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Dinesh27
Dinesh27
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2022-08-29
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Nvidia: Guidance Is A Game-Changer
SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida
Nvidia: Guidance Is A Game-Changer
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2022-06-13
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US Futures Fall as Inflation Shock Saps Sentiment
US equity futures slid early Monday following a surprise American inflation print that heaped pressu
US Futures Fall as Inflation Shock Saps Sentiment
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Dinesh27
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2022-06-12
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2 “Strong Buy” Stocks Trading at Rock-Bottom Prices
What to do in today’s market? The last few trading sessions of declining stocks would seem to indica
2 “Strong Buy” Stocks Trading at Rock-Bottom Prices
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Dinesh27
Dinesh27
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2022-06-04
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Dinesh27
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2022-06-03
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US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia
Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks i
US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia
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Dinesh27
Dinesh27
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2022-05-22
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2022-05-20
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Alibaba: Another Hit On Margins
Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the las
Alibaba: Another Hit On Margins
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Dinesh27
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2022-05-19
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Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022
Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hat
Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022
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2022-05-19
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Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022
Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hat
Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022
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2022-05-17
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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994748563","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!</p><p><b>Nvidia's FQ2'23 earnings card was as expected</b></p><p>Nvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2'23 Results</p><p>Nvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.</p><p>Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.</p><p>Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8 <a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052024342,"gmtCreate":1655095685986,"gmtModify":1676535561228,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052024342","repostId":"1170887506","repostType":4,"repost":{"id":"1170887506","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":1655084153,"share":"https://ttm.financial/m/news/1170887506?lang=&edition=fundamental","pubTime":"2022-06-13 09:35","market":"us","language":"en","title":"US Futures Fall as Inflation Shock Saps Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1170887506","media":"Tiger Newspress","summary":"US equity futures slid early Monday following a surprise American inflation print that heaped pressu","content":"<html><head></head><body><p>US equity futures slid early Monday following a surprise American inflation print that heaped pressure on the Federal Reserve to intensify monetary tightening.</p><p>Nasdaq 100 contracts shed 2.05%, while those for the S&P 500 fell 1.47%, in the wake of steep losses on Wall Street that contributed to the worst drop in global shares last week since October 2020.</p><p><img src=\"https://static.tigerbbs.com/db7586cfcbc65dc1b0322d3201b75d02\" tg-width=\"558\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/></p><p>New Zealand’s 10-year bond yield topped 4% for the first time since 2014 in the slipstream of a Treasuries slump that left the US two-year yield at a 14-year high. Yields on 30-year Treasuries are below those on five-year notes, pointing to fears that sharp Fed interest-rate hikes will spark a hard economic landing.</p><p>The dollar was firm on haven demand amid the toxic mix of rising costs and slower growth. Risk sensitive currencies like the Australian dollar weakened. Oil, one of the commodities stoking price gains, retreated below $120 a barrel.</p><p>“At some point financial conditions will tighten enough and/or growth will weaken enough such that the Fed can pause from hiking,” Goldman Sachs Group Inc. strategists including Zach Pandl wrote in a note. “But we still seem far from that point, which suggests upside risks to bond yields, ongoing pressure on risky assets, and likely broad US dollar strength for now.”</p><p>The US consumer price index rose 8.6% in May from a year earlier -- a fresh 40-year high -- in a broad-based advance, adding to a slate of troubling inflation data globally. Many investors expect half-point Fed rate hikes this week and again in July and September. Barclays Plc and Jefferies LLC said an even bigger 75-basis-point move is possible at the June meeting.</p><p>Poor sentiment was evident over the weekend in a cryptocurrency slide that took Bitcoin as low as $26,877, the weakest since mid-May.