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Melchang

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2021-08-19

Wish I bought the other time when price was low!

Nvidia Stock Is Surging on Strong Earnings. Here’s What to Know.

2021-08-06

Other reviews seem a bit mixed.

抱歉，原内容已删除

2021-08-05

Interesting!

Boeing Bounces Because the MAX Might Get Approved in China

2021-08-04

Happy to see tencent going up!

Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports

2021-07-30

Oh no! This is a drop.

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2021-07-29

Wow that’s good to know

抱歉，原内容已删除

2021-07-29

😉

抱歉，原内容已删除

2021-06-21

Ohhhhh wow!

BlackBerry Stock Is the Real Deal, but Don’t Pay More than $10 for It

2021-06-18

Wow!

Palantir: The Untold Truth

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I bought the other time when price was low!&nbsp;","listText":"Wish I bought the other time when price was low!&nbsp;","text":"Wish I bought the other time when price was low!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831226458","repostId":"1121203256","repostType":4,"repost":{"id":"1121203256","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":1629326730,"share":"https://www.laohu8.com/m/news/1121203256?lang=&edition=full","pubTime":"2021-08-19 06:45","market":"us","language":"en","title":"Nvidia Stock Is Surging on Strong Earnings. 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Revenue rose 68% to $6.5 billion.</p>\n<p>Analysts&nbsp;had forecast&nbsp;adjusted earnings of $1.01 a share on revenue of $6.3 billion.</p>\n<p>Nvidia slightly topped expectations for its data center and videogame businesses. The company reported second-quarter data-center revenue rose 35% to $2.4 billion, from a year ago, as videogame revenue grew 85% to $3.1 billion; analysts had expected revenue of $2.3 billion, and $3 billion respectively. The company’s closely watched quarterly&nbsp;cryptocurrency-mining-chip&nbsp;sales arrived well below the finance chief’s forecast.</p>\n<p>Chief Financial Officer Colette Kress&nbsp;said in written remarks&nbsp;that the data-center growth was a result of more companies adopting Ampere-based server chips, which the company began selling last year. 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Declining sales may prove a relief to some investors who were concerned the company’s success in recent quarters resulted from soaring cryptocurrency prices.</p>\n<p>The chip maker said it expected third-quarter revenue of roughly $6.8 billion, and didn’t issue an adjusted earnings-per-share forecast. Analysts had expected revenue of $6.5 billion.</p>\n<p>Despite reports of trouble, Nvidia said it was “working through the regulatory process” for its&nbsp;$40 billion acquisition&nbsp;of Arm Holdings, and said it believed the deal would go through. Kress said discussions with regulators were taking longer than the company had predicted.</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>Nvidia Stock Is Surging on Strong Earnings. 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Here’s What to Know.\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\">2021-08-19 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Graphics-chip maker Nvidia reported record games and data-center revenue late Wednesday, which helped power the company past consensus estimates.</p>\n<p>Nvidia (ticker: NVDA) stock jumped 2.2% in the extended session, after falling 2.2% to $190.40 in regular trading Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/56cb37391abaf1c28229e3ef8a5de555\" tg-width=\"896\" tg-height=\"638\" width=\"100%\" height=\"auto\"></p>\n<p>Nvidia&nbsp;reported fiscal-second-quarter&nbsp;net income of $2.4 billion, which amounts to 94 cents a share, compared with a profit of $622 million, or 25 cents a share, in the year-ago period. Adjusted for stock compensation, among other things, earnings were $1.04 a share. Revenue rose 68% to $6.5 billion.</p>\n<p>Analysts&nbsp;had forecast&nbsp;adjusted earnings of $1.01 a share on revenue of $6.3 billion.</p>\n<p>Nvidia slightly topped expectations for its data center and videogame businesses. The company reported second-quarter data-center revenue rose 35% to $2.4 billion, from a year ago, as videogame revenue grew 85% to $3.1 billion; analysts had expected revenue of $2.3 billion, and $3 billion respectively. The company’s closely watched quarterly&nbsp;cryptocurrency-mining-chip&nbsp;sales arrived well below the finance chief’s forecast.</p>\n<p>Chief Financial Officer Colette Kress&nbsp;said in written remarks&nbsp;that the data-center growth was a result of more companies adopting Ampere-based server chips, which the company began selling last year. Hyperscale customers contributed to sequential growth from the first quarter, Kress said.</p>\n<p>Videogame-revenue growth was driven by higher sales of graphics processors, and its chips designed for&nbsp;Nintendo‘s mobile Switch console, Kress said. Though the company is unable to determine whether its graphics chips are used by gamers or cryptocurrency miners, Kress said 80% of the graphics chips shipped had their mining capabilities limited.</p>\n<p>Nvidia reported cryptocurrency-chip revenue of $266 million, well below Kress’ $400 million forecast. The company includes crypto-mining chips in its OEM segment, which reported overall revenue of $409 million.