major averages regained some ground in March.Traders were also digesting the Labor Department's closely watched monthly jobs report, which showed employment increased less than expected in March but the unemployment rate still fell to a new pandemic-era low.Crude oil prices dropped Friday, extending their slide from the previous session as International Energy Agency members have agreed to release oil from strategic reserve to stabilize global energy markets. West Texas Intermediate Crude oil futures for May ended down by $1.01 or 1 percent at $99.27 a barrel. WTI crude futures shed nearly 13 percent in the week, posting the biggest weekly loss in two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018317454,"gmtCreate":1648973116204,"gmtModify":1676534430755,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice.","listText":"Nice.","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018317454","repostId":"2224324049","repostType":4,"repost":{"id":"2224324049","kind":"highlight","pubTimestamp":1648948730,"share":"https://ttm.financial/m/news/2224324049?lang=&edition=fundamental","pubTime":"2022-04-03 09:18","market":"us","language":"en","title":"3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2224324049","media":"Motley Fool","summary":"These Buffett-backed stocks could elevate your portfolio.","content":"<html><head></head><body><p>Warren Buffett has said that he will never split <b>Berkshire Hathaway</b> stock. With the company&#39;s Class A shares recently hitting a record high and trading at roughly $527,400 each, that might come as something of a surprise. However, the Oracle of Omaha has said that he doesn&#39;t see any reason to pursue stock splits because they don&#39;t boost intrinsic value, and Berkshire&#39;s Class B shares are already available at a much smaller price.</p><p>On the other hand, it&#39;s undeniable that prominent companies have seen significant stock-price gains after announcing and completing stock splits in recent years. With that in mind, a panel of Motley Fool contributors has identified three stocks in the Berkshire Hathaway portfolio worth buying that are either on track to split in the near future or stand out as a potential split candidate.</p><p>Read on to see why they think that buying <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/RH\">RH</a>, and <a href=\"https://laohu8.com/S/CVX\">Chevron</a> right now would be a smart move.</p><p><img src=\"https://static.tigerbbs.com/01f079ba03e55a2d974827ac160ff8ec\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>Image source: Getty Images.</p><h2>This tech leader will keep dominating</h2><p><b>Keith Noonan (Amazon): </b>With Amazon&#39;s stock having skyrocketed roughly 22,000% over the last 20 years, its current price of more than $3,250 per share might look a bit unwieldy. That&#39;s not to say the stock looks unfairly valued.</p><p>The company&#39;s growth engines continue to look incredibly strong, and its forward price-to-earnings (P/E) and forward price-to-sales (P/S) ratios remain not far removed from the lowest levels in the company&#39;s history. However, the 20-for-1 stock split that the tech giant will likely carry out in June could have the effect of making the shares much more attractive for retail investors.</p><p>While many brokerages now allow the purchase of fractional shares, there does some to be a significant psychological appeal created by splitting stocks down to more manageable prices. There&#39;s just something about owning a full share that&#39;s more attractive than owning a small piece of a share, even if the actual value of that holding is exactly the same.</p><p>As Buffett has implied, Amazon&#39;s upcoming stock split won&#39;t do anything to directly boost the intrinsic value of the company. However, there could be some indirect benefits that wind up working to the company&#39;s advantage.</p><p>Despite Amazon&#39;s incredible performance over the last two decades, the stock&#39;s gain of roughly 6% over the last year has lagged behind gains for the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> indexes. If a stock split helps give the company&#39;s share price a shot in the arm, that could help to keep employees who are paid with stock happy.</p><p>Should you buy Amazon <i>because </i>of its stock split? It&#39;s not the kind of thing that even approaches being central to my buy thesis when the tech giant&#39;s leadership in e-commerce and cloud services and incredible penchant for innovation are so front and center. However, it also wouldn&#39;t be shocking to see the move create some more excitement for what remains an incredibly exciting company.</p><h2>Glitz and glamour</h2><p><b>Daniel Foelber (RH): </b>Warren Buffett has always had a soft spot for retail businesses from his days of working in the Buffett &amp; Son family grocery store as a kid in Omaha, Nebraska. But the upscale nature of RH, formerly known as Restoration Hardware, is nothing like a folksy local shop.</p><p>RH is glamorous and wild. Every store uniquely incorporates architectural features that fit its surroundings. The company has been recognized for its design and showmanship. It even has a yacht business. The RH3 luxury yacht will soon be available to charter in the Mediterranean and the Caribbean. And RH1 and RH2 are not yachts, by the way, they are private jets that can also be chartered.</p><p>RH has stores that also serve as restaurants and wine bars. Simply put, it is trying to be a brand that is almost nothing like Buffett&#39;s humble lifestyle. So why would he be interested in such a glamorous business? Well, that probably comes down to valuation.</p><p>RH sales and net income have grown at meteoric rates over the past few years.</p><p><img src=\"https://static.tigerbbs.com/18564250a41bdea23b5cd4c576b8d33a\" tg-width=\"720\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/></p><p>RH revenue (annual). Data by YCharts.</p><p>Pair that growth with an over 55% drawdown in the stock price, and you have a value stock that looks inexpensive. In fact, RH now has a P/E ratio of just 14.5.</p><p>On March 29, RH issued a press release announcing its goal to execute a 3-for-1 stock split:</p><blockquote>The Company believes that a stock split is appropriate in view of the substantial appreciation that has occurred in the share price since the 2012 initial public offering. Although a stock split does not change the value of the Company, we believe that a split should have a number of benefits, including the recruitment and retention of talent. The stock split is expected to be executed in the spring.</blockquote><p>RH is a bold business that has no problem taking risks and spending money to grow its brand. Its results speak for themselves. A retail store, a wine company, and a yacht and private-jet business might sound unconventional, but it&#39;s working.</p><h2>Time to adjust for the unexpected</h2><p><b>James Brumley</b> <b>(Chevron):</b> I know it&#39;s not a name many people have suggested for a prospective stock split lately. But I have a feeling that oil giant Chevron might be close to making such a move.</p><p>Like most energy stocks, Chevron&#39;s shares pretty much fell off the radar in the wake of oil&#39;s 2015 meltdown. They stayed off the radar until late last year, too, when demand for oil suddenly recovered but the supply didn&#39;t. Along with the strongest crude prices we&#39;ve seen in years, Chevron shares have rallied more than 40% just since November, reaching record highs. The backdrop of geopolitical tensions also leads me to think oil prices are going to remain lofty for the indefinite future.</p><p>The thing is, it&#39;s all just happened so fast -- faster than even Chevron and its peers could have anticipated.</p><p>Those who know the company&#39;s history might recall it does a pretty good job of splitting its stock as needed to keep its price and trading manageable for the average investor. It hasn&#39;t felt like it needed to since 2004, as shares have been rather tame the bulk of the time since then.</p><p>With the extreme price appreciation we&#39;ve seen over just the past five months, though, it&#39;s arguable this one&#39;s overdue for a price adjustment that will make the stock a little less intimidating.</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>3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/02/3-monster-warren-buffett-stock-split-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett has said that he will never split Berkshire Hathaway stock. With the company's Class A shares recently hitting a record high and trading at roughly $527,400 each, that might come as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/02/3-monster-warren-buffett-stock-split-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RH":"Restoration Hardware Holdings","CVX":"雪佛龙","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/04/02/3-monster-warren-buffett-stock-split-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224324049","content_text":"Warren Buffett has said that he will never split Berkshire Hathaway stock. With the company's Class A shares recently hitting a record high and trading at roughly $527,400 each, that might come as something of a surprise. However, the Oracle of Omaha has said that he doesn't see any reason to pursue stock splits because they don't boost intrinsic value, and Berkshire's Class B shares are already available at a much smaller price.On the other hand, it's undeniable that prominent companies have seen significant stock-price gains after announcing and completing stock splits in recent years. With that in mind, a panel of Motley Fool contributors has identified three stocks in the Berkshire Hathaway portfolio worth buying that are either on track to split in the near future or stand out as a potential split candidate.Read on to see why they think that buying Amazon, RH, and Chevron right now would be a smart move.Image source: Getty Images.This tech leader will keep dominatingKeith Noonan (Amazon): With Amazon's stock having skyrocketed roughly 22,000% over the last 20 years, its current price of more than $3,250 per share might look a bit unwieldy. That's not to say the stock looks unfairly valued.The company's growth engines continue to look incredibly strong, and its forward price-to-earnings (P/E) and forward price-to-sales (P/S) ratios remain not far removed from the lowest levels in the company's history. However, the 20-for-1 stock split that the tech giant will likely carry out in June could have the effect of making the shares much more attractive for retail investors.While many brokerages now allow the purchase of fractional shares, there does some to be a significant psychological appeal created by splitting stocks down to more manageable prices. There's just something about owning a full share that's more attractive than owning a small piece of a share, even if the actual value of that holding is exactly the same.As Buffett has implied, Amazon's upcoming stock split won't do anything to directly boost the intrinsic value of the company. However, there could be some indirect benefits that wind up working to the company's advantage.Despite Amazon's incredible performance over the last two decades, the stock's gain of roughly 6% over the last year has lagged behind gains for the S&P 500 and Nasdaq Composite indexes. If a stock split helps give the company's share price a shot in the arm, that could help to keep employees who are paid with stock happy.Should you buy Amazon because of its stock split? It's not the kind of thing that even approaches being central to my buy thesis when the tech giant's leadership in e-commerce and cloud services and incredible penchant for innovation are so front and center. However, it also wouldn't be shocking to see the move create some more excitement for what remains an incredibly exciting company.Glitz and glamourDaniel Foelber (RH): Warren Buffett has always had a soft spot for retail businesses from his days of working in the Buffett & Son family grocery store as a kid in Omaha, Nebraska. But the upscale nature of RH, formerly known as Restoration Hardware, is nothing like a folksy local shop.RH is glamorous and wild. Every store uniquely incorporates architectural features that fit its surroundings. The company has been recognized for its design and showmanship. It even has a yacht business. The RH3 luxury yacht will soon be available to charter in the Mediterranean and the Caribbean. And RH1 and RH2 are not yachts, by the way, they are private jets that can also be chartered.RH has stores that also serve as restaurants and wine bars. Simply put, it is trying to be a brand that is almost nothing like Buffett's humble lifestyle. So why would he be interested in such a glamorous business? Well, that probably comes down to valuation.RH sales and net income have grown at meteoric rates over the past few years.RH revenue (annual). Data by YCharts.Pair that growth with an over 55% drawdown in the stock price, and you have a value stock that looks inexpensive. In fact, RH now has a P/E ratio of just 14.5.On March 29, RH issued a press release announcing its goal to execute a 3-for-1 stock split:The Company believes that a stock split is appropriate in view of the substantial appreciation that has occurred in the share price since the 2012 initial public offering. Although a stock split does not change the value of the Company, we believe that a split should have a number of benefits, including the recruitment and retention of talent. The stock split is expected to be executed in the spring.RH is a bold business that has no problem taking risks and spending money to grow its brand. Its results speak for themselves. A retail store, a wine company, and a yacht and private-jet business might sound unconventional, but it's working.Time to adjust for the unexpectedJames Brumley (Chevron): I know it's not a name many people have suggested for a prospective stock split lately. But I have a feeling that oil giant Chevron might be close to making such a move.Like most energy stocks, Chevron's shares pretty much fell off the radar in the wake of oil's 2015 meltdown. They stayed off the radar until late last year, too, when demand for oil suddenly recovered but the supply didn't. Along with the strongest crude prices we've seen in years, Chevron shares have rallied more than 40% just since November, reaching record highs. The backdrop of geopolitical tensions also leads me to think oil prices are going to remain lofty for the indefinite future.The thing is, it's all just happened so fast -- faster than even Chevron and its peers could have anticipated.Those who know the company's history might recall it does a pretty good job of splitting its stock as needed to keep its price and trading manageable for the average investor. It hasn't felt like it needed to since 2004, as shares have been rather tame the bulk of the time since then.With the extreme price appreciation we've seen over just the past five months, though, it's arguable this one's overdue for a price adjustment that will make the stock a little less intimidating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011354528,"gmtCreate":1648822051439,"gmtModify":1676534404964,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011354528","repostId":"1197750951","repostType":2,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013754995,"gmtCreate":1648778805828,"gmtModify":1676534396874,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013754995","repostId":"2224065398","repostType":2,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013599791,"gmtCreate":1648741761341,"gmtModify":1676534389834,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice.","listText":"Nice.","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013599791","repostId":"2223033801","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013155992,"gmtCreate":1648693446725,"gmtModify":1676534381229,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Agree.","listText":"Agree.","text":"Agree.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013155992","repostId":"2223836313","repostType":2,"repost":{"id":"2223836313","kind":"news","pubTimestamp":1648692768,"share":"https://ttm.financial/m/news/2223836313?lang=&edition=fundamental","pubTime":"2022-03-31 10:12","market":"us","language":"en","title":"Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears","url":"https://stock-news.laohu8.com/highlight/detail?id=2223836313","media":"seekingalpha","summary":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below","content":"<html><head></head><body><h2>Investment Thesis</h2><p>NIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn&#39;t lead to a downward spiral as dip buyers absorbed the impact.</p><p>Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock&#39;s growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it&#39;s expected to achieve breakeven by Q4&#39;23.</p><p>Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It&#39;s time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.</p><h2>What To Expect After Earnings?</h2><p><img src=\"https://static.tigerbbs.com/dabac7c361ef3f291a416635c333acf8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO deliveries by month (Company filings)</p><p>NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3&#39;s 18% and last year&#39;s 17.2%. Notably, NIO&#39;s robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): &#34;Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.&#34;</p><p>As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1&#39;22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March&#39;s deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.</p><h2>NIO Stock Key Metrics</h2><p><img src=\"https://static.tigerbbs.com/1dc2e02ca077e5e6efbf0b63ac13ada4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO stock EV/NTM Revenue (TIKR)</p><p>Nevertheless, we believe that NIO&#39;s growth premium has been digested over the past year. It&#39;s trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China&#39;s leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.</p><h2>What is NIO&#39;s Long-Term Outlook?</h2><p><img src=\"https://static.tigerbbs.com/60f5653ee47bc8aee25b1bdf60ef4fec\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO revenue YoY change % &amp; GAAP operating margins % (S&amp;P Capital IQ)</p><p>NIO&#39;s 49.1% revenue growth represented a marked deceleration against last year&#39;s phenomenal metrics. Furthermore, its aggressive investments in SG&amp;A and R&amp;D spending have also overshadowed its gains in revenue. NIO highlighted that R&amp;D grew 120.5% YoY, and SG&amp;A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&amp;D capability and footprint. Notably, the company&#39;s European experiment has proven to be highly successful. Li articulated (edited):</p><blockquote>In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO&#39;s FQ4&#39;21 earnings call)</blockquote><p><img src=\"https://static.tigerbbs.com/675d2e8edc015af42d8cd886c5cf372a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO consensus estimates (S&amp;P Capital IQ)</p><p>Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would &#34;step up&#34; its R&amp;D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4&#39;23 for breakeven and reaching profitability in FY24.</p><p>Consensus estimates also concur with NIO&#39;s guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company&#39;s guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company&#39;s ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.</p><h2>Is NIO Stock A Buy, Sell, Or Hold?</h2><p>We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2&#39;22 and into FY23.</p><p>Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.</p><p>Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it&#39;s time for the bears to get out of NIO or risk getting marauded subsequently.</p><p>Consequently, <i>we reiterate our Buy rating on NIO stock</i>.</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>Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears</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 NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2223836313","content_text":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn't lead to a downward spiral as dip buyers absorbed the impact.Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock's growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it's expected to achieve breakeven by Q4'23.Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It's time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.What To Expect After Earnings?NIO deliveries by month (Company filings)NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3's 18% and last year's 17.2%. Notably, NIO's robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): \"Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.\"As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1'22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March's deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.NIO Stock Key MetricsNIO stock EV/NTM Revenue (TIKR)Nevertheless, we believe that NIO's growth premium has been digested over the past year. It's trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China's leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.What is NIO's Long-Term Outlook?NIO revenue YoY change % & GAAP operating margins % (S&P Capital IQ)NIO's 49.1% revenue growth represented a marked deceleration against last year's phenomenal metrics. Furthermore, its aggressive investments in SG&A and R&D spending have also overshadowed its gains in revenue. NIO highlighted that R&D grew 120.5% YoY, and SG&A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&D capability and footprint. Notably, the company's European experiment has proven to be highly successful. Li articulated (edited):In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO's FQ4'21 earnings call)NIO consensus estimates (S&P Capital IQ)Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would \"step up\" its R&D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4'23 for breakeven and reaching profitability in FY24.Consensus estimates also concur with NIO's guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company's guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company's ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.Is NIO Stock A Buy, Sell, Or Hold?We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2'22 and into FY23.Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it's time for the bears to get out of NIO or risk getting marauded subsequently.Consequently, we reiterate our Buy rating on NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019273524,"gmtCreate":1648604295152,"gmtModify":1676534363107,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019273524","repostId":"1148772300","repostType":4,"repost":{"id":"1148772300","kind":"news","pubTimestamp":1648598431,"share":"https://ttm.financial/m/news/1148772300?lang=&edition=fundamental","pubTime":"2022-03-30 08:00","market":"sg","language":"en","title":"Win Streak Predicted To Continue For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1148772300","media":"RTTNews","summary":"The Singapore stock market has moved higher in five straight sessions, improving more than 85 points","content":"<html><head></head><body><p>The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau and it&#39;s poised to extend its gains on Wednesday.</p><p>The global forecast for the Asian markets is broadly positive on hopes for a cease fire between Russia and Ukraine. The European and U.S. markets were up and the Asian bourses figure to follow that lead.</p><p>The STI finished barely higher on Tuesday as gains from the trusts were offset by weakness from the financials and properties.</p><p>For the day, the index picked up 1.91 points or 0.06 percent to finish at 3,433.90 after trading between 3,413.35 and 3,456.09. Volume was 1.72 billion shares worth 1.4 billion Singapore dollars. There were 254 gainers and 202 decliners.</p><p>Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust collected 0.45 percent, City Developments added 0.38 percent, Comfort DelGro soared 1.35 percent, Dairy Farm International skyrocketed 5.70 percent, DBS Group shed 0.53 percent, Genting Singapore dropped 0.60 percent, Hongkong Land lost 0.20 percent, Keppel Corp and Singapore Exchange both rose 0.31 percent, Mapletree Commercial Trust advanced 0.52 percent, Mapletree Logistics Trust climbed 0.54 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS tumbled 0.91 percent, SembCorp Industries gained 0.37 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel fell 0.38 percent, Thai Beverage jumped 0.71 percent, United Overseas Bank sank 0.68 percent, Wilmar International dropped 0.82 percent, Yangzijiang Shipbuilding surged 2.01 percent and Singapore Press Holdings and Singapore Airlines were unchanged.</p><p>The lead from Wall Street is solid as the major averages opened firmly higher on Tuesday and stayed that way throughout the session.</p><p>The Dow surged 338.30 points or 0.97 percent to finish at 35,294.19, while the NASDAQ soared 264.73 points or 1.84 percent to end at 14,619.64 and the S&amp;P 500 climbed 56.08 points or 1.23 percent to close at 4,631.08.</p><p>Reports about encouraging progress in a cease-fire talks between Russia and Ukraine in Turkey helped lift investor sentiment on Wall Street.</p><p>In economic news, the Labor Department said the number of job openings in the United States was little changed in February, while the S&amp;P CoreLogic Case-Shiller 20-city home price index rose 19.1 percent in January. And the Conference Board showed an unexpected improvement in U.S. consumer confidence in March.</p><p>Crude oil prices dropped on Tuesday amid easing worries about global crude supply after positive reports of the peace talks. West Texas Intermediate crude futures for May ended down by $1.72 or 1.6 percent at $104.24 a barrel.</p></body></html>","source":"lsy1626938412129","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>Win Streak Predicted To Continue For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWin Streak Predicted To Continue For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau...</p>\n\n<a href=\"https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148772300","content_text":"The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau and it's poised to extend its gains on Wednesday.The global forecast for the Asian markets is broadly positive on hopes for a cease fire between Russia and Ukraine. The European and U.S. markets were up and the Asian bourses figure to follow that lead.The STI finished barely higher on Tuesday as gains from the trusts were offset by weakness from the financials and properties.For the day, the index picked up 1.91 points or 0.06 percent to finish at 3,433.90 after trading between 3,413.35 and 3,456.09. Volume was 1.72 billion shares worth 1.4 billion Singapore dollars. There were 254 gainers and 202 decliners.Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust collected 0.45 percent, City Developments added 0.38 percent, Comfort DelGro soared 1.35 percent, Dairy Farm International skyrocketed 5.70 percent, DBS Group shed 0.53 percent, Genting Singapore dropped 0.60 percent, Hongkong Land lost 0.20 percent, Keppel Corp and Singapore Exchange both rose 0.31 percent, Mapletree Commercial Trust advanced 0.52 percent, Mapletree Logistics Trust climbed 0.54 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS tumbled 0.91 percent, SembCorp Industries gained 0.37 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel fell 0.38 percent, Thai Beverage jumped 0.71 percent, United Overseas Bank sank 0.68 percent, Wilmar International dropped 0.82 percent, Yangzijiang Shipbuilding surged 2.01 percent and Singapore Press Holdings and Singapore Airlines were unchanged.The lead from Wall Street is solid as the major averages opened firmly higher on Tuesday and stayed that way throughout the session.The Dow surged 338.30 points or 0.97 percent to finish at 35,294.19, while the NASDAQ soared 264.73 points or 1.84 percent to end at 14,619.64 and the S&P 500 climbed 56.08 points or 1.23 percent to close at 4,631.08.Reports about encouraging progress in a cease-fire talks between Russia and Ukraine in Turkey helped lift investor sentiment on Wall Street.In economic news, the Labor Department said the number of job openings in the United States was little changed in February, while the S&P CoreLogic Case-Shiller 20-city home price index rose 19.1 percent in January. And the Conference Board showed an unexpected improvement in U.S. consumer confidence in March.Crude oil prices dropped on Tuesday amid easing worries about global crude supply after positive reports of the peace talks. West Texas Intermediate crude futures for May ended down by $1.72 or 1.6 percent at $104.24 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019976754,"gmtCreate":1648520492903,"gmtModify":1676534349362,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice.","listText":"Nice.","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019976754","repostId":"2222891626","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019973515,"gmtCreate":1648520075955,"gmtModify":1676534349289,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Fair points.","listText":"Fair points.","text":"Fair points.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019973515","repostId":"2222851748","repostType":2,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9010425949,"gmtCreate":1648455290850,"gmtModify":1676534339831,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010425949","repostId":"1116550028","repostType":4,"repost":{"id":"1116550028","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":1648455091,"share":"https://ttm.financial/m/news/1116550028?lang=&edition=fundamental","pubTime":"2022-03-28 16:11","market":"us","language":"en","title":"Crypto Stocks Jumped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1116550028","media":"Tiger Newspress","summary":"Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockch","content":"<html><head></head><body><p>Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/62264eff839e4d59e75fa16212f82eff\" tg-width=\"409\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.</p><p>Bitcoin, the world&#39;s biggest and best-known cryptocurrency, is up 41.1% from the year&#39;s low of $32,950.72 on Jan. 24.</p><p>Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.</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>Crypto Stocks Jumped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Stocks Jumped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-28 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/62264eff839e4d59e75fa16212f82eff\" tg-width=\"409\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.</p><p>Bitcoin, the world&#39;s biggest and best-known cryptocurrency, is up 41.1% from the year&#39;s low of $32,950.72 on Jan. 24.</p><p>Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited","CAN":"嘉楠科技","MARA":"MARA Holdings","RIOT":"Riot Platforms","NCTY":"第九城市","BTBT":"Bit Digital, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116550028","content_text":"Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.Bitcoin, the world's biggest and best-known cryptocurrency, is up 41.1% from the year's low of $32,950.72 on Jan. 24.Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061413419,"gmtCreate":1651664770636,"gmtModify":1676534944291,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061413419","repostId":"2232305766","repostType":4,"repost":{"id":"2232305766","kind":"news","pubTimestamp":1651657951,"share":"https://ttm.financial/m/news/2232305766?lang=&edition=fundamental","pubTime":"2022-05-04 17:52","market":"us","language":"en","title":"Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=2232305766","media":"seekingalpha","summary":"Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on","content":"<html><head></head><body><p></p><p><img src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1308151136/image_1308151136.jpg?io=getty-c-w750\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bet_Noire/iStock via Getty Images</p><p></p><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They&#39;re set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they&#39;ll start shrinking the central bank&#39;s balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><p>&#34;For the first time in 22 years, the Federal Reserve is poised to raise interest rates by more than a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-quarter percentage point increment, and at consecutive meetings for the first time in 16 years,&#34; Bankrate Chief Financial Analyst Greg McBride said. FOMC consensus points to a half-point rate hike, with more to come if the Fed seeks to push benchmark rates to 2.5% by year-end, he added.</p><p>The question isn&#39;t whether the Fed needs to be hawkish, it&#39;s &#34;only a debate as to what the right hawkish approach is,&#34; wrote Evecore ISI&#39;s Krishna Guha and Peter Williams in a note to clients.</p><p>The strength of the labor market supports the expected larger-than usual hike. On Tuesday, the U.S. Department of Labor said job openings in March reached 11.5M, the highest since it started collecting the data in 2000, from 11.3M in February. The job openings rate of 7.1% edged up from 7.0% in the previous month.</p><p><b>Balance sheet matters:</b> The rate hikes &#34;will occur as the Fed simultaneously embarks on the long-awaited reduction in its balance sheet, which we think will shrink by nearly $3T through the end of 2024, from $8.93T today.&#34; wrote RSM chief U.S. economist Joseph Brusuelas in a note. He also expects the Fed to increase its policy rate to at least 2.5% by year-end.</p><p>So far, the Fed appears only willing to let maturing Treasury securities and mortgage-backed securities run off of its balance sheet. If the FOMC feels the need to take stronger action to control inflation, it may consider selling some securities.</p><p>&#34;I think he (Fed Chair Jerome Powell) will say that asset sales are a tool that could be used in the future but remind us that the plan is to use interest rates as the primary policy tool; QT runs in the background and the path of rates will be adjusted as needed given QT,&#34; said Tim Duy, chief U.S. economist at SGH Macro.</p><p>He expects at least four 50bp rate hikes in the Fed&#39;s quest to restore price stability. &#34;Powell likely doesn&#39;t want to feed into any hopes of a 75bp hike, but if he lends any credence to that story, even accidentally, market participants will rush to price in 75bp for the June meeting,&#34; Duy wrote in a note to clients.</p><p><b>Geopolitical risks:</b> Will increased risks from the Russia-Ukraine war and Covid lockdowns in China lead the Fed to ease up on tightening? Not likely.</p><p>&#34;We think the Fed recognizes that the war/Europe and China/Covid lockdowns are important and present risks to both growth and inflation,&#34; said Evercore ISI&#39;s Krishna Guha and Peter Williams. &#34;But the FOMC will stay focused on upside domestic inflation risk, respond up-front to potential further global inflation pressures and respond to spillovers from global growth weakness and related FCI tightening only as it materializes.&#34;</p><p>For U.S. households, the implications of the rate increases are clear-cut. Borrowing will cost more and savings will earn more. &#34;This hints at the steps households should be taking to stabilize their finances – pay down debt, especially costly credit card and other variable rate debt, and boost emergency savings. Both will enable you to better weather rising interest rates, and whatever might come next economically,&#34; said Bankrate&#39;s McBride.</p><p>For banks, higher rates increase their net interest income, but &#34;the rapid rise in the back end of the (yield) curve has hit GAAP book value,&#34; wrote a group of equity analysts led by Betsy Graseck. In addition, tighter financial conditions would ultimately slow loan growth. And the Fed shrinking its balance sheet will slow deposit growth as well. In addition, the sharply higher rates will hit banks&#39; capital ratios.</p><p>As such, the <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts are reducing their stock buyback estimates for banks. &#34;We believe management teams will be more conservative with share repurchases going forward. We are reducing our buybacks for the rest of 2022 by 40%,&#34; they said.</p><p>SA contributor John M. Mason sees a 50bp hike on Wednesday followed by at least two more moves this year.</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>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</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\">\nFederal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at ...</p>\n\n<a href=\"https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike\">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/news/3830390-federal-reserve-poised-half-point-rate-hike","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232305766","content_text":"Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they'll start shrinking the central bank's balance sheet in June.The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.\"For the first time in 22 years, the Federal Reserve is poised to raise interest rates by more than a one-quarter percentage point increment, and at consecutive meetings for the first time in 16 years,\" Bankrate Chief Financial Analyst Greg McBride said. FOMC consensus points to a half-point rate hike, with more to come if the Fed seeks to push benchmark rates to 2.5% by year-end, he added.The question isn't whether the Fed needs to be hawkish, it's \"only a debate as to what the right hawkish approach is,\" wrote Evecore ISI's Krishna Guha and Peter Williams in a note to clients.The strength of the labor market supports the expected larger-than usual hike. On Tuesday, the U.S. Department of Labor said job openings in March reached 11.5M, the highest since it started collecting the data in 2000, from 11.3M in February. The job openings rate of 7.1% edged up from 7.0% in the previous month.Balance sheet matters: The rate hikes \"will occur as the Fed simultaneously embarks on the long-awaited reduction in its balance sheet, which we think will shrink by nearly $3T through the end of 2024, from $8.93T today.\" wrote RSM chief U.S. economist Joseph Brusuelas in a note. He also expects the Fed to increase its policy rate to at least 2.5% by year-end.So far, the Fed appears only willing to let maturing Treasury securities and mortgage-backed securities run off of its balance sheet. If the FOMC feels the need to take stronger action to control inflation, it may consider selling some securities.\"I think he (Fed Chair Jerome Powell) will say that asset sales are a tool that could be used in the future but remind us that the plan is to use interest rates as the primary policy tool; QT runs in the background and the path of rates will be adjusted as needed given QT,\" said Tim Duy, chief U.S. economist at SGH Macro.He expects at least four 50bp rate hikes in the Fed's quest to restore price stability. \"Powell likely doesn't want to feed into any hopes of a 75bp hike, but if he lends any credence to that story, even accidentally, market participants will rush to price in 75bp for the June meeting,\" Duy wrote in a note to clients.Geopolitical risks: Will increased risks from the Russia-Ukraine war and Covid lockdowns in China lead the Fed to ease up on tightening? Not likely.\"We think the Fed recognizes that the war/Europe and China/Covid lockdowns are important and present risks to both growth and inflation,\" said Evercore ISI's Krishna Guha and Peter Williams. \"But the FOMC will stay focused on upside domestic inflation risk, respond up-front to potential further global inflation pressures and respond to spillovers from global growth weakness and related FCI tightening only as it materializes.\"For U.S. households, the implications of the rate increases are clear-cut. Borrowing will cost more and savings will earn more. \"This hints at the steps households should be taking to stabilize their finances – pay down debt, especially costly credit card and other variable rate debt, and boost emergency savings. Both will enable you to better weather rising interest rates, and whatever might come next economically,\" said Bankrate's McBride.For banks, higher rates increase their net interest income, but \"the rapid rise in the back end of the (yield) curve has hit GAAP book value,\" wrote a group of equity analysts led by Betsy Graseck. In addition, tighter financial conditions would ultimately slow loan growth. And the Fed shrinking its balance sheet will slow deposit growth as well. In addition, the sharply higher rates will hit banks' capital ratios.As such, the Morgan Stanley analysts are reducing their stock buyback estimates for banks. \"We believe management teams will be more conservative with share repurchases going forward. We are reducing our buybacks for the rest of 2022 by 40%,\" they said.SA contributor John M. Mason sees a 50bp hike on Wednesday followed by at least two more moves this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018317454,"gmtCreate":1648973116204,"gmtModify":1676534430755,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice.","listText":"Nice.","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018317454","repostId":"2224324049","repostType":4,"repost":{"id":"2224324049","kind":"highlight","pubTimestamp":1648948730,"share":"https://ttm.financial/m/news/2224324049?lang=&edition=fundamental","pubTime":"2022-04-03 09:18","market":"us","language":"en","title":"3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2224324049","media":"Motley Fool","summary":"These Buffett-backed stocks could elevate your portfolio.","content":"<html><head></head><body><p>Warren Buffett has said that he will never split <b>Berkshire Hathaway</b> stock. With the company&#39;s Class A shares recently hitting a record high and trading at roughly $527,400 each, that might come as something of a surprise. However, the Oracle of Omaha has said that he doesn&#39;t see any reason to pursue stock splits because they don&#39;t boost intrinsic value, and Berkshire&#39;s Class B shares are already available at a much smaller price.</p><p>On the other hand, it&#39;s undeniable that prominent companies have seen significant stock-price gains after announcing and completing stock splits in recent years. With that in mind, a panel of Motley Fool contributors has identified three stocks in the Berkshire Hathaway portfolio worth buying that are either on track to split in the near future or stand out as a potential split candidate.</p><p>Read on to see why they think that buying <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/RH\">RH</a>, and <a href=\"https://laohu8.com/S/CVX\">Chevron</a> right now would be a smart move.</p><p><img src=\"https://static.tigerbbs.com/01f079ba03e55a2d974827ac160ff8ec\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>Image source: Getty Images.</p><h2>This tech leader will keep dominating</h2><p><b>Keith Noonan (Amazon): </b>With Amazon&#39;s stock having skyrocketed roughly 22,000% over the last 20 years, its current price of more than $3,250 per share might look a bit unwieldy. That&#39;s not to say the stock looks unfairly valued.</p><p>The company&#39;s growth engines continue to look incredibly strong, and its forward price-to-earnings (P/E) and forward price-to-sales (P/S) ratios remain not far removed from the lowest levels in the company&#39;s history. However, the 20-for-1 stock split that the tech giant will likely carry out in June could have the effect of making the shares much more attractive for retail investors.</p><p>While many brokerages now allow the purchase of fractional shares, there does some to be a significant psychological appeal created by splitting stocks down to more manageable prices. There&#39;s just something about owning a full share that&#39;s more attractive than owning a small piece of a share, even if the actual value of that holding is exactly the same.</p><p>As Buffett has implied, Amazon&#39;s upcoming stock split won&#39;t do anything to directly boost the intrinsic value of the company. However, there could be some indirect benefits that wind up working to the company&#39;s advantage.</p><p>Despite Amazon&#39;s incredible performance over the last two decades, the stock&#39;s gain of roughly 6% over the last year has lagged behind gains for the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> indexes. If a stock split helps give the company&#39;s share price a shot in the arm, that could help to keep employees who are paid with stock happy.</p><p>Should you buy Amazon <i>because </i>of its stock split? It&#39;s not the kind of thing that even approaches being central to my buy thesis when the tech giant&#39;s leadership in e-commerce and cloud services and incredible penchant for innovation are so front and center. However, it also wouldn&#39;t be shocking to see the move create some more excitement for what remains an incredibly exciting company.</p><h2>Glitz and glamour</h2><p><b>Daniel Foelber (RH): </b>Warren Buffett has always had a soft spot for retail businesses from his days of working in the Buffett &amp; Son family grocery store as a kid in Omaha, Nebraska. But the upscale nature of RH, formerly known as Restoration Hardware, is nothing like a folksy local shop.</p><p>RH is glamorous and wild. Every store uniquely incorporates architectural features that fit its surroundings. The company has been recognized for its design and showmanship. It even has a yacht business. The RH3 luxury yacht will soon be available to charter in the Mediterranean and the Caribbean. And RH1 and RH2 are not yachts, by the way, they are private jets that can also be chartered.