</p><p>In Australia, financial markets are closed for a holiday.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Futures Fall as Inflation Shock Saps Sentiment</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\">\nUS Futures Fall as Inflation Shock Saps Sentiment\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\">2022-06-13 09:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US equity futures slid early Monday following a surprise American inflation print that heaped pressure on the Federal Reserve to intensify monetary tightening.</p><p>Nasdaq 100 contracts shed 2.05%, while those for the S&P 500 fell 1.47%, in the wake of steep losses on Wall Street that contributed to the worst drop in global shares last week since October 2020.</p><p><img src=\"https://static.tigerbbs.com/db7586cfcbc65dc1b0322d3201b75d02\" tg-width=\"558\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/></p><p>New Zealand’s 10-year bond yield topped 4% for the first time since 2014 in the slipstream of a Treasuries slump that left the US two-year yield at a 14-year high. Yields on 30-year Treasuries are below those on five-year notes, pointing to fears that sharp Fed interest-rate hikes will spark a hard economic landing.</p><p>The dollar was firm on haven demand amid the toxic mix of rising costs and slower growth. Risk sensitive currencies like the Australian dollar weakened. Oil, one of the commodities stoking price gains, retreated below $120 a barrel.</p><p>“At some point financial conditions will tighten enough and/or growth will weaken enough such that the Fed can pause from hiking,” Goldman Sachs Group Inc. strategists including Zach Pandl wrote in a note. “But we still seem far from that point, which suggests upside risks to bond yields, ongoing pressure on risky assets, and likely broad US dollar strength for now.”</p><p>The US consumer price index rose 8.6% in May from a year earlier -- a fresh 40-year high -- in a broad-based advance, adding to a slate of troubling inflation data globally. Many investors expect half-point Fed rate hikes this week and again in July and September. Barclays Plc and Jefferies LLC said an even bigger 75-basis-point move is possible at the June meeting.</p><p>Poor sentiment was evident over the weekend in a cryptocurrency slide that took Bitcoin as low as $26,877, the weakest since mid-May.</p><p>In Australia, financial markets are closed for a holiday.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170887506","content_text":"US equity futures slid early Monday following a surprise American inflation print that heaped pressure on the Federal Reserve to intensify monetary tightening.Nasdaq 100 contracts shed 2.05%, while those for the S&P 500 fell 1.47%, in the wake of steep losses on Wall Street that contributed to the worst drop in global shares last week since October 2020.New Zealand’s 10-year bond yield topped 4% for the first time since 2014 in the slipstream of a Treasuries slump that left the US two-year yield at a 14-year high. Yields on 30-year Treasuries are below those on five-year notes, pointing to fears that sharp Fed interest-rate hikes will spark a hard economic landing.The dollar was firm on haven demand amid the toxic mix of rising costs and slower growth. Risk sensitive currencies like the Australian dollar weakened. Oil, one of the commodities stoking price gains, retreated below $120 a barrel.“At some point financial conditions will tighten enough and/or growth will weaken enough such that the Fed can pause from hiking,” Goldman Sachs Group Inc. strategists including Zach Pandl wrote in a note. “But we still seem far from that point, which suggests upside risks to bond yields, ongoing pressure on risky assets, and likely broad US dollar strength for now.”The US consumer price index rose 8.6% in May from a year earlier -- a fresh 40-year high -- in a broad-based advance, adding to a slate of troubling inflation data globally. Many investors expect half-point Fed rate hikes this week and again in July and September. Barclays Plc and Jefferies LLC said an even bigger 75-basis-point move is possible at the June meeting.Poor sentiment was evident over the weekend in a cryptocurrency slide that took Bitcoin as low as $26,877, the weakest since mid-May.In Australia, financial markets are closed for a holiday.","news_type":1,"symbols_score_info":{"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056625996,"gmtCreate":1655005973215,"gmtModify":1676535547485,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056625996","repostId":"2242456324","repostType":4,"repost":{"id":"2242456324","kind":"highlight","pubTimestamp":1655005770,"share":"https://ttm.financial/m/news/2242456324?lang=&edition=fundamental","pubTime":"2022-06-12 11:49","market":"us","language":"en","title":"2 “Strong Buy” Stocks Trading at Rock-Bottom Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2242456324","media":"TipRanks","summary":"What to do in today’s market? The last few trading sessions of declining stocks would seem to indica","content":"<div>\n<p>What to do in today’s market? The last few trading sessions of declining stocks would seem to indicate that the late-May rally we saw has run its course. But that doesn’t mean the opportunities for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-strong-buy-stocks-trading-132547933.html\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 “Strong Buy” Stocks Trading at Rock-Bottom Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 “Strong Buy” Stocks Trading at Rock-Bottom Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:49 GMT+8 <a href=https://finance.yahoo.com/news/2-strong-buy-stocks-trading-132547933.