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2021-12-20

Noted

Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case

2021-11-19

Helo

Record selling by insiders is setting up stocks for a big fall, says contrarian investor

2021-11-12

$MasterCard(MA)$tthe only green

2021-11-12

$NIO Inc.(NIO)$jjuicy

2021-11-11

$MasterCard(MA)$steady👍

2021-11-10

$MasterCard(MA)$can be better

2021-11-10

Power?

2021-11-09

$MasterCard(MA)$online selling means use of credit cards

2021-11-09

$Zillow(ZG)$rising giant

2021-11-08

$Intel(INTC)$llaggard

2021-11-07

$SEMBCORP MARINE LTD(S51.SI)$only way is up

2021-11-05

$Intel(INTC)$show your mettle

2021-11-05

$MasterCard(MA)$can do better

2021-11-03

$MP Materials Corp.(MP)$lousy

2021-11-03

$MasterCard(MA)$when will it see the light that shine up forever

2021-11-02

$MP Materials Corp.(MP)$not showing the green

2021-11-02

$Microvision(MVIS)$small punt

2021-11-02

$FuelCell(FCEL)$amazing run

2021-11-01

$Microvision(MVIS)$rose

2021-11-01

$CSE GLOBAL LTD(544.SI)$ook so far

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ted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693609203","repostId":"1149998172","repostType":4,"repost":{"id":"1149998172","kind":"news","pubTimestamp":1640011383,"share":"https://www.laohu8.com/m/news/1149998172?lang=&edition=full","pubTime":"2021-12-20 22:43","market":"us","language":"en","title":"Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case","url":"https://stock-news.laohu8.com/highlight/detail?id=1149998172","media":"seekingalpha","summary":"Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri","content":"<p>Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.</p>\n<p>Analyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, particularly in the US due to a less onerous regulatory backdrop and limited product launches in key market segments. We also see insufficient domestic charging infrastructure and battery capacity as near-term bottlenecks.\"</p>\n<p>Tesla(NASDAQ:TSLA)is initiated with a Neutral rating with its growth track seen getting trickier with more competition emerging.</p>\n<p>\"We also believe Tesla’s scarcity value from a stock perspective is waning with significantly more EV and AV focused companies going public over the last 12-18 months, giving investors more options at lower valuations to get exposure to secular growth in EVs and AVs,\" adds Faghri.</p>\n<p>Guggenheim assigns a price target of $924 to Tesla.</p>\n<p>Lucid Group(NASDAQ:LCID)is also started off with a Neutral rating by Guggenheim, even as the EV upstart's best-in-class EV technology and product is acknowledged.</p>\n<p>\"Overall, due to strong EV fundamentals and our positive view of the product/technology and management team, we are giving LCID a premium multiple (30% discount to TSLA's FY25 EV/sales) and credit for exceeding 2025 targets.\"</p>\n<p>However, when blended with a long-term DCF valuation, little upside is seen for LCID&nbsp;from the current level. Guggenheim gives LCID a price target of $38.</p>\n<p>Tesla is&nbsp;down 3.19%&nbsp;in early&nbsp;trading to $902.84. Lucid Group&nbsp;is&nbsp;off 3.67%&nbsp;to $38.54.</p>\n<p><img src=\"https://static.tigerbbs.com/ba7155ebf59d534e375d827083021bbf\" tg-width=\"707\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></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>Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case</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 and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case\">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","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149998172","content_text":"Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, particularly in the US due to a less onerous regulatory backdrop and limited product launches in key market segments. We also see insufficient domestic charging infrastructure and battery capacity as near-term bottlenecks.\"\nTesla(NASDAQ:TSLA)is initiated with a Neutral rating with its growth track seen getting trickier with more competition emerging.\n\"We also believe Tesla’s scarcity value from a stock perspective is waning with significantly more EV and AV focused companies going public over the last 12-18 months, giving investors more options at lower valuations to get exposure to secular growth in EVs and AVs,\" adds Faghri.\nGuggenheim assigns a price target of $924 to Tesla.\nLucid Group(NASDAQ:LCID)is also started off with a Neutral rating by Guggenheim, even as the EV upstart's best-in-class EV technology and product is acknowledged.\n\"Overall, due to strong EV fundamentals and our positive view of the product/technology and management team, we are giving LCID a premium multiple (30% discount to TSLA's FY25 EV/sales) and credit for exceeding 2025 targets.\"\nHowever, when blended with a long-term DCF valuation, little upside is seen for LCID from the current level. Guggenheim gives LCID a price target of $38.\nTesla is down 3.19% in early trading to $902.84. Lucid Group is off 3.67% to $38.54.","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876351556,"gmtCreate":1637276295072,"gmtModify":1637276295254,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Helo","listText":"Helo","text":"Helo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876351556","repostId":"1125341334","repostType":4,"repost":{"id":"1125341334","kind":"news","pubTimestamp":1637238551,"share":"https://www.laohu8.com/m/news/1125341334?lang=&edition=full","pubTime":"2021-11-18 20:29","market":"us","language":"en","title":"Record selling by insiders is setting up stocks for a big fall, says contrarian investor","url":"https://stock-news.laohu8.com/highlight/detail?id=1125341334","media":"MarketWatch","summary":"After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largel","content":"<p>After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largely been “keep at it.” This week, we heard from Goldman Sachs, which sees households and corporate buying driving the S&amp;P 500 to a 5,100 finish by the end of next year, and Sanford Bernstein, who said buy stocks even if real yields normalize, which it says justifies high valuations.</p>\n<p>A contrarian voice has been Morgan Stanley, who is telling clients to resist buying U.S. stocks. From that same neck of the woods, our <b>call of the day</b> from the&nbsp;True Contrarian blog and newsletter’s&nbsp;chief executive,&nbsp;Steven Jon Kaplan, has a warning for investors who have been piling into this market.</p>\n<p>“People are really underappreciating the degree of risk that they’re taking because now that we have — especially for the really big megacap names — even greater overvaluation than we’ve had before, the downside risk is extremely high,” Kaplan told MarketWatch in an interview on Wednesday.</p>\n<p>While a year ago Kaplan predicted a big selloff that didn’t really materialize, he notes 2021 was “unusual” with stock inflows not seen in 20 to 50 years, depending on whom you ask, that kept markets propped up. So the biggest and strongest companies kept rising and the rest went sideways.</p>\n<p>For 2022, he sees those highflying stocks falling hard and possibly panicking inexperienced investors. That is because “anybody who’s 30 years old or younger, the last time we had a bear market, they were in high school or even earlier grades so they don’t even have the experience of knowing what it’s like to invest in a bear market,” Kaplan said.</p>\n<p>Among the warning signs, he highlights a favorite indicator of his — selling and buying by company insiders, which he tracks via&nbsp;J3 Information Services Group.</p>\n<p>“We’ve had all-time record levels of insider selling meaning that the top executives, the people that are the most experienced investors in the world, have been pretty much spending all year getting rid of their stakes in some cases and unloading huge amounts of shares they have accumulated for decades,” said Kaplan.</p>\n<p>For example, the chairman of broker Charles Schwab&nbsp;who has been selling all year — the stock is up 50% — and of course Tesla&nbsp;CEO Elon Musk has dumped over $8.8 billion — shares are still up 54%. Billions have been sold by the heads of Apple,Facebook parent Meta&nbsp;and Amazon&nbsp;this year.</p>\n<p>“So I think that the people that have the most knowledge are the most worried about a drop and people that have the least experience in some cases, maybe just started trading in the past year or so, consistently, are the most aggressive and the most optimistic about what’s going to happen,” Kaplan said.</p>\n<p>“History has shown us that when you have that big a difference in opinion from the most experienced to the least experienced people that the most experienced ones always come out on top,” he said, adding that the opposite has also held true with big insiders buying at crucial moments, such as in March 2009.</p>\n<p>One sign that those investors are trying to position more conservatively could be driving dollar&nbsp;gains this year, he added.</p>\n<p>As for what it will take to normalize price earnings ratios that are on average about “triple where they need to be,” Kaplan said most stocks would need to drop two-thirds. But “when things are either above or below fair value, and they come back to fair value, they rarely stay at fair value. They normally keep going because when people start to see things dropping a lot, they start to panic,” he said.</p>\n<p>For where to park some cash for the coming storm, Kaplan suggests investors look at I-Bond or Series I savings bonds that can be bought directly from the government and are currently offering a return of 7%.</p>\n<p>“You can put up to $65,000 a year into those and for 30 years, you can just keep them in there and just let them keep collecting whatever interest that they pay, which keeps changing every six months,” he said.