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2021-10-03

All still good growth 😌...

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2021-11-06

$XPeng Inc.(XPEV)$next tesla?

2021-10-11

Watching 👀

What To Watch As Third-Quarter Earnings Season Begins?

2021-10-13

These r good selections.

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2021-10-05

Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔

3 reasons why airline stocks are screaming buys

2021-10-01

👍

Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction

2021-10-14

Still have a lot of fans out there.

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2021-10-05

Good time to get it?

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2021-10-04

Low on supply = weak sales for Q4??

Nike, Under Armour and others face supply problems in Vietnam

2021-10-01

No funds to buy..

Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave

2021-11-03

Disney + or Netflix? I want both.

Netflix Stock: 3 Metrics To Watch In November

2021-10-22

EV is the new age. But China has more choices coming up fast.

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2021-10-06

Why

? I like Nintendo.

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2021-11-10

$Alibaba(BABA)$return of baba

2021-11-07

$XPeng Inc.(XPEV)$better than NIO?

2021-10-07

Go go go!

Palantir: What Does The Latest $823 Million Military Contract Win Imply?

2021-10-01

Time to be greedy?

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2021-11-08

$XPeng Inc.(XPEV)$future of domestic EV?

2021-11-03

Yeah? Is it time to get my juice yet?

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2021-10-26

Be hungry for it?