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What to do in today’s market? The last few trading sessions of declining stocks would seem to indicate that the late-May rally we saw has run its course. But that doesn’t mean the opportunities for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-strong-buy-stocks-trading-132547933.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPNE":"SeaSpine Holdings Corporation","ORGO":"Organogenesis Holdings Inc"},"source_url":"https://finance.yahoo.com/news/2-strong-buy-stocks-trading-132547933.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242456324","content_text":"What to do in today’s market? The last few trading sessions of declining stocks would seem to indicate that the late-May rally we saw has run its course. But that doesn’t mean the opportunities for buy-minded investors are all gone.The recent declines, and the overall downward trend we’ve seen year-to-date, have left many fundamentally sound stocks trading at rock bottom prices. And that may have created an opportunity for investors willing do a bit of bottom fishing.The trick for investors, however, is to tell the difference between stocks that are cheap at their new low prices and stocks that are truly broken. That’s where the Wall Street pros come in.These expert stock pickers have identified two compelling tickers whose current share prices land close to their 52-week lows. Noting that each is set to take back off on an upward trajectory, the analysts see an attractive entry point. Using TipRanks’ database, we found out that the analyst consensus has rated both a Strong Buy, with major upside potential also on tap. We’re talking about over 100% upside potential here.SeaSpine Holdings (SPNE)The first stock we'll look at is SeaSpine Holdings, a medical technology company focusing on the treatment of injuries and disorders of the spine. The company uses a series of advanced materials and techniques to develop a range of surgical implants and procedures, including orthobiologics and spinal fusion hardware, to meet the needs of orthopedic and neurosurgical specialists.SeaSpine offers solutions for anterior and posterior spinal fusions, along with surgical access and navigation technologies for a wide range of operations. In recent months, the company has announced the commercial launches of new products, such as the Explorer TLIF Oblique TO, Expandable Interbody system, the WaveForm TO system, and the OsteoTorrent DBM product family. These new launches continue SeaSpine’s history of offering best-in-class products.Last year, SeaSpine moved to shore up its product lines, through the acquisition of Toronto-based 7D Surgical. The acquisition brought 7D’s Flash Navigation into SeaSpine’s range of offerings.The company’s strong product line supports its growing revenue stream. The company reported $50.7 million in global revenues for 1Q22, up 21% from the year-ago quarter. Of this total, $45.5 million came from US sales. The revenue totals beat the forecast by 3.5%, which helped to compensate for somewhat disappointing earnings in the quarter. EPS was reported at a net loss of 45 cents per share, well below the 36-cent estimate.SeaSpine had $81.4 million in cash assets on hand at the end of Q1, a total that included $25 million borrowed against an existing credit facility. SeaSpine’s credit limit on that facility was set at $30 million, and the company is negotiating to expand it to $40 million.Looking ahead, the company is predicting year-over-year revenue growth of 21% to 23% for the full year 2022. This represents an increase of the guidance range by $5 million at the midpoint, to $231 million to $235 million. While the company’s outlook appears positive, its stock shares are down 46% so far this year.However, Piper Sandler analyst Matt O’Brien thinks this new, lower stock price could offer new investors an opportunity to get into SPNE on the cheap.“SeaSpine is experiencing strong recovery in volumes following COVID and has seen encouraging signs so far with the launch of 7D. This includes 4 earnouts now signed representing up to $2M of annual revenue as well as some of the first signs of implant pull through in select accounts that have purchased the system outright. Enabling technologies have been a big source of value creation for others in the ortho space, and we expect 7D to provide a similar boost to SPNE,\" O’Brien opined.\"Simply put, we believe SPNE has the right leadership and strategy, coupled with an impressive product offering, to continue delivering some of the best growth in spine,” the analyst summed up.All of that is enough to back up an Overweight (i.e. Buy) rating, and O’Brien’s price target, at $21, implies a one-year upside of 187% for the year ahead.The bulls are out in for this stock, who’s Strong Buy consensus rating is based on 5 unanimously positive analyst reviews. The current share price of $7.31 and the average price target of $20.20 together suggests an upside of 176% for the next 12 months.Organogenesis Holdings (ORGO)For the second stock on our list, we’ll stick with the medical technology sector. Organogenesis Holdings works in the field of regenerative medicine, where it develops, manufactures, and commercializes products for advanced wound care and surgical & sports medicines. The company focuses on products to promote both patient support and regenerative medicine.The company’s wound product lines include the PuraPly and NuShield families of dressings, designed to promote faster healing and prevent infection, along with the Affinity and Apligraf lines of living cell therapies, for the treatment of various types and sizes of wounds. The same products are also used in the surgical and sports medicine field, which also includes Osteoconductive Matrix PLUS cancellous chips and the FiberOS lines of demineralized cortical fibers.Organogenesis’ revenues grew from 2020 through 2021, but dropped off in 1Q22. The top line for the first quarter came in at $98.1 million, down from the $128.5 million reported in 4Q21 – and also down slightly from the $102.5 million in 1Q21. The company’s total sales were impacted by a 39% year-over-year decrease in the surgical & sports medicine lines that was partly offset by a 29% increase in y/y PuraPly sales.Unfortunately for investors, Organogenesis stock has been falling, and is down 45% this year. Nevertheless, SVB Securities analyst Danielle Antalffy sees plenty of reasons to stay hopeful.