</p><p>RH has stores that also serve as restaurants and wine bars. Simply put, it is trying to be a brand that is almost nothing like Buffett&#39;s humble lifestyle. So why would he be interested in such a glamorous business? Well, that probably comes down to valuation.</p><p>RH sales and net income have grown at meteoric rates over the past few years.</p><p><img src=\"https://static.tigerbbs.com/18564250a41bdea23b5cd4c576b8d33a\" tg-width=\"720\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/></p><p>RH revenue (annual). Data by YCharts.</p><p>Pair that growth with an over 55% drawdown in the stock price, and you have a value stock that looks inexpensive. In fact, RH now has a P/E ratio of just 14.5.</p><p>On March 29, RH issued a press release announcing its goal to execute a 3-for-1 stock split:</p><blockquote>The Company believes that a stock split is appropriate in view of the substantial appreciation that has occurred in the share price since the 2012 initial public offering. Although a stock split does not change the value of the Company, we believe that a split should have a number of benefits, including the recruitment and retention of talent. The stock split is expected to be executed in the spring.</blockquote><p>RH is a bold business that has no problem taking risks and spending money to grow its brand. Its results speak for themselves. A retail store, a wine company, and a yacht and private-jet business might sound unconventional, but it&#39;s working.</p><h2>Time to adjust for the unexpected</h2><p><b>James Brumley</b> <b>(Chevron):</b> I know it&#39;s not a name many people have suggested for a prospective stock split lately. But I have a feeling that oil giant Chevron might be close to making such a move.</p><p>Like most energy stocks, Chevron&#39;s shares pretty much fell off the radar in the wake of oil&#39;s 2015 meltdown. They stayed off the radar until late last year, too, when demand for oil suddenly recovered but the supply didn&#39;t. Along with the strongest crude prices we&#39;ve seen in years, Chevron shares have rallied more than 40% just since November, reaching record highs. The backdrop of geopolitical tensions also leads me to think oil prices are going to remain lofty for the indefinite future.</p><p>The thing is, it&#39;s all just happened so fast -- faster than even Chevron and its peers could have anticipated.</p><p>Those who know the company&#39;s history might recall it does a pretty good job of splitting its stock as needed to keep its price and trading manageable for the average investor. It hasn&#39;t felt like it needed to since 2004, as shares have been rather tame the bulk of the time since then.</p><p>With the extreme price appreciation we&#39;ve seen over just the past five months, though, it&#39;s arguable this one&#39;s overdue for a price adjustment that will make the stock a little less intimidating.</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>3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Monster Warren Buffett Stock-Split Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/02/3-monster-warren-buffett-stock-split-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett has said that he will never split Berkshire Hathaway stock. With the company's Class A shares recently hitting a record high and trading at roughly $527,400 each, that might come as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/02/3-monster-warren-buffett-stock-split-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RH":"Restoration Hardware Holdings","CVX":"雪佛龙","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/04/02/3-monster-warren-buffett-stock-split-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224324049","content_text":"Warren Buffett has said that he will never split Berkshire Hathaway stock. With the company's Class A shares recently hitting a record high and trading at roughly $527,400 each, that might come as something of a surprise. However, the Oracle of Omaha has said that he doesn't see any reason to pursue stock splits because they don't boost intrinsic value, and Berkshire's Class B shares are already available at a much smaller price.On the other hand, it's undeniable that prominent companies have seen significant stock-price gains after announcing and completing stock splits in recent years. With that in mind, a panel of Motley Fool contributors has identified three stocks in the Berkshire Hathaway portfolio worth buying that are either on track to split in the near future or stand out as a potential split candidate.Read on to see why they think that buying Amazon, RH, and Chevron right now would be a smart move.Image source: Getty Images.This tech leader will keep dominatingKeith Noonan (Amazon): With Amazon's stock having skyrocketed roughly 22,000% over the last 20 years, its current price of more than $3,250 per share might look a bit unwieldy. That's not to say the stock looks unfairly valued.The company's growth engines continue to look incredibly strong, and its forward price-to-earnings (P/E) and forward price-to-sales (P/S) ratios remain not far removed from the lowest levels in the company's history. However, the 20-for-1 stock split that the tech giant will likely carry out in June could have the effect of making the shares much more attractive for retail investors.While many brokerages now allow the purchase of fractional shares, there does some to be a significant psychological appeal created by splitting stocks down to more manageable prices. There's just something about owning a full share that's more attractive than owning a small piece of a share, even if the actual value of that holding is exactly the same.As Buffett has implied, Amazon's upcoming stock split won't do anything to directly boost the intrinsic value of the company. However, there could be some indirect benefits that wind up working to the company's advantage.Despite Amazon's incredible performance over the last two decades, the stock's gain of roughly 6% over the last year has lagged behind gains for the S&P 500 and Nasdaq Composite indexes. If a stock split helps give the company's share price a shot in the arm, that could help to keep employees who are paid with stock happy.Should you buy Amazon because of its stock split? It's not the kind of thing that even approaches being central to my buy thesis when the tech giant's leadership in e-commerce and cloud services and incredible penchant for innovation are so front and center. However, it also wouldn't be shocking to see the move create some more excitement for what remains an incredibly exciting company.Glitz and glamourDaniel Foelber (RH): Warren Buffett has always had a soft spot for retail businesses from his days of working in the Buffett & Son family grocery store as a kid in Omaha, Nebraska. But the upscale nature of RH, formerly known as Restoration Hardware, is nothing like a folksy local shop.RH is glamorous and wild. Every store uniquely incorporates architectural features that fit its surroundings. The company has been recognized for its design and showmanship. It even has a yacht business. The RH3 luxury yacht will soon be available to charter in the Mediterranean and the Caribbean. And RH1 and RH2 are not yachts, by the way, they are private jets that can also be chartered.RH has stores that also serve as restaurants and wine bars. Simply put, it is trying to be a brand that is almost nothing like Buffett's humble lifestyle. So why would he be interested in such a glamorous business? Well, that probably comes down to valuation.RH sales and net income have grown at meteoric rates over the past few years.RH revenue (annual). Data by YCharts.Pair that growth with an over 55% drawdown in the stock price, and you have a value stock that looks inexpensive. In fact, RH now has a P/E ratio of just 14.5.On March 29, RH issued a press release announcing its goal to execute a 3-for-1 stock split:The Company believes that a stock split is appropriate in view of the substantial appreciation that has occurred in the share price since the 2012 initial public offering. Although a stock split does not change the value of the Company, we believe that a split should have a number of benefits, including the recruitment and retention of talent. The stock split is expected to be executed in the spring.RH is a bold business that has no problem taking risks and spending money to grow its brand. Its results speak for themselves. A retail store, a wine company, and a yacht and private-jet business might sound unconventional, but it's working.Time to adjust for the unexpectedJames Brumley (Chevron): I know it's not a name many people have suggested for a prospective stock split lately. But I have a feeling that oil giant Chevron might be close to making such a move.Like most energy stocks, Chevron's shares pretty much fell off the radar in the wake of oil's 2015 meltdown. They stayed off the radar until late last year, too, when demand for oil suddenly recovered but the supply didn't. Along with the strongest crude prices we've seen in years, Chevron shares have rallied more than 40% just since November, reaching record highs. The backdrop of geopolitical tensions also leads me to think oil prices are going to remain lofty for the indefinite future.The thing is, it's all just happened so fast -- faster than even Chevron and its peers could have anticipated.Those who know the company's history might recall it does a pretty good job of splitting its stock as needed to keep its price and trading manageable for the average investor. It hasn't felt like it needed to since 2004, as shares have been rather tame the bulk of the time since then.With the extreme price appreciation we've seen over just the past five months, though, it's arguable this one's overdue for a price adjustment that will make the stock a little less intimidating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016697744,"gmtCreate":1649174742591,"gmtModify":1676534463975,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016697744","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","kind":"news","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</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>Tesla: After A ~60% Rally, There's More In Store</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: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4527":"明星科技股"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018788397,"gmtCreate":1649089215935,"gmtModify":1676534448944,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018788397","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors&#39; eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea&#39;s exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena&#39;s wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea&#39;s India exit for Shopee? <i>Free Fire</i> is at the center of Sea&#39;s playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users&#39; online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn&#39;t have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea&#39;s proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn&#39;t mean it won&#39;t do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea&#39;s move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea&#39;s founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea&#39;s total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea&#39;s investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea&#39;s core market, is one of the world&#39;s fastest-growing regions with a population rising over 50% faster than the United States&#39; and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee&#39;s revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea&#39;s global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>&#39;s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company&#39;s share price, Li assured employees in an email: &#34;Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>.&#34; Lee went on to say: &#34;The scale of our ambition remains unchanged: to make a long-lasting mark in history.&#34;</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea&#39;s strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010422745,"gmtCreate":1648455260175,"gmtModify":1676534339852,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010422745","repostId":"1116550028","repostType":2,"repost":{"id":"1116550028","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":1648455091,"share":"https://ttm.financial/m/news/1116550028?lang=&edition=fundamental","pubTime":"2022-03-28 16:11","market":"us","language":"en","title":"Crypto Stocks Jumped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1116550028","media":"Tiger Newspress","summary":"Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockch","content":"<html><head></head><body><p>Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/62264eff839e4d59e75fa16212f82eff\" tg-width=\"409\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.</p><p>Bitcoin, the world&#39;s biggest and best-known cryptocurrency, is up 41.1% from the year&#39;s low of $32,950.72 on Jan. 24.</p><p>Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.</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>Crypto Stocks Jumped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Stocks Jumped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-28 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/62264eff839e4d59e75fa16212f82eff\" tg-width=\"409\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.</p><p>Bitcoin, the world&#39;s biggest and best-known cryptocurrency, is up 41.1% from the year&#39;s low of $32,950.72 on Jan. 24.</p><p>Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited","CAN":"嘉楠科技","MARA":"MARA Holdings","RIOT":"Riot Platforms","NCTY":"第九城市","BTBT":"Bit Digital, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116550028","content_text":"Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.Bitcoin, the world's biggest and best-known cryptocurrency, is up 41.1% from the year's low of $32,950.72 on Jan. 24.Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066242942,"gmtCreate":1651910481886,"gmtModify":1676534996750,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066242942","repostId":"1135655366","repostType":4,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019273524,"gmtCreate":1648604295152,"gmtModify":1676534363107,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019273524","repostId":"1148772300","repostType":4,"repost":{"id":"1148772300","kind":"news","pubTimestamp":1648598431,"share":"https://ttm.financial/m/news/1148772300?lang=&edition=fundamental","pubTime":"2022-03-30 08:00","market":"sg","language":"en","title":"Win Streak Predicted To Continue For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1148772300","media":"RTTNews","summary":"The Singapore stock market has moved higher in five straight sessions, improving more than 85 points","content":"<html><head></head><body><p>The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau and it&#39;s poised to extend its gains on Wednesday.</p><p>The global forecast for the Asian markets is broadly positive on hopes for a cease fire between Russia and Ukraine. The European and U.S. markets were up and the Asian bourses figure to follow that lead.</p><p>The STI finished barely higher on Tuesday as gains from the trusts were offset by weakness from the financials and properties.</p><p>For the day, the index picked up 1.91 points or 0.06 percent to finish at 3,433.90 after trading between 3,413.35 and 3,456.09. Volume was 1.72 billion shares worth 1.4 billion Singapore dollars. There were 254 gainers and 202 decliners.</p><p>Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust collected 0.45 percent, City Developments added 0.38 percent, Comfort DelGro soared 1.35 percent, Dairy Farm International skyrocketed 5.70 percent, DBS Group shed 0.53 percent, Genting Singapore dropped 0.60 percent, Hongkong Land lost 0.20 percent, Keppel Corp and Singapore Exchange both rose 0.31 percent, Mapletree Commercial Trust advanced 0.52 percent, Mapletree Logistics Trust climbed 0.54 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS tumbled 0.91 percent, SembCorp Industries gained 0.37 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel fell 0.38 percent, Thai Beverage jumped 0.71 percent, United Overseas Bank sank 0.68 percent, Wilmar International dropped 0.82 percent, Yangzijiang Shipbuilding surged 2.01 percent and Singapore Press Holdings and Singapore Airlines were unchanged.</p><p>The lead from Wall Street is solid as the major averages opened firmly higher on Tuesday and stayed that way throughout the session.</p><p>The Dow surged 338.30 points or 0.97 percent to finish at 35,294.19, while the NASDAQ soared 264.73 points or 1.84 percent to end at 14,619.64 and the S&amp;P 500 climbed 56.08 points or 1.23 percent to close at 4,631.08.</p><p>Reports about encouraging progress in a cease-fire talks between Russia and Ukraine in Turkey helped lift investor sentiment on Wall Street.</p><p>In economic news, the Labor Department said the number of job openings in the United States was little changed in February, while the S&amp;P CoreLogic Case-Shiller 20-city home price index rose 19.1 percent in January. And the Conference Board showed an unexpected improvement in U.S. consumer confidence in March.</p><p>Crude oil prices dropped on Tuesday amid easing worries about global crude supply after positive reports of the peace talks. West Texas Intermediate crude futures for May ended down by $1.72 or 1.6 percent at $104.24 a barrel.</p></body></html>","source":"lsy1626938412129","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>Win Streak Predicted To Continue For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWin Streak Predicted To Continue For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau...</p>\n\n<a href=\"https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148772300","content_text":"The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau and it's poised to extend its gains on Wednesday.The global forecast for the Asian markets is broadly positive on hopes for a cease fire between Russia and Ukraine. The European and U.S. markets were up and the Asian bourses figure to follow that lead.The STI finished barely higher on Tuesday as gains from the trusts were offset by weakness from the financials and properties.For the day, the index picked up 1.91 points or 0.06 percent to finish at 3,433.90 after trading between 3,413.35 and 3,456.09. Volume was 1.72 billion shares worth 1.4 billion Singapore dollars. There were 254 gainers and 202 decliners.Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust collected 0.45 percent, City Developments added 0.38 percent, Comfort DelGro soared 1.35 percent, Dairy Farm International skyrocketed 5.70 percent, DBS Group shed 0.53 percent, Genting Singapore dropped 0.60 percent, Hongkong Land lost 0.20 percent, Keppel Corp and Singapore Exchange both rose 0.31 percent, Mapletree Commercial Trust advanced 0.52 percent, Mapletree Logistics Trust climbed 0.54 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS tumbled 0.91 percent, SembCorp Industries gained 0.37 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel fell 0.38 percent, Thai Beverage jumped 0.71 percent, United Overseas Bank sank 0.68 percent, Wilmar International dropped 0.82 percent, Yangzijiang Shipbuilding surged 2.01 percent and Singapore Press Holdings and Singapore Airlines were unchanged.The lead from Wall Street is solid as the major averages opened firmly higher on Tuesday and stayed that way throughout the session.The Dow surged 338.30 points or 0.97 percent to finish at 35,294.19, while the NASDAQ soared 264.73 points or 1.84 percent to end at 14,619.64 and the S&P 500 climbed 56.08 points or 1.23 percent to close at 4,631.08.Reports about encouraging progress in a cease-fire talks between Russia and Ukraine in Turkey helped lift investor sentiment on Wall Street.In economic news, the Labor Department said the number of job openings in the United States was little changed in February, while the S&P CoreLogic Case-Shiller 20-city home price index rose 19.1 percent in January. And the Conference Board showed an unexpected improvement in U.S. consumer confidence in March.Crude oil prices dropped on Tuesday amid easing worries about global crude supply after positive reports of the peace talks. West Texas Intermediate crude futures for May ended down by $1.72 or 1.6 percent at $104.24 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019973515,"gmtCreate":1648520075955,"gmtModify":1676534349289,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Fair points.","listText":"Fair points.","text":"Fair points.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019973515","repostId":"2222851748","repostType":2,"repost":{"id":"2222851748","kind":"highlight","pubTimestamp":1648460403,"share":"https://ttm.financial/m/news/2222851748?lang=&edition=fundamental","pubTime":"2022-03-28 17:40","market":"us","language":"en","title":"5 Questions to Ask Yourself in Case the Stock Market Keeps Crashing","url":"https://stock-news.laohu8.com/highlight/detail?id=2222851748","media":"Motley Fool","summary":"Making a plan can help you sleep at night and better prepare for volatility.","content":"<html><head></head><body><p>The <b>Nasdaq Composite</b> exploded higher by 9% over just five recent trading days, pulling the index out of its brief stint in a bear market. The index remains in correction territory, but the rebound is a big reprieve. But we aren&#39;t out of the woods yet.</p><p>No <a href=\"https://laohu8.com/S/AONE.U\">one</a> knows if the market will retest its 2022 lows. What we do know is that volatility remains high, and the month of March has been chock-full of broad market gyrations with several big days to the upside and the downside.</p><p>Given all the uncertainty, it&#39;s better to prepare for further downside now than be complacent and get caught off guard. Here are five questions you should ask yourself in case the stock market keeps crashing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b68d7f3cafc00a563c255162a8f061d\" tg-width=\"700\" tg-height=\"444\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Why are you investing?</h2><p>The stock market is but one playing field upon which several different games are simultaneously being played. Some folks are day trading and care nothing about fundamentals. Instead, their focus is on short-term price action and technical analysis. Others are trying to bet big on a moon shot. Some people are trying to beat the market over a multi-decade time horizon. And many folks are simply focused on capital preservation or passive income generation in retirement. There&#39;s a big difference between a Wall Street hedge fund with billions of dollars under management and an 18-year-old kid with $500 in spare cash they made over the summer.