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去老虎APP查看更多动态

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href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","text":"$XPeng Inc.(XPEV)$next tesla?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842860251","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848102279,"gmtCreate":1635981171966,"gmtModify":1635981172027,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","listText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","text":"Disney + or Netflix? I want both.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848102279","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","kind":"news","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p>\n<p>Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p>\n<p>Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p>\n<p><b>Stretched valuations</b></p>\n<p>As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p>\n<p>Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p>\n<p>On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p>\n<p><b>Seasonality in November</b></p>\n<p>Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p>\n<p>In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p>\n<p><b>Disney's fiscal Q4 ahead</b></p>\n<p>In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p>\n<p>According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</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>Netflix Stock: 3 Metrics To Watch In November</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\">\nNetflix Stock: 3 Metrics To Watch In November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848109568,"gmtCreate":1635980873266,"gmtModify":1635980873330,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","listText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","text":"Yeah? Is it time to get my juice yet?[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848109568","repostId":"2180522657","repostType":4,"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856748208,"gmtCreate":1635216767146,"gmtModify":1635217064342,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Be hungry for it?[想吃]&nbsp;","listText":"Be hungry for it?[想吃]&nbsp;","text":"Be hungry for it?[想吃]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856748208","repostId":"2178475001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851194512,"gmtCreate":1634877945771,"gmtModify":1634877945771,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"EV is the new age. But China has more choices coming up fast.","listText":"EV is the new age. But China has more choices coming up fast.","text":"EV is the new age. But China has more choices coming up fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851194512","repostId":"2177469414","repostType":4,"isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825577671,"gmtCreate":1634253556965,"gmtModify":1634274405488,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Still have a lot of fans out there.[得意]&nbsp;","listText":"Still have a lot of fans out there.[得意]&nbsp;","text":"Still have a lot of fans out there.[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825577671","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p>\n<p>The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p>\n<p>Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p>\n<p><b>This seems familiar…</b></p>\n<p>First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p>\n<p>But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p>\n<p>If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p>\n<p>The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p>\n<p>Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p>\n<p>Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p>\n<p><b>Apple is a good place to hide</b></p>\n<p>To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p>\n<p>Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p>\n<p>Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</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>Why iPhone Supply Hiccup Is Not A Problem For Apple Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822456789,"gmtCreate":1634168021076,"gmtModify":1634168021076,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"These r good selections.[开心]&nbsp;","listText":"These r good selections.[开心]&nbsp;","text":"These r good selections.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822456789","repostId":"2175157695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828437283,"gmtCreate":1633934152093,"gmtModify":1633934152142,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Watching 👀","listText":"Watching 👀","text":"Watching 👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828437283","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","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":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What To Watch As Third-Quarter Earnings Season Begins?</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\">\nWhat To Watch As Third-Quarter Earnings Season Begins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-11 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823338813,"gmtCreate":1633580480139,"gmtModify":1633580480778,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Go go go!","listText":"Go go go!","text":"Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823338813","repostId":"1131458105","repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohu8.com/m/news/1131458105?lang=&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>\n <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>\n <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>\n <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p>\n<p>The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p>\n<p>Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p>\n<p><b>Palantir’s History of Key Government Contract Wins</b></p>\n<p>Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p>\n<ul>\n <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>\n <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>\n <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>\n <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li>\n</ul>\n<p><b>What do these Milestones Imply?</b></p>\n<p>Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p>\n<p>The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p>\n<p>Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p>\n<p><b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p>\n<p>President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p>\n<p>The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p>\n<p><b>Conclusion</b></p>\n<p>With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</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>Palantir: What Does The Latest $823 Million Military Contract Win Imply?</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\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829607056,"gmtCreate":1633494379941,"gmtModify":1633494379941,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Year end block busters coming up!!!","listText":"Year end block busters coming up!!!","text":"Year end block busters coming up!