Whyeloon的个人主页 - 老虎社区

Whyeloon

Whyeloon

暂无个人介绍

IP属地：未知

642关注

42粉丝

0主题

0勋章

2021-11-05

$SoFi Technologies Inc.(SOFI)$ Yippie sofi….

2021-11-02

$Sunrun(RUN)$ If only i put in usd10k

2021-10-14

SoFi is so fine. 😀

SoFi stock rose 3.6% in premarket trading

2021-10-14

Hmmm sgx not up 😥

Singapore Q3 GDP expands 6.5% y/y, largely matching forecasts

2021-09-10

Cmon tiger up up and away…

@hotspicy:$Tiger Brokers(TIGR)$good

2021-07-26

Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….

Amazon is said looking to accept bitcoin payments by the end of the year

2021-06-27

Nio for me…will be volatile but have bigger upside and downside as well….

Ford Or NIO? The Final Verdict

2021-06-20

Time for Palantir shares to take off…😀

PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today

2021-06-18

Agree…time to accumulate BABA shares…if drop more, buy more…

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-18

Shopping time for baba stock….😀

抱歉，原内容已删除

2021-06-17

Phew…added biontech last night…but should havebought more 😥

抱歉，原内容已删除

2021-06-17

Tesla running out of juice ???

Tesla Bulls Look for Stock Catalysts. They Found Three.

2021-06-16

Maybe this will cool off the inflation figures….

'Gonna Need More Stimmies' - US Retail Sales Plunged In May

2021-06-15

About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰

Novavax Soars As Its COVID-19 Vaccine Is Found 90% Effective, To Seek FDA OK

2021-06-14

Could be a lot better for shareholders if the shareprice is around usd3.5k…😀

Amazon: The Virtuous Cycle At A Fair Price

2021-06-13

Great…onwards and upwards…🚀

抱歉，原内容已删除

2021-06-12

Oops i sold some of my NIO stocks already…guessi will hold on to the remaining stocks until it reached 50$

NIO: Buy This Chinese EV Manufacturer While It's Still Cheap

2021-06-11

Timely news whic clearly help to boost the share price which has been drifting…👍🏻

Microsoft plans to tap smart TVs, streaming devices for Xbox games

2021-06-09

I sold docusign as well earlier this week 😀

Cathie Wood Sells Snapchat, DocuSign For Second Straight Day, Buys Spotify

2021-06-07

With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer.

