Monnie13
2021-06-17
Comment and like please
Amazon Stock: Is The Rebirth Of FAAMG Imminent?
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":161138401,"tweetId":"161138401","gmtCreate":1623909815003,"gmtModify":1634025978774,"author":{"id":3580877889256462,"idStr":"3580877889256462","authorId":3580877889256462,"authorIdStr":"3580877889256462","name":"Monnie13","avatar":"https://static.tigerbbs.com/26065b0a845430e57fc8cfb7f515de26","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Comment and like please </p></body></html>","htmlText":"<html><head></head><body><p>Comment and like please </p></body></html>","text":"Comment and like please","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/161138401","repostId":1134323907,"repostType":4,"repost":{"id":"1134323907","pubTimestamp":1623908945,"share":"https://www.laohu8.com/m/news/1134323907?lang=&edition=full","pubTime":"2021-06-17 13:49","market":"us","language":"en","title":"Amazon Stock: Is The Rebirth Of FAAMG Imminent?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134323907","media":"TheStreet","summary":"Amazon shares have been a relative loser this year, but stocks have taken a pause in the past weeks.","content":"<p>Amazon shares have been a relative loser this year, but stocks have taken a pause in the past weeks. Is this the time for FAAMG stocks to reclaim their role as market outperformers?</p>\n<p>Amazon shares have been a relative loser this year, but stocks have taken a pause in the past weeks. Is this the time for FAAMG stocks to reclaim their role as market outperformers?</p>\n<p>Amazon stock remains a loser in the market so far in 2021. This has been the year to bet on the reopening trade, including those stocks that benefit from a rise in consumer firepower, inflation and even interest rates: brick-and-mortar retail, materials and commodities, financial services, etc.</p>\n<p>In the past couple of weeks, however, the stock market seems to have taken a pause, climbing little and not picking sides in the value vs. growth debate. Could this be a pivotal moment for AMZN stock and its peers? Will the FAAMG group finally rebound?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bce1e839677a495a20253020579c1fc\" tg-width=\"1200\" tg-height=\"675\"><span>Figure 1: The FAAMG group.</span></p>\n<p><b>Performance in 2021: sleepy</b></p>\n<p>The chart below shows how far behind Amazon has fallen compared to the S&P 500, the industrials-rich Dow and, even more so, the small-cap Russell 2000 index. The 4% return in nearly six months is three to four times worse than the stock’s average performance since the 1997 IPO.</p>\n<p>To be fair, the weakness experienced this year needs to be put within the context of the past 18 months. The 2020 pandemic accelerated trends in online shopping and cloud adoption, both of which are highly bullish for Amazon. Last year, AMZN returned nearly 80%, four times as much as the S&P 500. Now, shares seem to be taking a timeout.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3fca6462af9a8940aae7f7a84a91702\" tg-width=\"994\" tg-height=\"497\"><span>Figure 2: AMZN vs. S&P 500, DJIA and Russell 2000.</span></p>\n<p><b>The key is probably macroeconomics</b></p>\n<p>A CNBC panel has recently had an interesting conversation about Amazon stock. Fair points were made about business fundamentals and valuations:</p>\n<ul>\n <li>Amazon’s share of US e-commerce flirted with 40% in 2020, an impressive number;</li>\n <li>Amazon should surpass Walmart as the largest US retailer next year;</li>\n <li>Only 15% of the workloads are in the cloud – a growth opportunity for Amazon Web Services;</li>\n <li>The MGM deal should attract attention, traffic and purchases to the Amazon ecosystem;</li>\n <li>On the bearish side, P/E is still high, maybe even relative to earnings growth potential.</li>\n</ul>\n<p>But in the end, probably none of the above will mater to Amazon stock and the FAAMG group in the foreseeable future. The single most important variable that will likely determine what happens to tech growth for the rest of the year, in my view, is the macroeconomic landscape.</p>\n<p>There is little doubt that the global (and the US, even more so) economies are on a path to recovery. This should be good news for companies and stocks across the board. The question is whether post-pandemic growth will push inflation and interest rates much higher than where they currently are.</p>\n<p>If so, AMZN and FAAMG in general are likely to continue underperforming. This is the case because faster-growing companies rely on long-term earnings and cash flow to support their stock prices. When inflation and yields are high, financial results that are expected to be delivered far out in the future are discounted more heavily to present value.