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Cherry16
Cherry16
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2022-12-16
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Chinese ADRs Jumped on Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data
Chinese ADRs jumped on Chinese stock delisting threat eases as US gets access to audit data.About 20
Chinese ADRs Jumped on Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data
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Cherry16
Cherry16
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2022-12-10
Cool
Biden Faces Uphill Battle in Spat With Microsoft Over Activision Deal
WASHINGTON, Dec 9 (Reuters) - The Biden administration may struggle to convince a judge to stop Micr
Biden Faces Uphill Battle in Spat With Microsoft Over Activision Deal
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Cherry16
Cherry16
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2022-12-09
Great
Chinese Stocks to Outperform Global Peers, Morgan Stanley Says
Chinese equities will outperform the broad emerging markets and even their global peers as Beijing’s
Chinese Stocks to Outperform Global Peers, Morgan Stanley Says
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Cherry16
Cherry16
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2022-12-09
Cool
Sorry, this post has been deleted
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Cherry16
Cherry16
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2022-12-08
Good
U.S. Stocks Open Higher, As S&P 500 Tries to Snap 5-Day Losing Streak
Stocks opened higher Thursday as S&P 500 attempted to break a five-day losing streak and Wall Street
U.S. Stocks Open Higher, As S&P 500 Tries to Snap 5-Day Losing Streak
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Cherry16
Cherry16
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2022-12-06
Ooo
Singapore Stocks to Watch: Olam Group, Trek 2000
Olam Group: Olam Agri has secured a US$2 billion bridge financing facility to support the reorganisa
Singapore Stocks to Watch: Olam Group, Trek 2000
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Cherry16
Cherry16
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2022-12-05
Noted
Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Coinbase, Disney and More
Here are Monday’s biggest calls on Wall Street:Cowen names Yum! Brands a top pick in 2023Cowen said
Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Coinbase, Disney and More
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Cherry16
Cherry16
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2022-12-02
👌
Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report
Stocks fell as investors awaited jobs data coming Friday.The Dow Jones Industrial Average dropped 43
Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report
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Cherry16
Cherry16
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2022-11-27
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Microsoft: Gaming Will Likely Be A Growth Driver Going Forward
Investment thesisMicrosoft (NASDAQ:MSFT) is my highest conviction stock, and I wrote about this in m
Microsoft: Gaming Will Likely Be A Growth Driver Going Forward
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Cherry16
Cherry16
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2022-11-16
Noted
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The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.</p><p>China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.</p><p>The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度","JD":"京东","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178294043","content_text":"Chinese ADRs jumped on Chinese stock delisting threat eases as US gets access to audit data.About 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. 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"We've had at least three judges that have accepted remedies by the merging parties," he added.</p><p>Barlow pointed to three recent mergers challenged by the FTC or Justice Department that were ultimately allowed to proceed. In all three cases, UnitedHealth Group's purchase of Change Healthcare, AT&T's bid for Time Warner and Grail's acquisition by Illumina, the buyers offered remedies aimed at blunting antitrust concerns.</p><p>Those cases share something else in common with the proposed Microsoft deal: in each instance, a company would merge with a supplier in a so-called "vertical" merger. Judges tend to view such deals more favorably than "horizontal" mergers, where a company seeks to scoop up a rival, experts said.</p><p>"Vertical merger challenges are really difficult to win so it will be an uphill battle for the FTC," said Roger Alford, who teaches law at the University of Notre Dame.</p><p>Michael Pachter, an analyst with Wedbush Securities, said in a note that the FTC lawsuit gave Microsoft a roadmap for allaying antitrust concerns by offering further concessions: It could agree to offer Activision games to rivals for the same price, quality and release date as for Xbox.</p><h2>UNITED STATES NOT THE ONLY GAME IN TOWN</h2><p>But even if Microsoft can prevail over the FTC in a U.S. court, it still has to satisfy skeptical regulators in Europe.</p><p>"The fact that the FTC is taking a run at the transaction" will embolden the European Union, said William Kovacic, a former FTC chair who now teaches at the George Washington University Law School.</p><p>In its complaint, the FTC said that Microsoft had previously told European regulators that they had no incentive to make games from the 2021 ZeniMax acquisition exclusive but then did so with some games.</p><p>Reuters reported last month that Microsoft was expected to offer remedies to EU antitrust regulators in the coming weeks to stave off formal objections to the deal. The deadline for the European Commission to set out a formal list of competition concerns is next month.</p><p>"There is a strong possibility that the EC will prohibit the merger and they don't have to go to court," said Seth Bloom of Bloom Strategic Counsel.</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>Biden Faces Uphill Battle in Spat With Microsoft Over Activision Deal</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\">\nBiden Faces Uphill Battle in Spat With Microsoft Over Activision Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-10 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Dec 9 (Reuters) - The Biden administration may struggle to convince a judge to stop Microsoft Corp's $69 billion bid for "Call of Duty" maker Activision , because of the voluntary concessions offered by the tech giant to allay fears it could dominate the gaming market, antitrust experts said.</p><p>The Federal Trade Commission (FTC), which enforces antitrust law, asked a judge to block the transaction on Thursday, arguing that the merger would allow Microsoft's Xbox to get exclusive access to Activision games, leaving Nintendo consoles and Sony's PlayStation out in the cold.</p><p>The Biden administration has sought to reinvigorate antitrust enforcement, with the FTC and Justice Department challenging many more deals than most recent predecessors in industries as disparate as publishing, a variety of medical fields, defense and home hardware.</p><p>Microsoft, which said yesterday it is confident in its case, is seeking to close the biggest gaming industry deal in history to rapidly expand its portfolio of popular games and catch up to bigger rivals.</p><p>Fixes proposed by Microsoft, including a 10-year commitment to offer "Call of Duty," its popular first-person shooter series, to Nintendo Co Ltd platforms and Sony's PlayStation, give the company a good shot at winning over the FTC judge who will hear the case, lawyers said.</p><p>"The legal precedent is not on the side of the FTC," said Andre Barlow, an antitrust lawyer at Doyle, Barlow & Mazard PLLC. "We've had at least three judges that have accepted remedies by the merging parties," he added.</p><p>Barlow pointed to three recent mergers challenged by the FTC or Justice Department that were ultimately allowed to proceed. In all three cases, UnitedHealth Group's purchase of Change Healthcare, AT&T's bid for Time Warner and Grail's acquisition by Illumina, the buyers offered remedies aimed at blunting antitrust concerns.</p><p>Those cases share something else in common with the proposed Microsoft deal: in each instance, a company would merge with a supplier in a so-called "vertical" merger. Judges tend to view such deals more favorably than "horizontal" mergers, where a company seeks to scoop up a rival, experts said.</p><p>"Vertical merger challenges are really difficult to win so it will be an uphill battle for the FTC," said Roger Alford, who teaches law at the University of Notre Dame.</p><p>Michael Pachter, an analyst with Wedbush Securities, said in a note that the FTC lawsuit gave Microsoft a roadmap for allaying antitrust concerns by offering further concessions: It could agree to offer Activision games to rivals for the same price, quality and release date as for Xbox.</p><h2>UNITED STATES NOT THE ONLY GAME IN TOWN</h2><p>But even if Microsoft can prevail over the FTC in a U.S. court, it still has to satisfy skeptical regulators in Europe.</p><p>"The fact that the FTC is taking a run at the transaction" will embolden the European Union, said William Kovacic, a former FTC chair who now teaches at the George Washington University Law School.</p><p>In its complaint, the FTC said that Microsoft had previously told European regulators that they had no incentive to make games from the 2021 ZeniMax acquisition exclusive but then did so with some games.</p><p>Reuters reported last month that Microsoft was expected to offer remedies to EU antitrust regulators in the coming weeks to stave off formal objections to the deal. The deadline for the European Commission to set out a formal list of competition concerns is next month.</p><p>"There is a strong possibility that the EC will prohibit the merger and they don't have to go to court," said Seth Bloom of Bloom Strategic Counsel.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290237762","content_text":"WASHINGTON, Dec 9 (Reuters) - The Biden administration may struggle to convince a judge to stop Microsoft Corp's $69 billion bid for \"Call of Duty\" maker Activision , because of the voluntary concessions offered by the tech giant to allay fears it could dominate the gaming market, antitrust experts said.The Federal Trade Commission (FTC), which enforces antitrust law, asked a judge to block the transaction on Thursday, arguing that the merger would allow Microsoft's Xbox to get exclusive access to Activision games, leaving Nintendo consoles and Sony's PlayStation out in the cold.The Biden administration has sought to reinvigorate antitrust enforcement, with the FTC and Justice Department challenging many more deals than most recent predecessors in industries as disparate as publishing, a variety of medical fields, defense and home hardware.Microsoft, which said yesterday it is confident in its case, is seeking to close the biggest gaming industry deal in history to rapidly expand its portfolio of popular games and catch up to bigger rivals.Fixes proposed by Microsoft, including a 10-year commitment to offer \"Call of Duty,\" its popular first-person shooter series, to Nintendo Co Ltd platforms and Sony's PlayStation, give the company a good shot at winning over the FTC judge who will hear the case, lawyers said.