</p>\n<p>Investors have followed Nvidia’s cryptocurrency sales closely because a drop in prices several years ago led to roughly&nbsp;four quarters of declining revenue for the company. Declining sales may prove a relief to some investors who were concerned the company’s success in recent quarters resulted from soaring cryptocurrency prices.</p>\n<p>The chip maker said it expected third-quarter revenue of roughly $6.8 billion, and didn’t issue an adjusted earnings-per-share forecast. Analysts had expected revenue of $6.5 billion.</p>\n<p>Despite reports of trouble, Nvidia said it was “working through the regulatory process” for its&nbsp;$40 billion acquisition&nbsp;of Arm Holdings, and said it believed the deal would go through. Kress said discussions with regulators were taking longer than the company had predicted.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121203256","content_text":"Graphics-chip maker Nvidia reported record games and data-center revenue late Wednesday, which helped power the company past consensus estimates.\nNvidia (ticker: NVDA) stock jumped 2.2% in the extended session, after falling 2.2% to $190.40 in regular trading Wednesday.\n\nNvidia reported fiscal-second-quarter net income of $2.4 billion, which amounts to 94 cents a share, compared with a profit of $622 million, or 25 cents a share, in the year-ago period. Adjusted for stock compensation, among other things, earnings were $1.04 a share. Revenue rose 68% to $6.5 billion.\nAnalysts had forecast adjusted earnings of $1.01 a share on revenue of $6.3 billion.\nNvidia slightly topped expectations for its data center and videogame businesses. The company reported second-quarter data-center revenue rose 35% to $2.4 billion, from a year ago, as videogame revenue grew 85% to $3.1 billion; analysts had expected revenue of $2.3 billion, and $3 billion respectively. The company’s closely watched quarterly cryptocurrency-mining-chip sales arrived well below the finance chief’s forecast.\nChief Financial Officer Colette Kress said in written remarks that the data-center growth was a result of more companies adopting Ampere-based server chips, which the company began selling last year. Hyperscale customers contributed to sequential growth from the first quarter, Kress said.\nVideogame-revenue growth was driven by higher sales of graphics processors, and its chips designed for Nintendo‘s mobile Switch console, Kress said. Though the company is unable to determine whether its graphics chips are used by gamers or cryptocurrency miners, Kress said 80% of the graphics chips shipped had their mining capabilities limited.\nNvidia reported cryptocurrency-chip revenue of $266 million, well below Kress’ $400 million forecast. The company includes crypto-mining chips in its OEM segment, which reported overall revenue of $409 million.\nInvestors have followed Nvidia’s cryptocurrency sales closely because a drop in prices several years ago led to roughly four quarters of declining revenue for the company. Declining sales may prove a relief to some investors who were concerned the company’s success in recent quarters resulted from soaring cryptocurrency prices.\nThe chip maker said it expected third-quarter revenue of roughly $6.8 billion, and didn’t issue an adjusted earnings-per-share forecast. Analysts had expected revenue of $6.5 billion.\nDespite reports of trouble, Nvidia said it was “working through the regulatory process” for its $40 billion acquisition of Arm Holdings, and said it believed the deal would go through. Kress said discussions with regulators were taking longer than the company had predicted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899407111,"gmtCreate":1628209141633,"gmtModify":1633752643380,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Other reviews seem a bit mixed.&nbsp;","listText":"Other reviews seem a bit mixed.&nbsp;","text":"Other reviews seem a bit mixed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899407111","repostId":"2157243466","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890278416,"gmtCreate":1628122143135,"gmtModify":1633753451094,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Interesting!&nbsp;","listText":"Interesting!&nbsp;","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890278416","repostId":"1132985416","repostType":4,"repost":{"id":"1132985416","kind":"news","pubTimestamp":1628090092,"share":"https://www.laohu8.com/m/news/1132985416?lang=&edition=full","pubTime":"2021-08-04 23:14","market":"us","language":"en","title":"Boeing Bounces Because the MAX Might Get Approved in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1132985416","media":"Bloomberg","summary":"(Aug 4) Boeing Bounces Because the MAX Might Get Approved in China.\nABoeing Co.737 Max jet is about ","content":"<p>(Aug 4) <a href=\"https://laohu8.com/S/BA\">Boeing</a> Bounces Because the MAX Might Get Approved in China.</p>\n<p><img src=\"https://static.tigerbbs.com/2d4f932f04f95f4d1aca240fbfb93be0\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\">ABoeing Co.737 Max jet is about to leave for China to conduct a flight test for regulators, people familiar with the matter said, a step toward lifting the plane’s more than two-year grounding in the country following two fatal crashes.