</p>\n<p><img src=\"https://static.tigerbbs.com/54bfe2e6578d43771146b3da16dcc260\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Stock futures&nbsp;are pointing to a rebound from Tuesday’s selling. The Hang Seng,meanwhile, dropped 1.4% led by tech stocks. The Turkish lira&nbsp;is diving further after the country’s central bank cut interest rates 100 basis points as widely expected.</p>","source":"lsy1603348471595","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>Record selling by insiders is setting up stocks for a big fall, says contrarian investor </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\">\nRecord selling by insiders is setting up stocks for a big fall, says contrarian investor \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/record-selling-by-insiders-is-setting-up-stocks-for-a-big-fall-says-contrarian-investor-11637238152?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largely been “keep at it.” This week, we heard from Goldman Sachs, which sees households and corporate ...</p>\n\n<a href=\"https://www.marketwatch.com/story/record-selling-by-insiders-is-setting-up-stocks-for-a-big-fall-says-contrarian-investor-11637238152?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/record-selling-by-insiders-is-setting-up-stocks-for-a-big-fall-says-contrarian-investor-11637238152?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125341334","content_text":"After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largely been “keep at it.” This week, we heard from Goldman Sachs, which sees households and corporate buying driving the S&P 500 to a 5,100 finish by the end of next year, and Sanford Bernstein, who said buy stocks even if real yields normalize, which it says justifies high valuations.\nA contrarian voice has been Morgan Stanley, who is telling clients to resist buying U.S. stocks. From that same neck of the woods, our call of the day from the True Contrarian blog and newsletter’s chief executive, Steven Jon Kaplan, has a warning for investors who have been piling into this market.\n“People are really underappreciating the degree of risk that they’re taking because now that we have — especially for the really big megacap names — even greater overvaluation than we’ve had before, the downside risk is extremely high,” Kaplan told MarketWatch in an interview on Wednesday.\nWhile a year ago Kaplan predicted a big selloff that didn’t really materialize, he notes 2021 was “unusual” with stock inflows not seen in 20 to 50 years, depending on whom you ask, that kept markets propped up. So the biggest and strongest companies kept rising and the rest went sideways.\nFor 2022, he sees those highflying stocks falling hard and possibly panicking inexperienced investors. That is because “anybody who’s 30 years old or younger, the last time we had a bear market, they were in high school or even earlier grades so they don’t even have the experience of knowing what it’s like to invest in a bear market,” Kaplan said.\nAmong the warning signs, he highlights a favorite indicator of his — selling and buying by company insiders, which he tracks via J3 Information Services Group.\n“We’ve had all-time record levels of insider selling meaning that the top executives, the people that are the most experienced investors in the world, have been pretty much spending all year getting rid of their stakes in some cases and unloading huge amounts of shares they have accumulated for decades,” said Kaplan.\nFor example, the chairman of broker Charles Schwab who has been selling all year — the stock is up 50% — and of course Tesla CEO Elon Musk has dumped over $8.8 billion — shares are still up 54%. Billions have been sold by the heads of Apple,Facebook parent Meta and Amazon this year.\n“So I think that the people that have the most knowledge are the most worried about a drop and people that have the least experience in some cases, maybe just started trading in the past year or so, consistently, are the most aggressive and the most optimistic about what’s going to happen,” Kaplan said.\n“History has shown us that when you have that big a difference in opinion from the most experienced to the least experienced people that the most experienced ones always come out on top,” he said, adding that the opposite has also held true with big insiders buying at crucial moments, such as in March 2009.\nOne sign that those investors are trying to position more conservatively could be driving dollar gains this year, he added.\nAs for what it will take to normalize price earnings ratios that are on average about “triple where they need to be,” Kaplan said most stocks would need to drop two-thirds. But “when things are either above or below fair value, and they come back to fair value, they rarely stay at fair value. They normally keep going because when people start to see things dropping a lot, they start to panic,” he said.\nFor where to park some cash for the coming storm, Kaplan suggests investors look at I-Bond or Series I savings bonds that can be bought directly from the government and are currently offering a return of 7%.\n“You can put up to $65,000 a year into those and for 30 years, you can just keep them in there and just let them keep collecting whatever interest that they pay, which keeps changing every six months,” he said.\n\nStock futures are pointing to a rebound from Tuesday’s selling. The Hang Seng,meanwhile, dropped 1.4% led by tech stocks. The Turkish lira is diving further after the country’s central bank cut interest rates 100 basis points as widely expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879069337,"gmtCreate":1636671410264,"gmtModify":1636671410810,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>tthe only green","listText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>tthe only green","text":"$MasterCard(MA)$tthe only 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LTD(544.SI)$</a>ook so far","text":"$CSE GLOBAL LTD(544.SI)$ook so far","images":[{"img":"https://static.tigerbbs.com/bff0f0cbbbe6118e69f14557428dcf8a","width":"1080","height":"2252"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849381829","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":880318882,"gmtCreate":1631019325346,"gmtModify":1631883613904,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>wwhen to buy?","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>wwhen to buy?","text":"$Sea Ltd(SE)$wwhen to buy?","images":[{"img":"https://static.tigerbbs.com/4572221f87677fa62da63aa3ed36b127","width":"1080","height":"2921"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/880318882","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151046253,"gmtCreate":1625060129472,"gmtModify":1631892670094,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"AMC","listText":"AMC","text":"AMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151046253","repostId":"1150186389","repostType":4,"repost":{"id":"1150186389","kind":"news","pubTimestamp":1625044819,"share":"https://www.laohu8.com/m/news/1150186389?lang=&edition=full","pubTime":"2021-06-30 17:20","market":"us","language":"en","title":"Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150186389","media":"InvestorPlace","summary":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstoc","content":"<p>Like all investments, there are good Reddit stocks, and bad ones</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/753e957cac964de085fbdea1b1aa30a1\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Marcus Krauss / Shutterstock.com</span></p>\n<p>I must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.</p>\n<p>The arguments abound whether the meme stock frenzy is&nbsp;a permanent part of the investing landscape.</p>\n<p>“This is not going to end well,” Former E*Trade CEO Karl Roessner told<i>CNBC</i>in early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”</p>\n<p>However, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying&nbsp;<b>GameStop</b>(NYSE:<b><u>GME</u></b>), you can pick up shares in some of America’s better companies that trade at a discount.</p>\n<p>That’s not easy when the&nbsp;Cyclically Adjusted PE Ratio&nbsp;(CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.</p>\n<p>With that in mind, I’ve rated the&nbsp;top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:</p>\n<ul>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>KB Home</b>(NYSE:<b><u>KBH</u></b>)</li>\n <li><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>)</li>\n <li><b>Clean Energy Fuels</b>(NASDAQ:<b><u>CLNE</u></b>)</li>\n <li><b>BlackBerry</b>(NYSE:<b><u>BB</u></b>)</li>\n <li><b>Workhorse Group</b>(NASDAQ:<b><u>WKHS</u></b>)</li>\n <li><b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>)</li>\n <li><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>)</li>\n <li><b>Globalstar</b>(NYSEAMERICAN:<b><u>GSAT</u></b>)</li>\n <li><b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>)</li>\n</ul>\n<p><b>Tesla (TSLA)</b></p>\n<p>Say what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.</p>\n<p>The company has added a&nbsp;battery cell production&nbsp;component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than&nbsp;<b>Volkswagen’s</b>(OTCMKTS:<b><u>VWAGY</u></b>) planned facility a couple hundred miles away.</p>\n<p>Across the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently&nbsp;uses this technology&nbsp;at its plant in Shanghai.</p>\n<p>Tesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.</p>\n<p><b>KB Home (KBH)</b></p>\n<p>The largest homebuilders in America are having&nbsp;trouble keeping up with demand&nbsp;at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.</p>\n<p>“Operationally, our divisions are doing an&nbsp;excellent job&nbsp;of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.</p>\n<p>KB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.</p>\n<p>KB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.</p>\n<p><b>Palantir Technologies (PLTR)</b></p>\n<p>Palantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.