\"The legal precedent is not on the side of the FTC,\" said Andre Barlow, an antitrust lawyer at Doyle, Barlow & Mazard PLLC. \"We've had at least three judges that have accepted remedies by the merging parties,\" he added.Barlow pointed to three recent mergers challenged by the FTC or Justice Department that were ultimately allowed to proceed. In all three cases, UnitedHealth Group's purchase of Change Healthcare, AT&T's bid for Time Warner and Grail's acquisition by Illumina, the buyers offered remedies aimed at blunting antitrust concerns.Those cases share something else in common with the proposed Microsoft deal: in each instance, a company would merge with a supplier in a so-called \"vertical\" merger. Judges tend to view such deals more favorably than \"horizontal\" mergers, where a company seeks to scoop up a rival, experts said.\"Vertical merger challenges are really difficult to win so it will be an uphill battle for the FTC,\" said Roger Alford, who teaches law at the University of Notre Dame.Michael Pachter, an analyst with Wedbush Securities, said in a note that the FTC lawsuit gave Microsoft a roadmap for allaying antitrust concerns by offering further concessions: It could agree to offer Activision games to rivals for the same price, quality and release date as for Xbox.UNITED STATES NOT THE ONLY GAME IN TOWNBut even if Microsoft can prevail over the FTC in a U.S. court, it still has to satisfy skeptical regulators in Europe.\"The fact that the FTC is taking a run at the transaction\" will embolden the European Union, said William Kovacic, a former FTC chair who now teaches at the George Washington University Law School.In its complaint, the FTC said that Microsoft had previously told European regulators that they had no incentive to make games from the 2021 ZeniMax acquisition exclusive but then did so with some games.Reuters reported last month that Microsoft was expected to offer remedies to EU antitrust regulators in the coming weeks to stave off formal objections to the deal. The deadline for the European Commission to set out a formal list of competition concerns is next month.\"There is a strong possibility that the EC will prohibit the merger and they don't have to go to court,\" said Seth Bloom of Bloom Strategic Counsel.","news_type":1,"symbols_score_info":{"ATVI":1,"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920761747,"gmtCreate":1670550103090,"gmtModify":1676538391334,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920761747","repostId":"1118029829","repostType":4,"repost":{"id":"1118029829","kind":"news","pubTimestamp":1670544999,"share":"https://ttm.financial/m/news/1118029829?lang=&edition=fundamental","pubTime":"2022-12-09 08:16","market":"us","language":"en","title":"Chinese Stocks to Outperform Global Peers, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1118029829","media":"Bloomberg","summary":"Chinese equities will outperform the broad emerging markets and even their global peers as Beijing’s","content":"<div>\n<p>Chinese equities will outperform the broad emerging markets and even their global peers as Beijing’s decisive moves toward reopening continue to help sentiment recover, according to Morgan Stanley.“We...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-08/morgan-stanley-says-china-stocks-to-outperform-global-peers\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stocks to Outperform Global Peers, Morgan Stanley Says</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\">\nChinese Stocks to Outperform Global Peers, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 08:16 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-12-08/morgan-stanley-says-china-stocks-to-outperform-global-peers><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese equities will outperform the broad emerging markets and even their global peers as Beijing’s decisive moves toward reopening continue to help sentiment recover, according to Morgan Stanley.“We...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-08/morgan-stanley-says-china-stocks-to-outperform-global-peers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NIO":"蔚来"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-08/morgan-stanley-says-china-stocks-to-outperform-global-peers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118029829","content_text":"Chinese equities will outperform the broad emerging markets and even their global peers as Beijing’s decisive moves toward reopening continue to help sentiment recover, according to Morgan Stanley.“We believe execution follow-through and other factors would help lift market sentiment,” strategists led by Laura Wang wrote in a research note dated Dec. 8. The Wall Street bank has turned bullish on Chinese stocks after almost two years, lifting its rating to overweight from an equal-weight position on Sunday.Average daily turnover for China’s ChiNext Index and overall mainland-traded A-shares increased 25% and 19% respectively December 1 to 7, from the previous cycle, according to the strategists.Morgan Stanley also believes other major upcoming events may also help the market navigate the near-term turmoil. Those potential drivers include a PCAOB audit inspection result expected as early as late December, US Secretary of State Antony Blinken’s planned visit to China and the Central Economic Work Conference that will offer greater clarity on the path toward a Covid pivot and 2023 macro targets.","news_type":1,"symbols_score_info":{"BABA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920761973,"gmtCreate":1670550044792,"gmtModify":1676538391245,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920761973","repostId":"1173657922","repostType":4,"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920249184,"gmtCreate":1670510262749,"gmtModify":1676538382712,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920249184","repostId":"1198825119","repostType":4,"repost":{"id":"1198825119","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":1670510066,"share":"https://ttm.financial/m/news/1198825119?lang=&edition=fundamental","pubTime":"2022-12-08 22:34","market":"us","language":"en","title":"U.S. Stocks Open Higher, As S&P 500 Tries to Snap 5-Day Losing Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198825119","media":"Tiger Newspress","summary":"Stocks opened higher Thursday as S&P 500 attempted to break a five-day losing streak and Wall Street","content":"<html><head></head><body><p>Stocks opened higher Thursday as S&P 500 attempted to break a five-day losing streak and Wall Street evaluated the likelihood of a recession ahead.</p><p>The S&P 500 climbed 0.4% while the Dow Jones Industrial Average bounced 130 points, or also about 0.4%. The technology-focused Nasdaq Composite advanced by the same margin.</p><p>Exxon rose 1% as the oil giant it lifted its buybacks, while Chevron gained on a higher capital spending budget. Tesla slumped amid reports of shortened shifts at its Shanghai factory.</p><p>“U.S. equity futures are trying to stabilize, and Treasuries are witnessing tiny profit taking, but the mood is still gloomy,” said Adam Crisafulli, founder of Vital Knowledge in a note to clients Thursday. “The problem for domestic stocks is the absence of catalysts – two inflation figures come Fri (PPI and Michigan expectations), but the real fireworks arrive next week.”</p><p>Investors’ attention has shifted toward next week’s Federal Reserve policy meeting, where the central bank is widely expected to issue a 50 basis point interest rate hike. It’s a smaller increase than the prior four rate hikes, but may do little to alleviate concerns over whether the Fed can avoid a recession next year in its attempt to squash surging prices. November’s consumer price index, due Tuesday, should also provide more clarity on the direction of inflation.</p><p>Attention also concentrated on the labor market, which continues to show resilience despite the Fed’s attempt to break it. Weekly jobless claims, meanwhile, showed a slight uptick from the previous week but fell in line with estimates.</p><p>Traders expect the most recent earnings results from Lululemon Athletica, DocuSign, Broadcom and Costco after the bell Thursday.</p><p>On Wednesday, the S&P 500 declined 0.19% in its fifth straight losing session. The Dow was virtually flat, adding just 1.58 points. Meanwhile, the Nasdaq Composite slipped 0.51%.</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>U.S. Stocks Open Higher, As S&P 500 Tries to Snap 5-Day Losing Streak</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\">\nU.S. Stocks Open Higher, As S&P 500 Tries to Snap 5-Day Losing Streak\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\">2022-12-08 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks opened higher Thursday as S&P 500 attempted to break a five-day losing streak and Wall Street evaluated the likelihood of a recession ahead.</p><p>The S&P 500 climbed 0.4% while the Dow Jones Industrial Average bounced 130 points, or also about 0.4%. The technology-focused Nasdaq Composite advanced by the same margin.</p><p>Exxon rose 1% as the oil giant it lifted its buybacks, while Chevron gained on a higher capital spending budget. Tesla slumped amid reports of shortened shifts at its Shanghai factory.</p><p>“U.S. equity futures are trying to stabilize, and Treasuries are witnessing tiny profit taking, but the mood is still gloomy,” said Adam Crisafulli, founder of Vital Knowledge in a note to clients Thursday. “The problem for domestic stocks is the absence of catalysts – two inflation figures come Fri (PPI and Michigan expectations), but the real fireworks arrive next week.”</p><p>Investors’ attention has shifted toward next week’s Federal Reserve policy meeting, where the central bank is widely expected to issue a 50 basis point interest rate hike. It’s a smaller increase than the prior four rate hikes, but may do little to alleviate concerns over whether the Fed can avoid a recession next year in its attempt to squash surging prices. November’s consumer price index, due Tuesday, should also provide more clarity on the direction of inflation.</p><p>Attention also concentrated on the labor market, which continues to show resilience despite the Fed’s attempt to break it. Weekly jobless claims, meanwhile, showed a slight uptick from the previous week but fell in line with estimates.</p><p>Traders expect the most recent earnings results from Lululemon Athletica, DocuSign, Broadcom and Costco after the bell Thursday.