</p><p>Once you begin to understand the different types of investors and their different motivations, it becomes easier to understand why stock prices can do crazy things. Put a different way, knee-jerk reactions and market volatility become less surprising.</p><p>Although it can be tempting to try to time the market, the best an investor can do is be roughly right, pick good companies, keep a level head, and let the power of patience and compounding returns do their work over time. These are tools that are free to use, yet many investors ignore them in favor of gambling.</p><h2>2. What is your time horizon?</h2><p>Your investment horizon is heavily influenced by age. But it can also depend on different financial obligations or upcoming expenses. Some investors are in the asset accumulation phase, while others are in the asset distribution phase.</p><p>Younger investors who still have their highest-earning years ahead of them and fewer financial obligations can afford to take risks and can use decades of portfolio growth to their advantage. Investors nearing retirement, or any period where spending may begin to outpace income, tend to be more focused on safeguarding their nest egg and protecting against downside risk. In this sense, an investor with a longer time horizon can afford to have a higher percentage of their assets in growth stocks while a retiree may be more interested in the income from stable dividend payers.</p><h2>3. What is your risk tolerance?</h2><p>Looking at a chart of stocks that beat the market over the last few decades is a simple enough exercise. But not all gains are created equal. In fact, some of the best stocks have been extremely volatile and required nerves of steel to hold during certain time periods. For example, <b>Amazon </b>( AMZN 0.69% ) stock lost nearly 90% of its value in less than 18 months during the dot-com bubble burst in the early 2000s.</p><p>Between Oct. 23, 2007 and Nov. 20, 2008, Amazon similarly lost 65% of its value. And then between Sept. 4, 2018 and Christmas Eve 2018, Amazon lost over a third of its value. However, even if you bought Amazon stock at its peak right before the dot-com bust on Jan. 3, 2000 and suffered through those declines, you would be sitting on a 3,500% gain as of this writing.</p><p>The lesson here is to understand your temperament and risk tolerance <i>before</i> buying a stock. Investors who bought Amazon and panic sold missed out on some major gains. But the decision is all too clear in hindsight and never easy in the moment.</p><h2>4. How vulnerable are you to volatility?</h2><p>Exposure to volatility combines your personal investment objectives, time horizon, and risk tolerance. For example, a young investor who hates risk but is investing for the next few decades may find themselves with a higher equities allocation than a risk-tolerant investor who has some major purchases coming up or is nearing retirement.</p><p>Understanding you and your family&#39;s exposure to volatility is a good exercise that can help build a portfolio that is best for you. Often, being vulnerable to volatility means taking fewer risks and allocating a higher percentage of your savings toward cash and bonds instead of stocks, even though stocks tend to outperform cash and bonds over the long term.</p><h2>5. What kind of investor do you want to be?</h2><p>Most of us have our favorite investor role models. Some gravitate toward the characters in Michael Lewis&#39; <i>The Big Short</i> who correctly predicted the financial crisis and made money from it. Others appreciate Peter Lynch&#39;s grassroots style or Warren Buffett&#39;s patience and wry wisdom. Some folks want to be gunslingers and take bold bets. Others want to stick to what they know and invest in a way that helps them sleep well at night.</p><p>At The Motley Fool, we try to foster principles that will give you upside potential, encourage creativity, and provide you with an overall balanced approach. By doing your own research and keeping a diversified portfolio that blends long-term upside with proven winners, you can structure your investments in a way that suits your style.</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>5 Questions to Ask Yourself in Case the Stock Market Keeps Crashing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Questions to Ask Yourself in Case the Stock Market Keeps Crashing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/27/5-questions-to-ask-yourself-in-case-the-stock-mark/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite exploded higher by 9% over just five recent trading days, pulling the index out of its brief stint in a bear market. The index remains in correction territory, but the rebound is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/27/5-questions-to-ask-yourself-in-case-the-stock-mark/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓",".SPX":"S&P 500 Index","BK4532":"文艺复兴科技持仓",".IXIC":"NASDAQ Composite","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念"},"source_url":"https://www.fool.com/investing/2022/03/27/5-questions-to-ask-yourself-in-case-the-stock-mark/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222851748","content_text":"The Nasdaq Composite exploded higher by 9% over just five recent trading days, pulling the index out of its brief stint in a bear market. The index remains in correction territory, but the rebound is a big reprieve. But we aren't out of the woods yet.No one knows if the market will retest its 2022 lows. What we do know is that volatility remains high, and the month of March has been chock-full of broad market gyrations with several big days to the upside and the downside.Given all the uncertainty, it's better to prepare for further downside now than be complacent and get caught off guard. Here are five questions you should ask yourself in case the stock market keeps crashing.Image source: Getty Images.1. Why are you investing?The stock market is but one playing field upon which several different games are simultaneously being played. Some folks are day trading and care nothing about fundamentals. Instead, their focus is on short-term price action and technical analysis. Others are trying to bet big on a moon shot. Some people are trying to beat the market over a multi-decade time horizon. And many folks are simply focused on capital preservation or passive income generation in retirement. There's a big difference between a Wall Street hedge fund with billions of dollars under management and an 18-year-old kid with $500 in spare cash they made over the summer.Once you begin to understand the different types of investors and their different motivations, it becomes easier to understand why stock prices can do crazy things. Put a different way, knee-jerk reactions and market volatility become less surprising.Although it can be tempting to try to time the market, the best an investor can do is be roughly right, pick good companies, keep a level head, and let the power of patience and compounding returns do their work over time. These are tools that are free to use, yet many investors ignore them in favor of gambling.2. What is your time horizon?Your investment horizon is heavily influenced by age. But it can also depend on different financial obligations or upcoming expenses. Some investors are in the asset accumulation phase, while others are in the asset distribution phase.Younger investors who still have their highest-earning years ahead of them and fewer financial obligations can afford to take risks and can use decades of portfolio growth to their advantage. Investors nearing retirement, or any period where spending may begin to outpace income, tend to be more focused on safeguarding their nest egg and protecting against downside risk. In this sense, an investor with a longer time horizon can afford to have a higher percentage of their assets in growth stocks while a retiree may be more interested in the income from stable dividend payers.3. What is your risk tolerance?Looking at a chart of stocks that beat the market over the last few decades is a simple enough exercise. But not all gains are created equal. In fact, some of the best stocks have been extremely volatile and required nerves of steel to hold during certain time periods. For example, Amazon ( AMZN 0.69% ) stock lost nearly 90% of its value in less than 18 months during the dot-com bubble burst in the early 2000s.Between Oct. 23, 2007 and Nov. 20, 2008, Amazon similarly lost 65% of its value. And then between Sept. 4, 2018 and Christmas Eve 2018, Amazon lost over a third of its value. However, even if you bought Amazon stock at its peak right before the dot-com bust on Jan. 3, 2000 and suffered through those declines, you would be sitting on a 3,500% gain as of this writing.The lesson here is to understand your temperament and risk tolerance before buying a stock. Investors who bought Amazon and panic sold missed out on some major gains. But the decision is all too clear in hindsight and never easy in the moment.4. How vulnerable are you to volatility?Exposure to volatility combines your personal investment objectives, time horizon, and risk tolerance. For example, a young investor who hates risk but is investing for the next few decades may find themselves with a higher equities allocation than a risk-tolerant investor who has some major purchases coming up or is nearing retirement.Understanding you and your family's exposure to volatility is a good exercise that can help build a portfolio that is best for you. Often, being vulnerable to volatility means taking fewer risks and allocating a higher percentage of your savings toward cash and bonds instead of stocks, even though stocks tend to outperform cash and bonds over the long term.5. What kind of investor do you want to be?Most of us have our favorite investor role models. Some gravitate toward the characters in Michael Lewis' The Big Short who correctly predicted the financial crisis and made money from it. Others appreciate Peter Lynch's grassroots style or Warren Buffett's patience and wry wisdom. Some folks want to be gunslingers and take bold bets. Others want to stick to what they know and invest in a way that helps them sleep well at night.At The Motley Fool, we try to foster principles that will give you upside potential, encourage creativity, and provide you with an overall balanced approach. By doing your own research and keeping a diversified portfolio that blends long-term upside with proven winners, you can structure your investments in a way that suits your style.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037774823,"gmtCreate":1648193827252,"gmtModify":1676534315787,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Balanced analysis.","listText":"Balanced analysis.","text":"Balanced analysis.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037774823","repostId":"2222007132","repostType":2,"repost":{"id":"2222007132","kind":"news","pubTimestamp":1648188758,"share":"https://ttm.financial/m/news/2222007132?lang=&edition=fundamental","pubTime":"2022-03-25 14:12","market":"us","language":"en","title":"NIO Stock: Mixed Earnings, Good Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2222007132","media":"seekingalpha","summary":"SummaryNIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EP","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EPS.</li><li>I&#39;m not the biggest fan of EV stocks, but I&#39;d consider NIO a relatively good value in the space.</li><li>Its revenue growth is in the triple digits and its deliveries are approaching 100,000 cars per year.</li><li>The stock is relatively cheap, at least by EV standards.</li><li>In this article I make the case that NIO is a hold, as it has a mix of good and bad qualities.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51026759fca43e36f173766ad3463870\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>SimonSkafar/E+ via Getty Images</span></p><p><b>NIO Inc</b> (NYSE:NIO) is a true rarity among EV companies. With positive free cash flow and a single-digit price to sales ratio, it’s the closest thing to a value play you’ll find among EVs. That’s not to say that it IS a value play. Trading at 93 times operating cash flow, it certainly isn’t super cheap–nor is it GAAP profitable just yet. But it is inching ever closer to profitability. In a space where there are few true value plays, stocks like NIO are as close as you can get. So, NIO may be an attractive play for investors who are a little too fundamentals-oriented for the average EV stock.</p><p>Shortly before this article published, NIO released its fourth quarter earnings, which beat on revenue but missed on EPS. Both the revenue beat and earnings miss were pretty small: revenue of $1.55 billion was ahead by $20 million; EPS of $-0.16 was off by two cents. Markets took the earnings poorly, as NIO stock sank after hours.</p><p>But the fact still remains: NIO is one of the few EV companies out there that’s really delivering. Its quarterly vehicle deliveries approach 100,000 on an annualized basis, and it’s already doing over $1.5 billion in quarterly revenue. And the deliveries are increasing each and every single quarter. In the third quarter, NIO delivered 24,439 vehicles, up 100% year-over-year. In January alone, it delivered 9,652 vehicles, up 33% year-over-year. In both of these periods, growth in deliveries was strong. The January figure is particularly important as it indicates NIO will surpass 100,000 deliveries for the full year–a key milestone.</p><p>In 2021, <b>Tesla</b> (TSLA) delivered just under 1 million vehicles. In the same period, <b>Volkswagen</b> (OTCPK:VWAGY) delivered 369,000. These are the kinds of numbers the top players in EVs are putting out. With NIO delivering about 100,000 and growing its deliveries at anywhere from 33% to 100% depending on what period you’re looking at, it could reach this level in just a few years.</p><p>So, NIO is a fast-growing company. In this respect, it’s not different from other EV names. The EV industry is growing at about 24% CAGR, so naturally, a lot of companies in the space have strong growth. What does make NIO a little different is its modest valuation. At today’s prices, NIO trades at just 6.5 times sales and 8 times book value. If you dispute my characterization of those multiples as being “low,” remember that this is an EV company we’re talking about. Even the relatively mature companies in this space usually trade at over 10 times sales. Throw NIO’s 178% three-year CAGR revenue growth on top of its modest multiples, and we may have a true GARP play on our hands here.</p><p>With all that said, I have not invested any money in this stock personally. I think it has a lot of potential, but it isn’t quite at the level of maturity where a complete valuation analysis can be done on it. According to the company’s cash flow statements, it only achieved positive free cash flow (“FCF”) in 2020. So we don’t have a long history of cash flows or earnings to work with here. The revenue trend certainly suggests that the future is bright, but it’s tough to gauge precisely how much the stock is worth. For this reason, I rate the stock a “hold,” as it looks promising but is subject to some uncertainty.</p><p><b>Competitive Landscape</b></p><p>For a company like NIO, the competitive landscape is of crucial importance. EVs are extremely “buzzy” products, and for this reason, the industry is seeing a lot of new entrants. Not only are there countless EV startups out there, but the established auto makers are getting in on the action too. <b>GM</b> (GM) and <b>Ford</b> (F) are rolling out their own EV offerings to compete with the all-electric players. So, this industry has a lot of competition.</p><p>In the EV space, NIO’s biggest competitors include:</p><ul><li><p>Tesla (TSLA)</p></li><li><p>Volkswagen (OTCPK:VWAGY)</p></li><li><p><b>BYD</b> (OTCPK:BYDDF)</p></li><li><p><b>Rivian</b> (RIVN)</p></li><li><p><b>Lucid</b> (LCID)</p></li></ul><p>NIO’s competition with Tesla and Volkswagen is already material. Both of those companies are already selling EVs in China, where NIO makes the vast majority of its sales. The competition with RIVN and LCID is more of a distant possibility. Rivian is still in its infancy, having delivered only 920 cars at the end of 2021, while Lucid is only selling to the U.S. market. LCID is backed by Chinese investors and is planning a Chinese factory, so it may enter the Chinese market eventually.</p><p>So, the “big three” that NIO competes with are Tesla, VW and BYD.</p><p>NIO is presently in third place in deliveries behind Tesla and VW. In 2021, Tesla delivered 936,000 vehicles, VW delivered 369,000. In the same period, NIO delivered 91,429. Its deliveries grew by 109% year-over-year. The growth rates for Tesla and VW were 97% and 100%, respectively. So NIO was last on volume but first on deliveries growth. That makes perfect sense. In economics, the law of diminishing marginal returns states that businesses reach a point where an extra dollar spent results in a smaller incremental gain in production. Tesla and VM, being larger than NIO, are more likely to be at diminishing returns than NIO is.</p><p>BYD also merits a brief mention. It manufactures a wide variety of electric vehicles, from buses and trucks to cars. This makes it less of a “head to head” competitor with NIO compared to Tesla, but it’s still worth mentioning. BYD mainly sells cars in China, so the car portion of its business undoubtedly competes head to head with NIO. If we include BYD’s PHEVs, it sold far more vehicles than NIO in 2021: 593,745 of them, to be specific. If we narrow it down to just BEVs, then BYD enjoys a smaller lead, with 320,000 sold in 2021. BYD also bests NIO on delivery growth, having upped its deliveries 231% year-over-year.</p><p><b>Product Development</b></p><p>As we’ve seen so far, NIO enjoys a solid place in its industry. It beats Tesla and VW on growth, but is behind BYD on both size and growth. It is well ahead of companies like Rivian and Lucid that are only just beginning to deliver vehicles. So, it is a middle-of-the-pack competitor.</p><p>Will it improve its market share in the future?</p><p>To answer that question, we need to look at NIO’s products. As mentioned previously, the EV industry is a competitive place, one where new entrants are always nipping at the incumbents’ heels. In such an industry, the quality of a company’s offerings is very important, as this determines its ability to win over customers who have other options.</p><p>Here’s what NIO’s lineup looks like today:</p><ul><li><p><b>The ET5 and ET7.</b> The flagship sedans. The ET5 is cheaper, but some say it travels further on one charge, due to its smaller size. NIO advertises a 1,000 kilometer range for both of these models but reviewers have noted that the ET5 seems to go further in real world use.</p></li><li><p><b>The EC6 and ES8.</b> These are both SUVs. The ES8 is a luxury SUV with a high price tag, the EC6 is a smaller and more affordable coupe SUV. The EC6 has the biggest range of NIO’s SUVs, at 615 kilometers.</p></li><li><p><b>The ES6.</b> A mid-size SUV with a range between that of the EC6 and ES8.</p></li></ul><p>The general theme here is that NIO’s smaller models have a bigger range while its larger and more luxurious ones have smaller ranges. This is different from Tesla, whose most expensive car (the Roadster) also has the best range. It seems that NIO is going for space and luxurious interiors on its higher end models, and range on its lower end ones. This positioning perhaps makes sense, as luxury car buyers are going for comfort more than performance. However, the big range edge that the sedans have over the SUVs would appear to make the latter less appealing to anyone wanting to travel long distances.</p><p><b>Recent Financials</b></p><p>As we’ve seen, NIO is an extremely fast-growing company with solid positioning in the luxury end of the Chinese EV market. It has all the ingredients for success. Is that translating to solid financials? To answer that question, we need to look at the most recent quarter’s earnings.</p><p>In Q4, NIO delivered:</p><ul><li><p>$1.55 billion in revenue, up 49% (beat by $20 million).</p></li><li><p>$266.7 billion in gross profit, up 28.8%.</p></li><li><p>A $383 million operating loss, up 162.5% from the same quarter a year before (in this case “up” means worse, as we’re talking about growth in losses).</p></li><li><p>$-0.16 in adjusted EPS, missed by $0.02.</p></li><li><p>25,034 vehicles shipped.</p></li></ul><p>Overall, it was a solid quarter in terms of revenue, but a disappointing one in terms of earnings. The earnings remained negative and the losses widened. The widening losses were attributed to the loss of regulatory credits and share-based compensation. Investors might want to see this company’s share-based compensation come down, as it helped drive bigger losses. On the other hand, when we look at the long term trend in losses, they seem to be getting smaller, so perhaps this quarter was a rare exception.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen so far, NIO is a high-growth company with a solid competitive position. It is still losing money, and its EPS loss widened in the most recent quarter–though is shrinking on a full year basis. Because NIO’s net losses make up a small percentage of revenue, it looks like it could become profitable soon. Given all these mixed signals, NIO is a clear hold in my books. I’d neither buy nor short it, but I respect the longs’ thesis. Nevertheless, there are risks and challenges for both holders and shorts to be aware of.</p><p>Those long NIO stock primarily need to keep an eye on competition. Tesla is moving cars in China, the home-grown BYD is quite popular there already, European companies are moving in. It’s a competitive space, much like traditional automotives. So, NIO investors will want to look at how the company is differentiating itself from competitors. The ‘luxury’ thing certainly differentiates it from BYD, but Tesla is a different story.</p><p>Those short NIO should keep in mind the long term trends. The company’s revenue growth is still extremely strong. Its losses grew in the most recent quarter, but losses as a percentage of revenue are trending downward long term. It definitely looks like this company is approaching profitability. If it does swing profitable then the stock might enjoy a boost.</p><p>I’m not playing NIO one way or the other, but I’d prefer to go long than to short it, if I had to choose. The stock is relatively cheap and could swing profitable as soon as this year. Given its small market cap, it could move dramatically on such news. But we don’t know when such news will be forthcoming. So for me, this is a “wait and see” stock. I’d want to see at least a few quarters of positive earnings before buying it. But for those with higher risk tolerance than me, the post-earnings dip may be a great buying opportunity.