</p>\n<p>The reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.</p>\n<p>Not only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.</p>\n<p>For example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests&nbsp;in the PIPEs&nbsp;to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.</p>\n<p>I’m not 100% sold on Palantir&nbsp;just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.</p>\n<p>Palantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.</p>\n<p><b>Clean Energy Fuels</b><b>(</b><b>CLNE)</b></p>\n<p>Back in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.</p>\n<p>I liked Clean Energy for several reasons.</p>\n<p>First, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.<b>Total</b>(OTCMKTS:<b><u>TTFNF</u></b>) owns 25% of its stock.</p>\n<p>Oh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.</p>\n<p>In the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.</p>\n<p><b>BlackBerry (BB)</b></p>\n<p>I can remember when&nbsp;President Barack Obama&nbsp;first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.</p>\n<p>Now supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles&nbsp;worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.</p>\n<p>Things have turned around for BlackBerry.</p>\n<p>At least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its&nbsp;compensation plan&nbsp;had no relation to its overall corporate performance.</p>\n<p>As a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.</p>\n<p>On a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.</p>\n<p>In the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.</p>\n<p><b>Workhorse Group (WKHS)</b></p>\n<p>The last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the&nbsp;backlog of 8,000&nbsp;commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.</p>\n<p>Long story short, if it did, its stock would be worth more than $12.50.</p>\n<p>Well, on June 16, Workhorse&nbsp;officially protested&nbsp;the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to&nbsp;<b>Oshkosh</b>(NYSE:<b><u>OSK</u></b>). The news pushed WKHS to $17.54 at the start of June 29.</p>\n<p><i>InvestorPlace’s</i>&nbsp;Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to&nbsp;ride on the coattails&nbsp;of big guns like&nbsp;<b>Ford</b>(NYSE:<b><u>F</u></b>) and&nbsp;<b>General Motors</b>(NYSE:<b><u>GM</u></b>). That’s not the craziest theory in the world.</p>\n<p>In the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce&nbsp;1,000 trucks&nbsp;in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.</p>\n<p>Workhorse has an&nbsp;FCF margin of -5,320.2%&nbsp;based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.</p>\n<p><b>AMC Entertainment (AMC)</b></p>\n<p>AMC is a stock that I’m conflicted about.</p>\n<p>On the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.</p>\n<p>Despite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another&nbsp;$600 million— it still has&nbsp;$11.05 billion&nbsp;owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.</p>\n<p>Former E*Trade CEO Karl Roessner appeared on&nbsp;<i>CNBC</i>&nbsp;in early June. While he&nbsp;commended AMC management&nbsp;for selling shares when prices were high, the company is not worth $28 billion.</p>\n<p>“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.</p>\n<p>I couldn’t agree more.</p>\n<p>AMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.</p>\n<p><b>ContextLogic (WISH)</b></p>\n<p>In February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”<i>.</i>I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.</p>\n<p>“If ContextLogic’s goal is to beat&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.</p>\n<p>I finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its&nbsp;IPO price&nbsp;of $24.</p>\n<p>ContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.</p>\n<p><b>Globalstar (GSAT)</b></p>\n<p>Not everyone thinks the provider of mobile satellite services is a bad bet.</p>\n<p>B. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a&nbsp;$3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.</p>\n<p>From where I sit, the fact that it’s currently trading at&nbsp;a price-to-sales ratio of 25.39&nbsp;and&nbsp;not making money&nbsp;on a GAAP basis makes it very hard for me to get behind the company.</p>\n<p>However, Globalstar does have one big ace up its sleeve.</p>\n<p>On page 87 of its&nbsp;2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.</p>\n<p>Globalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.</p>\n<p><b>Clover Health (CLOV)</b></p>\n<p>They say timing is everything.</p>\n<p>In early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of&nbsp;upside resistance at $10.</p>\n<p>While I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.</p>\n<p>“By afternoon trading [June 8], Clover had already traded over&nbsp;650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”<i>CNBC</i>‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”</p>\n<p>CLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.</p>\n<p>In my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.</p>\n<p>Overall, it’s down slightly from its&nbsp;first day of trading&nbsp;on Jan. 8.</p>\n<p>Clover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.</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>Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?</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\">\nWhich of the 10 Most Talked About Reddit Stocks Is Worth a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be ...</p>\n\n<a href=\"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KBH":"KB Home","PLTR":"Palantir Technologies Inc.","CLNE":"Clean Energy Fuels Corp","TSLA":"特斯拉","WKHS":"Workhorse Group, Inc.","BB":"黑莓","CLOV":"Clover Health Corp","AMC":"AMC院线","GSAT":"全球星"},"source_url":"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150186389","content_text":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.\nThe arguments abound whether the meme stock frenzy is a permanent part of the investing landscape.\n“This is not going to end well,” Former E*Trade CEO Karl Roessner toldCNBCin early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”\nHowever, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying GameStop(NYSE:GME), you can pick up shares in some of America’s better companies that trade at a discount.\nThat’s not easy when the Cyclically Adjusted PE Ratio (CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.\nWith that in mind, I’ve rated the top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:\n\nTesla(NASDAQ:TSLA)\nKB Home(NYSE:KBH)\nPalantir Technologies(NYSE:PLTR)\nClean Energy Fuels(NASDAQ:CLNE)\nBlackBerry(NYSE:BB)\nWorkhorse Group(NASDAQ:WKHS)\nAMC Entertainment(NYSE:AMC)\nContextLogic(NASDAQ:WISH)\nGlobalstar(NYSEAMERICAN:GSAT)\nClover Health(NASDAQ:CLOV)\n\nTesla (TSLA)\nSay what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.\nThe company has added a battery cell production component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than Volkswagen’s(OTCMKTS:VWAGY) planned facility a couple hundred miles away.\nAcross the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently uses this technology at its plant in Shanghai.\nTesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.\nKB Home (KBH)\nThe largest homebuilders in America are having trouble keeping up with demand at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.\n“Operationally, our divisions are doing an excellent job of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.\nKB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.\nKB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.\nPalantir Technologies (PLTR)\nPalantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.\nThe reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.\nNot only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.\nFor example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests in the PIPEs to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.\nI’m not 100% sold on Palantir just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.\nPalantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.\nClean Energy Fuels(CLNE)\nBack in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.\nI liked Clean Energy for several reasons.\nFirst, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.Total(OTCMKTS:TTFNF) owns 25% of its stock.\nOh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.\nIn the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.\nBlackBerry (BB)\nI can remember when President Barack Obama first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.\nNow supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.\nThings have turned around for BlackBerry.\nAt least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its compensation plan had no relation to its overall corporate performance.\nAs a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.\nOn a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.\nIn the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.\nWorkhorse Group (WKHS)\nThe last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the backlog of 8,000 commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.\nLong story short, if it did, its stock would be worth more than $12.50.\nWell, on June 16, Workhorse officially protested the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to Oshkosh(NYSE:OSK). The news pushed WKHS to $17.54 at the start of June 29.\nInvestorPlace’s Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to ride on the coattails of big guns like Ford(NYSE:F) and General Motors(NYSE:GM). That’s not the craziest theory in the world.\nIn the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce 1,000 trucks in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.\nWorkhorse has an FCF margin of -5,320.2% based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.