“With reimbursement noise seemingly behind us, a tough COVID operating environment hopefully improving as we move through 2022… we hope that investors will increasingly shift focus to the positive underlying growth drivers of the business, which we believe will return the company to a sustainable double-digit sales growth trajectory in 2023 if not in 2022. These growth drivers include the amnion portfolio, as well as sales force expansion and channel expansion -- all of which widen ORGO's competitive moat and successfully position the company for sustained above-market growth,” Antalffy wrote.To this end, Antalfy puts an Outperform (i.e. Buy) rating on ORGO stock, along with a $13 price target to suggests a growth potential of 154% by next year.Other analysts don’t beg to differ. With 4 Buy ratings and no Holds or Sells, the word on the Street is that ORGO is a Strong Buy. The shares have an average price target of $16.75, suggesting a 12-month upside of ~228% from current levels.","news_type":1,"symbols_score_info":{"SPNE":0.9,"ORGO":1}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059668050,"gmtCreate":1654356729270,"gmtModify":1676535435781,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059668050","repostId":"2240200693","repostType":4,"isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050402304,"gmtCreate":1654220404608,"gmtModify":1676535415416,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050402304","repostId":"2240266262","repostType":4,"repost":{"id":"2240266262","kind":"highlight","pubTimestamp":1654211541,"share":"https://ttm.financial/m/news/2240266262?lang=&edition=fundamental","pubTime":"2022-06-03 07:12","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2240266262","media":"Reuters","summary":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks i","content":"<html><head></head><body><p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.</p><p>Tesla, Nvidia and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> each rose more than 4%, fueling gains in the S&P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.</p><p>Of the 11 S&P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.</p><p>U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.</p><p>The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.</p><p>"Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high," warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>The S&P 500 is now down about 13% from its record high close in early January.</p><p>The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.</p><p>U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.</p><p>All eyes are now on the government's nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy's health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.</p><p>Unofficially, the S&P 500 climbed 1.84% to end the session at 4,176.82 points.</p><p>The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.</p><p>Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.</p><p>Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.</p><p>Veeva Systems rallied almost 15% after the life sciences software seller's quarterly revenue forecast beat expectations.</p><p>Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-<a href=\"https://laohu8.com/S/AONE.U\">one</a> ratio.</p><p>The S&P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia</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; 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}\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\">\nUS STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 07:12 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240266262","content_text":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each rose more than 4%, fueling gains in the S&P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.Of the 11 S&P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.\"Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,\" warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.The S&P 500 is now down about 13% from its record high close in early January.The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.All eyes are now on the government's nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy's health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.Unofficially, the S&P 500 climbed 1.84% to end the session at 4,176.82 points.The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.Veeva Systems rallied almost 15% after the life sciences software seller's quarterly revenue forecast beat expectations.Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-one ratio.The S&P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028690601,"gmtCreate":1653206230703,"gmtModify":1676535240501,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028690601","repostId":"2237028702","repostType":4,"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021688031,"gmtCreate":1653044790323,"gmtModify":1676535213791,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021688031","repostId":"2236705977","repostType":4,"repost":{"id":"2236705977","kind":"highlight","pubTimestamp":1653061017,"share":"https://ttm.financial/m/news/2236705977?lang=&edition=fundamental","pubTime":"2022-05-20 23:36","market":"us","language":"en","title":"Alibaba: Another Hit On Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2236705977","media":"Seeking Alpha","summary":"Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the las","content":"<html><head></head><body><p>Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a massive dip in Alibaba’s income and margin in the last quarter. This margin decline could continue in the near term as the restrictions due to the pandemic are still being imposed on major cities. Alibaba’s EBITA in core commerce came at RMB 57.8 billion, down from RMB 71.9 billion in the year-ago quarter. Most of this decline was due to higher investment in Taobao Deals, Community Marketplaces, Local Consumer Service and Lazada.</p><p>We should see better margins in the medium term as the competitive pressure declines due to lower investment by Tencent (OTCPK:TCEHY) in Alibaba’s rivals like JD.com (JD), Pinduoduo (PDD), Meituan, and others. Alibaba’s cloud platform will also be the main driver for margin expansion over the next few quarters. Even with a lower margin in this earnings call, Alibaba could see better bullish sentiment if it continues to show strong progress in cloud, international regions, subscriptions, delivery, and other key business segments.</p><h2>Decline In Margins</h2><p>The decline in margins within core commerce business is due to ramping up of investments in several strategic initiatives. The growing competition from Pinduoduo forced Alibaba to launch Taobao Deals where the margins are low. This service already has over 240 million annual active customers. Alibaba also invested in Ele.me to improve its delivery network. Another big investment activity was in Lazada in Southeast Asia. Lazada is competing against Sea Limited and Alibaba has set a target to hit $100 billion gross merchandise value within this business.</p><p></p><p><img src=\"https://static.tigerbbs.com/544c296ad8072dce7401de3165fbf988\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Filings</p><p></p><p>Figure 1: Decline in core commerce EBITA is driving the overall margins lower.</p><p>The margin decline in commerce segment was quite high. The overall EBITA margin in the year-ago quarter was 28% which declined to 18% in the last quarter.</p><h2>Tencent's Withdrawal</h2><p>Tencent has seen significant regulatory headwinds in recent quarters. It is Alibaba’s main rival which has invested in a number of companies that directly compete with Alibaba. Tencent is now trying to divest its stake in these companies to prevent antitrust action by regulators.</p><p>It has already announced a reduction in stake in JD from 17% to 2.3%. There could also be a reduction in strategic partnership where JD uses Tencent’s platform to improve its service. Tencent might also divest from PDD, Meituan and other startups. At the same time, Tencent is increasing investment outside China. This will reduce the competitive pressure on Alibaba in several business segments.</p><p></p><p><img src=\"https://static.tigerbbs.com/51ed2b380c935f55b8df8e53737d48b4\" tg-width=\"779\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/></p><p>Financial Times</p><p></p><p>Figure 2: Lower investment by Tencent in China.</p><h2>Importance Of Cloud Business</h2><p>Alibaba Cloud is already showing annualized revenue rate of $12 billion.</p><p></p><p><img src=\"https://static.tigerbbs.com/130228d64a56245f00b42dbce2e29d0e\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>Company Filings</p><p></p><p>Figure 3: Improvement in cloud business compared to year ago quarter.</p><p>In the nine months ending December 31, 2020 Alibaba reported EBITA of negative RMB 1.9 billion. In the latest nine-month period this has changed to positive RMB 0.87 billion. The margin swing in this period was from negative 4% to positive 2 %. Many cloud providers have struggled with lower margins in the initial stages. After reaching a higher revenue base, they are able to leverage the economies of scale to deliver better margins.</p><p>We have already seen this in Google's ((GOOG)(GOOGL)) cloud business. Google was able to deliver a 16 percentage point improvement in margin on a YoY basis in the previous quarter. Alibaba should also be able to show improvement in cloud margins as the revenue base increases and we see better economies of scale.</p><p>Another factor working in favor of Alibaba Cloud is the rapid international growth shown by the company. Recently, Alibaba opened its third data center in Germany and it now directly competes with Amazon (AMZN), Microsoft (MSFT), Google, and other cloud providers in the lucrative European region. It should be noted that Alibaba Cloud has many features which are similar to Amazon's AWS because both of these cloud operations started with their e-commerce business. This makes it easier for clients to use Alibaba Cloud instead of AWS in case they get better discounts.</p><p>Many clients are focusing on using the services of multiple cloud providers instead of a single cloud company. This should help Alibaba Cloud gain market share as clients try to diversify their cloud providers.</p><p></p><p><img src=\"https://static.tigerbbs.com/0b7a35257e5d288ea3753661e3165873\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>Amazon Filing</p><p></p><p>Figure 4: Amazon's AWS has shown operating margin of close to 30% in the last few quarters.