</p><p>On Wednesday, the S&P 500 declined 0.19% in its fifth straight losing session. The Dow was virtually flat, adding just 1.58 points. Meanwhile, the Nasdaq Composite slipped 0.51%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198825119","content_text":"Stocks opened higher Thursday as S&P 500 attempted to break a five-day losing streak and Wall Street evaluated the likelihood of a recession ahead.The S&P 500 climbed 0.4% while the Dow Jones Industrial Average bounced 130 points, or also about 0.4%. The technology-focused Nasdaq Composite advanced by the same margin.Exxon rose 1% as the oil giant it lifted its buybacks, while Chevron gained on a higher capital spending budget. Tesla slumped amid reports of shortened shifts at its Shanghai factory.“U.S. equity futures are trying to stabilize, and Treasuries are witnessing tiny profit taking, but the mood is still gloomy,” said Adam Crisafulli, founder of Vital Knowledge in a note to clients Thursday. “The problem for domestic stocks is the absence of catalysts – two inflation figures come Fri (PPI and Michigan expectations), but the real fireworks arrive next week.”Investors’ attention has shifted toward next week’s Federal Reserve policy meeting, where the central bank is widely expected to issue a 50 basis point interest rate hike. It’s a smaller increase than the prior four rate hikes, but may do little to alleviate concerns over whether the Fed can avoid a recession next year in its attempt to squash surging prices. November’s consumer price index, due Tuesday, should also provide more clarity on the direction of inflation.Attention also concentrated on the labor market, which continues to show resilience despite the Fed’s attempt to break it. Weekly jobless claims, meanwhile, showed a slight uptick from the previous week but fell in line with estimates.Traders expect the most recent earnings results from Lululemon Athletica, DocuSign, Broadcom and Costco after the bell Thursday.On Wednesday, the S&P 500 declined 0.19% in its fifth straight losing session. The Dow was virtually flat, adding just 1.58 points. Meanwhile, the Nasdaq Composite slipped 0.51%.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967896246,"gmtCreate":1670290287885,"gmtModify":1676538337839,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967896246","repostId":"1105851664","repostType":4,"repost":{"id":"1105851664","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":1670287675,"share":"https://ttm.financial/m/news/1105851664?lang=&edition=fundamental","pubTime":"2022-12-06 08:47","market":"sg","language":"en","title":"Singapore Stocks to Watch: Olam Group, Trek 2000","url":"https://stock-news.laohu8.com/highlight/detail?id=1105851664","media":"Tiger Newspress","summary":"Olam Group: Olam Agri has secured a US$2 billion bridge financing facility to support the reorganisa","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/VC2.SI\">Olam Group</a>: Olam Agri has secured a US$2 billion bridge financing facility to support the reorganisation plan of its parent, Olam Group, the grains and animal feed trader said on Monday (Dec 5).</p><p>Agri-business giant Olam Group announced its reorganisation plan in January 2020 to categorise its products under two operating businesses, with an intention to potentially spin out each unit and list them separately.</p><p>It has since secured multiple loans including a US$2.9 billion facility in August for refinancing its existing loans.</p><p>The 18-month bridge loan facility may also be used for general corporate purposes, Olam Agri said.</p><p>“This transaction gives Olam Agri significant financial flexibility while Olam Group continues on its reorganisation pathway,” said Olam Group CFO N Muthukumar.</p><p>In August, Olam Group posted a marginal rise in net profit for the first half of fiscal 2022, as a weak performance in its food ingredients unit partially countered strength in the Olam Agri business.</p><p><a href=\"https://laohu8.com/S/5AB.SI\">Trek 2000</a>: TREK 2000 International’s former chief financial officer Gurcharan Singh has been sentenced to 11 months’ jail and fined S$20,000 for falsifying accounts, forgery and not disclosing interested party transactions.</p><p>Singh was convicted of eight charges on Monday (Dec 5), with nine other similar charges taken into account in sentencing him.</p><p>This comes after Trek 2000’s : 5AB 0% founder Henn Tan and fomer executive director Poo Teng Pin were convicted of charges in related conspiracies. Tan was sentenced to 16 months’ jail in October, while Poo received nine months.</p><p>Investigations by the Commercial Affairs Department revealed that in 2011, mainboard-listed Trek 2000 – known for inventing the thumb drive – had entered into seven transactions valued at approximately US$2.79 million with T-Data Systems. The sole shareholder of T-Data is the wife of Trek 2000’s Poo, which makes T-Data an interested party in relation to Trek 2000.</p><p>However, Trek 2000 “recklessly failed to make the necessary disclosures”, and this failure was attributable to Singh’s neglect, among other things, the Singapore police said in a statement on Monday. “Singh knew that T-Data was an interested person but did not take any steps to get Trek 2000 to make the necessary disclosures,” the police said.</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>Singapore Stocks to Watch: Olam Group, Trek 2000</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\">\nSingapore Stocks to Watch: Olam Group, Trek 2000\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\">2022-12-06 08:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/VC2.SI\">Olam Group</a>: Olam Agri has secured a US$2 billion bridge financing facility to support the reorganisation plan of its parent, Olam Group, the grains and animal feed trader said on Monday (Dec 5).</p><p>Agri-business giant Olam Group announced its reorganisation plan in January 2020 to categorise its products under two operating businesses, with an intention to potentially spin out each unit and list them separately.</p><p>It has since secured multiple loans including a US$2.9 billion facility in August for refinancing its existing loans.</p><p>The 18-month bridge loan facility may also be used for general corporate purposes, Olam Agri said.</p><p>“This transaction gives Olam Agri significant financial flexibility while Olam Group continues on its reorganisation pathway,” said Olam Group CFO N Muthukumar.</p><p>In August, Olam Group posted a marginal rise in net profit for the first half of fiscal 2022, as a weak performance in its food ingredients unit partially countered strength in the Olam Agri business.</p><p><a href=\"https://laohu8.com/S/5AB.SI\">Trek 2000</a>: TREK 2000 International’s former chief financial officer Gurcharan Singh has been sentenced to 11 months’ jail and fined S$20,000 for falsifying accounts, forgery and not disclosing interested party transactions.</p><p>Singh was convicted of eight charges on Monday (Dec 5), with nine other similar charges taken into account in sentencing him.</p><p>This comes after Trek 2000’s : 5AB 0% founder Henn Tan and fomer executive director Poo Teng Pin were convicted of charges in related conspiracies. Tan was sentenced to 16 months’ jail in October, while Poo received nine months.</p><p>Investigations by the Commercial Affairs Department revealed that in 2011, mainboard-listed Trek 2000 – known for inventing the thumb drive – had entered into seven transactions valued at approximately US$2.79 million with T-Data Systems. The sole shareholder of T-Data is the wife of Trek 2000’s Poo, which makes T-Data an interested party in relation to Trek 2000.</p><p>However, Trek 2000 “recklessly failed to make the necessary disclosures”, and this failure was attributable to Singh’s neglect, among other things, the Singapore police said in a statement on Monday. “Singh knew that T-Data was an interested person but did not take any steps to get Trek 2000 to make the necessary disclosures,” the police said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VC2.SI":"Olam Group","5AB.SI":"特科国际"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105851664","content_text":"Olam Group: Olam Agri has secured a US$2 billion bridge financing facility to support the reorganisation plan of its parent, Olam Group, the grains and animal feed trader said on Monday (Dec 5).Agri-business giant Olam Group announced its reorganisation plan in January 2020 to categorise its products under two operating businesses, with an intention to potentially spin out each unit and list them separately.It has since secured multiple loans including a US$2.9 billion facility in August for refinancing its existing loans.The 18-month bridge loan facility may also be used for general corporate purposes, Olam Agri said.“This transaction gives Olam Agri significant financial flexibility while Olam Group continues on its reorganisation pathway,” said Olam Group CFO N Muthukumar.In August, Olam Group posted a marginal rise in net profit for the first half of fiscal 2022, as a weak performance in its food ingredients unit partially countered strength in the Olam Agri business.Trek 2000: TREK 2000 International’s former chief financial officer Gurcharan Singh has been sentenced to 11 months’ jail and fined S$20,000 for falsifying accounts, forgery and not disclosing interested party transactions.Singh was convicted of eight charges on Monday (Dec 5), with nine other similar charges taken into account in sentencing him.This comes after Trek 2000’s : 5AB 0% founder Henn Tan and fomer executive director Poo Teng Pin were convicted of charges in related conspiracies. Tan was sentenced to 16 months’ jail in October, while Poo received nine months.Investigations by the Commercial Affairs Department revealed that in 2011, mainboard-listed Trek 2000 – known for inventing the thumb drive – had entered into seven transactions valued at approximately US$2.79 million with T-Data Systems. The sole shareholder of T-Data is the wife of Trek 2000’s Poo, which makes T-Data an interested party in relation to Trek 2000.However, Trek 2000 “recklessly failed to make the necessary disclosures”, and this failure was attributable to Singh’s neglect, among other things, the Singapore police said in a statement on Monday. “Singh knew that T-Data was an interested person but did not take any steps to get Trek 2000 to make the necessary disclosures,” the police said.","news_type":1,"symbols_score_info":{"5AB.SI":0.9,"VC2.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967976949,"gmtCreate":1670255749581,"gmtModify":1676538330830,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967976949","repostId":"1176644214","repostType":4,"repost":{"id":"1176644214","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":1670253542,"share":"https://ttm.financial/m/news/1176644214?lang=&edition=fundamental","pubTime":"2022-12-05 23:19","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Coinbase, Disney and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1176644214","media":"Tiger Newspress","summary":"Here are Monday’s biggest calls on Wall Street:Cowen names Yum! Brands a top pick in 2023Cowen said ","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>Cowen names Yum! Brands a top pick in 2023</h2><p>Cowen said the owner of brands such as Taco Bell and KFC is attractive heading into 2023.</p><blockquote>“In our view,YUM’s diversified, asset-light business model positions the stock favorably as inflation remains elevated.”</blockquote><h2>BTIG upgrades Domino’s to buy from hold</h2><p>BTIG said in its upgrade of Domino’s that it sees inflation moderating.