\nAMC Entertainment (AMC)\nAMC is a stock that I’m conflicted about.\nOn the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.\nDespite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another $600 million— it still has $11.05 billion owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.\nFormer E*Trade CEO Karl Roessner appeared on CNBC in early June. While he commended AMC management for selling shares when prices were high, the company is not worth $28 billion.\n“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.\nI couldn’t agree more.\nAMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.\nContextLogic (WISH)\nIn February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”.I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.\n“If ContextLogic’s goal is to beat Amazon(NASDAQ:AMZN) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.\nI finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its IPO price of $24.\nContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.\nGlobalstar (GSAT)\nNot everyone thinks the provider of mobile satellite services is a bad bet.\nB. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a $3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.\nFrom where I sit, the fact that it’s currently trading at a price-to-sales ratio of 25.39 and not making money on a GAAP basis makes it very hard for me to get behind the company.\nHowever, Globalstar does have one big ace up its sleeve.\nOn page 87 of its 2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.\nGlobalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.\nClover Health (CLOV)\nThey say timing is everything.\nIn early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of upside resistance at $10.\nWhile I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.\n“By afternoon trading [June 8], Clover had already traded over 650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”CNBC‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”\nCLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.\nIn my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.\nOverall, it’s down slightly from its first day of trading on Jan. 8.\nClover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327502025,"gmtCreate":1616106548867,"gmtModify":1631892670101,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327502025","repostId":"2120163660","repostType":4,"repost":{"id":"2120163660","kind":"highlight","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":1616078340,"share":"https://www.laohu8.com/m/news/2120163660?lang=&edition=full","pubTime":"2021-03-18 22:39","market":"hk","language":"en","title":"The Fed plans to keep interest rates low -- so why do interest rates keep rising?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120163660","media":"Dow Jones","summary":"Mortgage rates are now at the highest point since June and could go even higher even if the Federal ","content":"<p>Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policy</p><p>The Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.</p><p>On Wednesday, the Federal Reserve signaled that it won't raise interest rates  until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think <a href=\"https://laohu8.com/S/AONE\">one</a> could happen next year.</p><p>Investors happily greeted the news , with the Dow Jones Industrial Average  and the S&amp;P 500   both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.</p><p>Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.</p><p>As of Thursday  reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.</p><p>Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.</p><p>\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> <a href=\"https://laohu8.com/S/TREE.UK\">$(TREE.UK)$</a>, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.</p><p>In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"</p><p>Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.</p><p>Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.</p><p>\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.</p><p>But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.</p><p>Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.</p><p>The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record 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>The Fed plans to keep interest rates low -- so why do interest rates keep rising?</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\">\nThe Fed plans to keep interest rates low -- so why do interest rates keep rising?\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\">2021-03-18 22:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policy</p><p>The Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.</p><p>On Wednesday, the Federal Reserve signaled that it won't raise interest rates  until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think <a href=\"https://laohu8.com/S/AONE\">one</a> could happen next year.</p><p>Investors happily greeted the news , with the Dow Jones Industrial Average  and the S&amp;P 500   both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.</p><p>Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.</p><p>As of Thursday  reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.</p><p>Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.</p><p>\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> <a href=\"https://laohu8.com/S/TREE.UK\">$(TREE.UK)$</a>, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.</p><p>In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"</p><p>Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.</p><p>Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.</p><p>\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.</p><p>But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.</p><p>Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.</p><p>The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120163660","content_text":"Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policyThe Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.On Wednesday, the Federal Reserve signaled that it won't raise interest rates  until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think one could happen next year.Investors happily greeted the news , with the Dow Jones Industrial Average  and the S&P 500   both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.As of Thursday  reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at LendingTree $(TREE.UK)$, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838107538,"gmtCreate":1629379588224,"gmtModify":1631892670111,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>bad bad bad","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>bad bad bad","text":"$Alibaba(BABA)$bad bad bad","images":[{"img":"https://static.tigerbbs.com/88cb7dfa542920095faec8ed96725174","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838107538","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170289955,"gmtCreate":1626435652877,"gmtModify":1631892670110,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Yess","listText":"Yess","text":"Yess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/170289955","repostId":"1197294482","repostType":4,"repost":{"id":"1197294482","kind":"news","pubTimestamp":1626435379,"share":"https://www.laohu8.com/m/news/1197294482?lang=&edition=full","pubTime":"2021-07-16 19:36","market":"us","language":"en","title":"Ford, VW offer test drives of new EVs at Chicago Auto Show to drive sales of Mach-E and ID.4","url":"https://stock-news.laohu8.com/highlight/detail?id=1197294482","media":"CNBC","summary":"CHICAGO – Jim Nierman yells with excitement as he gets out of an electric Mustang Mach-E crossover a","content":"<div>\n<p>CHICAGO – Jim Nierman yells with excitement as he gets out of an electric Mustang Mach-E crossover after a test drive at the Chicago Auto Show.\n\"Oh my God! ... I've driven a lot of electric cars and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/16/ford-vw-get-butts-in-seats-at-the-chicago-auto-show-to-flaunt-evs.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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, VW offer test drives of new EVs at Chicago Auto Show to drive sales of Mach-E and ID.4</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, VW offer test drives of new EVs at Chicago Auto Show to drive sales of Mach-E and ID.4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 19:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/16/ford-vw-get-butts-in-seats-at-the-chicago-auto-show-to-flaunt-evs.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CHICAGO – Jim Nierman yells with excitement as he gets out of an electric Mustang Mach-E crossover after a test drive at the Chicago Auto Show.\n\"Oh my God! ... I've driven a lot of electric cars and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/16/ford-vw-get-butts-in-seats-at-the-chicago-auto-show-to-flaunt-evs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FORD":"福沃德工业","VLKAY":"大众汽车"},"source_url":"https://www.cnbc.com/2021/07/16/ford-vw-get-butts-in-seats-at-the-chicago-auto-show-to-flaunt-evs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1197294482","content_text":"CHICAGO – Jim Nierman yells with excitement as he gets out of an electric Mustang Mach-E crossover after a test drive at the Chicago Auto Show.\n\"Oh my God! ... I've driven a lot of electric cars and that's nice,\" said the high school auto shop teacher. \"It was like a rocket ship.\"\nNierman, 54, is one of tens of thousands of people expected to attend the five-day event, which is the first major auto show in the country since the coronavirus pandemicbegan in spring 2020.\nIt's not a typical Chicago Auto Show. It's about half the size and time of a traditional show, but automakers such asFord Motor,Volkswagenand others are trying to make the most of it. That includes showcasing new electric vehicles.