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829607056","repostId":"1180993953","repostType":4,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829605489,"gmtCreate":1633494238868,"gmtModify":1633494238938,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","listText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","text":"Why [流泪] ? I like Nintendo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829605489","repostId":"1110379173","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820570940,"gmtCreate":1633408314100,"gmtModify":1633408314209,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Good time to get it?","listText":"Good time to get it?","text":"Good time to get it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820570940","repostId":"1121300578","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820547554,"gmtCreate":1633408220436,"gmtModify":1633408220570,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","listText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","text":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820547554","repostId":"1118300110","repostType":4,"repost":{"id":"1118300110","kind":"news","pubTimestamp":1633395826,"share":"https://www.laohu8.com/m/news/1118300110?lang=&edition=full","pubTime":"2021-10-05 09:03","market":"us","language":"en","title":"3 reasons why airline stocks are screaming buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1118300110","media":"Yahoo Finance","summary":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg","content":"<p>The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.</p>\n<p>Shanker cites three reasons for his bullish call.</p>\n<p>First, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.</p>\n<p>Secondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.</p>\n<p>And lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.</p>\n<p>To be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.</p>\n<p>Shares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.</p>\n<p>Meanwhile, The NYSE Arca Airline Index is up 8% in the the last month.</p>\n<p>Not every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.</p>\n<p>\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.</p>","source":"yahoofinance_sg","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>3 reasons why airline stocks are screaming buys</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\">\n3 reasons why airline stocks are screaming buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","DAL":"达美航空","LUV":"西南航空"},"source_url":"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118300110","content_text":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.\nSecondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.\nAnd lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.\nTo be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.\nShares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.\nMeanwhile, The NYSE Arca Airline Index is up 8% in the the last month.\nNot every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.\n\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.","news_type":1,"symbols_score_info":{"AAL":0.9,"DAL":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820962010,"gmtCreate":1633342582870,"gmtModify":1633342582941,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Low on supply = weak sales for Q4??","listText":"Low on supply = weak sales for Q4??","text":"Low on supply = weak sales for Q4??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820962010","repostId":"1145326625","repostType":4,"repost":{"id":"1145326625","kind":"news","pubTimestamp":1633340927,"share":"https://www.laohu8.com/m/news/1145326625?lang=&edition=full","pubTime":"2021-10-04 17:48","market":"us","language":"en","title":"Nike, Under Armour and others face supply problems in Vietnam","url":"https://stock-news.laohu8.com/highlight/detail?id=1145326625","media":"CNN","summary":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at po","content":"<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.</p>\n<p>In particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.</p>\n<p>In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.</p>\n<p>Nike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.</p>\n<p>But as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.</p>\n<p>Even when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.</p>\n<p>Vietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"</p>\n<p>Ugg, Coach and Michael Kors have exposure</p>\n<p>Vietnam is a crucial supplier to the US in particular for apparel and footwear.</p>\n<p>\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.</p>\n<p>In July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.</p>\n<p>The government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.</p>\n<p>All of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.</p>\n<p>In a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"</p>\n<p>Other brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).</p>\n<p>Lyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.</p>\n<p>\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.</p>\n<p>Teen retailer PacSun is expecting an impact to the holiday season.</p>\n<p>Brieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.</p>\n<p>Olson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.</p>\n<p>Now, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.</p>\n<p>And there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Under Armour and others face supply problems in Vietnam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPRI":"Capri Holdings Ltd","DECK":"Deckers Outdoor Corporation","NKE":"耐克","TPR":"Tapestry Inc."},"source_url":"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145326625","content_text":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.\nIn late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.\nNike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.\nBut as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.\nEven when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.\nVietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"\nUgg, Coach and Michael Kors have exposure\nVietnam is a crucial supplier to the US in particular for apparel and footwear.\n\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.\nIn July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.\nThe government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.\nAll of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.\nIn a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"\nOther brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).\nLyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.\n\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.\nTeen retailer PacSun is expecting an impact to the holiday season.\nBrieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.\nOlson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.\nNow, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.\nAnd there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.","news_type":1,"symbols_score_info":{"CPRI":0.9,"DECK":0.9,"NKE":0.9,"TPR":0.9}},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867802928,"gmtCreate":1633232793567,"gmtModify":1633232793567,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"All still good growth 😌...","listText":"All still good growth 😌...","text":"All still good growth 😌...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867802928","repostId":"2172964606","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864395428,"gmtCreate":1633054562483,"gmtModify":1633054704714,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Time to be greedy?","listText":"Time to be greedy?","text":"Time to be greedy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864395428","repostId":"1169857742","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864396703,"gmtCreate":1633054421224,"gmtModify":1633054421566,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"No funds to buy..[流泪]&nbsp;","listText":"No funds to buy..[流泪]&nbsp;","text":"No funds to buy..[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864396703","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p>\n<p>Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p>\n<p>In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p>\n<p>Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p>\n<p>One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p>\n<p>Snowflake Stock: Competition Increasing From Google Cloud?