</p><p>Amazon’s AWS regularly shows operating margin of 30%. There is a massive margin gap between Alibaba Cloud and AWS. Alibaba Cloud has already shown an improvement of six percentage points in margins in the first three-quarters of this fiscal. Further improvement is likely as Alibaba ramps up its international investment in cloud business.</p><p>Hence, we should see a lot of margin improvement in Alibaba Cloud due to better economies of scale, international expansion, and usage of multiple cloud providers by clients, and thereby see a reduction in margin gap with AWS.</p><h2>Are Margins Important?</h2><p>If Alibaba can show rapid growth in international regions, the margins might take a back seat for Wall Street in evaluating the stock. The company is trying to replicate the business model it has created within China in other locations. It tries to gain a good share of the ecommerce market in a new region and then launches other services like payment, cloud, delivery, subscriptions, etc. within these locations. Alibaba has already proven itself in Southeast Asia. It owns Lazada which is a major player in the ecommerce market of Southeast Asia.</p><p>Lazada had $21 billion gross merchandise value according to recent estimates compared with Sea Limited which had $35 billion GMV. Sea Limited is trading at close to $50 billion market cap. Hence, Lazada could also have a massive standalone valuation. Alibaba also owns a big stake in Trendyol which is the leading e-commerce company in Turkey with a valuation of over $16 billion.</p><p>By end of this decade, Alibaba’s international business could be worth more than its Chinese business. During the expansion phase in international regions, the margins will suffer as the company tries to invest in warehousing, logistics and attracts new customers through discounts. Wall Street might overlook margins in this period if Alibaba’s management can deliver high enough growth in international markets. The recent YoY growth in Lazada was 82% which shows that heavy investment can bring a strong growth from a high revenue base.</p><h2>Impact On Stock</h2><p>Alibaba is trading at a modest valuation multiple even if we price in the regulatory challenges faced by the company. The company has a number of growth drivers that it can use to deliver better numbers in the future. The core business is still very strong and it has been able to retain its market share despite the growth of innovative disruptors like PDD.</p><p></p><p><img src=\"https://static.tigerbbs.com/6e18f482493ca5ea51b28b8a3f0ce819\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p></p><p>Figure 5: Alibaba's forward PE ratio is considerably lower than that of JD and PDD.</p><p>The revenue growth is still strong in a number of important businesses like cloud, international commerce, Ele.me and others. The forward P/E ratio of Alibaba is close to single digit which does not reflect the core strengths. We could still see some margin headwinds due to pandemic restrictions in the near term. However, in the medium to long term, the revenue growth and margin potential of the company are promising.</p><p>Investors should look past the short-term margin fluctuation and gauge the long-term growth of important segments like cloud, international commerce, subscriptions, and competition with Tencent.</p><h2>Investor Takeaway</h2><p>Alibaba has seen a dip in margins as the company invests in its strategic initiatives. We should see lower competitive pressure on Alibaba in the medium term as Tencent reduces its stake and partnership in JD, PDD, Meituan and others. Tencent is also directing more investment in international regions which should be favorable for Alibaba in China. Alibaba’s cloud business will be the main margin driver in the next few quarters.</p><p>Alibaba’s international growth will also put less attention on the margins. If Alibaba can rapidly expand in Southeast Asia and Europe across services like ecommerce, cloud, payments, delivery, and others, then it can improve the long-term growth runway for the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Another Hit On Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Another Hit On Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 23:36 GMT+8 <a href=https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins\">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/4513086-alibaba-another-hit-on-margins","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236705977","content_text":"Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a massive dip in Alibaba’s income and margin in the last quarter. This margin decline could continue in the near term as the restrictions due to the pandemic are still being imposed on major cities. Alibaba’s EBITA in core commerce came at RMB 57.8 billion, down from RMB 71.9 billion in the year-ago quarter. Most of this decline was due to higher investment in Taobao Deals, Community Marketplaces, Local Consumer Service and Lazada.We should see better margins in the medium term as the competitive pressure declines due to lower investment by Tencent (OTCPK:TCEHY) in Alibaba’s rivals like JD.com (JD), Pinduoduo (PDD), Meituan, and others. Alibaba’s cloud platform will also be the main driver for margin expansion over the next few quarters. Even with a lower margin in this earnings call, Alibaba could see better bullish sentiment if it continues to show strong progress in cloud, international regions, subscriptions, delivery, and other key business segments.Decline In MarginsThe decline in margins within core commerce business is due to ramping up of investments in several strategic initiatives. The growing competition from Pinduoduo forced Alibaba to launch Taobao Deals where the margins are low. This service already