\nAside from displaying vehicles inside the McCormick Place Convention Center, automakers are offering test drives and rides in new electric vehicles. Auto executives believe such experiential marketing efforts are one of the key first steps to increasing EV adoption.\n\"A lot of consumers haven't had that opportunity because of Covid,\" Ford Chief Marketing Officer Suzy Deering said about experiencing the Mach-E. \"With Mach-E, people are blown away.\"\nFord was among the automakers most impacted regarding vehicle launches,including the Mach-E,during the pandemic. An ongoing semiconductor chip shortage also has emptied many dealer lots, making it difficult for consumers to experience new vehicles.\nDeering said getting consumers into the Mach-E and allowing them to see new EVs suchas the Ford F-150 Lightning pickup,which is expected to go on sale next year, is critical for people to understand that EVs are real and not science projects.\n\"There's misperceptions about EVs and there's also, candidly, just no perceptions, right? That people just don't understand,\" Deering said. \"It's a really important piece for us.\"\n'Butts in seats'\nAuto shows are important for automakers to flaunt their newest vehicles, and more importantly, get \"butts in seats\" — an old adage for the best way to sell cars.\n\"Auto shows are important to consumers because they can shop one vehicle against another all under the same roof without any sales pressure,\" said Michelle Krebs, executive analyst at Cox Automotive. \"It's also important to get those butts in seats because, by and large, today's vehicles are all pretty good, so it comes down to their perception of the brand but also how the vehicle fits them.\"\nVolkswagen's test drive booth on July 15, 2021 at the Chicago Auto Show outside of the McCormick Place Convention Center in Chicago.Michael Wayland / CNBC\nVolkswagen of America CMO Kimberly Gardiner said it's \"super important\" to allow consumers to get into new EVs and \"imagine themselves driving one.\"\nVW is offering drives in four of its newest vehicles, including theelectric ID.4, which went on sale this year. VW held about 250 drive events across the country for the new EV from March through June.\n\"We're at this great moment in time where more consumers are wanting to understand and learn about what it's like to drive an EV,\" Deering said.\nNearly 16,000 people of all ages participated in the nationwide programs, according to VW.\nThe ID.4 and Mach-E are among a handful of plug-in vehicles, including all-electric and hybrid, to offer rides or drives at the Chicago Auto Shows. Others include theJeep Wrangler 4xe, Kia Niro EV and Chevrolet Bolt EV and EUV.\nBronco vs. Wrangler\nAside from EVs, Ford is going head to head with Jeep regarding off-road courses at the Chicago Auto Show.\nAt the Chicago Auto Show, Ford is debuting a 30,000-square-foot off-road obstacle track its calling the \"Built Wild Bronco\" mountain experience,Michael Wayland / CNBC\nFord debuted a new \"Built Wild\" outdoor obstacle course for its Bronco SUV at the event, which it expects to use at future shows. Jeep has offered rides at its \"Camp Jeep\" at such events for the past 17 years.\n\"It's one of the coolest things here,\" 15-year-old Henry Lata said after riding in a Jeep Gladiator Mojave through the course. \"I love cars.\"\nBoth courses feature significant metal hills and obstacles showcasing the capabilities of the vehicles.\n\"We get to show off what our vehicles can do,\" said Jim Morrison, head of Jeep's North American operations. \"We've seen competitors come and go but, one of the things we love is when they open the door, people race to Camp Jeep.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350754051,"gmtCreate":1616293478873,"gmtModify":1631892670114,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/350754051","repostId":"1117450855","repostType":4,"repost":{"id":"1117450855","kind":"news","pubTimestamp":1616166767,"share":"https://www.laohu8.com/m/news/1117450855?lang=&edition=full","pubTime":"2021-03-19 23:12","market":"us","language":"en","title":"Powell says Fed will keep supporting economy ‘for as long as it takes’","url":"https://stock-news.laohu8.com/highlight/detail?id=1117450855","media":"marketwatch","summary":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration o","content":"<blockquote>\n <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b>\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p>\n<p>In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p>\n<p>“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p>\n<p>Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p>\n<p>The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p>\n<p>With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p>\n<p>In the op-ed, Powell said the situation “is much improved.”</p>\n<p>“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p>\n<p>“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p>\n<p>On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p>\n<p>The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p>\n<p>Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p>\n<p>Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</p>","source":"market_watch","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>Powell says Fed will keep supporting economy ‘for as long as it takes’</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\">\nPowell says Fed will keep supporting economy ‘for as long as it takes’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” ...</p>\n\n<a href=\"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page\">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.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117450855","content_text":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”\nIn an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.\n“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.\nPowell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.\nThe central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.\nWith economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.\nIn the op-ed, Powell said the situation “is much improved.”\n“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.\n“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.\nOn Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.\nThe Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.\nYields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.\nStocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":876351556,"gmtCreate":1637276295072,"gmtModify":1637276295254,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Helo","listText":"Helo","text":"Helo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876351556","repostId":"1125341334","repostType":4,"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350267280,"gmtCreate":1616214181440,"gmtModify":1631889837580,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MAXR\">$Maxar Technologies Ltd.(MAXR)$</a>To consider","listText":"<a href=\"https://laohu8.com/S/MAXR\">$Maxar Technologies Ltd.(MAXR)$</a>To consider","text":"$Maxar Technologies Ltd.(MAXR)$To consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350267280","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360812841,"gmtCreate":1613883265083,"gmtModify":1631892670117,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Gosh","listText":"Gosh","text":"Gosh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360812841","repostId":"2113282987","repostType":2,"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815005155,"gmtCreate":1630628236477,"gmtModify":1631883610130,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad sad","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad sad","text":"$Alibaba(BABA)$sad sad","images":[{"img":"https://static.tigerbbs.com/0f34614f323a7374a7991cded462e023","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815005155","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170220059,"gmtCreate":1626437278971,"gmtModify":1631892670117,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Fair choice a","listText":"Fair choice a","text":"Fair choice a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170220059","repostId":"2151506043","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189698284,"gmtCreate":1623254372348,"gmtModify":1631892670120,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189698284","repostId":"1135487602","repostType":4,"repost":{"id":"1135487602","kind":"news","pubTimestamp":1623254102,"share":"https://www.laohu8.com/m/news/1135487602?lang=&edition=full","pubTime":"2021-06-09 23:55","market":"us","language":"en","title":"With Fed's Reverse Repo Hitting Half A Trillion, Wall Street Scrambles To Figure Out What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1135487602","media":"zerohedge","summary":"With usage of the Fed's overnight reverse repo facility again hitting a new record high on Tuesday, ","content":"<p>With usage of the Fed's overnight reverse repo facility again hitting a new record high on Tuesday, rising to an all-time high of $497.4 billion...</p>\n<p><img src=\"https://static.tigerbbs.com/9b9d2bb6af82c6f76849da52e9583a94\" tg-width=\"500\" tg-height=\"259\"></p>\n<p>... rates traders are trying to decide if the Fed will tweak the rate on either the IOER (Interest on Excess Reserves) or the Reverse Repo Facility, collectively the Fed's \"administered rates\" in order to ease the liquidity congestion that has parked half a trillion dollars at the Fed where it is sitting inert, doing nothing.</p>\n<p>One strategist who believes there is a \"small chance\" the Fed will adjust its IOER/RRP rate is Deutsche Bank's Steven Zeng, who also cited concern about the quarter-end balance sheet squeeze, which is less than the futures market is currently pricing.</p>\n<p>As a reminder, the Fed’s ongoing $120BN in monthly QE and Treasury’s continued drawdown of its cash balance, create permanent reserves that are sitting on bank balance sheets.