</p>\n<p>Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p>\n<p>But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p>\n<p>Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p>\n<p>At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p>\n<p>The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p>\n<p>Possible Threat From Amazon</p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p>\n<p>Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p>\n<p>Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p>\n<p>Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p>\n<p>Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p>\n<p>SNOW Stock: ServiceNow Veterans Lead Company</p>\n<p>Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p>\n<p>Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p>\n<p>Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p>\n<p>Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p>\n<p>In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p>Amazon Web Services A 'Frenemy'</p>\n<p>\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p>\n<p>\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p>\n<p>Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p>\n<p>When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p>\n<p>Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p>\n<p>Snowflake Stock Fundamental Analysis</p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p>\n<p>Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p>\n<p>Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p>\n<p>Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p>\n<p>\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p>\n<p>Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p>\n<p>Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p>\n<p>Snowflake Stock Gains Traction In Large Deals</p>\n<p>Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p>\n<p>Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p>\n<p>Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p>\n<p>The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p>\n<p>In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p>\n<p>\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p>\n<p>For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p>\n<p>SNOW Stock Technical Analysis</p>\n<p>Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p>\n<p>SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p>\n<p>Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p>\n<p>Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p>\n<p>Snowflake stock hit a 12-month low of 184.71 on May 13.</p>\n<p>Is Snowflake Stock A Buy Right Now?</p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p>","source":"lsy1610449120050","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>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave</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\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services ...</p>\n\n<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867802928,"gmtCreate":1633232793567,"gmtModify":1633232793567,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"All still good growth 😌...","listText":"All still good growth 😌...","text":"All still good growth 😌...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867802928","repostId":"2172964606","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842860251,"gmtCreate":1636162594755,"gmtModify":1636162791087,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","text":"$XPeng Inc.(XPEV)$next tesla?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842860251","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828437283,"gmtCreate":1633934152093,"gmtModify":1633934152142,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Watching 👀","listText":"Watching 👀","text":"Watching 👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828437283","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","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":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What To Watch As Third-Quarter Earnings Season Begins?</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\">\nWhat To Watch As Third-Quarter Earnings Season Begins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-11 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>\n <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822456789,"gmtCreate":1634168021076,"gmtModify":1634168021076,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"These r good selections.[开心]&nbsp;","listText":"These r good selections.[开心]&nbsp;","text":"These r good selections.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822456789","repostId":"2175157695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820547554,"gmtCreate":1633408220436,"gmtModify":1633408220570,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","listText":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","text":"Sure is a good buy or good bye? Maybe other stocks r more promising. 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820547554","repostId":"1118300110","repostType":4,"repost":{"id":"1118300110","kind":"news","pubTimestamp":1633395826,"share":"https://www.laohu8.com/m/news/1118300110?lang=&edition=full","pubTime":"2021-10-05 09:03","market":"us","language":"en","title":"3 reasons why airline stocks are screaming buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1118300110","media":"Yahoo Finance","summary":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg","content":"<p>The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.</p>\n<p>Shanker cites three reasons for his bullish call.</p>\n<p>First, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.</p>\n<p>Secondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.</p>\n<p>And lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.</p>\n<p>To be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.</p>\n<p>Shares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.</p>\n<p>Meanwhile, The NYSE Arca Airline Index is up 8% in the the last month.</p>\n<p>Not every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.</p>\n<p>\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.</p>","source":"yahoofinance_sg","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>3 reasons why airline stocks are screaming buys</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\">\n3 reasons why airline stocks are screaming buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","DAL":"达美航空","LUV":"西南航空"},"source_url":"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118300110","content_text":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.\nSecondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.\nAnd lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.\nTo be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.\nShares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.\nMeanwhile, The NYSE Arca Airline Index is up 8% in the the last month.\nNot every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.\n\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.","news_type":1,"symbols_score_info":{"AAL":0.9,"DAL":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864398870,"gmtCreate":1633054259141,"gmtModify":1633054259247,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864398870","repostId":"1124647688","repostType":4,"repost":{"id":"1124647688","kind":"news","pubTimestamp":1633048079,"share":"https://www.laohu8.com/m/news/1124647688?lang=&edition=full","pubTime":"2021-10-01 08:27","market":"us","language":"en","title":"Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1124647688","media":"MarketWatch","summary":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, ","content":"<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.</p>\n<p>The Wharton professorcredited with calling Dow 20,000&nbsp;in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”</p>\n<p>The academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.</p>\n<p>Parts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.</p>\n<p><b>Read:</b>Inflation in the U.S. is running at the highest level in 30 years</p>\n<p><b>Also:</b>Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022</p>\n<p>“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”</p>\n<p>The rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.