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2021-08-20
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Amazon Stock: Why Investors Should Not Worry
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But the Amazon Maven explains why a hiccup","content":"<p>Q2 2021 results disappointed AMZN analysts and investors. But the Amazon Maven explains why a hiccup in online sales does not mean the end of the company’s impressive growth story.</p>\n<p>Amazon’s second quarter earnings let analysts down. Most of Wall Street kept their buy recommendations on Amazon stock after the company delivered below-consensus revenues, but many dropped their price target.</p>\n<p>The Amazon Maven has explained that the pandemic may have pulled forward e-commerce results, tricking investors into thinking that Amazon’s outstanding growth would last through the post-crisis period as well. Now, should shareholders be concerned about Amazon’s growth trajectory?</p>\n<p>We believe that this is not the case. Below, we explain that (1) the online store is only one (important) piece of the puzzle, and (2) growth still looks strong, if one takes one step back to appreciate the bigger picture.</p>\n<p><b>Online Stores: a different trajectory</b></p>\n<p>Lower-than-expected revenues for the last quarter was the main reason for concern, although Amazon’s first quarter of 2021, third and last period of 2020 corresponded to the most optimistic expectations. Such scenario could be interpreted not as Amazon’s failure to produce decent segment growth in Q2, but as a “return to post-pandemic normal” in e-commerce results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ccde7aa329facb34e96ac0dc6f1ff0\" tg-width=\"659\" tg-height=\"415\" width=\"100%\" height=\"auto\"><span>Figure 1: AMZN net sales of online stores.</span></p>\n<p>“The Coronavirus pandemic is gradually ending and people are now less compelled to shop online. Moreover, it is very likely now there is an increased desire for live communication. Therefore, I do not see any catastrophe in the result of the last quarter and I am sure that the general current trend remains relevant”, writes the tech stock analyst Oleh Kombaiev.</p>\n<p><b>3P may respond better</b></p>\n<p>Third-party sellers, on the other hand, have not been hurt nearly as badly. The sub-segment’s Q2 results were aligned with the trend traced prior to the pandemic. Since 3P sellers represent a growing number of small independent retailers, revenues in this category are likely to increase regardless of stay-at-home forces.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30f134dbe7dcdbfe70dc1fd95d80067b\" tg-width=\"644\" tg-height=\"401\" width=\"100%\" height=\"auto\"><span>Figure 2: AMZN net sales of third-party seller services.</span></p>\n<p><b>Subscription services have been a surprise</b></p>\n<p>Growth in Amazon Prime and other services have been accelerating since the pandemic. Although subscription revenues alone are far from being as significant as e-commerce sales, Amazon has reasons to be satisfied. As the Amazon Maven previously discussed, the company’s services serve mostly as a pipeline for Amazon’s e-commerce business, and they have been doing the trick well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269cda2cca7bfc2e6c7543bb4d9d568e\" tg-width=\"666\" tg-height=\"414\" width=\"100%\" height=\"auto\"><span>Figure 3: AMZN net sales of subscription services.</span></p>\n<p><b>Advertising services are the sweet spot</b></p>\n<p>Amazon’s “Other” group is mostly made up of advertising revenues. The sub-segment has shown impressive growth trend acceleration, producing revenues of $7 billion quarterly and rising around 80% YoY. This could be an important development for Amazon’s financial performance, since the advertising business can substantially improve Amazon’s profitability – think of how large Facebook’s margins have historically been, for example.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ade29711d209076e052bd4e5f6523a7b\" tg-width=\"653\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>Figure 4: AMZN net sales \"other\".</span></p>\n<p><b>AWS was already on its way</b></p>\n<p>Growth in Amazon Web Services segment, or AWS, has not accelerated much during or past the thick of the pandemic. This probably means that cloud growth rate will simply maintain its pace, aided more by secular trends in cloud adoption than by cyclical tailwinds. This is good news for Amazon, since AWS has been responsible for over 50% of Amazon’s operating profits.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/668b70408cd02b5555ed930a92814f75\" tg-width=\"652\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Figure 5: AMZN AWS revenue TTM.</span></p>\n<p><b>Despite the fears, Amazon is still growing</b></p>\n<p>As the chart above depicts, the performance of individual sub-segments – think 1P online stores – could mislead investors into thinking that Amazon has been losing steam. Let’s not forget, however, that this company is not simply a retail store, but a tech and e-commerce ecosystem. Once analyzed not as a sum of isolated parts but as an integrated company, we think that Amazon will continue to produce high levels of growth for a long period to come.