</p>\n<p><img src=\"https://static.tigerbbs.com/8e284a2218c963fffabe80f6e92118f5\" tg-width=\"500\" tg-height=\"342\"></p>\n<p>At the same time, demand for deposits adds to the bloat and forces banks to supply these liabilities and hold lower-yielding assets.</p>\n<p><img src=\"https://static.tigerbbs.com/08c9dd332a2a6bf7d3ef51328649fc99\" tg-width=\"500\" tg-height=\"346\"></p>\n<p>This puts downward pressure on banks’ supplementary leverage ratios,<b>so now institutions must either raise capital or reduce loans</b>. In this context, the Fed’s RRP acts as a “release valve” for deposits to leave banks’ balance sheets via inflows into money funds, which are then deposited at the facility.</p>\n<p><img src=\"https://static.tigerbbs.com/141d0979a36d1c83edb097f1181ee6eb\" tg-width=\"500\" tg-height=\"345\"></p>\n<p>According to Zeng, and as we have explained previously, the main merit of raising the RRP rate is to make money funds a “more attractive option to bank deposits,” which can allow institutions to push out more deposits and better manage their balance-sheet size until a “more permanent change to bank capital rules is made.”</p>\n<p><img src=\"https://static.tigerbbs.com/db701c691b65734c79e446994ff9334f\" tg-width=\"500\" tg-height=\"349\"></p>\n<p>Currently, money-market yields are low and their margins are squeezed,<b>so a boost to the RRP rate would make money funds a “more attractive option than bank deposits,” allowing more cash to leave the banking sector.</b>Separately, JPMorgan writes that most money-market funds have not reached their counterparty limits at the Federal Reserve’s overnight reverse repurchase agreement facility so they may not have to adjust their thresholds at the moment.</p>\n<p>Of course, one can't have an increase in one rate without the other, since in the fed funds market, lenders who have access to the RRP will demand higher rates, but borrowers may respond with reduced demand leading to a “more erratic fed funds rate.” This means an increase in the RRP rate<b>“needs to be accompanied by an equal or larger increase to the IOER.”</b></p>\n<p>Zeng conveniently summarizes the costs and benefits of an administered rate tweak in the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/f7986a90f98f09803f58aab1f142833b\" tg-width=\"500\" tg-height=\"350\">On the other end of the spectrum are Jefferies economists Thomas Simons and Aneta Markowska who pointed to recent rise in yields at Treasury bill auctions in anticipation of potential Federal Reserve adjustments to its adminstered rates, but according to the duo, \"the rise could compel the central bank to stay put.\" (earlier this week, the Treasury sold 3-month bills at 0.025% and 6-month bills at 0.04%, which were both the highest stopout yields since April 19).</p>\n<p>Simons and Markowska explain the reflexive paradox as follows: \"concerns about an IOER hike are preventing yields from falling any further, despite the huge amount of cash looking for a home in the front-end.\" As a result, \"<b>perversely, this concern may actually prevent an IOER hike, should yields continue to hover at these levels.”</b></p>\n<p>Another paradox: the two conclude that \"it is hard to see the Fed judging that there is ‘undue pressure’ on the front-end even\" even as the Fed reverse repo is expected to rise above $500 billion today.</p>\n<p>So what does the market think? Well, according to Curvature's repo guru Scott Skyrm, as of this moment the market does not appear to be expecting an IOER hike by the Fed next week, meaning that consensus expected Powell &amp; Co. to do nothing to ease the record liquidity parked at the Fed.</p>\n<p>As the Curvature strategist wrote in a Tuesday note, \"the market is pricing two things from the Fed. First, it's pricing the first tightening in 2023 - according to the fed funds futures contracts [graph upper right]. Too far out to even guess the month! Second, the market is pricing the GC/fed funds spread to gradually narrow over the next year. Whereas GC is averaging between 5 and 6 basis points below fed funds now, it's expected to trade flat to fed funds within a year.\"</p>\n<p><img src=\"https://static.tigerbbs.com/42c7e46d0816b34f2291c95dcffee4c9\" tg-width=\"500\" tg-height=\"337\">As Skyrm concludes, \"there are only two possible Fed \"technical adjustments\" that can raise Repo rates: QE tapering and an RRP rate increase.<b>An increase in the IOER would raise both fed funds and Repo GC, so we could say the market is NOT pricing an IOER increase.</b>\"</p>\n<p>One final reason why the Fed is almost guaranteed to do nothing to administered rates and allow the liquidity glut to keep rising is that as the Fed's new whisperer at the WSJ, Michael Darby wrote yesterday \"Fed Is Fine With Reverse Repos Nearing Half a Trillion\" in which he wrote:</p>\n<blockquote>\n Many market participants have looked at the reverse repo activity with some unease. Financial firms have been willing to take the zero percent the Fed offers them through the facility in large part because there are few other short-term investments available, and in some cases, these private market investments actually cost money to invest in. That makes the Fed’s zero percent repo rate attractive on a relative basis.“The system is working exactly as designed,” New York Fed President John Williams said in a video interview on Yahoo Finance last Thursday. The reverse repo facility, he added, is “working really well and the fact that funds are flowing between the banking system and our overnight reverse repos, this is kind of how we would expect that to happen” given the level of money coursing through short-term markets.The growing use of the reverse repo facility follows Lorie Logan, who manages the Fed’s massive $7.9 trillion holdings of cash and securities, having said recently that the central bank would rely on it more and expand the number of firms that could access it. The timing of that shift lined up with the wall of cash that started flowing to the Fed.What is happening at the reverse repo facility doesn’t have much of a broader economic impact. Meanwhile, central bankers have become confident enough in the general health of financial markets to debate pulling back on their $120 billion a month in bond buying stimulus.\n</blockquote>\n<p>But as confident as the NY Fed's career academic head, Williams, is, some<i><b>expert</b></i>market participants are anxious. “That amount of cash flowing into the Fed is not healthy for the repo market,” said the abovementioned Scott Skyrm; He thinks the Fed needs to scale back its bond purchases, which he deemed the “most obvious and most effective way to bring cash back into the market” and out of the Fed’s balance sheet.</p>\n<p>Alas, it now appears that won't happen. And so, with the Fed facility set to keep rising, the question is will we hit $1 trillion in inert liquidity at the Fed before the Fed does agree that someone is wrong, or will an amount of cash greater than the market cap of bitcoin and ethereum remain frozen inside some Fed server...</p>\n<p></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>With Fed's Reverse Repo Hitting Half A Trillion, Wall Street Scrambles To Figure Out What Comes Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith Fed's Reverse Repo Hitting Half A Trillion, Wall Street Scrambles To Figure Out What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 23:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/feds-reverse-repo-hitting-half-trillion-wall-street-scrambles-figure-out-what-comes-next?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With usage of the Fed's overnight reverse repo facility again hitting a new record high on Tuesday, rising to an all-time high of $497.4 billion...\n\n... rates traders are trying to decide if the Fed ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/feds-reverse-repo-hitting-half-trillion-wall-street-scrambles-figure-out-what-comes-next?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/feds-reverse-repo-hitting-half-trillion-wall-street-scrambles-figure-out-what-comes-next?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135487602","content_text":"With usage of the Fed's overnight reverse repo facility again hitting a new record high on Tuesday, rising to an all-time high of $497.4 billion...\n\n... rates traders are trying to decide if the Fed will tweak the rate on either the IOER (Interest on Excess Reserves) or the Reverse Repo Facility, collectively the Fed's \"administered rates\" in order to ease the liquidity congestion that has parked half a trillion dollars at the Fed where it is sitting inert, doing nothing.\nOne strategist who believes there is a \"small chance\" the Fed will adjust its IOER/RRP rate is Deutsche Bank's Steven Zeng, who also cited concern about the quarter-end balance sheet squeeze, which is less than the futures market is currently pricing.\nAs a reminder, the Fed’s ongoing $120BN in monthly QE and Treasury’s continued drawdown of its cash balance, create permanent reserves that are sitting on bank balance sheets.\n\nAt the same time, demand for deposits adds to the bloat and forces banks to supply these liabilities and hold lower-yielding assets.\n\nThis puts downward pressure on banks’ supplementary leverage ratios,so now institutions must either raise capital or reduce loans. In this context, the Fed’s RRP acts as a “release valve” for deposits to leave banks’ balance sheets via inflows into money funds, which are then deposited at the facility.\n\nAccording to Zeng, and as we have explained previously, the main merit of raising the RRP rate is to make money funds a “more attractive option to bank deposits,” which can allow institutions to push out more deposits and better manage their balance-sheet size until a “more permanent change to bank capital rules is made.”