</p>\n<p>The 737-7 was scheduled to take off from Seattle’s Boeing Field at around 8 a.m. local time, bound for John Rodgers Field outside Honolulu, according to FlightRadar24, a flight-tracking site. Boeing didn’t immediately comment.</p>\n<p>Boeing’s shares recovered from a morning slump after Bloomberg News reported on the flight, rising as much as 1.4%. The stock was up less than 1% at $229.92 at 10:54 a.m. in New York. Boeing had climbed 7% this year through Tuesday, about half the gain of the Dow Jones Industrial Average.</p>\n<p>The Hawaii flight is the first leg of a trip across the Pacific, said the people, who asked not to be named because the matter is private. With the Max also barred from Russian airspace, the narrow-body plane will travel near the equator to China rather than take the shorter northern crossing that is typically flown by commercial aircraft.</p>\n<p>While the Max’s validation flight in China would be a milestone, the country’s regulators still could take months to wrap up their work before allowing the plane to resume commercial service. Boeingsent a delegationof around 35 pilots and engineers to the nation last month to meet with regulators and prepare for simulator and flight testing.</p>\n<p>The stakes are enormous for Boeing, which hasn’t logged a major jet order from China in years as trade tensions simmered. The resumption of Max deliveries would bolster the company’s plans to speed production of its principal money maker as demand recovers from a global pandemic and a worldwide flying ban on the model.</p>\n<p>About 175 nations have cleared the Max to resume service after Boeing redesigned a flight-control system linked to crashes in late 2018 and early 2019 that killed 346 people.</p>\n<p>Chief Executive Officer Dave Calhoun has been upbeat about prospects for the planemaker and the Max in China, after U.S. Deputy Secretary of State Wendy Sherman traveled to the country for diplomatic meetings.</p>\n<p>The Max will be cleared to fly in China and the rest of the globe by year-end, Calhoun said during the company’searnings calllast month. With the Winter Olympics looming and the effects of the Covid-19 pandemic hopefully receding, China’s airlines are clamoring to get the Max back in service, he said. Talks with CAAC, China’s air regulator, have been encouraging and constructive, Calhoun said.</p>","source":"lsy1584095487587","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>Boeing Bounces Because the MAX Might Get Approved in China</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\">\nBoeing Bounces Because the MAX Might Get Approved in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/boeing-737-max-heads-to-china-for-key-test-to-end-flight-ban><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Aug 4) Boeing Bounces Because the MAX Might Get Approved in China.\nABoeing Co.737 Max jet is about to leave for China to conduct a flight test for regulators, people familiar with the matter said, a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/boeing-737-max-heads-to-china-for-key-test-to-end-flight-ban\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAAS":"中汽系统","BA":"波音","08100":"名科国际"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/boeing-737-max-heads-to-china-for-key-test-to-end-flight-ban","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132985416","content_text":"(Aug 4) Boeing Bounces Because the MAX Might Get Approved in China.\nABoeing Co.737 Max jet is about to leave for China to conduct a flight test for regulators, people familiar with the matter said, a step toward lifting the plane’s more than two-year grounding in the country following two fatal crashes.\nThe 737-7 was scheduled to take off from Seattle’s Boeing Field at around 8 a.m. local time, bound for John Rodgers Field outside Honolulu, according to FlightRadar24, a flight-tracking site. Boeing didn’t immediately comment.\nBoeing’s shares recovered from a morning slump after Bloomberg News reported on the flight, rising as much as 1.4%. The stock was up less than 1% at $229.92 at 10:54 a.m. in New York. Boeing had climbed 7% this year through Tuesday, about half the gain of the Dow Jones Industrial Average.\nThe Hawaii flight is the first leg of a trip across the Pacific, said the people, who asked not to be named because the matter is private. With the Max also barred from Russian airspace, the narrow-body plane will travel near the equator to China rather than take the shorter northern crossing that is typically flown by commercial aircraft.\nWhile the Max’s validation flight in China would be a milestone, the country’s regulators still could take months to wrap up their work before allowing the plane to resume commercial service. Boeingsent a delegationof around 35 pilots and engineers to the nation last month to meet with regulators and prepare for simulator and flight testing.\nThe stakes are enormous for Boeing, which hasn’t logged a major jet order from China in years as trade tensions simmered. The resumption of Max deliveries would bolster the company’s plans to speed production of its principal money maker as demand recovers from a global pandemic and a worldwide flying ban on the model.