</p>\n<p>For these reasons, pay attention to inflation data and the Federal Reserve’s decisions around monetary policy – the next chapter will play out on Wednesday, June 16. They may be determinant in the direction of Amazon stock and other FAAMG names over the next few months.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Is The Rebirth Of FAAMG Imminent?</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\">\nAmazon Stock: Is The Rebirth Of FAAMG Imminent?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 13:49 GMT+8 <a href=https://www.thestreet.com/amazon/news/amazon-stock-is-the-rebirth-faamg-imminent><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares have been a relative loser this year, but stocks have taken a pause in the past weeks. Is this the time for FAAMG stocks to reclaim their role as market outperformers?\nAmazon shares have...</p>\n\n<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-is-the-rebirth-faamg-imminent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-is-the-rebirth-faamg-imminent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134323907","content_text":"Amazon shares have been a relative loser this year, but stocks have taken a pause in the past weeks. Is this the time for FAAMG stocks to reclaim their role as market outperformers?\nAmazon shares have been a relative loser this year, but stocks have taken a pause in the past weeks. Is this the time for FAAMG stocks to reclaim their role as market outperformers?\nAmazon stock remains a loser in the market so far in 2021. This has been the year to bet on the reopening trade, including those stocks that benefit from a rise in consumer firepower, inflation and even interest rates: brick-and-mortar retail, materials and commodities, financial services, etc.\nIn the past couple of weeks, however, the stock market seems to have taken a pause, climbing little and not picking sides in the value vs. growth debate. Could this be a pivotal moment for AMZN stock and its peers? Will the FAAMG group finally rebound?\nFigure 1: The FAAMG group.\nPerformance in 2021: sleepy\nThe chart below shows how far behind Amazon has fallen compared to the S&P 500, the industrials-rich Dow and, even more so, the small-cap Russell 2000 index. The 4% return in nearly six months is three to four times worse than the stock’s average performance since the 1997 IPO.\nTo be fair, the weakness experienced this year needs to be put within the context of the past 18 months. The 2020 pandemic accelerated trends in online shopping and cloud adoption, both of which are highly bullish for Amazon. Last year, AMZN returned nearly 80%, four times as much as the S&P 500. Now, shares seem to be taking a timeout.\nFigure 2: AMZN vs. S&P 500, DJIA and Russell 2000.\nThe key is probably macroeconomics\nA CNBC panel has recently had an interesting conversation about Amazon stock. Fair points were made about business fundamentals and valuations:\n\nAmazon’s share of US e-commerce flirted with 40% in 2020, an impressive number;\nAmazon should surpass Walmart as the largest US retailer next year;\nOnly 15% of the workloads are in the cloud – a growth opportunity for Amazon Web Services;\nThe MGM deal should attract attention, traffic and purchases to the Amazon ecosystem;\nOn the bearish side, P/E is still high, maybe even relative to earnings growth potential.\n\nBut in the end, probably none of the above will mater to Amazon stock and the FAAMG group in the foreseeable future. The single most important variable that will likely determine what happens to tech growth for the rest of the year, in my view, is the macroeconomic landscape.\nThere is little doubt that the global (and the US, even more so) economies are on a path to recovery. This should be good news for companies and stocks across the board. The question is whether post-pandemic growth will push inflation and interest rates much higher than where they currently are.\nIf so, AMZN and FAAMG in general are likely to continue underperforming. This is the case because faster-growing companies rely on long-term earnings and cash flow to support their stock prices. When inflation and yields are high, financial results that are expected to be delivered far out in the future are discounted more heavily to present value.\nFor these reasons, pay attention to inflation data and the Federal Reserve’s decisions around monetary policy – the next chapter will play out on Wednesday, June 16. They may be determinant in the direction of Amazon stock and other FAAMG names over the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/161138401"}
精彩评论