\n\nCurrently, money-market yields are low and their margins are squeezed,so a boost to the RRP rate would make money funds a “more attractive option than bank deposits,” allowing more cash to leave the banking sector.Separately, JPMorgan writes that most money-market funds have not reached their counterparty limits at the Federal Reserve’s overnight reverse repurchase agreement facility so they may not have to adjust their thresholds at the moment.\nOf course, one can't have an increase in one rate without the other, since in the fed funds market, lenders who have access to the RRP will demand higher rates, but borrowers may respond with reduced demand leading to a “more erratic fed funds rate.” This means an increase in the RRP rate“needs to be accompanied by an equal or larger increase to the IOER.”\nZeng conveniently summarizes the costs and benefits of an administered rate tweak in the table below:\nOn the other end of the spectrum are Jefferies economists Thomas Simons and Aneta Markowska who pointed to recent rise in yields at Treasury bill auctions in anticipation of potential Federal Reserve adjustments to its adminstered rates, but according to the duo, \"the rise could compel the central bank to stay put.\" (earlier this week, the Treasury sold 3-month bills at 0.025% and 6-month bills at 0.04%, which were both the highest stopout yields since April 19).\nSimons and Markowska explain the reflexive paradox as follows: \"concerns about an IOER hike are preventing yields from falling any further, despite the huge amount of cash looking for a home in the front-end.\" As a result, \"perversely, this concern may actually prevent an IOER hike, should yields continue to hover at these levels.”\nAnother paradox: the two conclude that \"it is hard to see the Fed judging that there is ‘undue pressure’ on the front-end even\" even as the Fed reverse repo is expected to rise above $500 billion today.\nSo what does the market think? Well, according to Curvature's repo guru Scott Skyrm, as of this moment the market does not appear to be expecting an IOER hike by the Fed next week, meaning that consensus expected Powell & Co. to do nothing to ease the record liquidity parked at the Fed.\nAs the Curvature strategist wrote in a Tuesday note, \"the market is pricing two things from the Fed. First, it's pricing the first tightening in 2023 - according to the fed funds futures contracts [graph upper right]. Too far out to even guess the month! Second, the market is pricing the GC/fed funds spread to gradually narrow over the next year. Whereas GC is averaging between 5 and 6 basis points below fed funds now, it's expected to trade flat to fed funds within a year.\"\nAs Skyrm concludes, \"there are only two possible Fed \"technical adjustments\" that can raise Repo rates: QE tapering and an RRP rate increase.An increase in the IOER would raise both fed funds and Repo GC, so we could say the market is NOT pricing an IOER increase.\"\nOne final reason why the Fed is almost guaranteed to do nothing to administered rates and allow the liquidity glut to keep rising is that as the Fed's new whisperer at the WSJ, Michael Darby wrote yesterday \"Fed Is Fine With Reverse Repos Nearing Half a Trillion\" in which he wrote:\n\n Many market participants have looked at the reverse repo activity with some unease. Financial firms have been willing to take the zero percent the Fed offers them through the facility in large part because there are few other short-term investments available, and in some cases, these private market investments actually cost money to invest in. That makes the Fed’s zero percent repo rate attractive on a relative basis.“The system is working exactly as designed,” New York Fed President John Williams said in a video interview on Yahoo Finance last Thursday. The reverse repo facility, he added, is “working really well and the fact that funds are flowing between the banking system and our overnight reverse repos, this is kind of how we would expect that to happen” given the level of money coursing through short-term markets.The growing use of the reverse repo facility follows Lorie Logan, who manages the Fed’s massive $7.9 trillion holdings of cash and securities, having said recently that the central bank would rely on it more and expand the number of firms that could access it. The timing of that shift lined up with the wall of cash that started flowing to the Fed.What is happening at the reverse repo facility doesn’t have much of a broader economic impact. Meanwhile, central bankers have become confident enough in the general health of financial markets to debate pulling back on their $120 billion a month in bond buying stimulus.\n\nBut as confident as the NY Fed's career academic head, Williams, is, someexpertmarket participants are anxious. “That amount of cash flowing into the Fed is not healthy for the repo market,” said the abovementioned Scott Skyrm; He thinks the Fed needs to scale back its bond purchases, which he deemed the “most obvious and most effective way to bring cash back into the market” and out of the Fed’s balance sheet.\nAlas, it now appears that won't happen. And so, with the Fed facility set to keep rising, the question is will we hit $1 trillion in inert liquidity at the Fed before the Fed does agree that someone is wrong, or will an amount of cash greater than the market cap of bitcoin and ethereum remain frozen inside some Fed server...","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377620296,"gmtCreate":1619524932115,"gmtModify":1631892670125,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377620296","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","kind":"news","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</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 Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325646723,"gmtCreate":1615898429862,"gmtModify":1703494660743,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325646723","repostId":"1150497697","repostType":4,"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322324620,"gmtCreate":1615775574160,"gmtModify":1703492776098,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>oonly you","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>oonly you","text":"$NIO Inc.(NIO)$oonly you","images":[{"img":"https://static.tigerbbs.com/e0437987e0d97c519b024137b6b3bb5b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322324620","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328356457,"gmtCreate":1615500991179,"gmtModify":1703489977041,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Missed buying in 1st day😓","listText":"Missed buying in 1st day😓","text":"Missed buying in 1st day😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328356457","repostId":"1117588517","repostType":4,"repost":{"id":"1117588517","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615483663,"share":"https://www.laohu8.com/m/news/1117588517?lang=&edition=full","pubTime":"2021-03-12 01:27","market":"us","language":"en","title":"Coupang spikes 85% on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117588517","media":"Tiger Newspress","summary":"Coupang shares opened at $64.8 each on Thursday, about 85% higher than the company’s IPO price.Inves","content":"<p>Coupang shares opened at $64.8&nbsp;each on Thursday, about 85% higher than the company’s IPO price.</p><p><img src=\"https://static.tigerbbs.com/6d8a7bec648b4a2f82e6b4923e6d594e\" tg-width=\"1843\" tg-height=\"913\" referrerpolicy=\"no-referrer\"></p><p>Investors looking to buy shares of South Korean e-commerce firm&nbsp;Coupang&nbsp;when it goes public in New York should consider if the company has what it takes to be profitable in the future.</p><p>That’s the advice Daniel Yoo, head of global asset allocation at Yuanta Securities, Korea, has for clients.</p><p>“What you really need to know is whether or not, in the business environment of Korea and e-commerce, can they be able to generate a huge, profitable return on capital,” Yoo said Thursday on CNBC’s “Street Signs Asia.”</p><p>Coupang is set to debut on the New York Stock Exchange under the ticker “CPNG” later in the day when U.S. markets open.</p><p>The company said it had&nbsp;priced 130 million shares at $35 apiece, raising $4.55 billion and valuing the company around $60 billion. That makes Coupang the largest IPO in the U.S. this year and one of the&nbsp;top 25 biggest listings of all time stateside, by deal size.</p><p>The price is also above the company’s most recent&nbsp;expected range&nbsp;of between $32 and $34 a share.</p><p><b>Market leader</b></p><p>Yoo explained that the valuation and IPO price likely rose because Coupang is the only e-commerce company in South Korea that showed a sizeable gain in market share last year. He said its market size rose from 18.1% in 2019 to about 24.6% last year due to the coronavirus pandemic.</p><p>“Most of the other competitors really did not show any type of changes in terms of market share,” he said. Coupang’s rivals include eBay-owned Gmarket, WeMakePrice, Naver Shopping among others.</p><p>“The fact is that (Coupang is) becoming the biggest e-commerce business within Korea and 24% market share, I think, it might actually even rise further,” Yoo said. “It is possible that they can actually gain as much as 30%+ over the next few years.” That, he explained, would justify why the company’s IPO price has increased.</p><p>Coupang’s regulatory filing showed the company sustained losses over eight quarters through Dec. 31. But a sharp jump in sales last year helped narrow net losses from $770.2 million in 2019 to $567.6 million in 2020</p><p><b>Comparisons with Alibaba, Amazon</b></p><p>The company, whose prominent backers include SoftBank’s Vision Fund and Sequoia Capital, has drawn comparisons with&nbsp;Amazon&nbsp;and&nbsp;Alibaba. Those firms have become tech behemoths after making their public debuts.