</p>\n<p>Powell and others at the Fed have contended for months that the surge in inflation was “transitory.”</p>\n<p>However, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.</p>\n<p>Siegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.</p>\n<p>On Wednesday, the S&amp;P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.</p>\n<p>A correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.</p>\n<p>Meanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.</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>Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction</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\">\nProfessor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating...</p>\n\n<a href=\"https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2\">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/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124647688","content_text":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.\nThe Wharton professorcredited with calling Dow 20,000 in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”\nThe academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.\nParts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.\nRead:Inflation in the U.S. is running at the highest level in 30 years\nAlso:Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022\n“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”\nThe rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.\nPowell and others at the Fed have contended for months that the surge in inflation was “transitory.”\nHowever, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.\nSiegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.\nOn Wednesday, the S&P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.\nA correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.\nMeanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825577671,"gmtCreate":1634253556965,"gmtModify":1634274405488,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Still have a lot of fans out there.[得意]&nbsp;","listText":"Still have a lot of fans out there.[得意]&nbsp;","text":"Still have a lot of fans out there.[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825577671","repostId":"1176037392","repostType":4,"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820570940,"gmtCreate":1633408314100,"gmtModify":1633408314209,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Good time to get it?","listText":"Good time to get it?","text":"Good time to get it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820570940","repostId":"1121300578","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820962010,"gmtCreate":1633342582870,"gmtModify":1633342582941,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Low on supply = weak sales for Q4??","listText":"Low on supply = weak sales for Q4??","text":"Low on supply = weak sales for Q4??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820962010","repostId":"1145326625","repostType":4,"repost":{"id":"1145326625","kind":"news","pubTimestamp":1633340927,"share":"https://www.laohu8.com/m/news/1145326625?lang=&edition=full","pubTime":"2021-10-04 17:48","market":"us","language":"en","title":"Nike, Under Armour and others face supply problems in Vietnam","url":"https://stock-news.laohu8.com/highlight/detail?id=1145326625","media":"CNN","summary":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at po","content":"<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.</p>\n<p>In particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.</p>\n<p>In late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.</p>\n<p>Nike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.</p>\n<p>But as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.</p>\n<p>Even when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.</p>\n<p>Vietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"</p>\n<p>Ugg, Coach and Michael Kors have exposure</p>\n<p>Vietnam is a crucial supplier to the US in particular for apparel and footwear.</p>\n<p>\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.</p>\n<p>In July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.</p>\n<p>The government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.</p>\n<p>All of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.</p>\n<p>In a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"</p>\n<p>Other brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).</p>\n<p>Lyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.</p>\n<p>\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.</p>\n<p>Teen retailer PacSun is expecting an impact to the holiday season.</p>\n<p>Brieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.</p>\n<p>Olson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.</p>\n<p>Now, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.</p>\n<p>And there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.</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>Nike, Under Armour and others face supply problems in Vietnam</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Under Armour and others face supply problems in Vietnam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPRI":"Capri Holdings Ltd","DECK":"Deckers Outdoor Corporation","NKE":"耐克","TPR":"Tapestry Inc."},"source_url":"https://edition.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145326625","content_text":"New York (CNN)Surging shopper demand coupled with shipping container shortages and bottlenecks at ports have already triggered tighter supply of products, from cars to shoes.\nIn particular, some of America's biggest sellers of clothing and shoes cite one catalyst that has compounded the pressure: factory closures in Vietnam stemming from a second wave of the coronavirus outbreak there. That's led brands from PacSun to Nike to warn about the effects on their supply.\nIn late September, Nike (NKE) cut its full-year sales outlook due to supply chain issues, despite its CEO noting strong consumer demand.\nNike makes about three-quarters of its shoes in Southeast Asia, with 51% and 24% of manufacturing in Vietnam and Indonesia respectively.\nBut as the Vietnam government imposed pandemic-related restrictions, including a mandatory shutdown of factories for several weeks from July into September, Nike said it incurred 10 weeks of lost production.\nEven when factories start to reopen, which the company expects to happen in phases beginning in October, ramping up to full production could take several months, Nike's chief financial officer Matthew Friend said in a recent earnings call. Half of Nike's clothing factories in Vietnam are currently closed, company executives said during that call.\nVietnam accounts for a third of sports brand Under Armour's footwear and clothing production. Under Armour (UA)'s CEO Patrik Frisk said during its most recent earnings call in August that it was closely monitoring impact of factory shutdowns there on its supply chain there, calling it a \"developing situation.\"\nUgg, Coach and Michael Kors have exposure\nVietnam is a crucial supplier to the US in particular for apparel and footwear.\n\"It's a very big partner of the United States. It's our second largest source of apparel and footwear,\" said Steve Lamar, president and CEO of the American Apparel and Footwear Association, an industry group. China is the largest supplier of clothing and shoes, according to the AAFA.\nIn July, Vietnam was caught in the throes of a coronavirus outbreak caused by a suspected new variant of the virus, which Vietnam's health minister said led to a fast spread of new infections in the nation's industrial zones.\nThe government subsequently imposed strict lockdowns and temporarily shut factories there until mid-August, then extended it into September. Some factories are still closed.\nAll of this means that production for everything from sneakers and sandals to jeans, dresses, T-shirts, jackets and more is stalled.