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3559128077154435","uuid":"3559128077154435","gmtCreate":1596034054394,"gmtModify":1612576877621,"name":"Whyeloon","pinyin":"whyeloon","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":42,"headSize":642,"tweetSize":96,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.90%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":846367962,"gmtCreate":1636057644416,"gmtModify":1636057645180,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> Yippie sofi….","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> Yippie sofi….","text":"$SoFi Technologies Inc.(SOFI)$ Yippie sofi….","images":[{"img":"https://static.tigerbbs.com/944c573698409510b65a236bfd8efd37","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846367962","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843990103,"gmtCreate":1635787897311,"gmtModify":1635787897589,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RUN\">$Sunrun(RUN)$</a> If only i put in usd10k","listText":"<a href=\"https://laohu8.com/S/RUN\">$Sunrun(RUN)$</a> If only i put in usd10k","text":"$Sunrun(RUN)$ If only i put in usd10k","images":[{"img":"https://static.tigerbbs.com/291ef4f8831ca895a0b409aeccb22103","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843990103","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":825351652,"gmtCreate":1634204288011,"gmtModify":1634204288249,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"SoFi is so fine. &nbsp;😀","listText":"SoFi is so fine. &nbsp;😀","text":"SoFi is so fine. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825351652","repostId":"1139633978","repostType":4,"repost":{"id":"1139633978","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":1634201918,"share":"https://www.laohu8.com/m/news/1139633978?lang=&edition=full","pubTime":"2021-10-14 16:58","market":"us","language":"en","title":"SoFi stock rose 3.6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139633978","media":"Tiger Newspress","summary":"SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overw","content":"<p>SoFi stock rose 3.6% in premarket trading&nbsp;as&nbsp;Morgan Stanley&nbsp;initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/07a5b9f3453324b84a0e3eff89ec6199\" tg-width=\"848\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p>\n<p>The hardest part of consumer finance, according to Morgan Stanley’s&nbsp;Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (<b>SOFI</b>), the company being a specialist in this specific segment is a major differentiator.</p>\n<p>“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”</p>\n<p>Lending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.</p>\n<p>Graseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”</p>\n<p>Getting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”</p>\n<p>This is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.</p>\n<p>And after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.</p>\n<p>Adding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”</p>\n<p>First off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.</p>\n<p>Secondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.</p>\n<p>Accordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.</p>\n<p>The rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.</p>\n<p><img src=\"https://static.tigerbbs.com/f6c91925bf747fb093b6ec6942bde326\" tg-width=\"1207\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></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>SoFi stock rose 3.6% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi stock rose 3.6% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoFi stock rose 3.6% in premarket trading&nbsp;as&nbsp;Morgan Stanley&nbsp;initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/07a5b9f3453324b84a0e3eff89ec6199\" tg-width=\"848\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p>\n<p>The hardest part of consumer finance, according to Morgan Stanley’s&nbsp;Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (<b>SOFI</b>), the company being a specialist in this specific segment is a major differentiator.</p>\n<p>“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”</p>\n<p>Lending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.</p>\n<p>Graseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”</p>\n<p>Getting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”</p>\n<p>This is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.</p>\n<p>And after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.</p>\n<p>Adding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”</p>\n<p>First off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.</p>\n<p>Secondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.</p>\n<p>Accordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.</p>\n<p>The rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.</p>\n<p><img src=\"https://static.tigerbbs.com/f6c91925bf747fb093b6ec6942bde326\" tg-width=\"1207\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139633978","content_text":"SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.\n\nThe hardest part of consumer finance, according to Morgan Stanley’s Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (SOFI), the company being a specialist in this specific segment is a major differentiator.\n“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”\nLending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.\nGraseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”\nGetting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”\nThis is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.\nAnd after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.\nAdding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”\nFirst off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.\nSecondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.\nAccordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.\nThe rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825054534,"gmtCreate":1634181711815,"gmtModify":1634181712066,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Hmmm sgx not up 😥","listText":"Hmmm sgx not up 😥","text":"Hmmm sgx not up 😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825054534","repostId":"2175615162","repostType":4,"repost":{"id":"2175615162","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1634170260,"share":"https://www.laohu8.com/m/news/2175615162?lang=&edition=full","pubTime":"2021-10-14 08:11","market":"sg","language":"en","title":"Singapore Q3 GDP expands 6.5% y/y, largely matching forecasts","url":"https://stock-news.laohu8.com/highlight/detail?id=2175615162","media":"Reuters","summary":"SINGAPORE, Oct 14 (Reuters) - Singapore's economy grew 6.5% in the third quarter, preliminary offici","content":"<p>SINGAPORE, Oct 14 (Reuters) - Singapore's economy grew 6.5% in the third quarter, preliminary official data showed on Thursday, broadly in line with economists' forecast.</p>\n<p>Economists polled by Reuters had expected an expansion of 6.6% year-on-year for the third quarter.</p>\n<p>Gross domestic product had jumped 15.2% year-on-year in the second quarter, due to a coronavirus-induced low base in the same quarter last year.</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>Singapore Q3 GDP expands 6.5% y/y, largely matching forecasts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Q3 GDP expands 6.5% y/y, largely matching forecasts\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\">2021-10-14 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SINGAPORE, Oct 14 (Reuters) - Singapore's economy grew 6.5% in the third quarter, preliminary official data showed on Thursday, broadly in line with economists' forecast.</p>\n<p>Economists polled by Reuters had expected an expansion of 6.6% year-on-year for the third quarter.</p>\n<p>Gross domestic product had jumped 15.2% year-on-year in the second quarter, due to a coronavirus-induced low base in the same quarter last year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175615162","content_text":"SINGAPORE, Oct 14 (Reuters) - Singapore's economy grew 6.5% in the third quarter, preliminary official data showed on Thursday, broadly in line with economists' forecast.\nEconomists polled by Reuters had expected an expansion of 6.6% year-on-year for the third quarter.\nGross domestic product had jumped 15.2% year-on-year in the second quarter, due to a coronavirus-induced low base in the same quarter last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883738367,"gmtCreate":1631271835859,"gmtModify":1631888003854,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Cmon tiger up up and away…","listText":"Cmon tiger up up and away…","text":"Cmon tiger up up and away…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883738367","repostId":"883792915","repostType":1,"repost":{"id":883792915,"gmtCreate":1631271070337,"gmtModify":1631883662706,"author":{"id":"3584308394767333","authorId":"3584308394767333","name":"hotspicy","avatar":"https://static.tigerbbs.com/d46bd203ea680ec738ca37be1176f511","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584308394767333","authorIdStr":"3584308394767333"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>good&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>good&nbsp;","text":"$Tiger Brokers(TIGR)$good","images":[{"img":"https://static.tigerbbs.com/844c49929e88c59aedf5a88b28a8b2aa","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883792915","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800930037,"gmtCreate":1627270165629,"gmtModify":1631888003855,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….","listText":"Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….","text":"Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800930037","repostId":"1187084507","repostType":4,"repost":{"id":"1187084507","pubTimestamp":1627265195,"share":"https://www.laohu8.com/m/news/1187084507?lang=&edition=full","pubTime":"2021-07-26 10:06","market":"us","language":"en","title":"Amazon is said looking to accept bitcoin payments by the end of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1187084507","media":"Seeking Alpha","summary":"Amazon.com is said to be looking to accept bitcoin (BTC-USD) payments by the end of the year and its","content":"<ul>\n <li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&nbsp;is said to be looking to accept bitcoin (BTC-USD)&nbsp;payments by the end of the year and its exploring its own token for next year.</li>\n <li>Amazon has been working on the plan since 2019, according to a&nbsp;City A.M.report, which cites an unidentified insider. After bitcoin, the e-commerce behemoth is expected to accept ethereum (ETH-USD), cardano (ADA-USD) and Bitcoin Cash (BCH-USD) before the company brings another eight or so of the most popular cryptocurrencies online.</li>\n <li>The City A.M. report comes after a Friday report that anAmazon job posting signals potential plan to accept cryptocurrency.</li>\n <li>Earlier,Bitcoin rises nears $35K level in days following Musk, Wood, Dorsey comments.</li>\n</ul>\n<ul></ul>","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 is said looking to accept bitcoin payments by the end of the year</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\">\n Amazon is said looking to accept bitcoin payments by the end of the year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3718834-amazon-is-said-looking-to-accept-bitcoin-payments-by-the-end-of-the-year><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com is said to be looking to accept bitcoin (BTC-USD) payments by the end of the year and its exploring its own token for next year.\nAmazon has been working on the plan since 2019, according to...</p>\n\n<a href=\"https://seekingalpha.com/news/3718834-amazon-is-said-looking-to-accept-bitcoin-payments-by-the-end-of-the-year\">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://seekingalpha.com/news/3718834-amazon-is-said-looking-to-accept-bitcoin-payments-by-the-end-of-the-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187084507","content_text":"Amazon.com is said to be looking to accept bitcoin (BTC-USD) payments by the end of the year and its exploring its own token for next year.\nAmazon has been working on the plan since 2019, according to a City A.M.report, which cites an unidentified insider. After bitcoin, the e-commerce behemoth is expected to accept ethereum (ETH-USD), cardano (ADA-USD) and Bitcoin Cash (BCH-USD) before the company brings another eight or so of the most popular cryptocurrencies online.\nThe City A.M. report comes after a Friday report that anAmazon job posting signals potential plan to accept cryptocurrency.\nEarlier,Bitcoin rises nears $35K level in days following Musk, Wood, Dorsey comments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124767748,"gmtCreate":1624794845584,"gmtModify":1631888003856,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Nio for me…will be volatile but have bigger upside and downside as well….","listText":"Nio for me…will be volatile but have bigger upside and downside as well….","text":"Nio for me…will be volatile but have bigger upside and downside as well….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124767748","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164338697,"gmtCreate":1624170536719,"gmtModify":1631885483807,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Time for Palantir shares to take off…😀","listText":"Time for Palantir shares to take off…😀","text":"Time for Palantir shares to take off…😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164338697","repostId":"1192473918","repostType":4,"repost":{"id":"1192473918","pubTimestamp":1624029343,"share":"https://www.laohu8.com/m/news/1192473918?lang=&edition=full","pubTime":"2021-06-18 23:15","market":"us","language":"en","title":"PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1192473918","media":"investorplace","summary":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Feder","content":"<p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).</p>\n<p>The goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.</p>\n<p>According to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.</p>\n<p>Palantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.</p>\n<p>Akash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.</p>\n<blockquote>\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n</blockquote>\n<p>The fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.</p>\n<p>It’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.</p>\n<p>PLTR stock was down 1.1% as of Friday morning.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” ...</p>\n\n<a href=\"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192473918","content_text":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.\nAccording to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.\nPalantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.\nAkash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.\n\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n\nThe fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.\nIt’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.\nPLTR stock was down 1.1% as of Friday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166976172,"gmtCreate":1623990044196,"gmtModify":1631888003862,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Agree…time to accumulate BABA shares…if drop more, buy more…","listText":"Agree…time to accumulate BABA shares…if drop more, buy more…","text":"Agree…time to accumulate BABA shares…if drop more, buy more…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166976172","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168920425,"gmtCreate":1623947308967,"gmtModify":1631888003862,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Shopping time for baba stock….😀","listText":"Shopping time for baba stock….😀","text":"Shopping time for baba stock….😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168920425","repostId":"1127088935","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161287769,"gmtCreate":1623929056051,"gmtModify":1631888003859,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Phew…added biontech last night…but should havebought more 😥","listText":"Phew…added biontech last night…but should havebought more 😥","text":"Phew…added biontech last night…but should havebought more 😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161287769","repostId":"1147243421","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163832223,"gmtCreate":1623867486362,"gmtModify":1631888003857,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Tesla running out of juice ???&nbsp;","listText":"Tesla running out of juice ???&nbsp;","text":"Tesla running out of juice ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/163832223","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160690809,"gmtCreate":1623791790601,"gmtModify":1631888003870,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Maybe this will cool off the inflation figures….","listText":"Maybe this will cool off the inflation figures….","text":"Maybe this will cool off the inflation figures….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160690809","repostId":"1175229651","repostType":4,"repost":{"id":"1175229651","pubTimestamp":1623761854,"share":"https://www.laohu8.com/m/news/1175229651?lang=&edition=full","pubTime":"2021-06-15 20:57","market":"us","language":"en","title":"'Gonna Need More Stimmies' - US Retail Sales Plunged In May","url":"https://stock-news.laohu8.com/highlight/detail?id=1175229651","media":"zerohedge","summary":"With a lack of stimmies to keep the spending dream alive, analysts expected a 0.8% MoM plunge in ret","content":"<p>With a lack of stimmies to keep the spending dream alive, analysts expected a 0.8% MoM plunge in retail sales (<i>confirming BofA's recent perfect streak of predictions</i>), but the data was even worse, tumbling 1.3% MoM...