</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 Stock: Mixed Earnings, Good Value</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 Stock: Mixed Earnings, Good Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497715-nio-stock-q4-2021-earnings-mixed-good-value><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EPS.I'm not the biggest fan of EV stocks, but I'd consider NIO a relatively good value in the space....</p>\n\n<a href=\"https://seekingalpha.com/article/4497715-nio-stock-q4-2021-earnings-mixed-good-value\">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/4497715-nio-stock-q4-2021-earnings-mixed-good-value","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222007132","content_text":"SummaryNIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EPS.I'm not the biggest fan of EV stocks, but I'd consider NIO a relatively good value in the space.Its revenue growth is in the triple digits and its deliveries are approaching 100,000 cars per year.The stock is relatively cheap, at least by EV standards.In this article I make the case that NIO is a hold, as it has a mix of good and bad qualities.SimonSkafar/E+ via Getty ImagesNIO Inc (NYSE:NIO) is a true rarity among EV companies. With positive free cash flow and a single-digit price to sales ratio, it’s the closest thing to a value play you’ll find among EVs. That’s not to say that it IS a value play. Trading at 93 times operating cash flow, it certainly isn’t super cheap–nor is it GAAP profitable just yet. But it is inching ever closer to profitability. In a space where there are few true value plays, stocks like NIO are as close as you can get. So, NIO may be an attractive play for investors who are a little too fundamentals-oriented for the average EV stock.Shortly before this article published, NIO released its fourth quarter earnings, which beat on revenue but missed on EPS. Both the revenue beat and earnings miss were pretty small: revenue of $1.55 billion was ahead by $20 million; EPS of $-0.16 was off by two cents. Markets took the earnings poorly, as NIO stock sank after hours.But the fact still remains: NIO is one of the few EV companies out there that’s really delivering. Its quarterly vehicle deliveries approach 100,000 on an annualized basis, and it’s already doing over $1.5 billion in quarterly revenue. And the deliveries are increasing each and every single quarter. In the third quarter, NIO delivered 24,439 vehicles, up 100% year-over-year. In January alone, it delivered 9,652 vehicles, up 33% year-over-year. In both of these periods, growth in deliveries was strong. The January figure is particularly important as it indicates NIO will surpass 100,000 deliveries for the full year–a key milestone.In 2021, Tesla (TSLA) delivered just under 1 million vehicles. In the same period, Volkswagen (OTCPK:VWAGY) delivered 369,000. These are the kinds of numbers the top players in EVs are putting out. With NIO delivering about 100,000 and growing its deliveries at anywhere from 33% to 100% depending on what period you’re looking at, it could reach this level in just a few years.So, NIO is a fast-growing company. In this respect, it’s not different from other EV names. The EV industry is growing at about 24% CAGR, so naturally, a lot of companies in the space have strong growth. What does make NIO a little different is its modest valuation. At today’s prices, NIO trades at just 6.5 times sales and 8 times book value. If you dispute my characterization of those multiples as being “low,” remember that this is an EV company we’re talking about. Even the relatively mature companies in this space usually trade at over 10 times sales. Throw NIO’s 178% three-year CAGR revenue growth on top of its modest multiples, and we may have a true GARP play on our hands here.With all that said, I have not invested any money in this stock personally. I think it has a lot of potential, but it isn’t quite at the level of maturity where a complete valuation analysis can be done on it. According to the company’s cash flow statements, it only achieved positive free cash flow (“FCF”) in 2020. So we don’t have a long history of cash flows or earnings to work with here. The revenue trend certainly suggests that the future is bright, but it’s tough to gauge precisely how much the stock is worth. For this reason, I rate the stock a “hold,” as it looks promising but is subject to some uncertainty.Competitive LandscapeFor a company like NIO, the competitive landscape is of crucial importance. EVs are extremely “buzzy” products, and for this reason, the industry is seeing a lot of new entrants. Not only are there countless EV startups out there, but the established auto makers are getting in on the action too. GM (GM) and Ford (F) are rolling out their own EV offerings to compete with the all-electric players. So, this industry has a lot of competition.In the EV space, NIO’s biggest competitors include:Tesla (TSLA)Volkswagen (OTCPK:VWAGY)BYD (OTCPK:BYDDF)Rivian (RIVN)Lucid (LCID)NIO’s competition with Tesla and Volkswagen is already material. Both of those companies are already selling EVs in China, where NIO makes the vast majority of its sales. The competition with RIVN and LCID is more of a distant possibility. Rivian is still in its infancy, having delivered only 920 cars at the end of 2021, while Lucid is only selling to the U.S. market. LCID is backed by Chinese investors and is planning a Chinese factory, so it may enter the Chinese market eventually.So, the “big three” that NIO competes with are Tesla, VW and BYD.NIO is presently in third place in deliveries behind Tesla and VW. In 2021, Tesla delivered 936,000 vehicles, VW delivered 369,000. In the same period, NIO delivered 91,429. Its deliveries grew by 109% year-over-year. The growth rates for Tesla and VW were 97% and 100%, respectively. So NIO was last on volume but first on deliveries growth. That makes perfect sense. In economics, the law of diminishing marginal returns states that businesses reach a point where an extra dollar spent results in a smaller incremental gain in production. Tesla and VM, being larger than NIO, are more likely to be at diminishing returns than NIO is.BYD also merits a brief mention. It manufactures a wide variety of electric vehicles, from buses and trucks to cars. This makes it less of a “head to head” competitor with NIO compared to Tesla, but it’s still worth mentioning. BYD mainly sells cars in China, so the car portion of its business undoubtedly competes head to head with NIO. If we include BYD’s PHEVs, it sold far more vehicles than NIO in 2021: 593,745 of them, to be specific. If we narrow it down to just BEVs, then BYD enjoys a smaller lead, with 320,000 sold in 2021. BYD also bests NIO on delivery growth, having upped its deliveries 231% year-over-year.Product DevelopmentAs we’ve seen so far, NIO enjoys a solid place in its industry. It beats Tesla and VW on growth, but is behind BYD on both size and growth. It is well ahead of companies like Rivian and Lucid that are only just beginning to deliver vehicles. So, it is a middle-of-the-pack competitor.Will it improve its market share in the future?To answer that question, we need to look at NIO’s products. As mentioned previously, the EV industry is a competitive place, one where new entrants are always nipping at the incumbents’ heels. In such an industry, the quality of a company’s offerings is very important, as this determines its ability to win over customers who have other options.Here’s what NIO’s lineup looks like today:The ET5 and ET7. The flagship sedans. The ET5 is cheaper, but some say it travels further on one charge, due to its smaller size. NIO advertises a 1,000 kilometer range for both of these models but reviewers have noted that the ET5 seems to go further in real world use.The EC6 and ES8. These are both SUVs. The ES8 is a luxury SUV with a high price tag, the EC6 is a smaller and more affordable coupe SUV. The EC6 has the biggest range of NIO’s SUVs, at 615 kilometers.The ES6. A mid-size SUV with a range between that of the EC6 and ES8.The general theme here is that NIO’s smaller models have a bigger range while its larger and more luxurious ones have smaller ranges. This is different from Tesla, whose most expensive car (the Roadster) also has the best range. It seems that NIO is going for space and luxurious interiors on its higher end models, and range on its lower end ones. This positioning perhaps makes sense, as luxury car buyers are going for comfort more than performance. However, the big range edge that the sedans have over the SUVs would appear to make the latter less appealing to anyone wanting to travel long distances.Recent FinancialsAs we’ve seen, NIO is an extremely fast-growing company with solid positioning in the luxury end of the Chinese EV market. It has all the ingredients for success. Is that translating to solid financials? To answer that question, we need to look at the most recent quarter’s earnings.In Q4, NIO delivered:$1.55 billion in revenue, up 49% (beat by $20 million).$266.7 billion in gross profit, up 28.8%.A $383 million operating loss, up 162.5% from the same quarter a year before (in this case “up” means worse, as we’re talking about growth in losses).$-0.16 in adjusted EPS, missed by $0.02.25,034 vehicles shipped.Overall, it was a solid quarter in terms of revenue, but a disappointing one in terms of earnings. The earnings remained negative and the losses widened. The widening losses were attributed to the loss of regulatory credits and share-based compensation. Investors might want to see this company’s share-based compensation come down, as it helped drive bigger losses. On the other hand, when we look at the long term trend in losses, they seem to be getting smaller, so perhaps this quarter was a rare exception.Risks and ChallengesAs we’ve seen so far, NIO is a high-growth company with a solid competitive position. It is still losing money, and its EPS loss widened in the most recent quarter–though is shrinking on a full year basis. Because NIO’s net losses make up a small percentage of revenue, it looks like it could become profitable soon. Given all these mixed signals, NIO is a clear hold in my books. I’d neither buy nor short it, but I respect the longs’ thesis. Nevertheless, there are risks and challenges for both holders and shorts to be aware of.Those long NIO stock primarily need to keep an eye on competition. Tesla is moving cars in China, the home-grown BYD is quite popular there already, European companies are moving in. It’s a competitive space, much like traditional automotives. So, NIO investors will want to look at how the company is differentiating itself from competitors. The ‘luxury’ thing certainly differentiates it from BYD, but Tesla is a different story.Those short NIO should keep in mind the long term trends. The company’s revenue growth is still extremely strong. Its losses grew in the most recent quarter, but losses as a percentage of revenue are trending downward long term. It definitely looks like this company is approaching profitability. If it does swing profitable then the stock might enjoy a boost.I’m not playing NIO one way or the other, but I’d prefer to go long than to short it, if I had to choose. The stock is relatively cheap and could swing profitable as soon as this year. Given its small market cap, it could move dramatically on such news. But we don’t know when such news will be forthcoming. So for me, this is a “wait and see” stock. I’d want to see at least a few quarters of positive earnings before buying it. But for those with higher risk tolerance than me, the post-earnings dip may be a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088689140,"gmtCreate":1650337818801,"gmtModify":1676534700225,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088689140","repostId":"1176682856","repostType":2,"repost":{"id":"1176682856","kind":"news","pubTimestamp":1650336992,"share":"https://ttm.financial/m/news/1176682856?lang=&edition=fundamental","pubTime":"2022-04-19 10:56","market":"hk","language":"en","title":"Thoughts On Alibaba Following A Rerating In The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1176682856","media":"seekingalpha","summary":"SummaryThe Chinese tech regulation might be coming to an end, which is not news anymore.In this arti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Chinese tech regulation might be coming to an end, which is not news anymore.</li><li>In this article, we will try to shed some light on the reasons behind Alibaba&#39;s lackluster revenue growth in the last quarter.</li><li>Positive developments do not always lead to positive outcomes in the short run, which is exactly what is happening with Alibaba stock in our opinion.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/492884e3128bfb566f9a5897df114a75\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>maybefalse/iStock Unreleased via Getty Images</span></p><p>Alibaba Group Holding Limited (NYSE:BABA) stock has declined 34% since our last article, and over the last 12 months, the stock has declined a staggering 60% due to regulatory concerns and a host of negative narratives surrounding the company and the Chinese economy. In our last article, we covered the regulatory pressures on Alibaba and concluded things will eventually get better, but unfortunately, the decision by authorities to call a truce on the crackdown has taken much longer than we anticipated. In this article, we will discuss our thoughts on the potential future direction of the stock following a rerating in the market over the last few months.</p><p><b>The Chain Of Events</b></p><p>Alibaba stock has witnessed considerable volatility over the past couple of months and it is important to get an understanding of the sequence of events that have transpired to gauge a measure of what we are dealing with here. In our opinion, investors need to understand the sensitivity of Alibaba stock price to key developments (earnings, regulatory updates, etc.) to form a data-driven opinion of where the stock is headed in the future. In this segment, we will highlight the key developments briefly to help you quickly understand where we are at.</p><p><b>Exhibit 1: BABA stock price and daily percentage change</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/090edf093c2e6a7cb384d1529cf298a0\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>Author using Yahoo Finance data.Source: Author</span></p><table><tbody><tr><td><p><b>Date</b></p></td><td><p><b>News</b></p></td><td><p><b>Market Reaction</b></p></td></tr><tr><td><p>February 24</p></td><td><p>Alibaba posts non-GAAP EPS of RMB 16.87, beating analyst estimates for earnings. The company, however, missed the revenue guidance by more than RMB 3 billion.</p></td><td><p>Alibaba stock declined just 0.7% on the earnings release day, but the stock had already declined more than 12.3% in the 3 days leading up to the earnings report.</p></td></tr><tr><td><p>March 10</p></td><td><p>SEC hints at delisting actions.</p></td><td><p>Alibaba stock declined 23.9% over 4 days.</p></td></tr><tr><td><p>March 16</p></td><td><p>Chinese authorities confirm their support for Chinese IPOs abroad, calling for closure on the tech crackdown.</p></td><td><p>Shares gained 36.8% on March 16 and the rally continued in the days that followed.</p></td></tr><tr><td><p>March 22</p></td><td><p>Alibaba boosts its share buyback program to $25 billion from $15 billion.</p></td><td><p>Shares gained 13% post announcement.</p></td></tr></tbody></table><p>Subsequent to the promising development with share buybacks, Alibaba shares yet again witnessed selling pressure due to strict lockdown measures imposed by the Chinese government to curb the spread of new COVID-19 cases and on the news that long-standing advocate of Alibaba, Charlie Munger, trimmed his position in half.</p><p><b>What To Look Out For?</b></p><p>Despite being plagued by a host of negative developments on the external front, the critical factor an investor needs to assess is the fundamental prospects for the company going forward. Since its IPO, Alibaba was accustomed to a high level of revenue growth averaging 30-50% YoY with various new initiatives and innovations driving the company. Going forward, in the post-regulation era, we are now entering a subdued growth period for the company. This was evident in the most recent quarter as well, but to be fair, a slowdown in growth was always on the cards and it would have been irrational to expect Alibaba to grow at the same pace given the maturing nature of the company and the Chinese economy. That being said, investors were caught off-guard with the worse-than-expected deceleration of growth in the last quarter, and we believe it makes sense to determine whether Alibaba can reverse this trend or whether the company will continue to report lackluster revenue growth in the coming years, which does not bode well for growth investors.</p><p><b>Understanding The Revenue Drivers</b></p><p>For the quarter ended December 31, 2021, Alibaba reported revenue of $38 billion, an increase of 10% year-over-year. Below is a breakdown of revenue growth by segment.</p><ul><li>China commerce segment: 7%</li><li>Cloud segment: 20%</li><li>Local consumer services segment: 27%</li><li>International commerce segment: 18%</li></ul><p><b>Exhibit 2: Alibaba revenue growth by segment (last 4 quarters)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ed0cab61730b3f252b39dd823b05acb\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/><span>Company financials.Source: Author prepared based on company financials</span></p><p>**<b>Note</b>: &#34;Other&#34; Commerce in historical periods has been included under the Cainiao segment.</p><p>Nearly 70% of company revenue is contributed by the China Commerce segment and it is the weakness in this segment that had the biggest impact on revenue growth in the December quarter. The company management views this deceleration of growth as a result of slowing market conditions as well as competition. With a closer look at the overall revenue growth of the company and historical user growth trends, we can infer that there was a significant drop in average spending by customers in the December quarter. This supports the above theory that revenue growth deceleration is a result of challenging market conditions.</p><p><b>Exhibit 3: Alibaba quarterly revenue growth and user growth trends</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4303280a71a3fa57393ca39af311d691\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Company financials.Source: Author prepared based on company financials</span></p><p>If we dig deeper, year-over-year growth rates of physical goods GMV for apparel and accessories and consumer electronic categories were slower than the overall average growth, while growth in the FMCG and home furnishing categories were better than the average. This granular detail also suggests that the slowdown in Chinese economic growth might have negatively impacted discretionary consumer spending, which brings us to the next segment of this analysis.</p><p><b>The Declining Private Consumption In China</b></p><p>As per the latest IMF report on China, despite average sequential headline GDP growth reaching pre-crisis levels, the level of private consumption is currently well below its pre-crisis forecast. The weakness in consumption and elevated household savings are likely the result of prolonged uncertainty surrounding the virus and vaccine efficacy as well as a soft labor market as new urban job creation is still hovering below 2019 levels. Further, we believe the Zero-COVID approach adopted by the authorities has had a considerable impact on private consumption as it creates uncertainty about what the future holds for the Chinese economy. The strict measures imposed by the government from time to time have also created a stop-and-go business activity pattern, which is not ideal for economic growth.</p><p><b>Exhibit 4: Private consumption in China</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31e0cd0077afb6913452d40a74508508\" tg-width=\"470\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>The International Monetary Fund.Source: The International Monetary Fund</span></p><p>With lockdown measures imposed in Shenzhen and Shanghai in March and April, respectively, we remain cautious on the revenue prospects for Alibaba in the upcoming quarter, and we fear the company might once again disappoint investors with lackluster growth, and in the worst-case scenario, with a massive earnings miss.</p><p><b>Exhibit 5: China economic growth and outbreaks of COVID-19</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd841f5785975c40f16143e320300b9a\" tg-width=\"468\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>The International Monetary Fund.Source: The International Monetary Fund</span></p><p>As a tool to spur economic growth, China’s Central bank has been resorting to decreasing its policy rates in the past. We view the latest decision on April 15 to keep interest rates unchanged as unexpected. However, we believe further expansionary monetary policy decisions would have to be made eventually over the course of the year to support demand until private consumption recovers fully.</p><p>The Zero-COVID policy enacted by the Chinese government along with the already struggling private consumption leaves us with no doubt that Alibaba will find it difficult to grow in the next couple of quarters.</p><p><b>Takeaway</b></p><p>For close to a year, we have been monitoring Alibaba, and we have been eagerly expecting Mr. Market to focus on the fundamentals of the company instead of temporary external shocks. Today, we believe this is finally happening, aided by the Chinese regulators&#39; positive comments toward tech companies. The shift in focus from the tech crackdown to the company&#39;s financials is a positive one, but then again, Alibaba is going through a difficult period financially, so this positive development will not yield positive results just yet. However, we believe Alibaba is deeply undervalued today and that handsome returns are in the cards for investors willing to stomach this volatility. For this reason, we remain invested in Alibaba.