</p><blockquote>“Upgrading to Buy with $460 Price Target; Additional Pricing, Moderating Inflation, and Organic Labor Improvements Make Us More Bullish.”</blockquote><h2>Cowen names SolarEdge a top pick in 2023</h2><p>Cowen said the solar company is well positioned heading into 2023.</p><blockquote>“SEDG is well positioned to benefit from secular solar demand driven by policy and higher electricity rates.”</blockquote><h2>JPMorgan upgrades Murphy oil to overweight from neutral</h2><p>JPMorgan said the stock is a “relative winner.”</p><blockquote>“In a macro setting with upside risk to oil prices, but heightened execution concerns for U.S. shale-levered companies, we think E&Ps with a higher mix of conventional assets (international, deepwater, oil sands) could be relative winners.”</blockquote><h2>Citi initiates Alaska Airlines as buy and JetBlue as neutral</h2><p>Citi initiated coverage of Alaska and said it likes the company’s strong pricing. The firm also initiated JetBlue and said it’s concerned about the company’s merger with Spirit.</p><blockquote>“The carrier’s strong pricing, traffic flow from its partner airlines, and re-fleeting look attractive. These attributes could help Alaska Air offset the aforementioned headwinds. ... Separately, JetBlue faces unknown operational and regulatory-type repercussions from potential antitrust remedies, associated with the carrier’s efforts to acquire Spirit Airlines.”</blockquote><h2>Morgan Stanley upgrades United Airlines to overweight from equal weight and names Delta a top pick in 2023</h2><p>Morgan Stanley said it sees a “bullish” air travel outlook in 2023.</p><blockquote>“We remain bullish on the Air travel outlook for the third year in a row but our order of preference again changes slightly. Legacies move to the top of our preference list -DALis our new Top Pick, we upgradeUALto OW (up to #3 in our order of preference), and we remain EW AAL (#7).”</blockquote><h2>JPMorgan reiterates Apple as overweight</h2><p>JPMorgan said Apple’s iPhone supply chain challenges appear to be moderating.</p><blockquote>“In Week 13 of our Apple Product Availability Tracker, supply appears to continue to improve, with lead times for the iPhone Pro models moderating across all regions, indicating again that Apple is cycling past the worst and making progress in relation to supply challenges.”</blockquote><h2>JPMorgan reiterates Netflix as overweight</h2><p>JPMorgan said it sees a “heavily backend-weighted quarter” for Netflix.</p><blockquote>“We believeNFLXis a key beneficiary and driver of the ongoing disruption of linear TV, with the company’s content performing well globally and driving a virtuous circle of strong subscriber growth, more revenue, and growing profit.”</blockquote><h2>Truist upgrades MGM to buy from hold</h2><p>Truist said it sees the casino stock outperforming in 2023.</p><blockquote>“While we’ve historically been more cautious on bear-case macro risks to the Strip and destination markets, we would expectMGMto see relative outperformance in 2023 on the Strip’s strong event calendar and returning midweek business travel.”</blockquote><h2>Morgan Stanley initiates Marriott as overweight</h2><p>Morgan Stanley said it likes how the hotel chain has transformed its business and that it sees a “further re-rating.”</p><blockquote>“Marriott (MAR, 15% Upside): From beta bellwether to acyclical alpha.”</blockquote><h2>Oppenheimer reiterates Tesla as outperform</h2><p>Oppenheimer said Tesla’s long waited semi truck is a “watershed moment.”</p><blockquote>“We view TSLA’s demonstration of its 500-mile range with full payload as a watershed moment for EVs in the Class 8 space.”</blockquote><h2>Bank of America reiterates Deckers as buy</h2><p>Bank of America said channel checks look bullish on Deckers’ Hoka brand shoes.</p><blockquote>“We came away impressed with management’s laser focus on scaling the brand in a controlled manner (not opening distribution too wide). Retailer commentary was bullish on trends at HOKA, particularly recent momentum with the non-running community (work professionals, teens, elderly).”</blockquote><h2>Deutsche Bank downgrades Starbucks to hold from buy</h2><p>Deutsche downgraded the coffee giant mainly on valuation.</p><blockquote>“On the back of our Limited Service Restaurant work published last week and following a ‘second pass’ at the model postSBUX’sexcellent results in early November, we are moving our rating on SBUX to Hold, down from our previous rating of Buy. Overall, this is a Risk Reward and Valuation call, and there is not much more to it than that.”</blockquote><h2>Jefferies reiterates Amazon and Etsy as buy</h2><p>Jefferies said Amazon and Etsy will be winners this holiday shopping season.</p><blockquote>“Our proprietary U.S. survey shows 42% of consumers plan to spend more online this year, which is four times greater than the 11% who plan to spend less. We believe our e-commerce coverage (AMZN, ETSY, EBAY) should benefit from durable ecommerce trends in the U.S., but expect int’l to be a drag on Q4 results.”</blockquote><h2>MoffettNathanson reiterates Disney as outperform</h2><p>Moffett said it’s standing by its outperform rating on the stock with greater confidence in the company now that Robert Iger has returned as CEO.</p><blockquote>“In short, Disney has badly underperformed our long-term forecast as DTC, despite in-line revenues results, generated -$2.4 billion in higher FY 2022 losses vs. what we expected back in Iger’s last days.”</blockquote><h2>Wells Fargo names Royal Caribbean as a top 2023 pick</h2><p>Wells named the cruise company as a top idea for 2023 and says it likes Royal Caribbean’s balance sheet.</p><blockquote>“RCL is our top cruise pick for 2023, reflecting its relatively better balance sheet/more straight forward deleveraging path, track record of execution and growing EBITDA/ALBD, and reasonable pricing/cost expectations.”</blockquote><h2>Morgan Stanley downgrades Silvergate to underweight from equal weight</h2><p>Morgan Stanley said in its downgrade of the crypto bank that it sees too many headwinds due to the FTX collapse.</p><blockquote>“Silvergate Capital(SI): The ongoing stress in the crypto ecosystem post the FTX collapse drives significant uncertainty on deposit flows at SI in the near term.”</blockquote><h2>UBS reiterates Costco as buy</h2><p>UBS said Costco is a holiday winner.</p><blockquote>“Altogether, we think COST has every right to win this holiday season & beyond.”</blockquote><h2>Atlantic Equities reiterates Coinbase as neutral</h2><p>Atlantic Equities said it’s sticking with his neutral rating on the stock, but that it thinks the crypto company is well-positioned to survive any crypto controversies.</p><blockquote>“We believe Coinbase is well-positioned to both survive and benefit from these events, but the overwhelming headwinds from a prolonged crypto winter cause us to lower our forward estimates significantly.”</blockquote></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>Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Coinbase, Disney and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Coinbase, Disney and More\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\">2022-12-05 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>Cowen names Yum! Brands a top pick in 2023</h2><p>Cowen said the owner of brands such as Taco Bell and KFC is attractive heading into 2023.</p><blockquote>“In our view,YUM’s diversified, asset-light business model positions the stock favorably as inflation remains elevated.”</blockquote><h2>BTIG upgrades Domino’s to buy from hold</h2><p>BTIG said in its upgrade of Domino’s that it sees inflation moderating.</p><blockquote>“Upgrading to Buy with $460 Price Target; Additional Pricing, Moderating Inflation, and Organic Labor Improvements Make Us More Bullish.”</blockquote><h2>Cowen names SolarEdge a top pick in 2023</h2><p>Cowen said the solar company is well positioned heading into 2023.</p><blockquote>“SEDG is well positioned to benefit from secular solar demand driven by policy and higher electricity rates.”</blockquote><h2>JPMorgan upgrades Murphy oil to overweight from neutral</h2><p>JPMorgan said the stock is a “relative winner.”</p><blockquote>“In a macro setting with upside risk to oil prices, but heightened execution concerns for U.S. shale-levered companies, we think E&Ps with a higher mix of conventional assets (international, deepwater, oil sands) could be relative winners.”</blockquote><h2>Citi initiates Alaska Airlines as buy and JetBlue as neutral</h2><p>Citi initiated coverage of Alaska and said it likes the company’s strong pricing. The firm also initiated JetBlue and said it’s concerned about the company’s merger with Spirit.</p><blockquote>“The carrier’s strong pricing, traffic flow from its partner airlines, and re-fleeting look attractive. These attributes could help Alaska Air offset the aforementioned headwinds. ... Separately, JetBlue faces unknown operational and regulatory-type repercussions from potential antitrust remedies, associated with the carrier’s efforts to acquire Spirit Airlines.”</blockquote><h2>Morgan Stanley upgrades United Airlines to overweight from equal weight and names Delta a top pick in 2023</h2><p>Morgan Stanley said it sees a “bullish” air travel outlook in 2023.</p><blockquote>“We remain bullish on the Air travel outlook for the third year in a row but our order of preference again changes slightly. Legacies move to the top of our preference list -DALis our new Top Pick, we upgradeUALto OW (up to #3 in our order of preference), and we remain EW AAL (#7).”</blockquote><h2>JPMorgan reiterates Apple as overweight</h2><p>JPMorgan said Apple’s iPhone supply chain challenges appear to be moderating.</p><blockquote>“In Week 13 of our Apple Product Availability Tracker, supply appears to continue to improve, with lead times for the iPhone Pro models moderating across all regions, indicating again that Apple is cycling past the worst and making progress in relation to supply challenges.”</blockquote><h2>JPMorgan reiterates Netflix as overweight</h2><p>JPMorgan said it sees a “heavily backend-weighted quarter” for Netflix.</p><blockquote>“We believeNFLXis a key beneficiary and driver of the ongoing disruption of linear TV, with the company’s content performing well globally and driving a virtuous circle of strong subscriber growth, more revenue, and growing profit.”</blockquote><h2>Truist upgrades MGM to buy from hold</h2><p>Truist said it sees the casino stock outperforming in 2023.</p><blockquote>“While we’ve historically been more cautious on bear-case macro risks to the Strip and destination markets, we would expectMGMto see relative outperformance in 2023 on the Strip’s strong event calendar and returning midweek business travel.”</blockquote><h2>Morgan Stanley initiates Marriott as overweight</h2><p>Morgan Stanley said it likes how the hotel chain has transformed its business and that it sees a “further re-rating.”</p><blockquote>“Marriott (MAR, 15% Upside): From beta bellwether to acyclical alpha.”</blockquote><h2>Oppenheimer reiterates Tesla as outperform</h2><p>Oppenheimer said Tesla’s long waited semi truck is a “watershed moment.”