has over 240 million annual active customers. Alibaba also invested in Ele.me to improve its delivery network. Another big investment activity was in Lazada in Southeast Asia. Lazada is competing against Sea Limited and Alibaba has set a target to hit $100 billion gross merchandise value within this business.Alibaba FilingsFigure 1: Decline in core commerce EBITA is driving the overall margins lower.The margin decline in commerce segment was quite high. The overall EBITA margin in the year-ago quarter was 28% which declined to 18% in the last quarter.Tencent's WithdrawalTencent has seen significant regulatory headwinds in recent quarters. It is Alibaba’s main rival which has invested in a number of companies that directly compete with Alibaba. Tencent is now trying to divest its stake in these companies to prevent antitrust action by regulators.It has already announced a reduction in stake in JD from 17% to 2.3%. There could also be a reduction in strategic partnership where JD uses Tencent’s platform to improve its service. Tencent might also divest from PDD, Meituan and other startups. At the same time, Tencent is increasing investment outside China. This will reduce the competitive pressure on Alibaba in several business segments.Financial TimesFigure 2: Lower investment by Tencent in China.Importance Of Cloud BusinessAlibaba Cloud is already showing annualized revenue rate of $12 billion.Company FilingsFigure 3: Improvement in cloud business compared to year ago quarter.In the nine months ending December 31, 2020 Alibaba reported EBITA of negative RMB 1.9 billion. In the latest nine-month period this has changed to positive RMB 0.87 billion. The margin swing in this period was from negative 4% to positive 2 %. Many cloud providers have struggled with lower margins in the initial stages. After reaching a higher revenue base, they are able to leverage the economies of scale to deliver better margins.We have already seen this in Google's ((GOOG)(GOOGL)) cloud business. Google was able to deliver a 16 percentage point improvement in margin on a YoY basis in the previous quarter. Alibaba should also be able to show improvement in cloud margins as the revenue base increases and we see better economies of scale.Another factor working in favor of Alibaba Cloud is the rapid international growth shown by the company. Recently, Alibaba opened its third data center in Germany and it now directly competes with Amazon (AMZN), Microsoft (MSFT), Google, and other cloud providers in the lucrative European region. It should be noted that Alibaba Cloud has many features which are similar to Amazon's AWS because both of these cloud operations started with their e-commerce business. This makes it easier for clients to use Alibaba Cloud instead of AWS in case they get better discounts.Many clients are focusing on using the services of multiple cloud providers instead of a single cloud company. This should help Alibaba Cloud gain market share as clients try to diversify their cloud providers.Amazon FilingFigure 4: Amazon's AWS has shown operating margin of close to 30% in the last few quarters.Amazon’s AWS regularly shows operating margin of 30%. There is a massive margin gap between Alibaba Cloud and AWS. Alibaba Cloud has already shown an improvement of six percentage points in margins in the first three-quarters of this fiscal. Further improvement is likely as Alibaba ramps up its international investment in cloud business.Hence, we should see a lot of margin improvement in Alibaba Cloud due to better economies of scale, international expansion, and usage of multiple cloud providers by clients, and thereby see a reduction in margin gap with AWS.Are Margins Important?If Alibaba can show rapid growth in international regions, the margins might take a back seat for Wall Street in evaluating the stock. The company is trying to replicate the business model it has created within China in other locations. It tries to gain a good share of the ecommerce market in a new region and then launches other services like payment, cloud, delivery, subscriptions, etc. within these locations. Alibaba has already proven itself in Southeast Asia. It owns Lazada which is a major player in the ecommerce market of Southeast Asia.Lazada had $21 billion gross merchandise value according to recent estimates compared with Sea Limited which had $35 billion GMV. Sea Limited is trading at close to $50 billion market cap. Hence, Lazada could also have a massive standalone valuation. Alibaba also owns a big stake in Trendyol which is the leading e-commerce company in Turkey with a valuation of over $16 billion.By end of this decade, Alibaba’s international business could be worth more than its Chinese business. During the expansion phase in international regions, the margins will suffer as the company tries to invest in warehousing, logistics and attracts new customers through discounts. Wall Street might overlook margins in this period if Alibaba’s management can deliver high enough growth in international markets. The recent YoY growth in Lazada was 82% which shows that heavy investment can bring a strong growth from a high revenue base.Impact On StockAlibaba is trading at a modest valuation multiple even if we price in the regulatory challenges faced by the company. The company has a number of growth drivers that it can use to deliver better numbers in the future. The core business is still very strong and it has been able to retain its market share despite the growth of innovative disruptors like PDD.YchartsFigure 5: Alibaba's forward PE ratio is considerably lower than that of JD and PDD.The revenue growth is still strong in a number of important businesses like cloud, international