</p>\n<p><img src=\"https://static.tigerbbs.com/45b8615441c602f54053c2e255ce180a\" tg-width=\"500\" tg-height=\"274\"><i>Source: Bloomberg</i></p>\n<p>Given the expected impact of autos from the chip shortage,<b>a \"cleaner\" number of the Ex-Autos print which was also a disaster,</b>tumbling 0.7% MoM (much worse than the 0.4% improvement expected)</p>\n<p><img src=\"https://static.tigerbbs.com/29613437d5cc305349ea8b7f9b50ab0f\" tg-width=\"500\" tg-height=\"272\"><i>Source: Bloomberg</i></p>\n<p>BofA's forecasts nailed it again:</p>\n<ul>\n <li>BofA said retail headline -1.4%, came in at -1.4%</li>\n <li>BofA said retail ex auto -0.6%, came in at -0.7%</li>\n</ul>\n<p>Building Materials saw the biggest drop, along with Motor Vehicles (as noted above). Nonstore retailers (online) also saw a decline in sales...</p>\n<p><img src=\"https://static.tigerbbs.com/6d94f95a16decd0cf5893fd4408feb6c\" tg-width=\"500\" tg-height=\"435\">As the base effect wears off so the insane YoY comps ease back too...</p>\n<p><img src=\"https://static.tigerbbs.com/049936d252903cc97f3b4cd8abec9044\" tg-width=\"500\" tg-height=\"273\"><i>Source: Bloomberg</i></p>\n<p>Finally, we note that retail inventories (supply) has reached a record low relative to retail sales (demand)...</p>\n<p><img src=\"https://static.tigerbbs.com/70b0549aa7160c7d4b2b96a17a25d15d\" tg-width=\"500\" tg-height=\"271\"><i>Source: Bloomberg</i></p>\n<p>How will The Fed interpret this? Transitory supply distress?</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>'Gonna Need More Stimmies' - US Retail Sales Plunged In May</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\">\n'Gonna Need More Stimmies' - US Retail Sales Plunged In May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 20:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/personal-finance/gonna-need-more-stimmies-us-retail-sales-plunged-may><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With a lack of stimmies to keep the spending dream alive, analysts expected a 0.8% MoM plunge in retail sales (confirming BofA's recent perfect streak of predictions), but the data was even worse, ...</p>\n\n<a href=\"https://www.zerohedge.com/personal-finance/gonna-need-more-stimmies-us-retail-sales-plunged-may\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/personal-finance/gonna-need-more-stimmies-us-retail-sales-plunged-may","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175229651","content_text":"With a lack of stimmies to keep the spending dream alive, analysts expected a 0.8% MoM plunge in retail sales (confirming BofA's recent perfect streak of predictions), but the data was even worse, tumbling 1.3% MoM...\nSource: Bloomberg\nGiven the expected impact of autos from the chip shortage,a \"cleaner\" number of the Ex-Autos print which was also a disaster,tumbling 0.7% MoM (much worse than the 0.4% improvement expected)\nSource: Bloomberg\nBofA's forecasts nailed it again:\n\nBofA said retail headline -1.4%, came in at -1.4%\nBofA said retail ex auto -0.6%, came in at -0.7%\n\nBuilding Materials saw the biggest drop, along with Motor Vehicles (as noted above). Nonstore retailers (online) also saw a decline in sales...\nAs the base effect wears off so the insane YoY comps ease back too...\nSource: Bloomberg\nFinally, we note that retail inventories (supply) has reached a record low relative to retail sales (demand)...\nSource: Bloomberg\nHow will The Fed interpret this? Transitory supply distress?","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187962555,"gmtCreate":1623735450577,"gmtModify":1631888003871,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰","listText":"About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰","text":"About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187962555","repostId":"2143609782","repostType":4,"repost":{"id":"2143609782","pubTimestamp":1623669938,"share":"https://www.laohu8.com/m/news/2143609782?lang=&edition=full","pubTime":"2021-06-14 19:25","market":"us","language":"en","title":"Novavax Soars As Its COVID-19 Vaccine Is Found 90% Effective, To Seek FDA OK","url":"https://stock-news.laohu8.com/highlight/detail?id=2143609782","media":"Investing.com","summary":"Investing.com -- Novavax (NASDAQ:NVAX) shares rose more than 10% in Monday’s premarket trading after","content":"<p>Investing.com -- Novavax (NASDAQ:NVAX) shares rose more than 10% in Monday’s premarket trading after the company said a phase-three trial had found its two-dose COVID-19 vaccine to be 90.4% effective.</p>\n<p>The trial had 29,960 participants across the U.S. and Mexico.</p>\n<p>The vaccine was found to be 100% effective in preventing moderate and severe infections and 93% effective against some variants, Novavax said. The company plans to file for approval with the Food and Drug Administration in the third quarter.</p>\n<p>Upon regulatory approvals, Novavax remains on track to reach manufacturing capacity of 100 million doses per month by the end of the third quarter and 150 million doses per month by the end of the fourth quarter of 2021, the company said in a release.</p>\n<p>Once authorized, the Novavax vaccine would join Pfizer BioNTech (NYSE:PFE) (NASDAQ:BNTX), Moderna (NASDAQ:MRNA) and Johnson&amp;Johnson (NYSE:JNJ), the three COVID-19 shots already approved for emergency use in the U.S.</p>\n<p>Barring J&amp;J’s, all are two-dose vaccines.</p>","source":"yahoofinance","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>Novavax Soars As Its COVID-19 Vaccine Is Found 90% Effective, To Seek FDA OK</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\">\nNovavax Soars As Its COVID-19 Vaccine Is Found 90% Effective, To Seek FDA OK\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 19:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/novavax-soars-covid-19-vaccine-063438092.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com -- Novavax (NASDAQ:NVAX) shares rose more than 10% in Monday’s premarket trading after the company said a phase-three trial had found its two-dose COVID-19 vaccine to be 90.4% effective....</p>\n\n<a href=\"https://finance.yahoo.com/news/novavax-soars-covid-19-vaccine-063438092.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/novavax-soars-covid-19-vaccine-063438092.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2143609782","content_text":"Investing.com -- Novavax (NASDAQ:NVAX) shares rose more than 10% in Monday’s premarket trading after the company said a phase-three trial had found its two-dose COVID-19 vaccine to be 90.4% effective.\nThe trial had 29,960 participants across the U.S. and Mexico.\nThe vaccine was found to be 100% effective in preventing moderate and severe infections and 93% effective against some variants, Novavax said. The company plans to file for approval with the Food and Drug Administration in the third quarter.\nUpon regulatory approvals, Novavax remains on track to reach manufacturing capacity of 100 million doses per month by the end of the third quarter and 150 million doses per month by the end of the fourth quarter of 2021, the company said in a release.\nOnce authorized, the Novavax vaccine would join Pfizer BioNTech (NYSE:PFE) (NASDAQ:BNTX), Moderna (NASDAQ:MRNA) and Johnson&Johnson (NYSE:JNJ), the three COVID-19 shots already approved for emergency use in the U.S.\nBarring J&J’s, all are two-dose vaccines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185676899,"gmtCreate":1623649189411,"gmtModify":1631888003869,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"&nbsp;Could be a lot better for shareholders if the shareprice is around usd3.5k…😀","listText":"&nbsp;Could be a lot better for shareholders if the shareprice is around usd3.5k…😀","text":"Could be a lot better for shareholders if the shareprice is around usd3.5k…😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185676899","repostId":"1146011836","repostType":4,"repost":{"id":"1146011836","pubTimestamp":1623639735,"share":"https://www.laohu8.com/m/news/1146011836?lang=&edition=full","pubTime":"2021-06-14 11:02","market":"us","language":"en","title":"Amazon: The Virtuous Cycle At A Fair Price","url":"https://stock-news.laohu8.com/highlight/detail?id=1146011836","media":"seekingalpha","summary":"Summary\n\nAmazon's business is firing on all cylinders, giving its investors many reasons to smile.\nT","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon's&nbsp;business is firing on all cylinders, giving its investors many reasons to smile.</li>\n <li>The company is reinforcing its moat in e-commerce, cloud services and grabbing aggressively its share in ads from Google and Facebook duopoly.</li>\n <li>A growing share of high-margin activities improves cash flow at rapid pace.</li>\n <li>At the current level, the share price represents at least 6-8% return p.a.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfbef43d925558552ced924df58f081f\" tg-width=\"768\" tg-height=\"512\"><span>Photo by coldsnowstorm/iStock Unreleased via Getty Images</span></p>\n<p>Amazon (AMZN) is a very diversified business with many sources of revenue. Its size, strong brand, and leadership position in e-commerce and cloud services give it an immense moat. The advertisement branch makes Google and Facebook's duopoly sweat. The growth in all sectors is simply remarkable for a company of its size. It all does not leave any doubt that Amazon's future is bright.</p>\n<p>Also, the price for this outstanding business is pretty attractive. Simple and conservative estimates show a safe 6-8% return per annum. In the world of a zero interest rate, Amazon shares are a bargain.</p>\n<p><b>The Virtuous Cycle, aka Scale Economies Shared</b></p>\n<p>Almost twenty-five years ago, Jeff Bezos laid a foundation for his company. At its core lies customer-centricity. The idea is pretty simple: exceptional customer experience brings more traffic and sellers with their products. A growing platform scale lowers the prices, which improves customer experience even further. By broadening product offerings, reducing prices, improving delivery time, and selling the highest-quality services, Amazon wins customer loyalty and expands its customer base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33d2da72dce938108f652612d9f4b320\" tg-width=\"640\" tg-height=\"341\"><span>Source:Amazon - The Virtuous Cycle</span></p>\n<p>Putting customer experience at the center of every action combined with innovation spirit and readiness for failure has created a company that is redefining the way we shop, work, and spend our free time. Chapeau bas for management for sticking to those rules till these days, successful execution and constantly raising the bar to create more value for society.</p>\n<p><b>What do you get buying Amazon?</b></p>\n<p>All invested in Amazon know exactly why they own the shares. Leadership in life-changing trends, enormous growth, innovation, dominance, and of course huge profits. All checked. Let's put some numbers behind those buzzwords to prove it.</p>\n<p><b>E-commerce</b></p>\n<p>We start with e-commerce. This year the company is expected toincrease its US retail e-commerce market share to 40.4%. Walmart, second on the list, is going to enjoy only 7.1%. A clear sign of dominance. The sales growth is going to continue. After a Covid turbocharged 44.1% rise last year, analysts predict 15.3% in 2021. That means slowing down tothe average e-commerce growth in the US over the last decade.</p>\n<p>The international footprint is also growing nicely. In 2020, 27% of revenue came from abroad. And they are still expanding to new markets (in March 2021 they entered Poland startingamazon.pl).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6f72d60e6af0ab7802b63bb60e04c5\" tg-width=\"640\" tg-height=\"107\"><span>Source: Amazon Annual Report 2020</span></p>\n<p>There are two trends in retail sales that are going to benefit Amazon in the coming years. First, overall consumption and spending are growing together with the economy. But most importantly, a share of e-commerce retail vs. total retail sales is going to increase.In 2020, it was already 21.3% for the USA, up from 6.4% in 2010. Still less than e.g. in China, where the National Bureau of Statistics of China estimated online retail penetration to be at 24.9% in 2020.</p>\n<p>As Jeff Bezos predicted, the virtuous cycle is self-reinforcing and attracting more and more customers and merchants to the platform every year. Last Amazon's report shows that the number of sold products increases pretty fast, so do SMBs' profits. Amazon is fueling its success by intensive investments in logistics, analysis tools, and services, which lead to growing Amazon success and so on.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b70ae811d800c6e2fcaeb619b5a50964\" tg-width=\"640\" tg-height=\"608\"><span>Source:Amazon SMB Impact Report 2020</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfe8106bb3f81d21e177ef59cefc5888\" tg-width=\"640\" tg-height=\"709\"><span>Source: Amazon SMB Impact Report 2020</span></p>\n<p><b>AWS</b></p>\n<p>Whether it’s technology giants, television networks, banks, food manufacturers, or governments, many organizations are using AWS to develop, deploy and host applications. The biggest customers are well-known brands such asNetflix, Adobe, Apple, LinkedIn, Twitter, BBC, and many more.</p>\n<p>It is another area that has sped upbecause of the COVID-19 pandemic. Implementation of stay-at-home policies for consumers, work-from-home policies for employees generated enormous demand and caused much higher than initially expected cloud usage.</p>\n<p>Amazon invests heavily in the data centers and expands its geographical footprint. The company offers a broad and rapidly growing portfolio of cloud services. All these efforts to satisfy customers' needs have given Amazon aworldwide leadership position.</p>\n<p>Strong double-digit demand for cloud services is going to continue in the next few years. Forecasts say that in 2021 the whole segment value will reach$330bn, up 23% from 2020. AWS as a dominant force with almosta third of market sharein IaaS and PaaS will surely enjoy growing revenues and profits.</p>\n<p><b>Advertising</b></p>\n<p>Google or Facebook make money by advertising different products and services. Their algorithms are very efficient in targeting selected audience groups. They are great at defining what may be of interest for me, for you, and every single web user. But they do not have the same insights as Amazon has. Amazon knows exactly what people buy, how they buy it, and how much of it they buy. The knowledge of what movies Amazon Prime customers are watching, what music and books they consume, gives Amazon an even more complete picture of the consumer journey.</p>\n<p>Here, the trend is once again Amazon's friend. Totalad spending continues to riseyear after year at a double-digit rate. Digital ads are already a dominant form of marketing and as people have more electronic devices connected to the Internet, they continue to be the most important channel to reach customers.</p>\n<p>Amazon has been very successful in this field. The company is alreadythe third power in advertising in the USAwith 10% of the market share. They are expanding especially at Google's cost as more people search for specific products directly on Amazon's website circumventing Google's search engine. Analysts predict that both Google and Facebook are going to lose their market share in the coming years,whereas Amazon continues to grab a bigger part of the growing pie.</p>\n<p>Looking at advertising revenue (classified as \"Other\" in the annual report), we can assume that it grew at a whopping rate of 50% last year. As cloud services, it is a very profitable, high-margin activity that will nicely continue to increase Amazon's bottom line in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a8ab12e5788fda9765fbd60bf394f23\" tg-width=\"640\" tg-height=\"261\"><span>Source: Amazon Annual Report 2020</span></p>\n<p><b>Amazon Prime</b></p>\n<p>Other powerful revenue engines are subscription services i.e. Amazon Prime membership fees, video-on-demand, etc. What Amazon offers its customers is pretty unique - by subscribing they get a combination of cheaper and faster orders' delivery and access to a rich library of movies, series, and songs. And it is very affordable! Thanks to that the retention rate is very high and the user base is constantly growing, exceeding already 200 million people. And almost130 million are using the Video Prime service at least once a month. That gives Amazon Prime Video servicesecond position worldwide just behind Netflix.</p>\n<p>Again, also from this trend, Amazon is trying to make use of. The expectations are that OTT and VoD services will growbetween 14%and18% for the next 4-5 years.The acquisition of MGMand gaining such IPs like James Bond, The Silence of the Lambs, Fargo, and a few thousand others, shows that the company takes it pretty seriously and will fight for its share of the pie.</p>\n<p>Looking once more into the annual report, we may see that subscription services brought ~$25bn in FY 2020. It seems not much compared to $386bn of total revenue, but $25bn was also the total revenue of Netflix last year! And it is growing faster than Netflix revenue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9535c8b9791a767f3e8b52754d5db4c1\" tg-width=\"640\" tg-height=\"264\"><span>Source: Amazon Annual Report 2020</span></p>\n<p><b>Others</b></p>\n<p>If it was not enough, Amazon constantly tries to revolutionize some aspects of our lives and create new expansion opportunities. It isa leader in the smart speaker market(50% of the US market). Kindle dominates the e-reader market in the USA. FireTV streams videos to millions of homes. Etc., etc.