</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>Thoughts On Alibaba Following A Rerating In The Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThoughts On Alibaba Following A Rerating In The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501914-thoughts-on-alibaba-following-a-rerating-in-the-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Chinese tech regulation might be coming to an end, which is not news anymore.In this article, we will try to shed some light on the reasons behind Alibaba's lackluster revenue growth in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4501914-thoughts-on-alibaba-following-a-rerating-in-the-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4501914-thoughts-on-alibaba-following-a-rerating-in-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176682856","content_text":"SummaryThe Chinese tech regulation might be coming to an end, which is not news anymore.In this article, we will try to shed some light on the reasons behind Alibaba's lackluster revenue growth in the last quarter.Positive developments do not always lead to positive outcomes in the short run, which is exactly what is happening with Alibaba stock in our opinion.maybefalse/iStock Unreleased via Getty ImagesAlibaba Group Holding Limited (NYSE:BABA) stock has declined 34% since our last article, and over the last 12 months, the stock has declined a staggering 60% due to regulatory concerns and a host of negative narratives surrounding the company and the Chinese economy. In our last article, we covered the regulatory pressures on Alibaba and concluded things will eventually get better, but unfortunately, the decision by authorities to call a truce on the crackdown has taken much longer than we anticipated. In this article, we will discuss our thoughts on the potential future direction of the stock following a rerating in the market over the last few months.The Chain Of EventsAlibaba stock has witnessed considerable volatility over the past couple of months and it is important to get an understanding of the sequence of events that have transpired to gauge a measure of what we are dealing with here. In our opinion, investors need to understand the sensitivity of Alibaba stock price to key developments (earnings, regulatory updates, etc.) to form a data-driven opinion of where the stock is headed in the future. In this segment, we will highlight the key developments briefly to help you quickly understand where we are at.Exhibit 1: BABA stock price and daily percentage changeAuthor using Yahoo Finance data.Source: AuthorDateNewsMarket ReactionFebruary 24Alibaba posts non-GAAP EPS of RMB 16.87, beating analyst estimates for earnings. The company, however, missed the revenue guidance by more than RMB 3 billion.Alibaba stock declined just 0.7% on the earnings release day, but the stock had already declined more than 12.3% in the 3 days leading up to the earnings report.March 10SEC hints at delisting actions.Alibaba stock declined 23.9% over 4 days.March 16Chinese authorities confirm their support for Chinese IPOs abroad, calling for closure on the tech crackdown.Shares gained 36.8% on March 16 and the rally continued in the days that followed.March 22Alibaba boosts its share buyback program to $25 billion from $15 billion.Shares gained 13% post announcement.Subsequent to the promising development with share buybacks, Alibaba shares yet again witnessed selling pressure due to strict lockdown measures imposed by the Chinese government to curb the spread of new COVID-19 cases and on the news that long-standing advocate of Alibaba, Charlie Munger, trimmed his position in half.What To Look Out For?Despite being plagued by a host of negative developments on the external front, the critical factor an investor needs to assess is the fundamental prospects for the company going forward. Since its IPO, Alibaba was accustomed to a high level of revenue growth averaging 30-50% YoY with various new initiatives and innovations driving the company. Going forward, in the post-regulation era, we are now entering a subdued growth period for the company. This was evident in the most recent quarter as well, but to be fair, a slowdown in growth was always on the cards and it would have been irrational to expect Alibaba to grow at the same pace given the maturing nature of the company and the Chinese economy. That being said, investors were caught off-guard with the worse-than-expected deceleration of growth in the last quarter, and we believe it makes sense to determine whether Alibaba can reverse this trend or whether the company will continue to report lackluster revenue growth in the coming years, which does not bode well for growth investors.Understanding The Revenue DriversFor the quarter ended December 31, 2021, Alibaba reported revenue of $38 billion, an increase of 10% year-over-year. Below is a breakdown of revenue growth by segment.China commerce segment: 7%Cloud segment: 20%Local consumer services segment: 27%International commerce segment: 18%Exhibit 2: Alibaba revenue growth by segment (last 4 quarters)Company financials.Source: Author prepared based on company financials**Note: \"Other\" Commerce in historical periods has been included under the Cainiao segment.Nearly 70% of company revenue is contributed by the China Commerce segment and it is the weakness in this segment that had the biggest impact on revenue growth in the December quarter. The company management views this deceleration of growth as a result of slowing market conditions as well as competition. With a closer look at the overall revenue growth of the company and historical user growth trends, we can infer that there was a significant drop in average spending by customers in the December quarter. This supports the above theory that revenue growth deceleration is a result of challenging market conditions.Exhibit 3: Alibaba quarterly revenue growth and user growth trendsCompany financials.Source: Author prepared based on company financialsIf we dig deeper, year-over-year growth rates of physical goods GMV for apparel and accessories and consumer electronic categories were slower than the overall average growth, while growth in the FMCG and home furnishing categories were better than the average. This granular detail also suggests that the slowdown in Chinese economic growth might have negatively impacted discretionary consumer spending, which brings us to the next segment of this analysis.The Declining Private Consumption In ChinaAs per the latest IMF report on China, despite average sequential headline GDP growth reaching pre-crisis levels, the level of private consumption is currently well below its pre-crisis forecast. The weakness in consumption and elevated household savings are likely the result of prolonged uncertainty surrounding the virus and vaccine efficacy as well as a soft labor market as new urban job creation is still hovering below 2019 levels. Further, we believe the Zero-COVID approach adopted by the authorities has had a considerable impact on private consumption as it creates uncertainty about what the future holds for the Chinese economy. The strict measures imposed by the government from time to time have also created a stop-and-go business activity pattern, which is not ideal for economic growth.Exhibit 4: Private consumption in ChinaThe International Monetary Fund.Source: The International Monetary FundWith lockdown measures imposed in Shenzhen and Shanghai in March and April, respectively, we remain cautious on the revenue prospects for Alibaba in the upcoming quarter, and we fear the company might once again disappoint investors with lackluster growth, and in the worst-case scenario, with a massive earnings miss.Exhibit 5: China economic growth and outbreaks of COVID-19The International Monetary Fund.Source: The International Monetary FundAs a tool to spur economic growth, China’s Central bank has been resorting to decreasing its policy rates in the past. We view the latest decision on April 15 to keep interest rates unchanged as unexpected. However, we believe further expansionary monetary policy decisions would have to be made eventually over the course of the year to support demand until private consumption recovers fully.The Zero-COVID policy enacted by the Chinese government along with the already struggling private consumption leaves us with no doubt that Alibaba will find it difficult to grow in the next couple of quarters.TakeawayFor close to a year, we have been monitoring Alibaba, and we have been eagerly expecting Mr. Market to focus on the fundamentals of the company instead of temporary external shocks. Today, we believe this is finally happening, aided by the Chinese regulators' positive comments toward tech companies. The shift in focus from the tech crackdown to the company's financials is a positive one, but then again, Alibaba is going through a difficult period financially, so this positive development will not yield positive results just yet. However, we believe Alibaba is deeply undervalued today and that handsome returns are in the cards for investors willing to stomach this volatility. For this reason, we remain invested in Alibaba.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015689895,"gmtCreate":1649472138088,"gmtModify":1676534518101,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015689895","repostId":"1124240261","repostType":2,"repost":{"id":"1124240261","kind":"news","pubTimestamp":1649462743,"share":"https://ttm.financial/m/news/1124240261?lang=&edition=fundamental","pubTime":"2022-04-09 08:05","market":"us","language":"en","title":"Tesla, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124240261","media":"InvestorPlace","summary":"Even with the massive popularity it sees nowadays, Bitcoin(BTC-USD) is still polarizing. The energy ","content":"<html><head></head><body><p>Even with the massive popularity it sees nowadays, <b>Bitcoin</b>(<b><u>BTC-USD</u></b>) is still polarizing. The energy consumption of the proof-of-work cryptocurrency causes heated debates, even 13 years into its existence. Today, however, two billionaire entrepreneurs, <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), <b>Block</b>(NYSE:<b><u>SQ</u></b>) and a prominent blockchain tech outfit are all banding together to silence the energy argument against BTC. Can a Block and Tesla Bitcoin mine make the cryptocurrency a green venture?</p><p>Both Elon Musk and Jack Dorsey have long histories with Bitcoin. While both crypto buffs, Elon Musk has been slower to warm up to the top crypto. In early 2021, Musk announced that Tesla was buying BTC and holding it on its balance sheet. Theelectric vehicle company bought$1.5 billion worth of BTC last February. The company also planned to take things further and accept the crypto as a payment method for vehicles.</p><p>Unfortunately for investors, though, Elon Musk soon learned of the massive energy consumption of Bitcoin mining and transacting. This knowledge caused Musk to renege on the promise, to the chagrin of crypto faithfuls.</p><p>Jack Dorsey, on the other hand, has been nothing but bullish on Bitcoin. The founder of Block, Dorsey had his company’s name changed from Square in December of last year. This comes as Dorsey looks to expand on the company’s payment technology offerings to accommodate the blockchain world.</p><p>These differing takes on BTC have caused a clash between the two billionaires. In fact, the two sat on a panel together at a Bitcoin conference last summer to debate the currency. However, today’s news suggests they’ve put the past behind them.</p><p>Block, Tesla Bitcoin Farm Partnership Sees Help From Blockstream</p><p>Today, Block announced that it will be constructing a sustainable Bitcoin farm in Texas. What’s more, the mining operation will be in partnership with Tesla and blockchain technology company <b>Blockstream</b>. According to the companies, the facility will be completed later this year. However, maybe most notable is that the operation will use Tesla’s solar array technology to power mining; the array is expected to provide a whopping3.8 megawatts of power.</p><p>Blockstream CEO Adam Back is bullish on the concept behind this mining operation. The executive says it will be a “proof of concept” for fully renewable-powered crypto mining facilities. Additionally, Block says the venture will help it achieve its 2030 carbon neutrality goal. Block and Blockstream are splitting the cost to construct the facility, which totals roughly $12 million.</p><p>This project stands to turn the energy debate on its head, a debate that has long plagued any type of bullish conversation about Bitcoin. The energy consumption of BTC has been such a heated talking point that it has been commonly used to argue for harsher crypto regulation. In fact, one of the earliest Congressional meetings centered around crypto was a January hearing on“cleaning up cryptocurrency.”</p><p>Already, it seems like this idea has turned Elon Musk around on BTC. Hopefully, the project will also better promote low-carbon or carbon-neutral crypto mining practices moving forward.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.</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, Block, Blockstream Team Up on HUGE Bitcoin Mining Project. What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tesla-block-blockstream-team-up-on-huge-bitcoin-mining-project-what-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even with the massive popularity it sees nowadays, Bitcoin(BTC-USD) is still polarizing. The energy consumption of the proof-of-work cryptocurrency causes heated debates, even 13 years into its ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tesla-block-blockstream-team-up-on-huge-bitcoin-mining-project-what-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/04/tesla-block-blockstream-team-up-on-huge-bitcoin-mining-project-what-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124240261","content_text":"Even with the massive popularity it sees nowadays, Bitcoin(BTC-USD) is still polarizing. The energy consumption of the proof-of-work cryptocurrency causes heated debates, even 13 years into its existence. Today, however, two billionaire entrepreneurs, Tesla(NASDAQ:TSLA), Block(NYSE:SQ) and a prominent blockchain tech outfit are all banding together to silence the energy argument against BTC. Can a Block and Tesla Bitcoin mine make the cryptocurrency a green venture?Both Elon Musk and Jack Dorsey have long histories with Bitcoin. While both crypto buffs, Elon Musk has been slower to warm up to the top crypto. In early 2021, Musk announced that Tesla was buying BTC and holding it on its balance sheet. Theelectric vehicle company bought$1.5 billion worth of BTC last February. The company also planned to take things further and accept the crypto as a payment method for vehicles.Unfortunately for investors, though, Elon Musk soon learned of the massive energy consumption of Bitcoin mining and transacting. This knowledge caused Musk to renege on the promise, to the chagrin of crypto faithfuls.Jack Dorsey, on the other hand, has been nothing but bullish on Bitcoin. The founder of Block, Dorsey had his company’s name changed from Square in December of last year. This comes as Dorsey looks to expand on the company’s payment technology offerings to accommodate the blockchain world.These differing takes on BTC have caused a clash between the two billionaires. In fact, the two sat on a panel together at a Bitcoin conference last summer to debate the currency. However, today’s news suggests they’ve put the past behind them.Block, Tesla Bitcoin Farm Partnership Sees Help From BlockstreamToday, Block announced that it will be constructing a sustainable Bitcoin farm in Texas. What’s more, the mining operation will be in partnership with Tesla and blockchain technology company Blockstream. According to the companies, the facility will be completed later this year. However, maybe most notable is that the operation will use Tesla’s solar array technology to power mining; the array is expected to provide a whopping3.8 megawatts of power.Blockstream CEO Adam Back is bullish on the concept behind this mining operation. The executive says it will be a “proof of concept” for fully renewable-powered crypto mining facilities. Additionally, Block says the venture will help it achieve its 2030 carbon neutrality goal. Block and Blockstream are splitting the cost to construct the facility, which totals roughly $12 million.This project stands to turn the energy debate on its head, a debate that has long plagued any type of bullish conversation about Bitcoin. The energy consumption of BTC has been such a heated talking point that it has been commonly used to argue for harsher crypto regulation. In fact, one of the earliest Congressional meetings centered around crypto was a January hearing on“cleaning up cryptocurrency.”Already, it seems like this idea has turned Elon Musk around on BTC. Hopefully, the project will also better promote low-carbon or carbon-neutral crypto mining practices moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013754995,"gmtCreate":1648778805828,"gmtModify":1676534396874,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013754995","repostId":"2224065398","repostType":2,"repost":{"id":"2224065398","kind":"news","weMediaInfo":{"introduction":"Share your news with media, investors, and consumers with targeted distribution options from one of the world’s largest and most trusted newswires.","home_visible":1,"media_name":"GlobeNewswire","id":"1016364462","head_image":"https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a"},"pubTimestamp":1648771359,"share":"https://ttm.financial/m/news/2224065398?lang=&edition=fundamental","pubTime":"2022-04-01 08:02","market":"us","language":"en","title":"Apple Business Essentials Now Available for Small Businesses","url":"https://stock-news.laohu8.com/highlight/detail?id=2224065398","media":"GlobeNewswire","summary":"Apple announced that Apple Business Essentials is now available to all small businesses in the US. T","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> announced that Apple Business Essentials is now available to all small businesses in the US. The new service brings together device management, 24/7 Apple support, and iCloud® storage into flexible subscription plans. Apple also unveiled new AppleCare+ for Business Essentials options that can be added to any plan. Additionally, a two-month free trial will be available to all customers, including those who have been using Apple Business Essentials in beta.</p><p>Apple Business Essentials supports small businesses through the entire device management life cycle, beginning with streamlined employee onboarding.</p><p>&#34;Apple has a deep and decades-long commitment to helping small businesses thrive. From dedicated business teams in our stores to the App Store Small Business Program, our goal is to help each company grow, compete, and succeed,&#34; said Susan Prescott, Apple’s vice president of Enterprise and Education Marketing. &#34;We look forward to bringing Apple Business Essentials to even more small businesses to simplify device management, storage, support, and repairs. Using this new service leads to invaluable time savings for customers — including those without dedicated IT staff — that they can invest back into their business.&#34;</p><p>Apple Business Essentials supports small businesses throughout the entire device management life cycle — from device setup, to device upgrades — while providing strong security, prioritized support, and data storage and backup. The complete solution begins with simple employee onboarding, allowing a small business to easily configure, deploy, and manage Apple products from anywhere. With the Collections feature, groups of apps can be delivered to employees or teams, and settings can be automatically pushed to devices, such as VPN configurations, Wi-Fi passwords, and more.</p><p>Employees simply sign in to their work account on their iPhone, iPad, or Mac using a Managed Apple ID. Once they sign in, they will have access to everything they need to be productive, including the new Apple Business Essentials app, where they can download work apps available to them. Managed Apple IDs can be created by federating with Microsoft Azure Active Directory and, coming later this spring, with Google Workspace identity services, allowing employees to log in to their device with a single business username and password. Apple Business Essentials works with company-provided and personally owned devices, and with Apple’s User Enrollment feature, employees’ personal information stays private and cryptographically separated from work data.</p><p>In addition to a streamlined setup, Apple Business Essentials provides a dedicated iCloud work account for simple and secure storage, backup, and collaboration on files and documents. Business data is automatically stored and backed up on iPhone or iPad, making it easy to upgrade to a new device. And iCloud Drive® keeps information synced across Mac, making it easy to move between devices at work.</p><p><b>AppleCare+ for Business Essentials</b></p><p>Beginning today, businesses have the option to add prioritized support for employee devices with AppleCare+ for Business Essentials. This service includes 24/7 access to phone support, training for both IT administrators and employees, and up to two device repairs per plan — by individual, group, or device — each year. Employees can initiate repairs directly from the Apple Business Essentials app, and an Apple-trained technician can come onsite in as little as four hours to get their iPhone back up and running.1</p><p>&#34;Espresso machines are the last piece of food service equipment art, and the centerpiece of every cafe. We take pride in being part of the international coffee community with a superior customer experience in the Milwaukee area,&#34; said Peter Kelsch, Espresso Services Inc.’s president. &#34;I started this business in 1989 on Apple products, and now iPhone, iPad, and Mac are used across sales, operations, and service for our coffee equipment business. Apple Business Essentials makes deployment and security simple for our business as we continue to grow, and will reduce our IT management overhead and streamline our growth process. It’s going to be a game-changer for our business.&#34;</p><p><b>Pricing and Availability</b></p><p>Apple Business Essentials is now available as a subscription for all small businesses in the US. Flexible plans can be customized to support each user and device in an organization with up to 2TB of secure storage in iCloud, starting at $2.99 (US) per month after a two-month free trial. Plans that include AppleCare+ for Apple Business Essentials start at $9.99 (US) per month. Sign up today at apple.com/business/essentials.</p><p>1 Onsite repairs are available with AppleCare+ for Business Essentials plans in Chicago, Dallas-Fort Worth, New York City, and the San Francisco Bay Area to start, with more locations to come. Four-hour repairs are available for iPhone only; next-day appointments are available for Mac, iPad, and Apple TV.</p><p>Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch, and Apple TV. Apple’s five software platforms — iOS, iPadOS, macOS, watchOS, and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay, and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.