</p><blockquote>“We view TSLA’s demonstration of its 500-mile range with full payload as a watershed moment for EVs in the Class 8 space.”</blockquote><h2>Bank of America reiterates Deckers as buy</h2><p>Bank of America said channel checks look bullish on Deckers’ Hoka brand shoes.</p><blockquote>“We came away impressed with management’s laser focus on scaling the brand in a controlled manner (not opening distribution too wide). Retailer commentary was bullish on trends at HOKA, particularly recent momentum with the non-running community (work professionals, teens, elderly).”</blockquote><h2>Deutsche Bank downgrades Starbucks to hold from buy</h2><p>Deutsche downgraded the coffee giant mainly on valuation.</p><blockquote>“On the back of our Limited Service Restaurant work published last week and following a ‘second pass’ at the model postSBUX’sexcellent results in early November, we are moving our rating on SBUX to Hold, down from our previous rating of Buy. Overall, this is a Risk Reward and Valuation call, and there is not much more to it than that.”</blockquote><h2>Jefferies reiterates Amazon and Etsy as buy</h2><p>Jefferies said Amazon and Etsy will be winners this holiday shopping season.</p><blockquote>“Our proprietary U.S. survey shows 42% of consumers plan to spend more online this year, which is four times greater than the 11% who plan to spend less. We believe our e-commerce coverage (AMZN, ETSY, EBAY) should benefit from durable ecommerce trends in the U.S., but expect int’l to be a drag on Q4 results.”</blockquote><h2>MoffettNathanson reiterates Disney as outperform</h2><p>Moffett said it’s standing by its outperform rating on the stock with greater confidence in the company now that Robert Iger has returned as CEO.</p><blockquote>“In short, Disney has badly underperformed our long-term forecast as DTC, despite in-line revenues results, generated -$2.4 billion in higher FY 2022 losses vs. what we expected back in Iger’s last days.”</blockquote><h2>Wells Fargo names Royal Caribbean as a top 2023 pick</h2><p>Wells named the cruise company as a top idea for 2023 and says it likes Royal Caribbean’s balance sheet.</p><blockquote>“RCL is our top cruise pick for 2023, reflecting its relatively better balance sheet/more straight forward deleveraging path, track record of execution and growing EBITDA/ALBD, and reasonable pricing/cost expectations.”</blockquote><h2>Morgan Stanley downgrades Silvergate to underweight from equal weight</h2><p>Morgan Stanley said in its downgrade of the crypto bank that it sees too many headwinds due to the FTX collapse.</p><blockquote>“Silvergate Capital(SI): The ongoing stress in the crypto ecosystem post the FTX collapse drives significant uncertainty on deposit flows at SI in the near term.”</blockquote><h2>UBS reiterates Costco as buy</h2><p>UBS said Costco is a holiday winner.</p><blockquote>“Altogether, we think COST has every right to win this holiday season & beyond.”</blockquote><h2>Atlantic Equities reiterates Coinbase as neutral</h2><p>Atlantic Equities said it’s sticking with his neutral rating on the stock, but that it thinks the crypto company is well-positioned to survive any crypto controversies.</p><blockquote>“We believe Coinbase is well-positioned to both survive and benefit from these events, but the overwhelming headwinds from a prolonged crypto winter cause us to lower our forward estimates significantly.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCL":"皇家加勒比邮轮","SBUX":"星巴克","TSLA":"特斯拉","ALK":"阿拉斯加航空集团有限公司","NFLX":"奈飞","AMZN":"亚马逊","MAR":"万豪酒店","MGM":"美高梅","YUM":"Yum Brands","JBLU":"捷蓝航空","SI":"Shoulder Innovations, Inc.","UAL":"联合大陆航空","DIS":"迪士尼","ETSY":"Etsy, Inc.","DECK":"Deckers Outdoor Corporation","COIN":"Coinbase Global, Inc.","DPZ":"达美乐比萨","DAL":"达美航空","SEDG":"SolarEdge Technologies, Inc.","MUR":"墨菲石油","COST":"好市多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176644214","content_text":"Here are Monday’s biggest calls on Wall Street:Cowen names Yum! Brands a top pick in 2023Cowen said the owner of brands such as Taco Bell and KFC is attractive heading into 2023.“In our view,YUM’s diversified, asset-light business model positions the stock favorably as inflation remains elevated.”BTIG upgrades Domino’s to buy from holdBTIG said in its upgrade of Domino’s that it sees inflation moderating.“Upgrading to Buy with $460 Price Target; Additional Pricing, Moderating Inflation, and Organic Labor Improvements Make Us More Bullish.”Cowen names SolarEdge a top pick in 2023Cowen said the solar company is well positioned heading into 2023.“SEDG is well positioned to benefit from secular solar demand driven by policy and higher electricity rates.”JPMorgan upgrades Murphy oil to overweight from neutralJPMorgan said the stock is a “relative winner.”“In a macro setting with upside risk to oil prices, but heightened execution concerns for U.S. shale-levered companies, we think E&Ps with a higher mix of conventional assets (international, deepwater, oil sands) could be relative winners.”Citi initiates Alaska Airlines as buy and JetBlue as neutralCiti initiated coverage of Alaska and said it likes the company’s strong pricing. The firm also initiated JetBlue and said it’s concerned about the company’s merger with Spirit.“The carrier’s strong pricing, traffic flow from its partner airlines, and re-fleeting look attractive. These attributes could help Alaska Air offset the aforementioned headwinds. ... Separately, JetBlue faces unknown operational and regulatory-type repercussions from potential antitrust remedies, associated with the carrier’s efforts to acquire Spirit Airlines.”Morgan Stanley upgrades United Airlines to overweight from equal weight and names Delta a top pick in 2023Morgan Stanley said it sees a “bullish” air travel outlook in 2023.“We remain bullish on the Air travel outlook for the third year in a row but our order of preference again changes slightly. Legacies move to the top of our preference list -DALis our new Top Pick, we upgradeUALto OW (up to #3 in our order of preference), and we remain EW AAL (#7).”JPMorgan reiterates Apple as overweightJPMorgan said Apple’s iPhone supply chain challenges appear to be moderating.“In Week 13 of our Apple Product Availability Tracker, supply appears to continue to improve, with lead times for the iPhone Pro models moderating across all regions, indicating again that Apple is cycling past the worst and making progress in relation to supply challenges.”JPMorgan reiterates Netflix as overweightJPMorgan said it sees a “heavily backend-weighted quarter” for Netflix.“We believeNFLXis a key beneficiary and driver of the ongoing disruption of linear TV, with the company’s content performing well globally and driving a virtuous circle of strong subscriber growth, more revenue, and growing profit.”Truist upgrades MGM to buy from holdTruist said it sees the casino stock outperforming in 2023.“While we’ve historically been more cautious on bear-case macro risks to the Strip and destination markets, we would expectMGMto see relative outperformance in 2023 on the Strip’s strong event calendar and returning midweek business travel.”Morgan Stanley initiates Marriott as overweightMorgan Stanley said it likes how the hotel chain has transformed its business and that it sees a “further re-rating.”“Marriott (MAR, 15% Upside): From beta bellwether to acyclical alpha.”Oppenheimer reiterates Tesla as outperformOppenheimer said Tesla’s long waited semi truck is a “watershed moment.”“We view TSLA’s demonstration of its 500-mile range with full payload as a watershed moment for EVs in the Class 8 space.”Bank of America reiterates Deckers as buyBank of America said channel checks look bullish on Deckers’ Hoka brand shoes.“We came away impressed with management’s laser focus on scaling the brand in a controlled manner (not opening distribution too wide). Retailer commentary was bullish on trends at HOKA, particularly recent momentum with the non-running community (work professionals, teens, elderly).”Deutsche Bank downgrades Starbucks to hold from buyDeutsche downgraded the coffee giant mainly on valuation.“On the back of our Limited Service Restaurant work published last week and following a ‘second pass’ at the model postSBUX’sexcellent results in early November, we are moving our rating on SBUX to Hold, down from our previous rating of Buy. Overall, this is a Risk Reward and Valuation call, and there is not much more to it than that.”Jefferies reiterates Amazon and Etsy as buyJefferies said Amazon and Etsy will be winners this holiday shopping season.“Our proprietary U.S. survey shows 42% of consumers plan to spend more online this year, which is four times greater than the 11% who plan to spend less. We believe our e-commerce coverage (AMZN, ETSY, EBAY) should benefit from durable ecommerce trends in the U.S., but expect int’l to be a drag on Q4 results.”MoffettNathanson reiterates Disney as outperformMoffett said it’s standing by its outperform rating on the stock with greater confidence in the company now that Robert Iger has returned as CEO.“In short, Disney has badly underperformed our long-term forecast as DTC, despite in-line revenues results, generated -$2.4 billion in higher FY 2022 losses vs. what we expected back in Iger’s last days.”Wells Fargo names Royal Caribbean as a top 2023 pickWells named the cruise company as a top idea for 2023 and says it likes Royal Caribbean’s balance sheet.“RCL is our top cruise pick for 2023, reflecting its relatively better balance sheet/more straight forward deleveraging path, track record of execution and growing EBITDA/ALBD, and reasonable pricing/cost expectations.”Morgan Stanley downgrades Silvergate to underweight from equal weightMorgan Stanley said in its downgrade of the crypto bank that it sees too many headwinds due to the FTX collapse.“Silvergate Capital(SI): The ongoing stress in the crypto ecosystem post the FTX collapse drives significant uncertainty on deposit flows at SI in the near term.”UBS reiterates Costco as buyUBS said Costco is a holiday winner.“Altogether, we think COST has every right to win this holiday season & beyond.”Atlantic Equities reiterates Coinbase as neutralAtlantic Equities said it’s sticking with his neutral rating on the stock, but that it thinks the crypto company is well-positioned to survive any crypto controversies.“We believe Coinbase is well-positioned to both survive and benefit from these events, but the overwhelming headwinds from a prolonged crypto winter cause us to lower our forward estimates significantly.”","news_type":1,"symbols_score_info":{"DECK":0.9,"SEDG":0.9,"UAL":0.9,"SI":0.9,"MUR":0.9,"COST":0.9,"AMZN":0.9,"RCL":0.9,"MAR":0.9,"ETSY":0.9,"ALK":0.9,"MGM":0.9,"JBLU":0.9,"COIN":0.9,"YUM":0.9,"SBUX":0.9,"TSLA":0.9,"NFLX":0.9,"DIS":0.9,"DPZ":0.9,"DAL":0.9}},"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965653953,"gmtCreate":1669947903373,"gmtModify":1676538276032,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965653953","repostId":"1112304164","repostType":4,"repost":{"id":"1112304164","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":1669908750,"share":"https://ttm.financial/m/news/1112304164?lang=&edition=fundamental","pubTime":"2022-12-01 23:32","market":"us","language":"en","title":"Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1112304164","media":"Tiger Newspress","summary":"Stocks fell as investors awaited jobs data coming Friday.The Dow Jones Industrial Average dropped 43","content":"<html><head></head><body><p>Stocks fell as investors awaited jobs data coming Friday.