</p>\n<p>Many experimental initiatives can easily become another mega-trend and contribute even more to customer satisfaction and the company's success, e.g.:</p>\n<ul>\n <li><p>Amazon Go - cashier-free stores</p></li>\n <li><p>AI-powered home robots</p></li>\n <li><p>game streaming services</p></li>\n <li><p>investing in self-driving technology</p></li>\n <li><p>building a fleet of delivery drones, etc.</p></li>\n</ul>\n<p><b>How did the business perform?</b></p>\n<p>Amazon does not provide as detailed information about its user base asAlibaba(BABA). Investors have only vague data announced from time to time during Earnings Calls or from Letters to Shareholders. For example,in the last letter, Jeff Bezos writes that Amazon Prime has already over 200 million members.Over 75% are Americans. However, the number of active users is much higher. Already inQ2 2016, there were over 300 million active customers globally.</p>\n<p>Let's move to the financial information to see the revenue generation power of Amazon's customers. The revenue is growing consistently at a high rate. The pre-pandemic slowdown was quickly corrected last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ea9010cdf36960ced3316748d5b396\" tg-width=\"640\" tg-height=\"395\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>The significance of the AWS, the golden goose of Amazon, and its contribution to the revenue was also growing from 7% in 2015 to almost 12% in 2020. Disappointing is the fact that the international sales represent currently only 27% of total revenue (a drop from 33% in 2015). It reduces the diversification of revenue streams and shows that the competition abroad is strong.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8e5447ded18a889ea1ff7cdf37b342a\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>On a plus side, we can see below that all segments are growing, but international revenue is simply growing slower than sales in North America or AWS. Another small positive is the fact that international sales saw last year almost 40% jump, slightly better than the other two segments.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5550abe99358bb2a60e8552476cb096\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>Similar to revenue, the operating income made a huge jump last year as COVID hit.</p>\n<p><img src=\"https://static.tigerbbs.com/7cf5a471f3cc5f3e15ad0436cc7f9a7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>The biggest contribution to the operating income is AWS. In 2020, cloud services generated over $13bn, which represented ~60% of total profits.</p>\n<p>Source: Chart created by the author with data from annual reports</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366bd2ee01f2a7f0fa78c25001150c99\" tg-width=\"640\" tg-height=\"397\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>North America brought around $9bn or 37% of the total operating income last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d49e53238ae749ae5f39ca6d421dca51\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>Profits from AWS and North America used to subsidize international retail sales which only last year turned profitable. We may attribute this positive result to two factors - improving the efficiency of operation and favorable currency exchange rate last year.</p>\n<p>Let's have a look at Amazon's margins below. They are nicely trending higher almost every year. There are at least a few good reasons for that e.g. the scale of Amazon's operation, growing AWS, cash flow from Amazon Prime, and other subscription services. Margin expansion underlines the quality of the business and the good investment decisions of the management.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e935c9bf800475aa0017d40f8fb1920\" tg-width=\"640\" tg-height=\"296\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>In annual reports, Amazon presents also an alternative way of categorizing revenue streams. The chart \"Net sales by groups of similar products and services\" summarizes this method for the last few years. In 2020, slightly over 50% was attributed to online stores. We can see that AWS, advertising, subscriptions, and 3rd party seller services are growing faster than online stores. It shows the strength and diversity of Amazon's platform. It is nicely reflected in growing margins and recurring revenue streams.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9394fd8d8fb6183d2e32bdb24c02b6f\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>The growth for all segments is very strong. I would like to underscore here one component - advertising (\"Other\" in the chart below). It is still pretty small with \"only\" ~$21bn in revenue but is growing at a staggering pace, adding another very lucrative business area to Amazon's portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5cf6ce184acc5b763aeb00f34b69b54\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>Last but not least, the amount of free cash flow (\"FCF\") generated may show the quality of the business. It is one of the most important metrics for shareholders. FCF is used to pay dividends, repurchase shares, or for acquisitions. Amazon provides investors with three different metrics of FCF trying to adjust standard definition (FCF = Cash from Operations - Capex) to include heavy usage of finance leases used for faster expansion of AWS infrastructure and other equipment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66290fc24e1df8192026a2305de99933\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p>The most important is the fact that all three metrics are rising. The Internet explains all of them for those interested in the nitty-gritty details of accounting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa13303f053af872d639e94fcfae68ca\" tg-width=\"640\" tg-height=\"396\"><span>Source: Chart created by the author with data from annual reports</span></p>\n<p><b>Valuation</b></p>\n<p>Note: I suggest subtracting 1,3% from CAGRs calculated below. 1,3% is an average shareholder dilution over the last 5 years. As long as there is no meaningful repurchase program, the dilution will continue.</p>\n<p><b>Simulation of P/EPS</b></p>\n<p>Analyst estimate is that Amazon's EPS will grow at 38% on average for the next five years. Assuming massive ratio reduction (from the current P/E=61 to P/E=18-26), we arrive at a potential return between 47% and 113% in 2026 (or 8% to 16% CAGR).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a6f6320356bfd13c8cd1423f5c4997c\" tg-width=\"640\" tg-height=\"424\"><span>Source: Own calculation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7d373e66cfae1c02a39f11f735644db\" tg-width=\"640\" tg-height=\"396\"><span>Source: Own calculation</span></p>\n<p><b>DCF</b></p>\n<p>For DCF analysis I use Free Cash Flow less equipment finance leases and principal repayments of all other finance leases and financing obligations. With Amazon, this metric better presents the ability of the business to generate cash than standard FCF.</p>\n<p>I simulated much lower growth than presented in the last five years (and lower than analysts suggest). The reason is to be conservative and show likely outcomes of investing in Amazon at the current share price.</p>\n<p><b>DCF Worst-Case Scenario</b></p>\n<p>FCF growth drops gradually from 20% in 2021 to 11% in 2030. The first implication of this assumption is that the FCF in 2030 will be 4,5x higher than it is today. That would also imply that the current share price of ~$3200 will probably return around 6% annually.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/776195c42bbdbd69b1bfe5f22651ca12\" tg-width=\"640\" tg-height=\"245\"><span>Source: Own calculation</span></p>\n<p><b>DCF Best-Case Scenario</b></p>\n<p>FCF growth drops gradually from 26% in 2021 to 17% in 2030. The FCF in 2030 would be almost 8x higher. That would also mean that the current share price of ~$3200 will probably deliver a return of 8% per annum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93471937eb050c18cabebb3ea4d3270c\" tg-width=\"640\" tg-height=\"245\"><span>Source: Own calculation</span></p>\n<p><b>Price to Sales</b></p>\n<p>In the last few years, it was a good deal to buy AMZN when the PS ratio was at 3,3 or lower (with average PS=3,6).</p>\n<p>PS TTM is currently at 3.9. That suggests a slight overvaluation between 10-15%. PS=3,3 would represent the price of $2750 per share. Buying at an average PS=3,6 would mean waiting for the price to fall to $3000.</p>\n<p>There is also a second option: the price will move sideways for the next 1-2 quarters and let the business catch up. Looking at forecasted sales growth, it will happen sooner rather than later.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02b247d1eaf407d6569dd5465ebf0a3b\" tg-width=\"640\" tg-height=\"581\"><span>Source:Seeking Alpha</span></p>\n<p><b>Conclusion</b></p>\n<p>2020 was for Amazon a great year. For Amazon shareholders too. Coronavirus caused a rapid acceleration in shifting the way we work, spend our free time, and buy things. It led to an explosion in revenues and profits. As a result, the share price doubled in a matter of a few months. But this is not over. Every single part of Amazon keeps growing at a high double-digit rate. And it will not stop soon.</p>\n<p>A lot of this growth is already in the share price. However, even quite conservative analysis shows that buying AMZN today may still generate at least 6-8% return p.a. in a long run. If the company continues improving efficiency, keeps innovating, and expands its portfolio of great products, the return may be even higher.</p>\n<p>To sum it up, I rate Amazon shares to be fairly valued and expect better-than-average performance.</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: The Virtuous Cycle At A Fair Price</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: The Virtuous Cycle At A Fair Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434620-amazon-the-virtuous-cycle-at-a-fair-price><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon's business is firing on all cylinders, giving its investors many reasons to smile.\nThe company is reinforcing its moat in e-commerce, cloud services and grabbing aggressively its share...</p>\n\n<a href=\"https://seekingalpha.com/article/4434620-amazon-the-virtuous-cycle-at-a-fair-price\">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://seekingalpha.com/article/4434620-amazon-the-virtuous-cycle-at-a-fair-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146011836","content_text":"Summary\n\nAmazon's business is firing on all cylinders, giving its investors many reasons to smile.\nThe company is reinforcing its moat in e-commerce, cloud services and grabbing aggressively its share in ads from Google and Facebook duopoly.\nA growing share of high-margin activities improves cash flow at rapid pace.\nAt the current level, the share price represents at least 6-8% return p.a.\n\nPhoto by coldsnowstorm/iStock Unreleased via Getty Images\nAmazon (AMZN) is a very diversified business with many sources of revenue. Its size, strong brand, and leadership position in e-commerce and cloud services give it an immense moat. The advertisement branch makes Google and Facebook's duopoly sweat. The growth in all sectors is simply remarkable for a company of its size. It all does not leave any doubt that Amazon's future is bright.\nAlso, the price for this outstanding business is pretty attractive. Simple and conservative estimates show a safe 6-8% return per annum. In the world of a zero interest rate, Amazon shares are a bargain.\nThe Virtuous Cycle, aka Scale Economies Shared\nAlmost twenty-five years ago, Jeff Bezos laid a foundation for his company. At its core lies customer-centricity. The idea is pretty simple: exceptional customer experience brings more traffic and sellers with their products. A growing platform scale lowers the prices, which improves customer experience even further. By broadening product offerings, reducing prices, improving delivery time, and selling the highest-quality services, Amazon wins customer loyalty and expands its customer base.\nSource:Amazon - The Virtuous Cycle\nPutting customer experience at the center of every action combined with innovation spirit and readiness for failure has created a company that is redefining the way we shop, work, and spend our free time. Chapeau bas for management for sticking to those rules till these days, successful execution and constantly raising the bar to create more value for society.\nWhat do you get buying Amazon?\nAll invested in Amazon know exactly why they own the shares. Leadership in life-changing trends, enormous growth, innovation, dominance, and of course huge profits. All checked. Let's put some numbers behind those buzzwords to prove it.\nE-commerce\nWe start with e-commerce. This year the company is expected toincrease its US retail e-commerce market share to 40.4%. Walmart, second on the list, is going to enjoy only 7.1%. A clear sign of dominance. The sales growth is going to continue. After a Covid turbocharged 44.1% rise last year, analysts predict 15.3% in 2021. That means slowing down tothe average e-commerce growth in the US over the last decade.\nThe international footprint is also growing nicely. In 2020, 27% of revenue came from abroad. And they are still expanding to new markets (in March 2021 they entered Poland startingamazon.pl).\nSource: Amazon Annual Report 2020\nThere are two trends in retail sales that are going to benefit Amazon in the coming years. First, overall consumption and spending are growing together with the economy. But most importantly, a share of e-commerce retail vs. total retail sales is going to increase.In 2020, it was already 21.3% for the USA, up from 6.4% in 2010. Still less than e.g. in China, where the National Bureau of Statistics of China estimated online retail penetration to be at 24.9% in 2020.\nAs Jeff Bezos predicted, the virtuous cycle is self-reinforcing and attracting more and more customers and merchants to the platform every year. Last Amazon's report shows that the number of sold products increases pretty fast, so do SMBs' profits. Amazon is fueling its success by intensive investments in logistics, analysis tools, and services, which lead to growing Amazon success and so on.\nSource:Amazon SMB Impact Report 2020\nSource: Amazon SMB Impact Report 2020\nAWS\nWhether it’s technology giants, television networks, banks, food manufacturers, or governments, many organizations are using AWS to develop, deploy and host applications. The biggest customers are well-known brands such asNetflix, Adobe, Apple, LinkedIn, Twitter, BBC, and many more.\nIt is another area that has sped upbecause of the COVID-19 pandemic. Implementation of stay-at-home policies for consumers, work-from-home policies for employees generated enormous demand and caused much higher than initially expected cloud usage.\nAmazon invests heavily in the data centers and expands its geographical footprint. The company offers a broad and rapidly growing portfolio of cloud services. All these efforts to satisfy customers' needs have given Amazon aworldwide leadership position.\nStrong double-digit demand for cloud services is going to continue in the next few years. Forecasts say that in 2021 the whole segment value will reach$330bn, up 23% from 2020. AWS as a dominant force with almosta third of market sharein IaaS and PaaS will surely enjoy growing revenues and profits.\nAdvertising\nGoogle or Facebook make money by advertising different products and services. Their algorithms are very efficient in targeting selected audience groups. They are great at defining what may be of interest for me, for you, and every single web user. But they do not have the same insights as Amazon has. Amazon knows exactly what people buy, how they buy it, and how much of it they buy. The knowledge of what movies Amazon Prime customers are watching, what music and books they consume, gives Amazon an even more complete picture of the consumer journey.\nHere, the trend is once again Amazon's friend. Totalad spending continues to riseyear after year at a double-digit rate. Digital ads are already a dominant form of marketing and as people have more electronic devices connected to the Internet, they continue to be the most important channel to reach customers.\nAmazon has been very successful in this field. The company is alreadythe third power in advertising in the USAwith 10% of the market share. They are expanding especially at Google's cost as more people search for specific products directly on Amazon's website circumventing Google's search engine. Analysts predict that both Google and Facebook are going to lose their market share in the coming years,whereas Amazon continues to grab a bigger part of the growing pie.\nLooking at advertising revenue (classified as \"Other\" in the annual report), we can assume that it grew at a whopping rate of 50% last year. As cloud services, it is a very profitable, high-margin activity that will nicely continue to increase Amazon's bottom line in the future.\nSource: Amazon Annual Report 2020\nAmazon Prime\nOther powerful revenue engines are subscription services i.e. Amazon Prime membership fees, video-on-demand, etc. What Amazon offers its customers is pretty unique - by subscribing they get a combination of cheaper and faster orders' delivery and access to a rich library of movies, series, and songs. And it is very affordable! Thanks to that the retention rate is very high and the user base is constantly growing, exceeding already 200 million people. And almost130 million are using the Video Prime service at least once a month. That gives Amazon Prime Video servicesecond position worldwide just behind Netflix.