</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>Apple Business Essentials Now Available for Small Businesses</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 Business Essentials Now Available for Small Businesses\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016364462\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GlobeNewswire </p>\n<p class=\"h-time\">2022-04-01 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> announced that Apple Business Essentials is now available to all small businesses in the US. The new service brings together device management, 24/7 Apple support, and iCloud® storage into flexible subscription plans. Apple also unveiled new AppleCare+ for Business Essentials options that can be added to any plan. Additionally, a two-month free trial will be available to all customers, including those who have been using Apple Business Essentials in beta.</p><p>Apple Business Essentials supports small businesses through the entire device management life cycle, beginning with streamlined employee onboarding.</p><p>&#34;Apple has a deep and decades-long commitment to helping small businesses thrive. From dedicated business teams in our stores to the App Store Small Business Program, our goal is to help each company grow, compete, and succeed,&#34; said Susan Prescott, Apple’s vice president of Enterprise and Education Marketing. &#34;We look forward to bringing Apple Business Essentials to even more small businesses to simplify device management, storage, support, and repairs. Using this new service leads to invaluable time savings for customers — including those without dedicated IT staff — that they can invest back into their business.&#34;</p><p>Apple Business Essentials supports small businesses throughout the entire device management life cycle — from device setup, to device upgrades — while providing strong security, prioritized support, and data storage and backup. The complete solution begins with simple employee onboarding, allowing a small business to easily configure, deploy, and manage Apple products from anywhere. With the Collections feature, groups of apps can be delivered to employees or teams, and settings can be automatically pushed to devices, such as VPN configurations, Wi-Fi passwords, and more.</p><p>Employees simply sign in to their work account on their iPhone, iPad, or Mac using a Managed Apple ID. Once they sign in, they will have access to everything they need to be productive, including the new Apple Business Essentials app, where they can download work apps available to them. Managed Apple IDs can be created by federating with Microsoft Azure Active Directory and, coming later this spring, with Google Workspace identity services, allowing employees to log in to their device with a single business username and password. Apple Business Essentials works with company-provided and personally owned devices, and with Apple’s User Enrollment feature, employees’ personal information stays private and cryptographically separated from work data.</p><p>In addition to a streamlined setup, Apple Business Essentials provides a dedicated iCloud work account for simple and secure storage, backup, and collaboration on files and documents. Business data is automatically stored and backed up on iPhone or iPad, making it easy to upgrade to a new device. And iCloud Drive® keeps information synced across Mac, making it easy to move between devices at work.</p><p><b>AppleCare+ for Business Essentials</b></p><p>Beginning today, businesses have the option to add prioritized support for employee devices with AppleCare+ for Business Essentials. This service includes 24/7 access to phone support, training for both IT administrators and employees, and up to two device repairs per plan — by individual, group, or device — each year. Employees can initiate repairs directly from the Apple Business Essentials app, and an Apple-trained technician can come onsite in as little as four hours to get their iPhone back up and running.1</p><p>&#34;Espresso machines are the last piece of food service equipment art, and the centerpiece of every cafe. We take pride in being part of the international coffee community with a superior customer experience in the Milwaukee area,&#34; said Peter Kelsch, Espresso Services Inc.’s president. &#34;I started this business in 1989 on Apple products, and now iPhone, iPad, and Mac are used across sales, operations, and service for our coffee equipment business. Apple Business Essentials makes deployment and security simple for our business as we continue to grow, and will reduce our IT management overhead and streamline our growth process. It’s going to be a game-changer for our business.&#34;</p><p><b>Pricing and Availability</b></p><p>Apple Business Essentials is now available as a subscription for all small businesses in the US. Flexible plans can be customized to support each user and device in an organization with up to 2TB of secure storage in iCloud, starting at $2.99 (US) per month after a two-month free trial. Plans that include AppleCare+ for Apple Business Essentials start at $9.99 (US) per month. Sign up today at apple.com/business/essentials.</p><p>1 Onsite repairs are available with AppleCare+ for Business Essentials plans in Chicago, Dallas-Fort Worth, New York City, and the San Francisco Bay Area to start, with more locations to come. Four-hour repairs are available for iPhone only; next-day appointments are available for Mac, iPad, and Apple TV.</p><p>Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch, and Apple TV. Apple’s five software platforms — iOS, iPadOS, macOS, watchOS, and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay, and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","AAPL":"苹果","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224065398","content_text":"Apple announced that Apple Business Essentials is now available to all small businesses in the US. The new service brings together device management, 24/7 Apple support, and iCloud® storage into flexible subscription plans. Apple also unveiled new AppleCare+ for Business Essentials options that can be added to any plan. Additionally, a two-month free trial will be available to all customers, including those who have been using Apple Business Essentials in beta.Apple Business Essentials supports small businesses through the entire device management life cycle, beginning with streamlined employee onboarding.\"Apple has a deep and decades-long commitment to helping small businesses thrive. From dedicated business teams in our stores to the App Store Small Business Program, our goal is to help each company grow, compete, and succeed,\" said Susan Prescott, Apple’s vice president of Enterprise and Education Marketing. \"We look forward to bringing Apple Business Essentials to even more small businesses to simplify device management, storage, support, and repairs. Using this new service leads to invaluable time savings for customers — including those without dedicated IT staff — that they can invest back into their business.\"Apple Business Essentials supports small businesses throughout the entire device management life cycle — from device setup, to device upgrades — while providing strong security, prioritized support, and data storage and backup. The complete solution begins with simple employee onboarding, allowing a small business to easily configure, deploy, and manage Apple products from anywhere. With the Collections feature, groups of apps can be delivered to employees or teams, and settings can be automatically pushed to devices, such as VPN configurations, Wi-Fi passwords, and more.Employees simply sign in to their work account on their iPhone, iPad, or Mac using a Managed Apple ID. Once they sign in, they will have access to everything they need to be productive, including the new Apple Business Essentials app, where they can download work apps available to them. Managed Apple IDs can be created by federating with Microsoft Azure Active Directory and, coming later this spring, with Google Workspace identity services, allowing employees to log in to their device with a single business username and password. Apple Business Essentials works with company-provided and personally owned devices, and with Apple’s User Enrollment feature, employees’ personal information stays private and cryptographically separated from work data.In addition to a streamlined setup, Apple Business Essentials provides a dedicated iCloud work account for simple and secure storage, backup, and collaboration on files and documents. Business data is automatically stored and backed up on iPhone or iPad, making it easy to upgrade to a new device. And iCloud Drive® keeps information synced across Mac, making it easy to move between devices at work.AppleCare+ for Business EssentialsBeginning today, businesses have the option to add prioritized support for employee devices with AppleCare+ for Business Essentials. This service includes 24/7 access to phone support, training for both IT administrators and employees, and up to two device repairs per plan — by individual, group, or device — each year. Employees can initiate repairs directly from the Apple Business Essentials app, and an Apple-trained technician can come onsite in as little as four hours to get their iPhone back up and running.1\"Espresso machines are the last piece of food service equipment art, and the centerpiece of every cafe. We take pride in being part of the international coffee community with a superior customer experience in the Milwaukee area,\" said Peter Kelsch, Espresso Services Inc.’s president. \"I started this business in 1989 on Apple products, and now iPhone, iPad, and Mac are used across sales, operations, and service for our coffee equipment business. Apple Business Essentials makes deployment and security simple for our business as we continue to grow, and will reduce our IT management overhead and streamline our growth process. It’s going to be a game-changer for our business.\"Pricing and AvailabilityApple Business Essentials is now available as a subscription for all small businesses in the US. Flexible plans can be customized to support each user and device in an organization with up to 2TB of secure storage in iCloud, starting at $2.99 (US) per month after a two-month free trial. Plans that include AppleCare+ for Apple Business Essentials start at $9.99 (US) per month. Sign up today at apple.com/business/essentials.1 Onsite repairs are available with AppleCare+ for Business Essentials plans in Chicago, Dallas-Fort Worth, New York City, and the San Francisco Bay Area to start, with more locations to come. Four-hour repairs are available for iPhone only; next-day appointments are available for Mac, iPad, and Apple TV.Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch, and Apple TV. Apple’s five software platforms — iOS, iPadOS, macOS, watchOS, and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay, and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019976754,"gmtCreate":1648520492903,"gmtModify":1676534349362,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice.","listText":"Nice.","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019976754","repostId":"2222891626","repostType":4,"repost":{"id":"2222891626","kind":"highlight","pubTimestamp":1648481454,"share":"https://ttm.financial/m/news/2222891626?lang=&edition=fundamental","pubTime":"2022-03-28 23:30","market":"us","language":"en","title":"Shopify's Future Is Bright Despite Its Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2222891626","media":"Motley Fool","summary":"The e-commerce juggernaut has fallen fast. So, should investors consider buying Shopify today?","content":"<html><head></head><body><p><b>Shopify</b> ( SHOP -3.61% ) shares rallied from March 2020 through most of 2021 as companies counted on e-commerce software to grow and manage their businesses. COVID-19 expedited the shift toward a digital retail environment, serving as a substantial boost to Shopify&#39;s sales. As pandemic threats alleviate, some investors argue that demand for Shopify&#39;s services will face significant downward pressure for the foreseeable future.</p><p>As long-term investors, it&#39;s important to ignore near-term noise and focus on the fundamental outlook of a business. In fact, short-term headwinds that lead to share prices falling often present the best buying opportunities for prudent investors. With that in mind, let&#39;s examine Shopify&#39;s long-term investment profile and whether or not investors should consider buying the stock today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9f3adfc3acd5c5058ffa54f91e99c0b\" tg-width=\"700\" tg-height=\"377\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Why is Shopify falling?</h2><p>Shopify stock is down 49% year to date owing to a variety of factors, both company-specific and macroeconomic-related. Broader economic and geopolitical tailwinds like rising interest rates and the Russia-Ukraine crisis continue exerting pressure on the company&#39;s shares. It&#39;s not just Shopify, though -- tech stocks as a whole are beaten down as investors race to value names and more conservative investments. It&#39;s not unusual for investors to exit tech stocks, which are generally more expensive and require a greater risk tolerance, during times of economic and political uncertainty.</p><p>Shopify&#39;s recent pullback can also be attributed to fear that the company&#39;s growth will slow down moving forward. In its most recent earnings announcement, Tobias Lütke, Shopify&#39;s CEO, stated that top-line growth is expected to be lower in 2022 than it was last year. This sparked concern for some investors who were buying into Shopify&#39;s growth story, adding more fuel to the sell-off fire. But when you read more between the lines, it&#39;s hard to justify such a massive drop in Shopify&#39;s value. This is especially true when considering the company&#39;s market position and long-term business outlook.</p><h2>The growth story will prevail</h2><p>Shopify has established an impressive e-commerce moat in recent years. As of January 2022, the company has captured 32% of the e-commerce platform market in the United States. Next in line are competitors WooCommerce Checkout and <b>Wix Stores</b> ( WIX -4.14% ), which control 22% and 14% of the U.S. market, respectively. As an industry leader with a total addressable market of $153 billion, Shopify is well-positioned to lead the way going forward.</p><p>Although growth is projected to unwind in 2022, Shopify is still forecasted to generate an impressive top-line. Consensus estimates indicate that Shopify&#39;s sales will reach $6.1 billion this year, translating to 31% growth year over year. By 2025, the company&#39;s top-line is expected to hit $13.9 billion, representing an average annualized growth of 25% from 2021 revenue. Earnings are expected to expand as well -- analysts are forecasting an earnings per share of $12.43 in fiscal year 2025, up 94% from last year&#39;s figure.</p><p>I&#39;m not surprised that analysts are forecasting substantial growth for Shopify moving forward. Shopify is uniquely positioned as a clear leader in the fast-growing e-commerce market. Secular growth trends tend to last much longer than we think, and while Shopify has had an impressive run thus far, the company&#39;s growth story is far from over.</p><h2>Shopify&#39;s valuation has become more enticing</h2><p>Shopify was trading at nearly 50 times sales in November 2021 as the company carried on its impressive rally. Today, the company&#39;s price-to-sales multiple sits at 19, over 2.5 times less than it was just a few months ago. The company hasn&#39;t traded at these levels since 2019, which I think should draw the attention of opportunistic investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62bb6b2a39190b59930dd58b4440448e\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>SHOP PS Ratio data by YCharts</span></p><p>It&#39;s hard to justify Shopify trading at three-year lows despite the progress the company made over the same time period. The company is moving in an upward trajectory and will continue piloting the e-commerce software market well into the future. It&#39;s challenging to predict when Shopify may bottom-out, but the company&#39;s recent sell-off warrants attention from long-term investors today.</p><h2>Is Shopify a wise investment today?</h2><p>I think Shopify offers investors a solid buying opportunity today. Given its strong fundamentals combined with its weakening valuation, the company is more appealing than it has been for quite some time. The e-commerce market is set to grow at a red-hot pace for several years, and Shopify is in an advantageous position to maintain command of the industry.</p><p>It&#39;s not every day investors are able to acquire world-leading companies at bargain prices. During times of economic and political uncertainty, it&#39;s not always easy to think long-term. But patient investors who buy Shopify today could be greatly rewarded over the long run.</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>Shopify's Future Is Bright Despite Its Recent Selloff</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\">\nShopify's Future Is Bright Despite Its Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/shopifys-future-is-bright-despite-its-recent-sello/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shopify ( SHOP -3.61% ) shares rallied from March 2020 through most of 2021 as companies counted on e-commerce software to grow and manage their businesses. COVID-19 expedited the shift toward a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/shopifys-future-is-bright-despite-its-recent-sello/\">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://www.fool.com/investing/2022/03/28/shopifys-future-is-bright-despite-its-recent-sello/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222891626","content_text":"Shopify ( SHOP -3.61% ) shares rallied from March 2020 through most of 2021 as companies counted on e-commerce software to grow and manage their businesses. COVID-19 expedited the shift toward a digital retail environment, serving as a substantial boost to Shopify's sales. As pandemic threats alleviate, some investors argue that demand for Shopify's services will face significant downward pressure for the foreseeable future.As long-term investors, it's important to ignore near-term noise and focus on the fundamental outlook of a business. In fact, short-term headwinds that lead to share prices falling often present the best buying opportunities for prudent investors. With that in mind, let's examine Shopify's long-term investment profile and whether or not investors should consider buying the stock today.Image source: Getty Images.Why is Shopify falling?Shopify stock is down 49% year to date owing to a variety of factors, both company-specific and macroeconomic-related. Broader economic and geopolitical tailwinds like rising interest rates and the Russia-Ukraine crisis continue exerting pressure on the company's shares. It's not just Shopify, though -- tech stocks as a whole are beaten down as investors race to value names and more conservative investments. It's not unusual for investors to exit tech stocks, which are generally more expensive and require a greater risk tolerance, during times of economic and political uncertainty.Shopify's recent pullback can also be attributed to fear that the company's growth will slow down moving forward. In its most recent earnings announcement, Tobias Lütke, Shopify's CEO, stated that top-line growth is expected to be lower in 2022 than it was last year. This sparked concern for some investors who were buying into Shopify's growth story, adding more fuel to the sell-off fire. But when you read more between the lines, it's hard to justify such a massive drop in Shopify's value. This is especially true when considering the company's market position and long-term business outlook.The growth story will prevailShopify has established an impressive e-commerce moat in recent years. As of January 2022, the company has captured 32% of the e-commerce platform market in the United States. Next in line are competitors WooCommerce Checkout and Wix Stores ( WIX -4.14% ), which control 22% and 14% of the U.S. market, respectively. As an industry leader with a total addressable market of $153 billion, Shopify is well-positioned to lead the way going forward.Although growth is projected to unwind in 2022, Shopify is still forecasted to generate an impressive top-line. Consensus estimates indicate that Shopify's sales will reach $6.1 billion this year, translating to 31% growth year over year. By 2025, the company's top-line is expected to hit $13.9 billion, representing an average annualized growth of 25% from 2021 revenue. Earnings are expected to expand as well -- analysts are forecasting an earnings per share of $12.43 in fiscal year 2025, up 94% from last year's figure.I'm not surprised that analysts are forecasting substantial growth for Shopify moving forward. Shopify is uniquely positioned as a clear leader in the fast-growing e-commerce market. Secular growth trends tend to last much longer than we think, and while Shopify has had an impressive run thus far, the company's growth story is far from over.Shopify's valuation has become more enticingShopify was trading at nearly 50 times sales in November 2021 as the company carried on its impressive rally. Today, the company's price-to-sales multiple sits at 19, over 2.5 times less than it was just a few months ago. The company hasn't traded at these levels since 2019, which I think should draw the attention of opportunistic investors.SHOP PS Ratio data by YChartsIt's hard to justify Shopify trading at three-year lows despite the progress the company made over the same time period. The company is moving in an upward trajectory and will continue piloting the e-commerce software market well into the future. It's challenging to predict when Shopify may bottom-out, but the company's recent sell-off warrants attention from long-term investors today.Is Shopify a wise investment today?I think Shopify offers investors a solid buying opportunity today. Given its strong fundamentals combined with its weakening valuation, the company is more appealing than it has been for quite some time. The e-commerce market is set to grow at a red-hot pace for several years, and Shopify is in an advantageous position to maintain command of the industry.It's not every day investors are able to acquire world-leading companies at bargain prices. During times of economic and political uncertainty, it's not always easy to think long-term. But patient investors who buy Shopify today could be greatly rewarded over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010288082,"gmtCreate":1648395318404,"gmtModify":1676534333638,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010288082","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","kind":"news","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></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>Alphabet Vs. Meta: One Is The Much Better 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\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4553":"喜马拉雅资本持仓","BK4525":"远程办公概念","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4573":"虚拟现实","BK4503":"景林资产持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4581":"高盛持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037666888,"gmtCreate":1648094329154,"gmtModify":1676534303577,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037666888","repostId":"1189197249","repostType":2,"repost":{"id":"1189197249","kind":"news","pubTimestamp":1648093416,"share":"https://ttm.financial/m/news/1189197249?lang=&edition=fundamental","pubTime":"2022-03-24 11:43","market":"sg","language":"en","title":"Singapore Eases Virus Curbs, Including Vaccinated Travel","url":"https://stock-news.laohu8.com/highlight/detail?id=1189197249","media":"Bloomberg","summary":"Will make wearing of masks when outdoors optional, says PM LeeCity-state to lift ‘most restrictions’","content":"<html><head></head><body><ul><li>Will make wearing of masks when outdoors optional, says PM Lee</li><li>City-state to lift ‘most restrictions’ for vaccinated visitors</li></ul><p>Singapore is moving ahead with a plan to significantly ease longstanding Covid-19 curbs, lifting “most restrictions” for fully vaccinated visitors and removing a requirement to wear masks outdoors, said Prime Minister Lee Hsien Loong.