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11bb7111335cc3c6494358d8dee2285f\" tg-width=\"650\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>Figure 6: AMZN total revenue TTM.</span></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: Why Investors Should Not Worry</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: Why Investors Should Not Worry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 09:00 GMT+8 <a href=https://www.thestreet.com/amazon/stock/amazon-stock-why-investors-should-not-worry><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Q2 2021 results disappointed AMZN analysts and investors. But the Amazon Maven explains why a hiccup in online sales does not mean the end of the company’s impressive growth story.\nAmazon’s second ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-why-investors-should-not-worry\">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/stock/amazon-stock-why-investors-should-not-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133933019","content_text":"Q2 2021 results disappointed AMZN analysts and investors. But the Amazon Maven explains why a hiccup in online sales does not mean the end of the company’s impressive growth story.\nAmazon’s second quarter earnings let analysts down. Most of Wall Street kept their buy recommendations on Amazon stock after the company delivered below-consensus revenues, but many dropped their price target.\nThe Amazon Maven has explained that the pandemic may have pulled forward e-commerce results, tricking investors into thinking that Amazon’s outstanding growth would last through the post-crisis period as well. Now, should shareholders be concerned about Amazon’s growth trajectory?\nWe believe that this is not the case. Below, we explain that (1) the online store is only one (important) piece of the puzzle, and (2) growth still looks strong, if one takes one step back to appreciate the bigger picture.\nOnline Stores: a different trajectory\nLower-than-expected revenues for the last quarter was the main reason for concern, although Amazon’s first quarter of 2021, third and last period of 2020 corresponded to the most optimistic expectations. Such scenario could be interpreted not as Amazon’s failure to produce decent segment growth in Q2, but as a “return to post-pandemic normal” in e-commerce results.\nFigure 1: AMZN net sales of online stores.\n“The Coronavirus pandemic is gradually ending and people are now less compelled to shop online. Moreover, it is very likely now there is an increased desire for live communication. Therefore, I do not see any catastrophe in the result of the last quarter and I am sure that the general current trend remains relevant”, writes the tech stock analyst Oleh Kombaiev.\n3P may respond better\nThird-party sellers, on the other hand, have not been hurt nearly as badly. The sub-segment’s Q2 results were aligned with the trend traced prior to the pandemic. Since 3P sellers represent a growing number of small independent retailers, revenues in this category are likely to increase regardless of stay-at-home forces.\nFigure 2: AMZN net sales of third-party seller services.\nSubscription services have been a surprise\nGrowth in Amazon Prime and other services have been accelerating since the pandemic. Although subscription revenues alone are far from being as significant as e-commerce sales, Amazon has reasons to be satisfied. As the Amazon Maven previously discussed, the company’s services serve mostly as a pipeline for Amazon’s e-commerce business, and they have been doing the trick well.\nFigure 3: AMZN net sales of subscription services.\nAdvertising services are the sweet spot\nAmazon’s “Other” group is mostly made up of advertising revenues. The sub-segment has shown impressive growth trend acceleration, producing revenues of $7 billion quarterly and rising around 80% YoY. This could be an important development for Amazon’s financial performance, since the advertising business can substantially improve Amazon’s profitability – think of how large Facebook’s margins have historically been, for example.\nFigure 4: AMZN net sales \"other\".\nAWS was already on its way\nGrowth in Amazon Web Services segment, or AWS, has not accelerated much during or past the thick of the pandemic. This probably means that cloud growth rate will simply maintain its pace, aided more by secular trends in cloud adoption than by cyclical tailwinds. This is good news for Amazon, since AWS has been responsible for over 50% of Amazon’s operating profits.\nFigure 5: AMZN AWS revenue TTM.\nDespite the fears, Amazon is still growing\nAs the chart above depicts, the performance of individual sub-segments – think 1P online stores – could mislead investors into thinking that Amazon has been losing steam. Let’s not forget, however, that this company is not simply a retail store, but a tech and e-commerce ecosystem. Once analyzed not as a sum of isolated parts but as an integrated company, we think that Amazon will continue to produce high levels of growth for a long period to come.\nFigure 6: AMZN total revenue TTM.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"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":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/838431917"}
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