commerce, Ele.me and others. The forward P/E ratio of Alibaba is close to single digit which does not reflect the core strengths. We could still see some margin headwinds due to pandemic restrictions in the near term. However, in the medium to long term, the revenue growth and margin potential of the company are promising.Investors should look past the short-term margin fluctuation and gauge the long-term growth of important segments like cloud, international commerce, subscriptions, and competition with Tencent.Investor TakeawayAlibaba has seen a dip in margins as the company invests in its strategic initiatives. We should see lower competitive pressure on Alibaba in the medium term as Tencent reduces its stake and partnership in JD, PDD, Meituan and others. Tencent is also directing more investment in international regions which should be favorable for Alibaba in China. Alibaba’s cloud business will be the main margin driver in the next few quarters.Alibaba’s international growth will also put less attention on the margins. If Alibaba can rapidly expand in Southeast Asia and Europe across services like ecommerce, cloud, payments, delivery, and others, then it can improve the long-term growth runway for the company.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023591417,"gmtCreate":1652927012739,"gmtModify":1676535190960,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like ","listText":"Pls like ","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023591417","repostId":"1146153998","repostType":4,"repost":{"id":"1146153998","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":1652922707,"share":"https://ttm.financial/m/news/1146153998?lang=&edition=fundamental","pubTime":"2022-05-19 09:11","market":"us","language":"en","title":"Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1146153998","media":"Tiger Newspress","summary":"Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hat","content":"<html><head></head><body><p>Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.</p><p>Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.<img src=\"https://static.tigerbbs.com/9dd7ac80335ecef3f96b6de20b08899f\" tg-width=\"1435\" tg-height=\"1850\" referrerpolicy=\"no-referrer\"/></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>Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022</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\">\nTiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022\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\">2022-05-19 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.</p><p>Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.<img src=\"https://static.tigerbbs.com/9dd7ac80335ecef3f96b6de20b08899f\" tg-width=\"1435\" tg-height=\"1850\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","AMZN":"亚马逊","UNH":"联合健康",".DJI":"道琼斯","BRK.A":"伯克希尔",".SPX":"S&P 500 Index","GOOG":"谷歌","TSLA":"特斯拉","FB":"ProShares S&P 500 Dynamic Buffer ETF","AAPL":"苹果","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146153998","content_text":"Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.","news_type":1,"symbols_score_info":{"BRK.A":0.9,".SPX":0.9,"BRK.B":0.9,"GOOG":0.9,"UNH":0.9,"TSLA":0.9,"FB":0.9,"MSFT":0.9,"AMZN":0.9,".IXIC":0.9,"GOOGL":0.9,"AAPL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023591282,"gmtCreate":1652926966446,"gmtModify":1676535190937,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023591282","repostId":"1146153998","repostType":4,"repost":{"id":"1146153998","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":1652922707,"share":"https://ttm.financial/m/news/1146153998?lang=&edition=fundamental","pubTime":"2022-05-19 09:11","market":"us","language":"en","title":"Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1146153998","media":"Tiger Newspress","summary":"Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hat","content":"<html><head></head><body><p>Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.</p><p>Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.<img src=\"https://static.tigerbbs.com/9dd7ac80335ecef3f96b6de20b08899f\" tg-width=\"1435\" tg-height=\"1850\" referrerpolicy=\"no-referrer\"/></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>Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022\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\">2022-05-19 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.</p><p>Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.<img src=\"https://static.tigerbbs.com/9dd7ac80335ecef3f96b6de20b08899f\" tg-width=\"1435\" tg-height=\"1850\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","AMZN":"亚马逊","UNH":"联合健康",".DJI":"道琼斯","BRK.A":"伯克希尔",".SPX":"S&P 500 Index","GOOG":"谷歌","TSLA":"特斯拉","FB":"ProShares S&P 500 Dynamic Buffer ETF","AAPL":"苹果","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146153998","content_text":"Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.","news_type":1,"symbols_score_info":{"BRK.A":0.9,".SPX":0.9,"BRK.B":0.9,"GOOG":0.9,"UNH":0.9,"TSLA":0.9,"FB":0.9,"MSFT":0.9,"AMZN":0.9,".IXIC":0.9,"GOOGL":0.9,"AAPL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029636269,"gmtCreate":1652764852251,"gmtModify":1676535157699,"author":{"id":"3557040767939621","authorId":"3557040767939621","name":"Dinesh27","avatar":"https://static.tigerbbs.com/01dd12a5a0a5ed6a1d858724f8f07d38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557040767939621","idStr":"3557040767939621"},"themes":[],"htmlText":"Pls like!","listText":"Pls like!","text":"Pls like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029636269","repostId":"1114289990","repostType":4,"isVote":1,"tweetType":1,"viewCount":2300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}