</p><p>The Dow Jones Industrial Average dropped 432 points, or 1.25%. The S&P 500 lost 0.6%, while the Nasdaq Composite shed 0.7%.</p><p>The moves departed from earlier boosts that followed the release of the Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones.</p><p>Investors will be watching Friday for data on the unemployment rate and non-farm payrolls.</p><p>It also marks a turn from Wednesday’s sharp and broad rally, with the Nasdaq Composite and the S&P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Thursday marks the first day of trading in the month, coming off a winning November for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p><p>Dollar General dropped 8% after it cut its full-year forecast, citing higher costs. On the other hand, Okta shot up nearly 19% after the identity management software company issued an upbeat full-year financial outlook, while Five Below gained about 11% after it reported an earnings beat.</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>Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report</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\">\nDow Falls 400 Points As Investors Brace for Friday’s Jobs Report\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\">2022-12-01 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell as investors awaited jobs data coming Friday.</p><p>The Dow Jones Industrial Average dropped 432 points, or 1.25%. The S&P 500 lost 0.6%, while the Nasdaq Composite shed 0.7%.</p><p>The moves departed from earlier boosts that followed the release of the Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones.</p><p>Investors will be watching Friday for data on the unemployment rate and non-farm payrolls.</p><p>It also marks a turn from Wednesday’s sharp and broad rally, with the Nasdaq Composite and the S&P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Thursday marks the first day of trading in the month, coming off a winning November for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p><p>Dollar General dropped 8% after it cut its full-year forecast, citing higher costs. On the other hand, Okta shot up nearly 19% after the identity management software company issued an upbeat full-year financial outlook, while Five Below gained about 11% after it reported an earnings beat.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112304164","content_text":"Stocks fell as investors awaited jobs data coming Friday.The Dow Jones Industrial Average dropped 432 points, or 1.25%. The S&P 500 lost 0.6%, while the Nasdaq Composite shed 0.7%.The moves departed from earlier boosts that followed the release of the Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones.Investors will be watching Friday for data on the unemployment rate and non-farm payrolls.It also marks a turn from Wednesday’s sharp and broad rally, with the Nasdaq Composite and the S&P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks.“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.Thursday marks the first day of trading in the month, coming off a winning November for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.Dollar General dropped 8% after it cut its full-year forecast, citing higher costs. On the other hand, Okta shot up nearly 19% after the identity management software company issued an upbeat full-year financial outlook, while Five Below gained about 11% after it reported an earnings beat.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966284575,"gmtCreate":1669557216597,"gmtModify":1676538207086,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966284575","repostId":"2286327748","repostType":4,"repost":{"id":"2286327748","kind":"highlight","pubTimestamp":1669515694,"share":"https://ttm.financial/m/news/2286327748?lang=&edition=fundamental","pubTime":"2022-11-27 10:21","market":"us","language":"en","title":"Microsoft: Gaming Will Likely Be A Growth Driver Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=2286327748","media":"Seekingalpha","summary":"Investment thesisMicrosoft (NASDAQ:MSFT) is my highest conviction stock, and I wrote about this in m","content":"<html><head></head><body><h2>Investment thesis</h2><p>Microsoft (NASDAQ:MSFT) is my highest conviction stock, and I wrote about this in my initial coverage of Microsoft stock, which I wrote over a month ago. Within that article, I explained why Microsoft is my largest personal holding and I discussed a few of its largest growth drivers. This time, I will take a more in-depth look into its growth opportunity in gaming as Microsoft is one of the largest players in the gaming industry through its Xbox platform.</p><p>The Activision (ATVI) deal is still pending and is seeing a lot of scrutiny from regulators in both the UK and the US. The question remains whether the acquisition will be given the green light by regulators. Microsoft remains confident that the deal will be permitted to go on and is cooperating with regulators to make sure that misconceptions are taken away. The Activision deal, when approved, will open Microsoft up to several growth opportunities which are the mobile gaming market and a strong position in the cloud gaming market.</p><p>General gaming market growth will be a tailwind for Microsoft no matter the outcome of the Activision acquisition. The market is expected to grow at a CAGR above 13% until 2028 and will be a growth driver for Microsoft as it already has a strong position in the gaming industry through its Xbox platform. Microsoft continues to expand its cloud gaming offering through its Xbox game pass and looks well-positioned to benefit from a fast-growing cloud gaming market with its expertise in cloud computing.</p><p>Near-term there seems to be some weakness in the gaming market as consumer spending is slowing down and the industry is early cyclical. Weakness is witnessed within other gaming companies such as Nvidia (NVDA) and Sony (SONY), but Microsoft kept growing over the latest quarter, although at a slower pace. Despite the near-term weakness, I remain to believe that the long-term growth trend is still very much intact and will be a growth driver for Microsoft.</p><p>Despite a small increase in valuation and a 10% increase in share price ever since my previous article, I still believe the current valuation is close to fair value and the stock remains a <b>strong buy</b> on the strong growth potential and incredible financials.</p><h2>Sector growth</h2><p>As Microsoft is one of the biggest players in the gaming industry, it is to no one's surprise that this is also a big opportunity when growth for the gaming industry is expected to be above 13% CAGR for the next six years. According to Business Fortune Insights, the gaming market is expected to grow at a CAGR of 13.2% until 2028. The total market size will come in at $545.98 billion by then. In the console market, Microsoft currently holds a market share of 20% and is expected to improve this to 27% by 2026. This general growth of the market and increase in market share will allow Microsoft to see strong growth over the next decade within its gaming division. I believe the gaming division will grow to be a larger part of Microsoft as it is one of the faster-growing industries in which Microsoft is active, only trailing cloud computing growth. If we look at Microsoft's third quarter results, we can see that revenue generated by the gaming division was a little over $3.5 billion and this represented approximately 7% of total revenue for the quarter. There is a lot of upside for the gaming division, by innovation and cloud gaming execution, without the Activision acquisition.</p><p></p><p><img src=\"https://static.tigerbbs.com/413130763143e9ad5c37dc06f34f9d21\" referrerpolicy=\"no-referrer\"/></p><p>DFC Intelligence</p><h2>Activision Blizzard acquisition</h2><p>At the start of the year, Microsoft announced its acquisition of Activision Blizzard. Yet, the acquisition still is not completed as regulators in the US, Europe, UK, and China continue to review the purchase. As a result, Microsoft is still awaiting regulatory approval. Most recently, Politico reported that they expect the FED to file an antitrust lawsuit to block the $69 billion acquisition. This seems to be building on a large number of misconceptions as the largest part of Activision's revenue is thanks to mobile gaming in which Microsoft currently has little to no exposure. Of course, there are worries, mainly from Sony, that Microsoft is going to make blockbuster console games such as Call of Duty an Xbox exclusive and therefore making the PlayStation console from Sony less attractive to a large number of console gamers. Yet, Microsoft promised that it will not make it an Xbox exclusive as this is not their motivation to buy Activision. For that reason, I do not see how this would give Microsoft any sort of an unfair boost in the video game market as it would not even be the largest player, remaining behind Japanese Sony and Chinese Tencent. This is what Microsoft spokesman David Cuddy said about this:</p><blockquote>Microsoft is prepared to address the concerns of regulators, including the FTC, and Sony to ensure the deal closes with confidence. We'll still trail Sony and Tencent in the market after the deal closes, and together Activision and Xbox will benefit gamers and developers and make the industry more competitive.</blockquote><p>I believe Microsoft will be having a hard time getting the acquisition through as many regulators are afraid of the sheer strength of Microsoft across different industries. Maybe the direct unfair position in the gaming industry will not be the problem (as there seems to be none), but the strength of Microsoft, which allows it to make $70 billion acquisitions without any issues, is the biggest fear of regulators as it allows Microsoft to expand into any industry it wants by buying the largest players.</p><p>Microsoft seems to be willing to cooperate with regulators to get the deal through and I remain confident they will, but the chance remains that the FED, or any other regulator, will file an antitrust lawsuit which will end the chances of the acquisition. I do not believe that a rejection of the acquisition will be a game-changer for Microsoft within its gaming segment. Even more, I don't even know whether I believe Activision Blizzard is worth the price tag for Microsoft. Microsoft already has a strong position in the gaming industry and without Activision still has plenty of growth opportunities. So, what would the Activision acquisition bring to the table for Microsoft? Well, there are three main benefits of owning Activision, and these are getting access to its large customer base, owning a strong game development company to create more Xbox exclusives for subscription services, and if offers an inside into the fast-growing and dominant mobile gaming industry.