\nAgain, also from this trend, Amazon is trying to make use of. The expectations are that OTT and VoD services will growbetween 14%and18% for the next 4-5 years.The acquisition of MGMand gaining such IPs like James Bond, The Silence of the Lambs, Fargo, and a few thousand others, shows that the company takes it pretty seriously and will fight for its share of the pie.\nLooking once more into the annual report, we may see that subscription services brought ~$25bn in FY 2020. It seems not much compared to $386bn of total revenue, but $25bn was also the total revenue of Netflix last year! And it is growing faster than Netflix revenue.\nSource: Amazon Annual Report 2020\nOthers\nIf it was not enough, Amazon constantly tries to revolutionize some aspects of our lives and create new expansion opportunities. It isa leader in the smart speaker market(50% of the US market). Kindle dominates the e-reader market in the USA. FireTV streams videos to millions of homes. Etc., etc.\nMany experimental initiatives can easily become another mega-trend and contribute even more to customer satisfaction and the company's success, e.g.:\n\nAmazon Go - cashier-free stores\nAI-powered home robots\ngame streaming services\ninvesting in self-driving technology\nbuilding a fleet of delivery drones, etc.\n\nHow did the business perform?\nAmazon does not provide as detailed information about its user base asAlibaba(BABA). Investors have only vague data announced from time to time during Earnings Calls or from Letters to Shareholders. For example,in the last letter, Jeff Bezos writes that Amazon Prime has already over 200 million members.Over 75% are Americans. However, the number of active users is much higher. Already inQ2 2016, there were over 300 million active customers globally.\nLet's move to the financial information to see the revenue generation power of Amazon's customers. The revenue is growing consistently at a high rate. The pre-pandemic slowdown was quickly corrected last year.\nSource: Chart created by the author with data from annual reports\nThe significance of the AWS, the golden goose of Amazon, and its contribution to the revenue was also growing from 7% in 2015 to almost 12% in 2020. Disappointing is the fact that the international sales represent currently only 27% of total revenue (a drop from 33% in 2015). It reduces the diversification of revenue streams and shows that the competition abroad is strong.\nSource: Chart created by the author with data from annual reports\nOn a plus side, we can see below that all segments are growing, but international revenue is simply growing slower than sales in North America or AWS. Another small positive is the fact that international sales saw last year almost 40% jump, slightly better than the other two segments.\nSource: Chart created by the author with data from annual reports\nSimilar to revenue, the operating income made a huge jump last year as COVID hit.\n\nThe biggest contribution to the operating income is AWS. In 2020, cloud services generated over $13bn, which represented ~60% of total profits.\nSource: Chart created by the author with data from annual reports\nSource: Chart created by the author with data from annual reports\nNorth America brought around $9bn or 37% of the total operating income last year.\nSource: Chart created by the author with data from annual reports\nProfits from AWS and North America used to subsidize international retail sales which only last year turned profitable. We may attribute this positive result to two factors - improving the efficiency of operation and favorable currency exchange rate last year.\nLet's have a look at Amazon's margins below. They are nicely trending higher almost every year. There are at least a few good reasons for that e.g. the scale of Amazon's operation, growing AWS, cash flow from Amazon Prime, and other subscription services. Margin expansion underlines the quality of the business and the good investment decisions of the management.\nSource: Chart created by the author with data from annual reports\nIn annual reports, Amazon presents also an alternative way of categorizing revenue streams. The chart \"Net sales by groups of similar products and services\" summarizes this method for the last few years. In 2020, slightly over 50% was attributed to online stores. We can see that AWS, advertising, subscriptions, and 3rd party seller services are growing faster than online stores. It shows the strength and diversity of Amazon's platform. It is nicely reflected in growing margins and recurring revenue streams.\nSource: Chart created by the author with data from annual reports\nThe growth for all segments is very strong. I would like to underscore here one component - advertising (\"Other\" in the chart below). It is still pretty small with \"only\" ~$21bn in revenue but is growing at a staggering pace, adding another very lucrative business area to Amazon's portfolio.\nSource: Chart created by the author with data from annual reports\nLast but not least, the amount of free cash flow (\"FCF\") generated may show the quality of the business. It is one of the most important metrics for shareholders. FCF is used to pay dividends, repurchase shares, or for acquisitions. Amazon provides investors with three different metrics of FCF trying to adjust standard definition (FCF = Cash from Operations - Capex) to include heavy usage of finance leases used for faster expansion of AWS infrastructure and other equipment.\nSource: Chart created by the author with data from annual reports\nThe most important is the fact that all three metrics are rising. The Internet explains all of them for those interested in the nitty-gritty details of accounting.\nSource: Chart created by the author with data from annual reports\nValuation\nNote: I suggest subtracting 1,3% from CAGRs calculated below. 1,3% is an average shareholder dilution over the last 5 years. As long as there is no meaningful repurchase program, the dilution will continue.\nSimulation of P/EPS\nAnalyst estimate is that Amazon's EPS will grow at 38% on average for the next five years. Assuming massive ratio reduction (from the current P/E=61 to P/E=18-26), we arrive at a potential return between 47% and 113% in 2026 (or 8% to 16% CAGR).\nSource: Own calculation\nSource: Own calculation\nDCF\nFor DCF analysis I use Free Cash Flow less equipment finance leases and principal repayments of all other finance leases and financing obligations. With Amazon, this metric better presents the ability of the business to generate cash than standard FCF.\nI simulated much lower growth than presented in the last five years (and lower than analysts suggest). The reason is to be conservative and show likely outcomes of investing in Amazon at the current share price.\nDCF Worst-Case Scenario\nFCF growth drops gradually from 20% in 2021 to 11% in 2030. The first implication of this assumption is that the FCF in 2030 will be 4,5x higher than it is today. That would also imply that the current share price of ~$3200 will probably return around 6% annually.\nSource: Own calculation\nDCF Best-Case Scenario\nFCF growth drops gradually from 26% in 2021 to 17% in 2030. The FCF in 2030 would be almost 8x higher. That would also mean that the current share price of ~$3200 will probably deliver a return of 8% per annum.\nSource: Own calculation\nPrice to Sales\nIn the last few years, it was a good deal to buy AMZN when the PS ratio was at 3,3 or lower (with average PS=3,6).\nPS TTM is currently at 3.9. That suggests a slight overvaluation between 10-15%. PS=3,3 would represent the price of $2750 per share. Buying at an average PS=3,6 would mean waiting for the price to fall to $3000.\nThere is also a second option: the price will move sideways for the next 1-2 quarters and let the business catch up. Looking at forecasted sales growth, it will happen sooner rather than later.\nSource:Seeking Alpha\nConclusion\n2020 was for Amazon a great year. For Amazon shareholders too. Coronavirus caused a rapid acceleration in shifting the way we work, spend our free time, and buy things. It led to an explosion in revenues and profits. As a result, the share price doubled in a matter of a few months. But this is not over. Every single part of Amazon keeps growing at a high double-digit rate. And it will not stop soon.\nA lot of this growth is already in the share price. However, even quite conservative analysis shows that buying AMZN today may still generate at least 6-8% return p.a. in a long run. If the company continues improving efficiency, keeps innovating, and expands its portfolio of great products, the return may be even higher.\nTo sum it up, I rate Amazon shares to be fairly valued and expect better-than-average performance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182035950,"gmtCreate":1623546483670,"gmtModify":1631888003865,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Great…onwards and upwards…🚀","listText":"Great…onwards and upwards…🚀","text":"Great…onwards and upwards…🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182035950","repostId":"1189143522","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188286792,"gmtCreate":1623448657016,"gmtModify":1631888003863,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Oops i sold some of my NIO stocks already…guessi will hold on to the remaining stocks until it reached 50$","listText":"Oops i sold some of my NIO stocks already…guessi will hold on to the remaining stocks until it reached 50$","text":"Oops i sold some of my NIO stocks already…guessi will hold on to the remaining stocks until it reached 50$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188286792","repostId":"1146386859","repostType":4,"repost":{"id":"1146386859","pubTimestamp":1623417074,"share":"https://www.laohu8.com/m/news/1146386859?lang=&edition=full","pubTime":"2021-06-11 21:11","market":"us","language":"en","title":"NIO: Buy This Chinese EV Manufacturer While It's Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1146386859","media":"seekingalpha","summary":"NIO is a dominant EV manufacturer in the electric SUV segment in China.Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly spec","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is a dominant EV manufacturer in the electric SUV segment in China.</li>\n <li>Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.</li>\n <li>As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.</li>\n</ul>\n<p>NIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.</p>\n<p><b>Dominating the Chinese Market</b></p>\n<p>Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.</p>\n<p>In recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&amp;P 500 Index.</p>\n<p><img src=\"https://static.tigerbbs.com/23b2ed509a529a876c423f3e9426be3f\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Chart: Seeking Alpha</i></p>\n<p>Despite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.</p>\n<p>One of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.</p>\n<p>On top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.</p>\n<p><img src=\"https://static.tigerbbs.com/71905e5a90565b6a7e8864b3f6b0c226\" tg-width=\"883\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha</i></p>\n<p>At this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.</p>\n<p>All of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.</p>\n<p>Another uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.</p>\n<p>Going forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.</p>\n<p>Considering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Buy This Chinese EV Manufacturer While It's Still Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Buy This Chinese EV Manufacturer While It's Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146386859","content_text":"Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.\nAs the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.\n\nNIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.\nDominating the Chinese Market\nFounded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.\nIn recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&P 500 Index.\n\nChart: Seeking Alpha\nDespite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.\nOne of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.\nOn top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.\n\nSource: Seeking Alpha\nAt this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.\nAll of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.\nAnother uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.\nGoing forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.\nConsidering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181090468,"gmtCreate":1623365865454,"gmtModify":1631888003864,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Timely news whic clearly help to boost the share price which has been drifting…👍🏻","listText":"Timely news whic clearly help to boost the share price which has been drifting…👍🏻","text":"Timely news whic clearly help to boost the share price which has been drifting…👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/181090468","repostId":"2142322934","repostType":4,"repost":{"id":"2142322934","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623330000,"share":"https://www.laohu8.com/m/news/2142322934?lang=&edition=full","pubTime":"2021-06-10 21:00","market":"us","language":"en","title":"Microsoft plans to tap smart TVs, streaming devices for Xbox games","url":"https://stock-news.laohu8.com/highlight/detail?id=2142322934","media":"Reuters","summary":"STOCKHOLM, June 10  - Microsoft said on Thursday it was working with global TV manufacturers so that gamers can play Xbox games through internet-connected televisions without any extra hardware other than a controller.Xbox is also building its own streaming devices for cloud gaming to reach gamers on any TV or monitor without the need for a console.The company, which launched two models of its Xbox gaming consoles last year, has also been focusing on developing its cloud gaming service to attrac","content":"<p>STOCKHOLM, June 10 (Reuters) - Microsoft said on Thursday it was working with global TV manufacturers so that gamers can play Xbox games through internet-connected televisions without any extra hardware other than a controller.</p>\n<p>Xbox is also building its own streaming devices for cloud gaming to reach gamers on any TV or monitor without the need for a console.</p>\n<p>The company, which launched two models of its Xbox gaming consoles last year, has also been focusing on developing its cloud gaming service to attract casual gamers with the promise of cutting ties to the living room.</p>\n<p>Game Pass, a $9.99 per month subscription service with titles such as \"Alien Isolation\" and \"Gears 5\", can be played on Xbox consoles, Android devices and PCs, and is seen as a weapon for cutting into the dominance of rival Sony's PlayStation platform.</p>\n<p>\"With Game Pass coming to the browser, the value of the subscription is going to transcend from the console to the PC to mobile,\" Chief Executive Satya Nadella said in a pre-recorded video.</p>\n<p>\"I am looking forward to how we continue to invest in Game Pass, to add more content and bring the service to even more geographies,\" he said.</p>\n<p>Cloud gaming through Xbox Game Pass Ultimate, available in dozens of countries, will be launched in Australia, Brazil, Mexico, and Japan later this year.</p>\n<p>Xbox, which is exploring new subscription offerings for Game Pass, is also working with telecom companies to allow consumers to buy both a console and Game Pass for a low monthly price, rather than spending money up front.</p>\n<p>Gaming has received a boost since the beginning of the pandemic as over half of gamers in North America and Western Europe spent more time gaming, according to a report by gaming analysis firm Newzoo.</p>\n<p>Xbox plans to release at least <a href=\"https://laohu8.com/S/AONE\">one</a> new, first party game into Game Pass every quarter, as more than 23 studios worldwide are creating games for the platform.</p>\n<p>\"We will unlock the ability for anyone on the planet to enjoy the gaming experiences that relatively few have had the access to before,\" said Phil Spencer, head of Xbox.</p>\n<p>(Reporting by Supantha Mukherjee, European Technology &amp; Telecoms Correspondent, based in Stockholm; Editing by Bernadette Baum)</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>Microsoft plans to tap smart TVs, streaming devices for Xbox games</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 plans to tap smart TVs, streaming devices for Xbox games\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\">2021-06-10 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>STOCKHOLM, June 10 (Reuters) - Microsoft said on Thursday it was working with global TV manufacturers so that gamers can play Xbox games through internet-connected televisions without any extra hardware other than a controller.</p>\n<p>Xbox is also building its own streaming devices for cloud gaming to reach gamers on any TV or monitor without the need for a console.</p>\n<p>The company, which launched two models of its Xbox gaming consoles last year, has also been focusing on developing its cloud gaming service to attract casual gamers with the promise of cutting ties to the living room.