\nIn a research note last month, BITG analyst Camilo Lyon said athletic footwear brands such as Nike and Adidas are most at risk of having serious supply chain disruptions because \"Vietnam has served as a strong manufacturing alternative to China in recent years.\"\nOther brands that have significant manufacturing exposure to Vietnam, he said, include Ugg maker Deckers Outdoor (DECK), Columbia Sportswear, Coach parent Tapestry (TPR) and Capri Holdings (which owns the Michael Kors brand).\nLyon estimates it may take five to six months for factories in Vietnam to be back up and running normally when the lockdown ends. And whenever they do come back on line, he anticipates another issue: staffing.\n\"Vietnamese factories will also likely have trouble getting workers to come back to work post-lockdown,\" he said.\nTeen retailer PacSun is expecting an impact to the holiday season.\nBrieane Olson, president of PacSun, said in an interview in August with CNNBusiness that about 10% of its goods are sourced from Vietnam.\nOlson said the retailer was already dealing with a two-to-four week delay for its back-to-school inventory this year because of the ongoing global supply chain delays.\nNow, she said, new products for the winter and holiday season is likely to also face another four-week delay, she said, making it a challenge to get new fashions and styles in jeans, tops, sweaters and sweatshirts into stores in a timely manner.\nAnd there's an additional effect on the consumer, Olson said: Having less product means the retailer will pull back on discounts \"because there is no need for it,\" she said.","news_type":1,"symbols_score_info":{"CPRI":0.9,"DECK":0.9,"NKE":0.9,"TPR":0.9}},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864396703,"gmtCreate":1633054421224,"gmtModify":1633054421566,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"No funds to buy..[流泪]&nbsp;","listText":"No funds to buy..[流泪]&nbsp;","text":"No funds to buy..[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864396703","repostId":"1155834484","repostType":4,"repost":{"id":"1155834484","kind":"news","pubTimestamp":1633047614,"share":"https://www.laohu8.com/m/news/1155834484?lang=&edition=full","pubTime":"2021-10-01 08:20","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=1155834484","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),M","content":"<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants<b>Amazon.com</b>(AMZN),<b>Microsoft</b>(MSFT) and<b>Alphabet</b>'s (GOOGL) Google.</p>\n<p>Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p>\n<p>In a \"coopetition\" model, thecloud giantsgive their customers a green light to buy<b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p>\n<p>Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from<b>Teradata</b>(TDC),<b>Oracle</b>(ORCL) and<b>IBM</b>(IBM).</p>\n<p>One Snowflake customer is pharma giant<b>Pfizer</b>(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.</p>\n<p>Snowflake Stock: Competition Increasing From Google Cloud?</p>\n<p>Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p>\n<p>But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.</p>\n<p>Snowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p>\n<p>At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p>\n<p>The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p>\n<p>Possible Threat From Amazon</p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p>\n<p>Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.</p>\n<p>Databricks, which usesartificial intelligence, is expected to launch its own IPO.<b>Hewlett Packard Enterprise</b>(HPE), with its GreenLake platform, is another rival.</p>\n<p>Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p>\n<p>Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p>\n<p>SNOW Stock: ServiceNow Veterans Lead Company</p>\n<p>Snowflake brought inFrank Slootman as chief executive&nbsp;in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p>\n<p>Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p>\n<p>Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p>\n<p>Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p>\n<p>In June, Snowflake partnered with<b>C3.ai</b>(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p>Amazon Web Services A 'Frenemy'</p>\n<p>\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p>\n<p>\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p>\n<p>Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p>\n<p>When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.</p>\n<p>Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p>\n<p>Snowflake Stock Fundamental Analysis</p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as<b>Salesforce.com</b>(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p>\n<p>Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p>\n<p>Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p>\n<p>Snowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p>\n<p>\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p>\n<p>Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p>\n<p>Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p>\n<p>Snowflake Stock Gains Traction In Large Deals</p>\n<p>Snowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.</p>\n<p>Snowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.</p>\n<p>Snowflake sales soared 110% in the April quarter and 117% in the January quarter.</p>\n<p>The provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.</p>\n<p>In addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.</p>\n<p>\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"</p>\n<p>For the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.</p>\n<p>SNOW Stock Technical Analysis</p>\n<p>Snowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p>\n<p>SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p>\n<p>Snowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p>\n<p>Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.</p>\n<p>Snowflake stock hit a 12-month low of 184.71 on May 13.</p>\n<p>Is Snowflake Stock A Buy Right Now?</p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof&nbsp; 53 out of a best possible 99, according toIBD Stock Checkup.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>One bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>SNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p>","source":"lsy1610449120050","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>Is Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave</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\">\nIs Snowflake Stock A Buy? Data Analytics Specialist Rides Cloud Computing Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services ...</p>\n\n<a href=\"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155834484","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giantsAmazon.com(AMZN),Microsoft(MSFT) andAlphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, thecloud giantsgive their customers a green light to buySnowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products fromTeradata(TDC),Oracle(ORCL) andIBM(IBM).\nOne Snowflake customer is pharma giantPfizer(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into thedistribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 5% in August, 3.4% in July and 8.7% in June.\nSnowflake stock has out-performed the software sector since mid-May. It's up 13% in 2021.\nSnowflake stock hit an all-time high of 429 in early December last year. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding roundvalued Databricks at $28 billion.\nDatabricks, which usesartificial intelligence, is expected to launch its own IPO.Hewlett Packard Enterprise(HPE), with its GreenLake platform, is another rival.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought inFrank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered withC3.ai(AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiderssuper-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such asSalesforce.com(CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSnowflake Stock Gains Traction In Large Deals\nSnowflake's July quarter decelerated from the previous quarter but topped analyst estimates as it gained traction with large deals in the financial services and healthcare markets.