</p><p>The acquisition of Activision will give Microsoft access to the 40 million monthly active users playing Activision games and pull them towards its gaming platforms and subscriptions by offering Microsoft exclusive games or exclusive extras. Xbox is investing heavily in its cloud gaming service which it launched in 2020. Later in this article, I will go into more detail regarding the cloud gaming opportunity, but the acquisition allows Microsoft to include Activision games in its cloud gaming library without having to pay additional fees. In addition to this, and ideally, Microsoft would want to make current and future games an Xbox exclusive just as Sony does with its games produced by Sony Studios like Spiderman: Miles Morales or The Last of Us.</p><p>Right now, there is a split in gamers since you can either be a PlayStation gamer or an Xbox gamer (or PC). Both are great platforms, but Sony has the upper hand as Microsoft made some wrong choices in the past. Cloud gaming offers a new sort of gaming and allows gamers to switch consoles since console hardware will not be crucial to be owned in the future as you will be able to play your games on any device. Catching a larger amount of the gaming audience through better service, a larger game library with blockbuster titles, and superior technology and innovation will give you the upper hand and can get Microsoft on top of Sony. The Activision acquisition can play an important role in gaining this advantage.</p><p>Finally, the acquisition will gain Microsoft a strong position in the mobile gaming industry in which it now has little to no exposure. The fastest-growing segment within the gaming industry is mobile gaming. According to Straits Research, the mobile gaming market is expected to grow at a 12.3% CAGR until 2030 and will reach a market size of $338 billion from $119 billion today. The Indian gaming market is the fastest growing of all and Call of Duty and Candy Crush, two games owned by Activision, are among the top 10 most-played games in India. The Indian market is home to over 430 million gamers and is growing by 35-40% a year, with mobile gaming accounting for 90% of this growth.</p><p></p><p><img src=\"https://static.tigerbbs.com/a4fdca2985a16ddfc4014b010ba5f1d5\" referrerpolicy=\"no-referrer\"/></p><p>Xbox + Activision games (Microsoft)</p><h2>Cloud gaming</h2><p>Microsoft is not focused on platform gaming, but on cloud gaming. Microsoft wants to enable people to play games anywhere and on any device. Microsoft is building on this with its Xbox Game Pass, which is a monthly subscription enabling you to play every selected game for free on supported devices. These differ from Xbox hardware to PC and mobile devices.</p><p>Cloud gaming enables users to play their favorite games without owning the necessary hardware like the Xbox. Instead, the games are being played in one of the many powerful cloud servers of Google (GOOGL), Microsoft, or AWS (AMZN). This is then streamed to your device of choice. This enables users to play their games where and whenever they want without needing the hardware. This allows you to play the most intense graphical games on your simple smartphone. Microsoft offers this cloud gaming service through its Xbox Game Pass Ultimate. Microsoft owns the cloud servers' software and hardware to realize this on a huge scale, and owns the gaming platform with Xbox, which positions them perfectly. When using a cloud gaming subscription from Microsoft, you will not need to buy your own games as it comes with a game library with games you can play for free whenever and wherever you want. Therefore, the Activision acquisition is valuable for the cloud gaming opportunity as Activision is a great video game builder and produced many blockbusters in the past that it can involve in its cloud gaming platform. There is a good chance that Microsoft will continue to keep games such as Call of Duty available on PlayStation, but for cloud gaming, it will only be available on Xbox. Microsoft is in a great position to benefit from the shift from traditional console gaming to cloud gaming thanks to its technical expertise in the cloud and already popular gaming platform. The cloud gaming market is expected to grow at a 42.5% CAGR until 2028 and reach a market size of $13.3 billion.</p><h2>Risks and valuation</h2><p>The main risk seems to be regulatory scrutiny over its acquisition of Activision which could result in a blow-up of the deal. This would make the growth case more difficult for Microsoft but would leave it with a large amount of cash to make multiple smaller acquisitions in the industry. Yet, it would be a blow for Microsoft if the acquisition would not be completed. As I mentioned before in this article, I do believe Microsoft can still grow its business driven by other growth factors.</p><p>Also, we have seen so far this year that the gaming market is seeing negative numbers as reflected by the financial results of Nvidia and Sony. Sony mentioned that it saw less activity on its PlayStation platform and less spending by consumers. Nvidia saw a drop of over 50% in gaming revenue. The gaming market is early cyclical and might very well have bottomed already, but there is a significant chance that more downside is still to come as consumers lower their spending on discretionary goods. As a result, gaming growth may slow down for Microsoft and even turn negative in the short term, but as a long-term investor, this is absolutely nothing to worry about as the long-term growth will remain very much intact for the gaming industry.</p><p>Microsoft is currently valued at a forward P/E of close to 26 and is therefore still 11% undervalued compared to its 5-year average. Analysts are projecting growth to slow this year but expect growth to speed up again the three years after with close to 20% growth per year. I think this is a fair estimate by analysts and I agree with their growth outlook for Microsoft. I believe Microsoft is close to fair value right now.</p><h2>Conclusion</h2><p>Scrutiny over the Activision acquisition remains a difficult one to judge as it seems less likely every week that the acquisition will be approved. Microsoft continues to do everything in its power to cooperate with the regulators, but the question will be whether it is enough. The acquisition will open a lot of new doors for Microsoft, but I don't believe it is a make-it-or-break-it situation as Microsoft already has a strong position and plenty of other opportunities in the gaming market. Growth in the gaming segment will not depend on just this acquisition. Cloud gaming is a large future opportunity on which Microsoft is acting well so far. The general growth of the gaming market will be an additional driver of growth as Microsoft already holds a strong market position through its Xbox platform.</p><p>In my previous article, I already stated that Microsoft was my highest conviction opportunity on the market today and my position did not change. I remain to be buy rated on Microsoft despite the recent increase in share price. The current valuation is still attractive when considering the strong market position, incredible balance sheet and cash generating, and future growth potential.</p><p>I rate Microsoft a <b>Strong Buy</b> and believe gaming will be a growth driver going forward, despite near-term industry weakness. Buy this incredible company on current weakness.</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>Microsoft: Gaming Will Likely Be A Growth Driver Going Forward</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\">\nMicrosoft: Gaming Will Likely Be A Growth Driver Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 10:21 GMT+8 <a href=https://seekingalpha.com/article/4560603-microsoft-gaming-growth-driver-going-forward><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment thesisMicrosoft (NASDAQ:MSFT) is my highest conviction stock, and I wrote about this in my initial coverage of Microsoft stock, which I wrote over a month ago. Within that article, I ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560603-microsoft-gaming-growth-driver-going-forward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4560603-microsoft-gaming-growth-driver-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286327748","content_text":"Investment thesisMicrosoft (NASDAQ:MSFT) is my highest conviction stock, and I wrote about this in my initial coverage of Microsoft stock, which I wrote over a month ago. Within that article, I explained why Microsoft is my largest personal holding and I discussed a few of its largest growth drivers. This time, I will take a more in-depth look into its growth opportunity in gaming as Microsoft is one of the largest players in the gaming industry through its Xbox platform.The Activision (ATVI) deal is still pending and is seeing a lot of scrutiny from regulators in both the UK and the US. The question remains whether the acquisition will be given the green light by regulators. Microsoft remains confident that the deal will be permitted to go on and is cooperating with regulators to make sure that misconceptions are taken away. The Activision deal, when approved, will open Microsoft up to several growth opportunities which are the mobile gaming market and a strong position in the cloud gaming market.General gaming market growth will be a tailwind for Microsoft no matter the outcome of the Activision acquisition. The market is expected to grow at a CAGR above 13% until 2028 and will be a growth driver for Microsoft as it already has a strong position in the gaming industry through its Xbox platform. Microsoft continues to expand its cloud gaming offering through its Xbox game pass and looks well-positioned to benefit from a fast-growing cloud gaming market with its expertise in cloud computing.Near-term there seems to be some weakness in the gaming market as consumer spending is slowing down and the industry is early cyclical. Weakness is witnessed within other gaming companies such as Nvidia (NVDA) and Sony (SONY), but Microsoft kept growing over the latest quarter, although at a slower pace. Despite the near-term weakness, I remain to believe that the long-term growth trend is still very much intact and will be a growth driver for Microsoft.Despite a small increase in valuation and a 10% increase in share price ever since my previous article, I still believe the current valuation is close to fair value and the stock remains a strong buy on the strong growth potential and incredible financials.Sector growthAs Microsoft is one of the biggest players in the gaming industry, it is to no one's surprise that this is also a big opportunity when growth for the gaming industry is expected to be above 13% CAGR for the next six years. According to Business Fortune Insights, the gaming market is expected to grow at a CAGR of 13.2% until 2028. The total market size will come in at $545.98 billion by then. In the console market, Microsoft currently holds a market share of 20% and is expected to improve this to 27% by 2026. This general growth of the market and increase in market share will allow Microsoft to see strong growth over the next decade within its gaming division. I believe