</p>\n<p>Game Pass, a $9.99 per month subscription service with titles such as \"Alien Isolation\" and \"Gears 5\", can be played on Xbox consoles, Android devices and PCs, and is seen as a weapon for cutting into the dominance of rival Sony's PlayStation platform.</p>\n<p>\"With Game Pass coming to the browser, the value of the subscription is going to transcend from the console to the PC to mobile,\" Chief Executive Satya Nadella said in a pre-recorded video.</p>\n<p>\"I am looking forward to how we continue to invest in Game Pass, to add more content and bring the service to even more geographies,\" he said.</p>\n<p>Cloud gaming through Xbox Game Pass Ultimate, available in dozens of countries, will be launched in Australia, Brazil, Mexico, and Japan later this year.</p>\n<p>Xbox, which is exploring new subscription offerings for Game Pass, is also working with telecom companies to allow consumers to buy both a console and Game Pass for a low monthly price, rather than spending money up front.</p>\n<p>Gaming has received a boost since the beginning of the pandemic as over half of gamers in North America and Western Europe spent more time gaming, according to a report by gaming analysis firm Newzoo.</p>\n<p>Xbox plans to release at least <a href=\"https://laohu8.com/S/AONE\">one</a> new, first party game into Game Pass every quarter, as more than 23 studios worldwide are creating games for the platform.</p>\n<p>\"We will unlock the ability for anyone on the planet to enjoy the gaming experiences that relatively few have had the access to before,\" said Phil Spencer, head of Xbox.</p>\n<p>(Reporting by Supantha Mukherjee, European Technology &amp; Telecoms Correspondent, based in Stockholm; Editing by Bernadette Baum)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142322934","content_text":"STOCKHOLM, June 10 (Reuters) - Microsoft said on Thursday it was working with global TV manufacturers so that gamers can play Xbox games through internet-connected televisions without any extra hardware other than a controller.\nXbox is also building its own streaming devices for cloud gaming to reach gamers on any TV or monitor without the need for a console.\nThe company, which launched two models of its Xbox gaming consoles last year, has also been focusing on developing its cloud gaming service to attract casual gamers with the promise of cutting ties to the living room.\nGame Pass, a $9.99 per month subscription service with titles such as \"Alien Isolation\" and \"Gears 5\", can be played on Xbox consoles, Android devices and PCs, and is seen as a weapon for cutting into the dominance of rival Sony's PlayStation platform.\n\"With Game Pass coming to the browser, the value of the subscription is going to transcend from the console to the PC to mobile,\" Chief Executive Satya Nadella said in a pre-recorded video.\n\"I am looking forward to how we continue to invest in Game Pass, to add more content and bring the service to even more geographies,\" he said.\nCloud gaming through Xbox Game Pass Ultimate, available in dozens of countries, will be launched in Australia, Brazil, Mexico, and Japan later this year.\nXbox, which is exploring new subscription offerings for Game Pass, is also working with telecom companies to allow consumers to buy both a console and Game Pass for a low monthly price, rather than spending money up front.\nGaming has received a boost since the beginning of the pandemic as over half of gamers in North America and Western Europe spent more time gaming, according to a report by gaming analysis firm Newzoo.\nXbox plans to release at least one new, first party game into Game Pass every quarter, as more than 23 studios worldwide are creating games for the platform.\n\"We will unlock the ability for anyone on the planet to enjoy the gaming experiences that relatively few have had the access to before,\" said Phil Spencer, head of Xbox.\n(Reporting by Supantha Mukherjee, European Technology & Telecoms Correspondent, based in Stockholm; Editing by Bernadette Baum)","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180469888,"gmtCreate":1623220407444,"gmtModify":1631888003870,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"I sold docusign as well earlier this week 😀","listText":"I sold docusign as well earlier this week 😀","text":"I sold docusign as well earlier this week 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180469888","repostId":"1183830906","repostType":4,"repost":{"id":"1183830906","pubTimestamp":1623216866,"share":"https://www.laohu8.com/m/news/1183830906?lang=&edition=full","pubTime":"2021-06-09 13:34","market":"us","language":"en","title":"Cathie Wood Sells Snapchat, DocuSign For Second Straight Day, Buys Spotify","url":"https://stock-news.laohu8.com/highlight/detail?id=1183830906","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management on Monday booked profit in DocuSign Inc for a second strai","content":"<p>Cathie Wood-led Ark Investment Management on Monday booked profit in&nbsp;<b>DocuSign Inc</b>&nbsp;for a second straight day,&nbsp;after boosting confidence in&nbsp;the e-signature company's ability to draw more customers.</p><p>Ark Invest sold 46,938 shares, estimated to be worth about $11.37 million, in DocuSign as shares of the San Francisco, California-based company closed 0.56% higher at $242.32 on Tuesday. Shares of DocuSign have risen about 4% since Friday.</p><p>Wood's firm&nbsp;said on Friday, after market hours, DocuSignappears to be gaining tractionin international markets and the growth in its Agreement Cloud amid COVID-19 is not a temporary shift.</p><p>Wood’s firm sold the shares in DocuSign via the&nbsp;<b>Ark Innovation ETF</b>&nbsp;. Ark also holds a stake in the company via the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p><p>The popular investment firm’s holding in DocuSign, whose worth is estimated to be about $592.9 million based on Tuesday’s closing price,&nbsp; is now down to 2.46 million shares.</p><p>The investment firm also sold 77,407 shares, estimated to be worth about $4.65 million, in Snapchat parent&nbsp;<b>Snap Inc</b>&nbsp;.</p><p>Shares of the social media company closed 1.99% lower at $60.15 on Tuesday.</p><p>Wood’s firm sold the shares in Snap via ARKW and also holds a stake in the company via the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;. Ark’s stake in Snap is now down to 2.75 million shares, lowering its estimated value to about $168.55 million, as of Tuesday.</p><p>The New York-based investment firm also bought 60,383 shares, estimated to be worth $14.64 million, in&nbsp;<b>Spotify Technology</b>&nbsp;, its second straight buy in the digital music streaming company.</p><p>Shares of Spotify closed marginally down at $242.51 on Tuesday.</p><p>ARKK made the purchase. It&nbsp;held about 3.12 million shares, worth about $758.4 million, in the company ahead of Tuesday's trade. ARKW too has a stake in Spotify.</p>","source":"lsy1606299360108","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>Cathie Wood Sells Snapchat, DocuSign For Second Straight Day, Buys Spotify</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\">\nCathie Wood Sells Snapchat, DocuSign For Second Straight Day, Buys Spotify\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/etfs/sector-etfs/21/06/21485239/cathie-wood-sells-snapchat-docusign-for-second-straight-day-buys-spotify><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Monday booked profit in DocuSign Inc for a second straight day, after boosting confidence in the e-signature company's ability to draw more customers.Ark ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/21/06/21485239/cathie-wood-sells-snapchat-docusign-for-second-straight-day-buys-spotify\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/etfs/sector-etfs/21/06/21485239/cathie-wood-sells-snapchat-docusign-for-second-straight-day-buys-spotify","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183830906","content_text":"Cathie Wood-led Ark Investment Management on Monday booked profit in DocuSign Inc for a second straight day, after boosting confidence in the e-signature company's ability to draw more customers.Ark Invest sold 46,938 shares, estimated to be worth about $11.37 million, in DocuSign as shares of the San Francisco, California-based company closed 0.56% higher at $242.32 on Tuesday. Shares of DocuSign have risen about 4% since Friday.Wood's firm said on Friday, after market hours, DocuSignappears to be gaining tractionin international markets and the growth in its Agreement Cloud amid COVID-19 is not a temporary shift.Wood’s firm sold the shares in DocuSign via the Ark Innovation ETF . Ark also holds a stake in the company via the Ark Next Generation Internet ETF.The popular investment firm’s holding in DocuSign, whose worth is estimated to be about $592.9 million based on Tuesday’s closing price,  is now down to 2.46 million shares.The investment firm also sold 77,407 shares, estimated to be worth about $4.65 million, in Snapchat parent Snap Inc .Shares of the social media company closed 1.99% lower at $60.15 on Tuesday.Wood’s firm sold the shares in Snap via ARKW and also holds a stake in the company via the Ark Fintech Innovation ETF . Ark’s stake in Snap is now down to 2.75 million shares, lowering its estimated value to about $168.55 million, as of Tuesday.The New York-based investment firm also bought 60,383 shares, estimated to be worth $14.64 million, in Spotify Technology , its second straight buy in the digital music streaming company.Shares of Spotify closed marginally down at $242.51 on Tuesday.ARKK made the purchase. It held about 3.12 million shares, worth about $758.4 million, in the company ahead of Tuesday's trade. ARKW too has a stake in Spotify.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114877174,"gmtCreate":1623069988798,"gmtModify":1631888003866,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer. &nbsp;","listText":"With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer. &nbsp;","text":"With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/114877174","repostId":"1126396501","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":163832223,"gmtCreate":1623867486362,"gmtModify":1631888003857,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Tesla running out of juice ???&nbsp;","listText":"Tesla running out of juice ???&nbsp;","text":"Tesla running out of juice ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/163832223","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883738367,"gmtCreate":1631271835859,"gmtModify":1631888003854,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Cmon tiger up up and away…","listText":"Cmon tiger up up and away…","text":"Cmon tiger up up and away…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883738367","repostId":"883792915","repostType":1,"repost":{"id":883792915,"gmtCreate":1631271070337,"gmtModify":1631883662706,"author":{"id":"3584308394767333","authorId":"3584308394767333","name":"hotspicy","avatar":"https://static.tigerbbs.com/d46bd203ea680ec738ca37be1176f511","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584308394767333","authorIdStr":"3584308394767333"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>good&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>good&nbsp;","text":"$Tiger Brokers(TIGR)$good","images":[{"img":"https://static.tigerbbs.com/844c49929e88c59aedf5a88b28a8b2aa","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883792915","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114877174,"gmtCreate":1623069988798,"gmtModify":1631888003866,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer. &nbsp;","listText":"With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer. &nbsp;","text":"With their dominant positions, i am sure it shld be easy for them to pass on the additional costs to consumer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/114877174","repostId":"1126396501","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109997191,"gmtCreate":1619657914113,"gmtModify":1631893566945,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Wow this was unexpected...luckily I didn’t sell before the results were out","listText":"Wow this was unexpected...luckily I didn’t sell before the results were out","text":"Wow this was unexpected...luckily I didn’t sell before the results were out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109997191","repostId":"1137964402","repostType":4,"repost":{"id":"1137964402","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":1619651546,"share":"https://www.laohu8.com/m/news/1137964402?lang=&edition=full","pubTime":"2021-04-29 07:12","market":"us","language":"en","title":"Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks","url":"https://stock-news.laohu8.com/highlight/detail?id=1137964402","media":"Tiger Newspress","summary":"Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65","content":"<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</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>Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks\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\">2021-04-29 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137964402","content_text":"KEY POINTSApple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.Here’s how Apple did versus Refinitiv estimates:EPS: $1.40 vs. $0.99 estimatedRevenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-yeariPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-yearServices revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over yearOther Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-yearMac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-yeariPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-yearGross margin: 42.5% vs. 39.8% estimatedApple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124767748,"gmtCreate":1624794845584,"gmtModify":1631888003856,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Nio for me…will be volatile but have bigger upside and downside as well….","listText":"Nio for me…will be volatile but have bigger upside and downside as well….","text":"Nio for me…will be volatile but have bigger upside and downside as well….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124767748","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161287769,"gmtCreate":1623929056051,"gmtModify":1631888003859,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Phew…added biontech last night…but should havebought more 😥","listText":"Phew…added biontech last night…but should havebought more 😥","text":"Phew…added biontech last night…but should havebought more 😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161287769","repostId":"1147243421","repostType":4,"repost":{"id":"1147243421","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":1623918768,"share":"https://www.laohu8.com/m/news/1147243421?lang=&edition=full","pubTime":"2021-06-17 16:32","market":"us","language":"en","title":"Vaccine sector stocks gained in pre-market trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1147243421","media":"Tiger Newspress","summary":"Vaccine sector stocks gained in pre-market trading.\nNovavax,Moderna and BioNTech shares were up bewt","content":"<p>Vaccine&nbsp;sector&nbsp;stocks gained in pre-market&nbsp;trading.</p>\n<p>Novavax,Moderna&nbsp;and&nbsp;BioNTech&nbsp;shares&nbsp;were&nbsp;up&nbsp;bewteen&nbsp;1%&nbsp;and&nbsp;5%.</p>\n<p><img src=\"https://static.tigerbbs.com/bcf7ccd098da30e231e2f93a2600de4a\" tg-width=\"1291\" tg-height=\"641\"></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>Vaccine sector stocks gained in pre-market trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine sector stocks gained in pre-market trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Vaccine&nbsp;sector&nbsp;stocks gained in pre-market&nbsp;trading.</p>\n<p>Novavax,Moderna&nbsp;and&nbsp;BioNTech&nbsp;shares&nbsp;were&nbsp;up&nbsp;bewteen&nbsp;1%&nbsp;and&nbsp;5%.</p>\n<p><img src=\"https://static.tigerbbs.com/bcf7ccd098da30e231e2f93a2600de4a\" tg-width=\"1291\" tg-height=\"641\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147243421","content_text":"Vaccine sector stocks gained in pre-market trading.\nNovavax,Moderna and BioNTech shares were up bewteen 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192142619,"gmtCreate":1621169209331,"gmtModify":1631891122664,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"About time snowflake got an upgrade albeit a minor one...","listText":"About time snowflake got an upgrade albeit a minor one...","text":"About time snowflake got an upgrade albeit a minor one...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/192142619","repostId":"1103478451","repostType":4,"repost":{"id":"1103478451","pubTimestamp":1621002589,"share":"https://www.laohu8.com/m/news/1103478451?lang=&edition=full","pubTime":"2021-05-14 22:29","market":"us","language":"en","title":"Snowflake stock pops after Goldman upgrade on 'generational shift'","url":"https://stock-news.laohu8.com/highlight/detail?id=1103478451","media":"seekingalpha","summary":"With the valuation improved and the company \"well positioned to capitalize on a generational shift,\"","content":"<p>With the valuation improved and the company \"well positioned to capitalize on a generational shift,\"&nbsp;Goldman Sachs upgrades Snowflake(NYSE:SNOW)&nbsp;from Neutralto Buy and raises the price target from $270 to $275.</p>\n<p>The firm sees Snowflake well positioned for the \"shift of data and analytics to the cloud\" with \"strong secular tailwinds including cloud adoption, big data, AI/ML, and secure data sharing.\"</p>\n<p>Goldman expects the tailwinds to \"drive durable growth for the foreseeable future.