</p><p>But Yoo said that the consumer markets in the U.S. and China are significantly larger than South Korea. So, even if Coupang is able to increase its market share, he said it is unlikely to see the same kind of sales growth the other two companies saw in the last decade.</p><p>South Korea’s e-commerce market has an estimated value of $90.1 billion in 2020 with an annual growth rate of 22.3%, according to&nbsp;data analytics firm GlobalData. That is expected to grow at a compounded annual rate of 12% to reach $141.8 billion in 2024.</p><p>Spending some of its IPO proceeds on building out a strong distribution platform within Korea could benefit Coupang, according to Yoo.</p><p>The e-commerce firm was founded by Korean-American billionaire Bom Suk Kim in 2010 and is headquartered in Seoul. It has more than 100 fulfilment and logistics centers in over 30 cities that provide next-day delivery for orders placed before midnight. Coupang employs 15,000 drivers in South Korea for its deliveries and has branched out into other services such as food and grocery delivery.</p><p></p><p></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>Coupang spikes 85% on its first day of 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\">\nCoupang spikes 85% on its first day of 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\">2021-03-12 01:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Coupang shares opened at $64.8&nbsp;each on Thursday, about 85% higher than the company’s IPO price.</p><p><img src=\"https://static.tigerbbs.com/6d8a7bec648b4a2f82e6b4923e6d594e\" tg-width=\"1843\" tg-height=\"913\" referrerpolicy=\"no-referrer\"></p><p>Investors looking to buy shares of South Korean e-commerce firm&nbsp;Coupang&nbsp;when it goes public in New York should consider if the company has what it takes to be profitable in the future.</p><p>That’s the advice Daniel Yoo, head of global asset allocation at Yuanta Securities, Korea, has for clients.</p><p>“What you really need to know is whether or not, in the business environment of Korea and e-commerce, can they be able to generate a huge, profitable return on capital,” Yoo said Thursday on CNBC’s “Street Signs Asia.”</p><p>Coupang is set to debut on the New York Stock Exchange under the ticker “CPNG” later in the day when U.S. markets open.</p><p>The company said it had&nbsp;priced 130 million shares at $35 apiece, raising $4.55 billion and valuing the company around $60 billion. That makes Coupang the largest IPO in the U.S. this year and one of the&nbsp;top 25 biggest listings of all time stateside, by deal size.</p><p>The price is also above the company’s most recent&nbsp;expected range&nbsp;of between $32 and $34 a share.</p><p><b>Market leader</b></p><p>Yoo explained that the valuation and IPO price likely rose because Coupang is the only e-commerce company in South Korea that showed a sizeable gain in market share last year. He said its market size rose from 18.1% in 2019 to about 24.6% last year due to the coronavirus pandemic.</p><p>“Most of the other competitors really did not show any type of changes in terms of market share,” he said. Coupang’s rivals include eBay-owned Gmarket, WeMakePrice, Naver Shopping among others.</p><p>“The fact is that (Coupang is) becoming the biggest e-commerce business within Korea and 24% market share, I think, it might actually even rise further,” Yoo said. “It is possible that they can actually gain as much as 30%+ over the next few years.” That, he explained, would justify why the company’s IPO price has increased.</p><p>Coupang’s regulatory filing showed the company sustained losses over eight quarters through Dec. 31. But a sharp jump in sales last year helped narrow net losses from $770.2 million in 2019 to $567.6 million in 2020</p><p><b>Comparisons with Alibaba, Amazon</b></p><p>The company, whose prominent backers include SoftBank’s Vision Fund and Sequoia Capital, has drawn comparisons with&nbsp;Amazon&nbsp;and&nbsp;Alibaba. Those firms have become tech behemoths after making their public debuts.</p><p>But Yoo said that the consumer markets in the U.S. and China are significantly larger than South Korea. So, even if Coupang is able to increase its market share, he said it is unlikely to see the same kind of sales growth the other two companies saw in the last decade.</p><p>South Korea’s e-commerce market has an estimated value of $90.1 billion in 2020 with an annual growth rate of 22.3%, according to&nbsp;data analytics firm GlobalData. That is expected to grow at a compounded annual rate of 12% to reach $141.8 billion in 2024.</p><p>Spending some of its IPO proceeds on building out a strong distribution platform within Korea could benefit Coupang, according to Yoo.</p><p>The e-commerce firm was founded by Korean-American billionaire Bom Suk Kim in 2010 and is headquartered in Seoul. It has more than 100 fulfilment and logistics centers in over 30 cities that provide next-day delivery for orders placed before midnight. Coupang employs 15,000 drivers in South Korea for its deliveries and has branched out into other services such as food and grocery delivery.</p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPNG":"Coupang, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117588517","content_text":"Coupang shares opened at $64.8 each on Thursday, about 85% higher than the company’s IPO price.Investors looking to buy shares of South Korean e-commerce firm Coupang when it goes public in New York should consider if the company has what it takes to be profitable in the future.That’s the advice Daniel Yoo, head of global asset allocation at Yuanta Securities, Korea, has for clients.“What you really need to know is whether or not, in the business environment of Korea and e-commerce, can they be able to generate a huge, profitable return on capital,” Yoo said Thursday on CNBC’s “Street Signs Asia.”Coupang is set to debut on the New York Stock Exchange under the ticker “CPNG” later in the day when U.S. markets open.The company said it had priced 130 million shares at $35 apiece, raising $4.55 billion and valuing the company around $60 billion. That makes Coupang the largest IPO in the U.S. this year and one of the top 25 biggest listings of all time stateside, by deal size.The price is also above the company’s most recent expected range of between $32 and $34 a share.Market leaderYoo explained that the valuation and IPO price likely rose because Coupang is the only e-commerce company in South Korea that showed a sizeable gain in market share last year. He said its market size rose from 18.1% in 2019 to about 24.6% last year due to the coronavirus pandemic.“Most of the other competitors really did not show any type of changes in terms of market share,” he said. Coupang’s rivals include eBay-owned Gmarket, WeMakePrice, Naver Shopping among others.“The fact is that (Coupang is) becoming the biggest e-commerce business within Korea and 24% market share, I think, it might actually even rise further,” Yoo said. “It is possible that they can actually gain as much as 30%+ over the next few years.” That, he explained, would justify why the company’s IPO price has increased.Coupang’s regulatory filing showed the company sustained losses over eight quarters through Dec. 31. But a sharp jump in sales last year helped narrow net losses from $770.2 million in 2019 to $567.6 million in 2020Comparisons with Alibaba, AmazonThe company, whose prominent backers include SoftBank’s Vision Fund and Sequoia Capital, has drawn comparisons with Amazon and Alibaba. Those firms have become tech behemoths after making their public debuts.But Yoo said that the consumer markets in the U.S. and China are significantly larger than South Korea. So, even if Coupang is able to increase its market share, he said it is unlikely to see the same kind of sales growth the other two companies saw in the last decade.South Korea’s e-commerce market has an estimated value of $90.1 billion in 2020 with an annual growth rate of 22.3%, according to data analytics firm GlobalData. That is expected to grow at a compounded annual rate of 12% to reach $141.8 billion in 2024.Spending some of its IPO proceeds on building out a strong distribution platform within Korea could benefit Coupang, according to Yoo.The e-commerce firm was founded by Korean-American billionaire Bom Suk Kim in 2010 and is headquartered in Seoul. It has more than 100 fulfilment and logistics centers in over 30 cities that provide next-day delivery for orders placed before midnight. Coupang employs 15,000 drivers in South Korea for its deliveries and has branched out into other services such as food and grocery delivery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823818263,"gmtCreate":1633611613298,"gmtModify":1633611613810,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5CP.SI\">$SILVERLAKE AXIS LTD(5CP.SI)$</a>looks hot recently","listText":"<a href=\"https://laohu8.com/S/5CP.SI\">$SILVERLAKE AXIS LTD(5CP.SI)$</a>looks hot recently","text":"$SILVERLAKE AXIS LTD(5CP.SI)$looks hot recently","images":[{"img":"https://static.tigerbbs.com/6aac7d3c24b1816f9489ed27a2b28927","width":"1080","height":"2822"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823818263","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376033161,"gmtCreate":1619067955953,"gmtModify":1634288779835,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Noted Amazon and Microsoft","listText":"Noted Amazon and Microsoft","text":"Noted Amazon and Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/376033161","repostId":"1143508710","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370818948,"gmtCreate":1618571430984,"gmtModify":1634292015126,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567122626731680","authorIdStr":"3567122626731680"},"themes":[],"htmlText":"Hard","listText":"Hard","text":"Hard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370818948","repostId":"1118328524","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}