the gaming division will grow to be a larger part of Microsoft as it is one of the faster-growing industries in which Microsoft is active, only trailing cloud computing growth. If we look at Microsoft's third quarter results, we can see that revenue generated by the gaming division was a little over $3.5 billion and this represented approximately 7% of total revenue for the quarter. There is a lot of upside for the gaming division, by innovation and cloud gaming execution, without the Activision acquisition.DFC IntelligenceActivision Blizzard acquisitionAt the start of the year, Microsoft announced its acquisition of Activision Blizzard. Yet, the acquisition still is not completed as regulators in the US, Europe, UK, and China continue to review the purchase. As a result, Microsoft is still awaiting regulatory approval. Most recently, Politico reported that they expect the FED to file an antitrust lawsuit to block the $69 billion acquisition. This seems to be building on a large number of misconceptions as the largest part of Activision's revenue is thanks to mobile gaming in which Microsoft currently has little to no exposure. Of course, there are worries, mainly from Sony, that Microsoft is going to make blockbuster console games such as Call of Duty an Xbox exclusive and therefore making the PlayStation console from Sony less attractive to a large number of console gamers. Yet, Microsoft promised that it will not make it an Xbox exclusive as this is not their motivation to buy Activision. For that reason, I do not see how this would give Microsoft any sort of an unfair boost in the video game market as it would not even be the largest player, remaining behind Japanese Sony and Chinese Tencent. This is what Microsoft spokesman David Cuddy said about this:Microsoft is prepared to address the concerns of regulators, including the FTC, and Sony to ensure the deal closes with confidence. We'll still trail Sony and Tencent in the market after the deal closes, and together Activision and Xbox will benefit gamers and developers and make the industry more competitive.I believe Microsoft will be having a hard time getting the acquisition through as many regulators are afraid of the sheer strength of Microsoft across different industries. Maybe the direct unfair position in the gaming industry will not be the problem (as there seems to be none), but the strength of Microsoft, which allows it to make $70 billion acquisitions without any issues, is the biggest fear of regulators as it allows Microsoft to expand into any industry it wants by buying the largest players.Microsoft seems to be willing to cooperate with regulators to get the deal through and I remain confident they will, but the chance remains that the FED, or any other regulator, will file an antitrust lawsuit which will end the chances of the acquisition. I do not believe that a rejection of the acquisition will be a game-changer for Microsoft within its gaming segment. Even more, I don't even know whether I believe Activision Blizzard is worth the price tag for Microsoft. Microsoft already has a strong position in the gaming industry and without Activision still has plenty of growth opportunities. So, what would the Activision acquisition bring to the table for Microsoft? Well, there are three main benefits of owning Activision, and these are getting access to its large customer base, owning a strong game development company to create more Xbox exclusives for subscription services, and if offers an inside into the fast-growing and dominant mobile gaming industry.The acquisition of Activision will give Microsoft access to the 40 million monthly active users playing Activision games and pull them towards its gaming platforms and subscriptions by offering Microsoft exclusive games or exclusive extras. Xbox is investing heavily in its cloud gaming service which it launched in 2020. Later in this article, I will go into more detail regarding the cloud gaming opportunity, but the acquisition allows Microsoft to include Activision games in its cloud gaming library without having to pay additional fees. In addition to this, and ideally, Microsoft would want to make current and future games an Xbox exclusive just as Sony does with its games produced by Sony Studios like Spiderman: Miles Morales or The Last of Us.Right now, there is a split in gamers since you can either be a PlayStation gamer or an Xbox gamer (or PC). Both are great platforms, but Sony has the upper hand as Microsoft made some wrong choices in the past. Cloud gaming offers a new sort of gaming and allows gamers to switch consoles since console hardware will not be crucial to be owned in the future as you will be able to play your games on any device. Catching a larger amount of the gaming audience through better service, a larger game library with blockbuster titles, and superior technology and innovation will give you the upper hand and can get Microsoft on top of Sony. The Activision acquisition can play an important role in gaining this advantage.Finally, the acquisition will gain Microsoft a strong position in the mobile gaming industry in which it now has little to no exposure. The fastest-growing segment within the gaming industry is mobile gaming. According to Straits Research, the mobile gaming market is expected to grow at a 12.3% CAGR until 2030 and will reach a market size of $338 billion from $119 billion today. The Indian gaming market is the fastest growing of all and Call of Duty and Candy Crush, two games owned by Activision, are among the top 10 most-played games in India. The Indian market is home to over 430 million gamers and is growing by 35-40% a year, with mobile gaming accounting for 90% of this growth.Xbox + Activision games (Microsoft)Cloud gamingMicrosoft is not focused on platform gaming, but on cloud gaming. Microsoft wants to enable people to play games anywhere and on any device. Microsoft is building on this with its Xbox Game Pass, which is a monthly subscription enabling you to play every selected game for free on supported devices. These differ from Xbox hardware to PC and mobile devices.Cloud gaming enables users to play their favorite games without owning the necessary hardware like the Xbox. Instead, the games are being played in one of the many powerful cloud servers of Google (GOOGL), Microsoft, or AWS (AMZN). This is then streamed to your device of choice. This enables users to play their games where and whenever they want without needing the hardware. This allows you to play the most intense graphical games on your simple smartphone. Microsoft offers this cloud gaming service through its Xbox Game Pass Ultimate. Microsoft owns the cloud servers' software and hardware to realize this on a huge scale, and owns the gaming platform with Xbox, which positions them perfectly. When using a cloud gaming subscription from Microsoft, you will not need to buy your own games as it comes with a game library with games you can play for free whenever and wherever you want. Therefore, the Activision acquisition is valuable for the cloud gaming opportunity as Activision is a great video game builder and produced many blockbusters in the past that it can involve in its cloud gaming platform. There is a good chance that Microsoft will continue to keep games such as Call of Duty available on PlayStation, but for cloud gaming, it will only be available on Xbox. Microsoft is in a great position to benefit from the shift from traditional console gaming to cloud gaming thanks to its technical expertise in the cloud and already popular gaming platform. The cloud gaming market is expected to grow at a 42.5% CAGR until 2028 and reach a market size of $13.3 billion.Risks and valuationThe main risk seems to be regulatory scrutiny over its acquisition of Activision which could result in a blow-up of the deal. This would make the growth case more difficult for Microsoft but would leave it with a large amount of cash to make multiple smaller acquisitions in the industry. Yet, it would be a blow for Microsoft if the acquisition would not be completed. As I mentioned before in this article, I do believe Microsoft can still grow its business driven by other growth factors.Also, we have seen so far this year that the gaming market is seeing negative numbers as reflected by the financial results of Nvidia and Sony. Sony mentioned that it saw less activity on its PlayStation platform and less spending by consumers. Nvidia saw a drop of over 50% in gaming revenue. The gaming market is early cyclical and might very well have bottomed already, but there is a significant chance that more downside is still to come as consumers lower their spending on discretionary goods. As a result, gaming growth may slow down for Microsoft and even turn negative in the short term, but as a long-term investor, this is absolutely nothing to worry about as the long-term growth will remain very much intact for the gaming industry.Microsoft is currently valued at a forward P/E of close to 26 and is therefore still 11% undervalued compared to its 5-year average. Analysts are projecting growth to slow this year but expect growth to speed up again the three years after with close to 20% growth per year. I think this is a fair estimate by analysts and I agree with their growth outlook for Microsoft. I believe Microsoft is close to fair value right now.ConclusionScrutiny over the Activision acquisition remains a difficult one to judge as it seems less likely every week that the acquisition will be approved. Microsoft continues to do everything in its power to cooperate with the regulators, but the question will be whether it is enough. The acquisition will open a lot of new doors for Microsoft, but I don't believe it is a make-it-or-break-it situation as Microsoft already has a strong position and plenty of other opportunities in the gaming market. Growth in the gaming segment will not depend on just this acquisition. Cloud gaming is a large future opportunity on which Microsoft is acting well so far. The general growth of the gaming market will be an additional driver of growth as Microsoft already holds a strong market position through its Xbox platform.In my previous article, I already stated that Microsoft was my highest conviction opportunity on the market today and my position did not change. I remain to be buy rated on Microsoft despite the recent increase in share price. The current valuation is still attractive when considering the strong market position, incredible balance sheet and cash generating, and future growth potential.I rate Microsoft a Strong Buy and believe gaming will be a growth driver going forward, despite near-term industry weakness. Buy this incredible company on current weakness.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963929086,"gmtCreate":1668569482646,"gmtModify":1676538077993,"author":{"id":"4087626579975990","authorId":"4087626579975990","name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087626579975990","idStr":"4087626579975990"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963929086","repostId":"2283249519","repostType":4,"isVote":1,"tweetType":1,"viewCount":2635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}