\"</p>\n<p>The upgrade comes as part of Goldman's software coverage expansion, which also initiated MongoDB(NASDAQ:MDB)&nbsp;at Buy and a $310 price target. SolarWinds(NYSE:SWI)and Dropbox(NASDAQ:DBX)&nbsp;were both started at Sell with price targets of $16 and $26, respectively.</p>\n<p>Snowflake shares are&nbsp;up 7.25%&nbsp;to $201.88.</p>\n<p><img src=\"https://static.tigerbbs.com/31526cb2a7f0f0d5132b98680a5c0a05\" tg-width=\"769\" tg-height=\"564\"></p>\n<p>In March, Snowflake received a bullish start from Evercore on itslong-term growth prospects.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snowflake stock pops after Goldman upgrade on 'generational shift'</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\">\nSnowflake stock pops after Goldman upgrade on 'generational shift'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3696629-snowflake-stock-pops-after-goldman-upgrade-on-generational-shift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the valuation improved and the company \"well positioned to capitalize on a generational shift,\" Goldman Sachs upgrades Snowflake(NYSE:SNOW) from Neutralto Buy and raises the price target from $...</p>\n\n<a href=\"https://seekingalpha.com/news/3696629-snowflake-stock-pops-after-goldman-upgrade-on-generational-shift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3696629-snowflake-stock-pops-after-goldman-upgrade-on-generational-shift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1103478451","content_text":"With the valuation improved and the company \"well positioned to capitalize on a generational shift,\" Goldman Sachs upgrades Snowflake(NYSE:SNOW) from Neutralto Buy and raises the price target from $270 to $275.\nThe firm sees Snowflake well positioned for the \"shift of data and analytics to the cloud\" with \"strong secular tailwinds including cloud adoption, big data, AI/ML, and secure data sharing.\"\nGoldman expects the tailwinds to \"drive durable growth for the foreseeable future.\"\nThe upgrade comes as part of Goldman's software coverage expansion, which also initiated MongoDB(NASDAQ:MDB) at Buy and a $310 price target. SolarWinds(NYSE:SWI)and Dropbox(NASDAQ:DBX) were both started at Sell with price targets of $16 and $26, respectively.\nSnowflake shares are up 7.25% to $201.88.\n\nIn March, Snowflake received a bullish start from Evercore on itslong-term growth prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196854442,"gmtCreate":1621044180086,"gmtModify":1631893566865,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"And the Ant keeps on marching...","listText":"And the Ant keeps on marching...","text":"And the Ant keeps on marching...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/196854442","repostId":"1100135820","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104705188,"gmtCreate":1620413910344,"gmtModify":1631893566925,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Yes, finally.....now to save the world","listText":"Yes, finally.....now to save the world","text":"Yes, finally.....now to save the world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104705188","repostId":"2133688507","repostType":4,"repost":{"id":"2133688507","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1620398076,"share":"https://www.laohu8.com/m/news/2133688507?lang=&edition=full","pubTime":"2021-05-07 22:34","market":"us","language":"en","title":"Pfizer, BioNTech Seek Full FDA Approval For Covid Vaccine; Shares Pop","url":"https://stock-news.laohu8.com/highlight/detail?id=2133688507","media":"Investors","summary":"Pfizer and BioNTech asked for full Food and Drug Administration approval of their Covid vaccine on Friday, leading BioNTech stock to pop. That followed patent questions that hurt shares.","content":"<p><b>Pfizer</b> and <b>BioNTech</b> asked for full Food and Drug Administration approval of their Covid vaccine on Friday, leading BioNTech stock to pop.</p><p>The vaccine is already authorized for emergency use in people ages 16 and older. But if approved, the vaccine could stay on the market after the pandemic ends. The companies could also market directly to consumers and change the price.</p><p>\"Following the successful delivery of more than 170 million doses to the U.S. population in just a few months, the (application) submission is an important cornerstone of achieving long-term herd immunity and containing Covid-19 in the future,\" BioNTech Chief Executive Ugur Sahin said in a written statement.</p><p>In morning trading on today's stock market, BioNTech stock jumped 5.6% near 177.40. Pfizer stock rose 0.9% near 39.60.</p><h2>BioNTech Stock Pops On FDA Submission</h2><p>Pfizer and BioNTech gained emergency authorization for their Covid vaccine in December. At that time, the FDA said it would require at least six months of follow-up data in vaccinated volunteers before considering a full approval.</p><p>The data submitted Friday to the FDA include the most recent analysis from Phase 3 testing. The companies' observed the vaccine's safety and effectiveness for up to six months after the second dose, Pfizer and BioNTech said in a news release.</p><p>\"We look forward to working with the FDA to complete this rolling submission and support their review, with the goal of securing full regulatory approval of the vaccine in the coming months,\" Pfizer Chief Executive Albert Bourla said in a written statement.</p><p>Next, the FDA must decide whether the accept or reject the application. Then, the agency will set a date to review it. That could also stoke BioNTech stock.</p><h2>Vaccine Shares Recover</h2><p>The news Friday was a breath of fresh air for BioNTech stock.</p><p>Earlier this week, shares were under pressure after President Joe Biden and his administration voiced support for waiving patent rights for Covid vaccines. The goal is to help other countries make their own vaccines. BioNTech stock lost nearly 20% this week, as of Thursday's close.</p><p>On Thursday, though, German Chancellor Angela Merkel opposed waiving patent protection for vaccines. That helped BioNTech, which is based in Mainz, Germany, pare much deeper losses. At <a href=\"https://laohu8.com/S/AONE\">one</a> point, BioNTech stock was off by 15%.</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>Pfizer, BioNTech Seek Full FDA Approval For Covid Vaccine; Shares Pop</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\">\nPfizer, BioNTech Seek Full FDA Approval For Covid Vaccine; Shares Pop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-07 22:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Pfizer</b> and <b>BioNTech</b> asked for full Food and Drug Administration approval of their Covid vaccine on Friday, leading BioNTech stock to pop.</p><p>The vaccine is already authorized for emergency use in people ages 16 and older. But if approved, the vaccine could stay on the market after the pandemic ends. The companies could also market directly to consumers and change the price.</p><p>\"Following the successful delivery of more than 170 million doses to the U.S. population in just a few months, the (application) submission is an important cornerstone of achieving long-term herd immunity and containing Covid-19 in the future,\" BioNTech Chief Executive Ugur Sahin said in a written statement.</p><p>In morning trading on today's stock market, BioNTech stock jumped 5.6% near 177.40. Pfizer stock rose 0.9% near 39.60.</p><h2>BioNTech Stock Pops On FDA Submission</h2><p>Pfizer and BioNTech gained emergency authorization for their Covid vaccine in December. At that time, the FDA said it would require at least six months of follow-up data in vaccinated volunteers before considering a full approval.</p><p>The data submitted Friday to the FDA include the most recent analysis from Phase 3 testing. The companies' observed the vaccine's safety and effectiveness for up to six months after the second dose, Pfizer and BioNTech said in a news release.</p><p>\"We look forward to working with the FDA to complete this rolling submission and support their review, with the goal of securing full regulatory approval of the vaccine in the coming months,\" Pfizer Chief Executive Albert Bourla said in a written statement.</p><p>Next, the FDA must decide whether the accept or reject the application. Then, the agency will set a date to review it. That could also stoke BioNTech stock.</p><h2>Vaccine Shares Recover</h2><p>The news Friday was a breath of fresh air for BioNTech stock.</p><p>Earlier this week, shares were under pressure after President Joe Biden and his administration voiced support for waiving patent rights for Covid vaccines. The goal is to help other countries make their own vaccines. BioNTech stock lost nearly 20% this week, as of Thursday's close.</p><p>On Thursday, though, German Chancellor Angela Merkel opposed waiving patent protection for vaccines. That helped BioNTech, which is based in Mainz, Germany, pare much deeper losses. At <a href=\"https://laohu8.com/S/AONE\">one</a> point, BioNTech stock was off by 15%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133688507","content_text":"Pfizer and BioNTech asked for full Food and Drug Administration approval of their Covid vaccine on Friday, leading BioNTech stock to pop.The vaccine is already authorized for emergency use in people ages 16 and older. But if approved, the vaccine could stay on the market after the pandemic ends. The companies could also market directly to consumers and change the price.\"Following the successful delivery of more than 170 million doses to the U.S. population in just a few months, the (application) submission is an important cornerstone of achieving long-term herd immunity and containing Covid-19 in the future,\" BioNTech Chief Executive Ugur Sahin said in a written statement.In morning trading on today's stock market, BioNTech stock jumped 5.6% near 177.40. Pfizer stock rose 0.9% near 39.60.BioNTech Stock Pops On FDA SubmissionPfizer and BioNTech gained emergency authorization for their Covid vaccine in December. At that time, the FDA said it would require at least six months of follow-up data in vaccinated volunteers before considering a full approval.The data submitted Friday to the FDA include the most recent analysis from Phase 3 testing. The companies' observed the vaccine's safety and effectiveness for up to six months after the second dose, Pfizer and BioNTech said in a news release.\"We look forward to working with the FDA to complete this rolling submission and support their review, with the goal of securing full regulatory approval of the vaccine in the coming months,\" Pfizer Chief Executive Albert Bourla said in a written statement.Next, the FDA must decide whether the accept or reject the application. Then, the agency will set a date to review it. That could also stoke BioNTech stock.Vaccine Shares RecoverThe news Friday was a breath of fresh air for BioNTech stock.Earlier this week, shares were under pressure after President Joe Biden and his administration voiced support for waiving patent rights for Covid vaccines. The goal is to help other countries make their own vaccines. BioNTech stock lost nearly 20% this week, as of Thursday's close.On Thursday, though, German Chancellor Angela Merkel opposed waiving patent protection for vaccines. That helped BioNTech, which is based in Mainz, Germany, pare much deeper losses. At one point, BioNTech stock was off by 15%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846367962,"gmtCreate":1636057644416,"gmtModify":1636057645180,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> Yippie sofi….","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> Yippie sofi….","text":"$SoFi Technologies Inc.(SOFI)$ Yippie sofi….","images":[{"img":"https://static.tigerbbs.com/944c573698409510b65a236bfd8efd37","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846367962","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843990103,"gmtCreate":1635787897311,"gmtModify":1635787897589,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RUN\">$Sunrun(RUN)$</a> If only i put in usd10k","listText":"<a href=\"https://laohu8.com/S/RUN\">$Sunrun(RUN)$</a> If only i put in usd10k","text":"$Sunrun(RUN)$ If only i put in usd10k","images":[{"img":"https://static.tigerbbs.com/291ef4f8831ca895a0b409aeccb22103","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843990103","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":800930037,"gmtCreate":1627270165629,"gmtModify":1631888003855,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….","listText":"Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….","text":"Hmmm guess time for me to buy into Bitcoin as i have been procrastinating….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800930037","repostId":"1187084507","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119684387,"gmtCreate":1622542447149,"gmtModify":1631891122632,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Hmmm i was considering to buy AMD...maybe now the time to do it...","listText":"Hmmm i was considering to buy AMD...maybe now the time to do it...","text":"Hmmm i was considering to buy AMD...maybe now the time to do it...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/119684387","repostId":"1143634909","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138191416,"gmtCreate":1621915592035,"gmtModify":1631891122643,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"This is gonna be a bumpy ride...so not for the faint hearted...and for long term...","listText":"This is gonna be a bumpy ride...so not for the faint hearted...and for long term...","text":"This is gonna be a bumpy ride...so not for the faint hearted...and for long term...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138191416","repostId":"2138937151","repostType":4,"repost":{"id":"2138937151","pubTimestamp":1621914600,"share":"https://www.laohu8.com/m/news/2138937151?lang=&edition=full","pubTime":"2021-05-25 11:50","market":"us","language":"en","title":"Why Coinbase stock could rise another 36%, according to Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2138937151","media":"Fortune","summary":"You can add [hotlink]Goldman Sachs[/hotlink] to the list of Coinbase bulls.\nThe firm initiated cover","content":"<p>You can add [hotlink]Goldman Sachs[/hotlink] to the list of Coinbase bulls.</p>\n<p>The firm initiated coverage of the newly public cryptocurrency exchange on Monday with a \"buy\" rating,<b> </b>assigning it a 12-month price target of $306 per share—implying that the stock could soar another 36% from its Friday close price. (As of early afternoon trading on Monday, the stock is at $226, having had a rough debut so far in the public markets.)</p>\n<p>Among the many reasons for that call? Goldman analysts believe [hotlink]Coinbase[/hotlink] is \"the best way to gain exposure to the expansion of the crypto-native ecosystem,\" the analysts wrote in the Monday report.</p>\n<p>Though it's still a \"nascent\" ecosystem and not a big part of Goldman's base case for Coinbase, the firm says it's watching the growth and adoption of technologies like stablecoin-based payments; \"innovations\" in DeFi, or decentralized autonomous blockchain applications; and NFTs, or non-fungible tokens and the \"creation of markets for tokenized, real-world assets.\"</p>\n<p>\"If meaningful parts of the economy can transition to blockchain and crypto-native technology over time,\" the analysts wrote, \"we see significant opportunity for [Coinbase] to benefit from its status as a critical element of the financial infrastructure for the ecosystem.\" (The analysts also point out that Coinbase's security and regulatory compliance helps bolster that case.)</p>\n<p>Apart from Coinbase's role in the blockchain ecosystem, Goldman sees strong growth in the firm's transaction revenues, far and away Coinbase's biggest slice of sales, predicting that near term, \"continued strong growth in users [will be] driving solid organic growth for the business.\"</p>\n<p>Much like other analysts, the Goldman team note that investors may be \"too focused\" on the <i>price </i>of stalwart coins traded on Coinbase, like Bitcoin and Ethereum, instead of on the fact that volatility itself is a boon for the firm's business, just like at traditional stock or securities brokerages. D.A. Davidson analyst Gil Luria recently told <i>Fortune</i> on an especially rough day for crypto last week that, \"The level of volatility is what really drives results for Coinbase—people buying and selling Bitcoin... not Bitcoin going up or down.\"</p>\n<p>Like others on the Street, Goldman doesn't see trading fees as the only name of the game for the longer term: The firm notes that \"While just 4% of [Coinbase’s] revenue now comes from non-trading activities, we believe subscription and services revenue has the potential to see outsized growth relative to the core run rate of the business as [Coinbase] rolls out additional ancillary services over time,\" including collateralized lending (which they describe as similar to margin lending) and the further growth of the firm's institutional business. Indeed, Goldman's report notes that \"while we believe the core business today offers an attractive growth profile with the potential to drive high levels of profitability, we see significant white space for new initiatives to drive more stable and recurring revenue streams.\"</p>\n<p>Of course, Goldman is eyeing a few key risks for Coinbase, too. That includes regulation of the cryptocurrency space, lower volatility and declining prices of coins, and lower commission rates.</p>\n<p>Indeed, as D.A. Davidson's Luria noted, \"long term, Coinbase's price and value is going to be tied to the overall success of the crypto economy, which is tied to crypto prices.