\nSnowflake said July-quarter revenue jumped 104% to $272.2 million from a year earlier. Analysts had estimated Snowflake revenue of $256.5 million.\nSnowflake sales soared 110% in the April quarter and 117% in the January quarter.\nThe provider of cloud-based data analytics software said product revenue rose 103% to $254.6 million vs. estimates of $240 million.\nIn addition, Snowflake said it now has 116 customers with \"trailing 12-month product revenue greater than $1 million,\" up from 104 such customers as of April 30.\n\"SNOW stock ended the quarter with 12 net new $1 million-plus customers (vs. 27 last quarter, 8 a year ago), bringing total $1 million-plus customers to 116,\" said Cowen analyst J. Derrick Wood in a report. \"Management cited strength come from rising deal sizes, strong competitive win rates, high sales productivity levels and balanced demand across geographies, customer segments and verticals. SNOW's recent vertically-focused, go-to-market initiatives are resonating particularly well in financial services and healthcare.\"\nFor the October quarter, Snowflake forecast product revenue in a range of $280 million to $285 million, above estimates of $270.5 million.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16, 2020, at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged acup-with-handle baseover the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Ratingof  53 out of a best possible 99, according toIBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne bright spot is that Snowflake stock owns an Accumulation/Distribution Rating of B, according toIBD MarketSmithanalysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet toform a basewith a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848102279,"gmtCreate":1635981171966,"gmtModify":1635981172027,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","listText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","text":"Disney + or Netflix? I want both.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848102279","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","kind":"news","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p>\n<p>Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p>\n<p>Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p>\n<p><b>Stretched valuations</b></p>\n<p>As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p>\n<p>Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p>\n<p>On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p>\n<p><b>Seasonality in November</b></p>\n<p>Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p>\n<p>In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p>\n<p><b>Disney's fiscal Q4 ahead</b></p>\n<p>In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p>\n<p>According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</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>Netflix Stock: 3 Metrics To Watch In November</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\">\nNetflix Stock: 3 Metrics To Watch In November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851194512,"gmtCreate":1634877945771,"gmtModify":1634877945771,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"EV is the new age. But China has more choices coming up fast.","listText":"EV is the new age. But China has more choices coming up fast.","text":"EV is the new age. But China has more choices coming up fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851194512","repostId":"2177469414","repostType":4,"isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829605489,"gmtCreate":1633494238868,"gmtModify":1633494238938,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","listText":"Why&nbsp;[流泪]&nbsp;? I like Nintendo.","text":"Why [流泪] ? I like Nintendo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829605489","repostId":"1110379173","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847850430,"gmtCreate":1636507994749,"gmtModify":1636507994868,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>return of baba[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>return of baba[财迷]&nbsp;","text":"$Alibaba(BABA)$return of baba[财迷]","images":[{"img":"https://static.tigerbbs.com/08eb0381d0e9bdbd6735475b04d50447","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847850430","isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845068701,"gmtCreate":1636253888488,"gmtModify":1636253888601,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","text":"$XPeng Inc.(XPEV)$better than NIO?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845068701","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823338813,"gmtCreate":1633580480139,"gmtModify":1633580480778,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Go go go!","listText":"Go go go!","text":"Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823338813","repostId":"1131458105","repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohu8.com/m/news/1131458105?lang=&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>\n <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>\n <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>\n <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p>\n<p>The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p>\n<p>Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p>\n<p><b>Palantir’s History of Key Government Contract Wins</b></p>\n<p>Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p>\n<ul>\n <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>\n <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>\n <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>\n <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li>\n</ul>\n<p><b>What do these Milestones Imply?</b></p>\n<p>Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p>\n<p>The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p>\n<p>Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p>\n<p><b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p>\n<p>President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p>\n<p>The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p>\n<p><b>Conclusion</b></p>\n<p>With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</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>Palantir: What Does The Latest $823 Million Military Contract Win Imply?</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\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864395428,"gmtCreate":1633054562483,"gmtModify":1633054704714,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Time to be greedy?","listText":"Time to be greedy?","text":"Time to be greedy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864395428","repostId":"1169857742","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845643703,"gmtCreate":1636336719044,"gmtModify":1636337116462,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>future of domestic EV?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>future of domestic EV?","text":"$XPeng Inc.(XPEV)$future of domestic EV?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845643703","isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848109568,"gmtCreate":1635980873266,"gmtModify":1635980873330,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","listText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","text":"Yeah? Is it time to get my juice yet?[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848109568","repostId":"2180522657","repostType":4,"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856748208,"gmtCreate":1635216767146,"gmtModify":1635217064342,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Be hungry for it?[想吃]&nbsp;","listText":"Be hungry for it?[想吃]&nbsp;","text":"Be hungry for it?[想吃]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856748208","repostId":"2178475001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}