</p><p>With the latest wave of the virus subsiding, the prime minister said that Singapore will double the group size from the current five persons to 10 and allow up to 75% of employees who can work from home to return to their workplaces, he said. The city-state will also “drastically streamline” testing and quarantine requirements for travelers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fffd6890356160c688499b5ded752b09\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>Passengers on the vaccinated travel lane wait for a bus to cross the Johor-Singapore Causeway at the Woodlands Bus Interchange in Singapore in Nov. 2021.Photographer: Ore Huiying/Bloomberg</span></p><p></p><p>“Earlier, we were cautious because of uncertainty over Omicron’s impact. Now the Omicron situation is well under control,” Lee said in a televised speech, adding the changes will take effect on Mar. 29 with senior officials to elaborate momentarily. “Taking all things into consideration, we believe that we are now ready to take a decisive step forward towards living with Covid-19.”</p><p>The move will give a much-needed boost to businesses, particularly the tourism sector, while the domestic and cross-border changes represent a major step towards living with Covid-19. “But they stop short of a complete opening up,” he said. “We remain watchful because Covid-19 may yet bring further surprises.”</p><p>Singapore joins other Southeast Asian countries, including Malaysia, Thailand and Vietnam, that are taking steps to allow vaccinated travelers to enter freely, replacing mandatory quarantine with Covid-19 testing. Senior officials have said Singapore is looking to restore passenger volume at Changi Airport to at least 50% of pre-pandemic levels by later this year.</p><p>“Wearing mask outdoors will now be optional,” Lee said. “This is because the risk of outdoor transmission is significantly lower. But indoors, masks will still be mandatory.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e2288b3ee39451cf62175deaa23a34b\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>Travellers walk along the transit hall of Changi International Airport in Singapore on March 11Photographer: Roslan Rahman/AFP/Getty Images</span></p><p>Boasting a 95% vaccination rate among the eligible population, Singapore is proceeding with its plans to treat the virus as endemic, pledging earlier this month to relax in stages virus curbs that have been in place since early in the pandemic. At the same time, it has eased up on home visitation and safe distancing measures, and lifted capacity for sports, religious services and business events in what the government has termed a streamlining of the rules.</p><p>Here are other singnificant changes announced Thursday:</p><ul><li>Current rules restricting the sale and consumption of alcohol after 10.30 p.m. in restaurants and bars will be lifted</li><li>Indoor and outdoor live performances and busking will be allowed to resume</li><li>F&amp;B establishments won’t need to check vaccination status for groups of five, with random spot checks being done instead</li><li>Larger-scale social gatherings including gala dinners, corporate dinner-and-dance events, birthday celebrations and anniversaries can go ahead</li><li>Capacity limits of 50% for large events and settings of more than 1,000 people will be increased to 75%</li><li>Second boosters will be recommended for those aged 80 and above and the medically vulnerable five months after their previous shot, with no plans for the rest of the population for now</li></ul><p>The reopening in Southeast Asia has been slower than in other parts of the world such as Europe and the U.S., where wearing face masks and social distancing have been dropped after the best part of two years. Passenger volumes at flag carrier Singapore Airlines Ltd. were just 26% of pre-Covid levels at the end of 2021.</p><p>Singapore Airlines shares jumped 4%.</p><p><img src=\"https://static.tigerbbs.com/789e88e6a3d161de0b8da85afcf10357\" tg-width=\"1394\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></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>Singapore Eases Virus Curbs, Including Vaccinated Travel</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\">\nSingapore Eases Virus Curbs, Including Vaccinated Travel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-24/singapore-significantly-eases-curbs-including-vaccinated-travel?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Will make wearing of masks when outdoors optional, says PM LeeCity-state to lift ‘most restrictions’ for vaccinated visitorsSingapore is moving ahead with a plan to significantly ease longstanding ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-24/singapore-significantly-eases-curbs-including-vaccinated-travel?srnd=premium\">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://www.bloomberg.com/news/articles/2022-03-24/singapore-significantly-eases-curbs-including-vaccinated-travel?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189197249","content_text":"Will make wearing of masks when outdoors optional, says PM LeeCity-state to lift ‘most restrictions’ for vaccinated visitorsSingapore is moving ahead with a plan to significantly ease longstanding Covid-19 curbs, lifting “most restrictions” for fully vaccinated visitors and removing a requirement to wear masks outdoors, said Prime Minister Lee Hsien Loong.With the latest wave of the virus subsiding, the prime minister said that Singapore will double the group size from the current five persons to 10 and allow up to 75% of employees who can work from home to return to their workplaces, he said. The city-state will also “drastically streamline” testing and quarantine requirements for travelers.Passengers on the vaccinated travel lane wait for a bus to cross the Johor-Singapore Causeway at the Woodlands Bus Interchange in Singapore in Nov. 2021.Photographer: Ore Huiying/Bloomberg“Earlier, we were cautious because of uncertainty over Omicron’s impact. Now the Omicron situation is well under control,” Lee said in a televised speech, adding the changes will take effect on Mar. 29 with senior officials to elaborate momentarily. “Taking all things into consideration, we believe that we are now ready to take a decisive step forward towards living with Covid-19.”The move will give a much-needed boost to businesses, particularly the tourism sector, while the domestic and cross-border changes represent a major step towards living with Covid-19. “But they stop short of a complete opening up,” he said. “We remain watchful because Covid-19 may yet bring further surprises.”Singapore joins other Southeast Asian countries, including Malaysia, Thailand and Vietnam, that are taking steps to allow vaccinated travelers to enter freely, replacing mandatory quarantine with Covid-19 testing. Senior officials have said Singapore is looking to restore passenger volume at Changi Airport to at least 50% of pre-pandemic levels by later this year.“Wearing mask outdoors will now be optional,” Lee said. “This is because the risk of outdoor transmission is significantly lower. But indoors, masks will still be mandatory.”Travellers walk along the transit hall of Changi International Airport in Singapore on March 11Photographer: Roslan Rahman/AFP/Getty ImagesBoasting a 95% vaccination rate among the eligible population, Singapore is proceeding with its plans to treat the virus as endemic, pledging earlier this month to relax in stages virus curbs that have been in place since early in the pandemic. At the same time, it has eased up on home visitation and safe distancing measures, and lifted capacity for sports, religious services and business events in what the government has termed a streamlining of the rules.Here are other singnificant changes announced Thursday:Current rules restricting the sale and consumption of alcohol after 10.30 p.m. in restaurants and bars will be liftedIndoor and outdoor live performances and busking will be allowed to resumeF&B establishments won’t need to check vaccination status for groups of five, with random spot checks being done insteadLarger-scale social gatherings including gala dinners, corporate dinner-and-dance events, birthday celebrations and anniversaries can go aheadCapacity limits of 50% for large events and settings of more than 1,000 people will be increased to 75%Second boosters will be recommended for those aged 80 and above and the medically vulnerable five months after their previous shot, with no plans for the rest of the population for nowThe reopening in Southeast Asia has been slower than in other parts of the world such as Europe and the U.S., where wearing face masks and social distancing have been dropped after the best part of two years. Passenger volumes at flag carrier Singapore Airlines Ltd. were just 26% of pre-Covid levels at the end of 2021.Singapore Airlines shares jumped 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066224734,"gmtCreate":1651907477328,"gmtModify":1676534996344,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066224734","repostId":"1155373236","repostType":2,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017398169,"gmtCreate":1649742043212,"gmtModify":1676534562418,"author":{"id":"4109737457446280","authorId":"4109737457446280","name":"Kopred","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109737457446280","authorIdStr":"4109737457446280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017398169","repostId":"1166754456","repostType":4,"repost":{"id":"1166754456","kind":"news","pubTimestamp":1649733938,"share":"https://ttm.financial/m/news/1166754456?lang=&edition=fundamental","pubTime":"2022-04-12 11:25","market":"us","language":"en","title":"Apple: Cracks Appearing?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166754456","media":"seekingalpha","summary":"SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is starting to face cracks in consumer demand for smartphones and computers.</li><li>The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are starting to cut those meager growth targets.</li><li>The stock remains far too expensive at 28x EPS targets while being one of the few tech stocks still trading at all-time highs.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0df38408ecc8ac591ed1b2b865a36f26\" tg-width=\"1536\" tg-height=\"1020\" referrerpolicy=\"no-referrer\"/><span>Richard Villalonundefined undefined/iStock via Getty Images</span></p><p><b>Apple</b> (NASDAQ:AAPL) still trades near all-time highs, yet logical signs of cracks are starting to appear to the business facade. The consensus estimates already point to limit growth and the Covid pull forwards alongwith recession fears are starting to turn into visible slowdowns. My investment thesis remains bearish on Apple until the stock price resets similar to just about every other stock in the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a14cdf850c36be0234110c7e0e1b37d\" tg-width=\"990\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>FinViz</span></p><p><b>Waning Consumer Demand</b></p><p>Apple relies heavily on consumer demand to fuel sales. The tech giant isn&#39;t heavily focused on corporate customers, and the recent warning from chips suppliers and analysts all point to the current market weakness coming from electronics and smartphone-related products bought by consumers.</p><p>The biggest concern was the end of March warning from Apple supplier <b>Taiwan Semiconductor Manufacturing Co.</b>(TSM). Chairman Mark Liu suggested demand was slowing down in prime Apple markets such as smartphones and PCs. The chip manufacturer further suggested demand is especially weak in China, where Apple has the 3rd largest market by sales based on FY21 numbers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e31dc970607d9ea25a0e1d79d3c744e\" tg-width=\"640\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/><span>Apple FY21 earnings release</span></p><p>The biggest slowdown impact is likely in the lower-tier smartphones where Apple doesn&#39;t operate, but any lower demand in premium smartphones will hurt the tech giant. Remember, Apple saw substantial sales pull forward beyond smartphones, with Macs and iPad sales jumping to record sales levels for products struggling in previous periods to even grow.</p><p>In total, sales surged in FY21 by a massive $91 billion to reach $366 billion. Historically, Apple has seen iPhone cycles pull forward demand, and the 5G iPhone released at the end of 2020 was such a scenario.</p><p>The combined Mac and iPad revenue used for WFM and virtual school saw revenues surge from $47 billion in FY19 to $67 billion during FY21. Mac revenues likely saw a small boost from new M1 chips pushing up demand, but sales were a very strong $9 billion above FY19 levels for a company with no growth in the category going on 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe15df70a5e3120a2a48328f7ba77e7\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>sixcolors</span></p><p>iPad revenue saw the biggest boost likely due to the demand to supplement virtual school demand for people lacking enough PCs at home. The category had seen demand plunge from FY13 peaks at $31 billion to only see Covid pull forward and push total sales to a record $32 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94eeac22a428aa50b5350c615b9968b0\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>sixcolors</span></p><p>Other areas such as Services won&#39;t see any giveback, but the company faces headwinds in demand for Macs and iPads on top of potential flattish sales for iPhones. Any slowdown expectations hasn&#39;t actually been embraced by the stock market yet.</p><p>The chip market isn&#39;t completely falling apart as the automotive market still can&#39;t meet demand and the high-performance computing and IoT sectors are riding trends beyond Covid pull forwards. After all, TSMC still can&#39;t fully meet chip demand.</p><p><b>Elevated Risks</b></p><p>The risk isn&#39;t that Apple misses consensus analyst targets, but rather that the tech giant actually matches current weak growth targets. Most readers are probably tired of hearing this point, but nobody actually expected the tech giant to record fast growth over the next 4 years.</p><p>The highest forecasted growth rates through FY25 is the 8.2% rate this fiscal year. The quarterly growth rates are set to dip to the 5% to 7% range for the next few years with Apple likely reporting the last double-digit growth in FQ1&#39;22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786346e421b42c4a3b1e1d4307bff8de\" tg-width=\"640\" tg-height=\"124\" referrerpolicy=\"no-referrer\"/><span>SA earnings estimates</span></p><p>In essence, Apple analysts didn&#39;t expect fast growth and the company only matching analyst estimates won&#39;t warrant the stock still trading at ~28x EPS estimates. The trend over the last month has been revenue estimates actually trending lower. The exact opposite of expectations has occurred after Apple reported a blowout December quarter where EPS grew a surprising 25%.</p><p>JPMorgan analyst Samik Chatterjee just cut earnings estimates due to weak iPhone demand led by disappointing SE sales. The analyst even suggests high-end smartphone and laptop demand remains strong, but Mr. Chatterjee had to cut FY22 targets anyway.</p><p>Remember, the key is that demand for existing products surged during Covid shutdowns, while the exciting new products pushing the stock up the last year won&#39;t materially add to revenues for years. The AR/VR device isn&#39;t likely to reach the market until FY23, and AVs have an even more questionable future, with sales not set to materially impact numbers until possibly FY26, at the earliest.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that Apple is starting to face an increasingly more difficult consumer demand environment and the stock hasn&#39;t corrected. The tech giant still trades at 28x EPS targets despite meager forecasted growth rates that analysts are starting to actually cut.</p><p>Investors still have the time to sell Apple at the top unlike just about any other tech stock.</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>Apple: Cracks Appearing?</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: Cracks Appearing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500763-apple-cracks-appearing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500763-apple-cracks-appearing\">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://seekingalpha.com/article/4500763-apple-cracks-appearing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166754456","content_text":"SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are starting to cut those meager growth targets.The stock remains far too expensive at 28x EPS targets while being one of the few tech stocks still trading at all-time highs.Richard Villalonundefined undefined/iStock via Getty ImagesApple (NASDAQ:AAPL) still trades near all-time highs, yet logical signs of cracks are starting to appear to the business facade. The consensus estimates already point to limit growth and the Covid pull forwards alongwith recession fears are starting to turn into visible slowdowns. My investment thesis remains bearish on Apple until the stock price resets similar to just about every other stock in the market.FinVizWaning Consumer DemandApple relies heavily on consumer demand to fuel sales. The tech giant isn't heavily focused on corporate customers, and the recent warning from chips suppliers and analysts all point to the current market weakness coming from electronics and smartphone-related products bought by consumers.The biggest concern was the end of March warning from Apple supplier Taiwan Semiconductor Manufacturing Co.(TSM). Chairman Mark Liu suggested demand was slowing down in prime Apple markets such as smartphones and PCs. The chip manufacturer further suggested demand is especially weak in China, where Apple has the 3rd largest market by sales based on FY21 numbers.Apple FY21 earnings releaseThe biggest slowdown impact is likely in the lower-tier smartphones where Apple doesn't operate, but any lower demand in premium smartphones will hurt the tech giant. Remember, Apple saw substantial sales pull forward beyond smartphones, with Macs and iPad sales jumping to record sales levels for products struggling in previous periods to even grow.In total, sales surged in FY21 by a massive $91 billion to reach $366 billion. Historically, Apple has seen iPhone cycles pull forward demand, and the 5G iPhone released at the end of 2020 was such a scenario.The combined Mac and iPad revenue used for WFM and virtual school saw revenues surge from $47 billion in FY19 to $67 billion during FY21. Mac revenues likely saw a small boost from new M1 chips pushing up demand, but sales were a very strong $9 billion above FY19 levels for a company with no growth in the category going on 5 years.sixcolorsiPad revenue saw the biggest boost likely due to the demand to supplement virtual school demand for people lacking enough PCs at home. The category had seen demand plunge from FY13 peaks at $31 billion to only see Covid pull forward and push total sales to a record $32 billion.sixcolorsOther areas such as Services won't see any giveback, but the company faces headwinds in demand for Macs and iPads on top of potential flattish sales for iPhones. Any slowdown expectations hasn't actually been embraced by the stock market yet.The chip market isn't completely falling apart as the automotive market still can't meet demand and the high-performance computing and IoT sectors are riding trends beyond Covid pull forwards. After all, TSMC still can't fully meet chip demand.Elevated RisksThe risk isn't that Apple misses consensus analyst targets, but rather that the tech giant actually matches current weak growth targets. Most readers are probably tired of hearing this point, but nobody actually expected the tech giant to record fast growth over the next 4 years.The highest forecasted growth rates through FY25 is the 8.2% rate this fiscal year. The quarterly growth rates are set to dip to the 5% to 7% range for the next few years with Apple likely reporting the last double-digit growth in FQ1'22.SA earnings estimatesIn essence, Apple analysts didn't expect fast growth and the company only matching analyst estimates won't warrant the stock still trading at ~28x EPS estimates. The trend over the last month has been revenue estimates actually trending lower. The exact opposite of expectations has occurred after Apple reported a blowout December quarter where EPS grew a surprising 25%.JPMorgan analyst Samik Chatterjee just cut earnings estimates due to weak iPhone demand led by disappointing SE sales. The analyst even suggests high-end smartphone and laptop demand remains strong, but Mr. Chatterjee had to cut FY22 targets anyway.Remember, the key is that demand for existing products surged during Covid shutdowns, while the exciting new products pushing the stock up the last year won't materially add to revenues for years. The AR/VR device isn't likely to reach the market until FY23, and AVs have an even more questionable future, with sales not set to materially impact numbers until possibly FY26, at the earliest.TakeawayThe key investor takeaway is that Apple is starting to face an increasingly more difficult consumer demand environment and the stock hasn't corrected. The tech giant still trades at 28x EPS targets despite meager forecasted growth rates that analysts are starting to actually cut.Investors still have the time to sell Apple at the top unlike just about any other tech stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}