\"</p>","source":"lsy1618285953446","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>Why Coinbase stock could rise another 36%, according to Goldman Sachs</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\">\nWhy Coinbase stock could rise another 36%, according to Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2021/05/24/coinbase-stock-price-coin-goldman-sachs-buy-rating/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You can add [hotlink]Goldman Sachs[/hotlink] to the list of Coinbase bulls.\nThe firm initiated coverage of the newly public cryptocurrency exchange on Monday with a \"buy\" rating, assigning it a 12-...</p>\n\n<a href=\"https://fortune.com/2021/05/24/coinbase-stock-price-coin-goldman-sachs-buy-rating/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","GS":"高盛"},"source_url":"https://fortune.com/2021/05/24/coinbase-stock-price-coin-goldman-sachs-buy-rating/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138937151","content_text":"You can add [hotlink]Goldman Sachs[/hotlink] to the list of Coinbase bulls.\nThe firm initiated coverage of the newly public cryptocurrency exchange on Monday with a \"buy\" rating, assigning it a 12-month price target of $306 per share—implying that the stock could soar another 36% from its Friday close price. (As of early afternoon trading on Monday, the stock is at $226, having had a rough debut so far in the public markets.)\nAmong the many reasons for that call? Goldman analysts believe [hotlink]Coinbase[/hotlink] is \"the best way to gain exposure to the expansion of the crypto-native ecosystem,\" the analysts wrote in the Monday report.\nThough it's still a \"nascent\" ecosystem and not a big part of Goldman's base case for Coinbase, the firm says it's watching the growth and adoption of technologies like stablecoin-based payments; \"innovations\" in DeFi, or decentralized autonomous blockchain applications; and NFTs, or non-fungible tokens and the \"creation of markets for tokenized, real-world assets.\"\n\"If meaningful parts of the economy can transition to blockchain and crypto-native technology over time,\" the analysts wrote, \"we see significant opportunity for [Coinbase] to benefit from its status as a critical element of the financial infrastructure for the ecosystem.\" (The analysts also point out that Coinbase's security and regulatory compliance helps bolster that case.)\nApart from Coinbase's role in the blockchain ecosystem, Goldman sees strong growth in the firm's transaction revenues, far and away Coinbase's biggest slice of sales, predicting that near term, \"continued strong growth in users [will be] driving solid organic growth for the business.\"\nMuch like other analysts, the Goldman team note that investors may be \"too focused\" on the price of stalwart coins traded on Coinbase, like Bitcoin and Ethereum, instead of on the fact that volatility itself is a boon for the firm's business, just like at traditional stock or securities brokerages. D.A. Davidson analyst Gil Luria recently told Fortune on an especially rough day for crypto last week that, \"The level of volatility is what really drives results for Coinbase—people buying and selling Bitcoin... not Bitcoin going up or down.\"\nLike others on the Street, Goldman doesn't see trading fees as the only name of the game for the longer term: The firm notes that \"While just 4% of [Coinbase’s] revenue now comes from non-trading activities, we believe subscription and services revenue has the potential to see outsized growth relative to the core run rate of the business as [Coinbase] rolls out additional ancillary services over time,\" including collateralized lending (which they describe as similar to margin lending) and the further growth of the firm's institutional business. Indeed, Goldman's report notes that \"while we believe the core business today offers an attractive growth profile with the potential to drive high levels of profitability, we see significant white space for new initiatives to drive more stable and recurring revenue streams.\"\nOf course, Goldman is eyeing a few key risks for Coinbase, too. That includes regulation of the cryptocurrency space, lower volatility and declining prices of coins, and lower commission rates.\nIndeed, as D.A. Davidson's Luria noted, \"long term, Coinbase's price and value is going to be tied to the overall success of the crypto economy, which is tied to crypto prices.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139228009,"gmtCreate":1621639762301,"gmtModify":1631885486621,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Time to load up on this stock","listText":"Time to load up on this stock","text":"Time to load up on this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139228009","repostId":"2137757969","repostType":4,"repost":{"id":"2137757969","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":1621542120,"share":"https://www.laohu8.com/m/news/2137757969?lang=&edition=full","pubTime":"2021-05-21 04:22","market":"us","language":"en","title":"Applied Materials reports record sales as chip shortage boosts equipment business","url":"https://stock-news.laohu8.com/highlight/detail?id=2137757969","media":"Tiger Newspress","summary":"Stock gains in late trading after semiconductor-equipment supplier easily beats earnings expectation","content":"<p>Stock gains in late trading after semiconductor-equipment supplier easily beats earnings expectations, showing continuing positive effects from need for chips</p>\n<p>Applied Materials Inc. continued to benefit from the shortage in semiconductors at the start of 2021, as quarterly revenue hit a record high and shares moved higher in late trading Thursday.</p>\n<p>Applied Materials <a href=\"https://laohu8.com/S/AMAT\">$(AMAT)$</a> reported fiscal second-quarter net income of $1.33 billion, or $1.43 a share, compared with $755 million, or 82 cents a share, in the year-ago period. Adjusted earnings, which excluded a $154 million termination fee that Applied Materials paid to a former acquisition target and other items, were $1.63 a share, compared with 89 cents a share in the year-ago period.</p>\n<p>Revenue jumped to $5.58 billion from $3.96 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast $1.51 a share on revenue of $5.41 billion.</p>\n<p>Applied Materials makes equipment to manufacture semiconductors, which have been in short supply recently as demand for electronics, cars and other products that rely on chips has spiked amid the COVID-19 pandemic. In a statement, Chief Executive Gary Dickerson noted \"broad-based strength\" for the company amid the shortage.</p>\n<p>\"Applied Materials' record performance is underpinned by broad-based strength across our semiconductor businesses,\" Dickerson said in the announcement. \"We are confident in our ability to outperform our markets as large, secular trends create sustainable demand for semiconductors and our leadership in materials engineering becomes increasingly critical to deliver new chip technologies.\"</p>\n<p>For the third quarter, Applied Materials execs guided for more growth, forecasting adjusted earnings of $1.70 to $1.82 a share on sales of $5.72 billion to $6.12 billion. Analysts on average had been expecting adjusted earnings of $1.56 a share on revenue of $5.53 billion, according to FactSet.</p>\n<p>Shares&nbsp;once increased more than 1% after hours, following a 4.4% gain in the regular session to close at $130.31. The stock has increased more than 129% in the past 12 months, as the S&amp;P 500 index has gained 38.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/d83ffb4ba5dadc53cf76ba2f51b7e382\" tg-width=\"1282\" tg-height=\"612\"></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>Applied Materials reports record sales as chip shortage boosts equipment business</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\">\nApplied Materials reports record sales as chip shortage boosts equipment business\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\">2021-05-21 04:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stock gains in late trading after semiconductor-equipment supplier easily beats earnings expectations, showing continuing positive effects from need for chips</p>\n<p>Applied Materials Inc. continued to benefit from the shortage in semiconductors at the start of 2021, as quarterly revenue hit a record high and shares moved higher in late trading Thursday.</p>\n<p>Applied Materials <a href=\"https://laohu8.com/S/AMAT\">$(AMAT)$</a> reported fiscal second-quarter net income of $1.33 billion, or $1.43 a share, compared with $755 million, or 82 cents a share, in the year-ago period. Adjusted earnings, which excluded a $154 million termination fee that Applied Materials paid to a former acquisition target and other items, were $1.63 a share, compared with 89 cents a share in the year-ago period.</p>\n<p>Revenue jumped to $5.58 billion from $3.96 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast $1.51 a share on revenue of $5.41 billion.</p>\n<p>Applied Materials makes equipment to manufacture semiconductors, which have been in short supply recently as demand for electronics, cars and other products that rely on chips has spiked amid the COVID-19 pandemic. In a statement, Chief Executive Gary Dickerson noted \"broad-based strength\" for the company amid the shortage.</p>\n<p>\"Applied Materials' record performance is underpinned by broad-based strength across our semiconductor businesses,\" Dickerson said in the announcement. \"We are confident in our ability to outperform our markets as large, secular trends create sustainable demand for semiconductors and our leadership in materials engineering becomes increasingly critical to deliver new chip technologies.\"</p>\n<p>For the third quarter, Applied Materials execs guided for more growth, forecasting adjusted earnings of $1.70 to $1.82 a share on sales of $5.72 billion to $6.12 billion. Analysts on average had been expecting adjusted earnings of $1.56 a share on revenue of $5.53 billion, according to FactSet.</p>\n<p>Shares&nbsp;once increased more than 1% after hours, following a 4.4% gain in the regular session to close at $130.31. The stock has increased more than 129% in the past 12 months, as the S&amp;P 500 index has gained 38.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/d83ffb4ba5dadc53cf76ba2f51b7e382\" tg-width=\"1282\" tg-height=\"612\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137757969","content_text":"Stock gains in late trading after semiconductor-equipment supplier easily beats earnings expectations, showing continuing positive effects from need for chips\nApplied Materials Inc. continued to benefit from the shortage in semiconductors at the start of 2021, as quarterly revenue hit a record high and shares moved higher in late trading Thursday.\nApplied Materials $(AMAT)$ reported fiscal second-quarter net income of $1.33 billion, or $1.43 a share, compared with $755 million, or 82 cents a share, in the year-ago period. Adjusted earnings, which excluded a $154 million termination fee that Applied Materials paid to a former acquisition target and other items, were $1.63 a share, compared with 89 cents a share in the year-ago period.\nRevenue jumped to $5.58 billion from $3.96 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast $1.51 a share on revenue of $5.41 billion.\nApplied Materials makes equipment to manufacture semiconductors, which have been in short supply recently as demand for electronics, cars and other products that rely on chips has spiked amid the COVID-19 pandemic. In a statement, Chief Executive Gary Dickerson noted \"broad-based strength\" for the company amid the shortage.\n\"Applied Materials' record performance is underpinned by broad-based strength across our semiconductor businesses,\" Dickerson said in the announcement. \"We are confident in our ability to outperform our markets as large, secular trends create sustainable demand for semiconductors and our leadership in materials engineering becomes increasingly critical to deliver new chip technologies.\"\nFor the third quarter, Applied Materials execs guided for more growth, forecasting adjusted earnings of $1.70 to $1.82 a share on sales of $5.72 billion to $6.12 billion. Analysts on average had been expecting adjusted earnings of $1.56 a share on revenue of $5.53 billion, according to FactSet.\nShares once increased more than 1% after hours, following a 4.4% gain in the regular session to close at $130.31. The stock has increased more than 129% in the past 12 months, as the S&P 500 index has gained 38.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382370820,"gmtCreate":1613372617160,"gmtModify":1634553821077,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Ya buy both growth and value stocks","listText":"Ya buy both growth and value stocks","text":"Ya buy both growth and value stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382370820","repostId":"2110026963","repostType":4,"repost":{"id":"2110026963","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1613109422,"share":"https://www.laohu8.com/m/news/2110026963?lang=&edition=full","pubTime":"2021-02-12 13:57","market":"us","language":"en","title":"Here's the formula for spotting genuinely undervalued companies, claims this investment house","url":"https://stock-news.laohu8.com/highlight/detail?id=2110026963","media":"Dow Jones","summary":"The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis. For most of 2020, investors poured money into names like online retailer Amazon $$, electric-car maker Tesla $$, and e-commerce platform Shopify -- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.But when news broke in early November 2020 that drug company Pfizer $$ and its partner BioNTech $$ had developed an effective vaccine against COVID-19, something pro","content":"<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</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>Here's the formula for spotting genuinely undervalued companies, claims this investment house</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\">\nHere's the formula for spotting genuinely undervalued companies, claims this investment house\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-02-12 13:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"TSLA":"特斯拉","PFE":"辉瑞","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110026963","content_text":"MW Here's the formula for spotting genuinely undervalued companies, claims this investment house\nThe growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis\nFor most of 2020, investors poured money into names like online retailer Amazon $(AMZN)$, electric-car maker Tesla $(TSLA)$, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.\nBut when news broke in early November 2020 that drug company Pfizer $(PFE)$ and its partner BioNTech $(BNTX)$ had developed an effective vaccine against COVID-19, something profound happened in financial markets.\nInvestors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.\nThis rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.\nAnd it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.\nThe apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.\n\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.\n\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"\nAnalysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.\nThe value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.\nIn reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.\nStocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.\nTo have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164338697,"gmtCreate":1624170536719,"gmtModify":1631885483807,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Time for Palantir shares to take off…😀","listText":"Time for Palantir shares to take off…😀","text":"Time for Palantir shares to take off…😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164338697","repostId":"1192473918","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160690809,"gmtCreate":1623791790601,"gmtModify":1631888003870,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Maybe this will cool off the inflation figures….","listText":"Maybe this will cool off the inflation figures….","text":"Maybe this will cool off the inflation figures….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160690809","repostId":"1175229651","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187962555,"gmtCreate":1623735450577,"gmtModify":1631888003871,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰","listText":"About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰","text":"About time…i have been nursing losses on this stock for a while now..onwards and upwards, please…💰💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187962555","repostId":"2143609782","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135457847,"gmtCreate":1622179013589,"gmtModify":1631891122640,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"themes":[],"htmlText":"Seems like Nvidia is managing the mining sector risk well...after a few days of digesting the recentresults, i am sure share price will move up to over usd640","listText":"Seems like Nvidia is managing the mining sector risk well...after a few days of digesting the recentresults, i am sure share price will move up to over usd640","text":"Seems like Nvidia is managing the mining sector risk well...after a few days of digesting the recentresults, i am sure share price will move up to over usd640","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/135457847","repostId":"1105035599","repostType":4,"isVote":1,"tweetType":1,"viewCount":4289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}