\nAbout 175 nations have cleared the Max to resume service after Boeing redesigned a flight-control system linked to crashes in late 2018 and early 2019 that killed 346 people.\nChief Executive Officer Dave Calhoun has been upbeat about prospects for the planemaker and the Max in China, after U.S. Deputy Secretary of State Wendy Sherman traveled to the country for diplomatic meetings.\nThe Max will be cleared to fly in China and the rest of the globe by year-end, Calhoun said during the company’searnings calllast month. With the Winter Olympics looming and the effects of the Covid-19 pandemic hopefully receding, China’s airlines are clamoring to get the Max back in service, he said. Talks with CAAC, China’s air regulator, have been encouraging and constructive, Calhoun said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807427425,"gmtCreate":1628052049067,"gmtModify":1633754009689,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Happy to see tencent going up!&nbsp;","listText":"Happy to see tencent going up!&nbsp;","text":"Happy to see tencent going up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807427425","repostId":"1124524228","repostType":4,"repost":{"id":"1124524228","kind":"news","pubTimestamp":1628049006,"share":"https://www.laohu8.com/m/news/1124524228?lang=&edition=full","pubTime":"2021-08-04 11:50","market":"us","language":"en","title":"Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports","url":"https://stock-news.laohu8.com/highlight/detail?id=1124524228","media":"Bloomberg","summary":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investo","content":"<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.</p>\n<p>The Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.</p>\n<p>The moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.</p>\n<p>“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”</p>\n<p>On Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.</p>\n<p>Sportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.</p>\n<p>A Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.</p>\n<p>Wynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.</p>\n<p>Chinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.</p>","source":"lsy1584095487587","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>Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports</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\">\nHong Kong Stock Market Rebounds, Led by Tencent, Anta Sports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","00700":"腾讯控股","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124524228","content_text":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.\nThe moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.\n“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”\nOn Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.\nSportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.\nA Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.\nWynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.\nChinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808579010,"gmtCreate":1627603940230,"gmtModify":1633757926132,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Oh no! This is a drop.&nbsp;","listText":"Oh no! This is a drop.&nbsp;","text":"Oh no! This is a drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808579010","repostId":"1154593458","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801502960,"gmtCreate":1627521392150,"gmtModify":1633764186186,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Wow that’s good to know&nbsp;","listText":"Wow that’s good to know&nbsp;","text":"Wow that’s good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801502960","repostId":"1113317492","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801506885,"gmtCreate":1627521355847,"gmtModify":1633764186897,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801506885","repostId":"1166151449","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167563725,"gmtCreate":1624278082367,"gmtModify":1634008543177,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Ohhhhh wow!&nbsp;","listText":"Ohhhhh wow!&nbsp;","text":"Ohhhhh wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167563725","repostId":"1164368267","repostType":2,"repost":{"id":"1164368267","kind":"news","pubTimestamp":1624276269,"share":"https://www.laohu8.com/m/news/1164368267?lang=&edition=full","pubTime":"2021-06-21 19:51","market":"us","language":"en","title":"BlackBerry Stock Is the Real Deal, but Don’t Pay More than $10 for It","url":"https://stock-news.laohu8.com/highlight/detail?id=1164368267","media":"InvestorPlace\t","summary":"Once an iconic mobile phone provider, BB stock has new life post-meme status.\n\nBlackBerry(NYSE:BB) s","content":"<blockquote>\n Once an iconic mobile phone provider, BB stock has new life post-meme status.\n</blockquote>\n<p><b>BlackBerry</b>(NYSE:<b><u>BB</u></b>) stock is a play many GenXers and boomers are familiar with from the early days of mobile phones. Younger generations likely know it as meme stock these days.</p>\n<p><img src=\"https://static.tigerbbs.com/20274999833539baa8be2b9e884a70ee\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p>\n<p>Both have it slightly right. However, unlike other meme stocks that are carcasses of companies that have outlived their usefulness, BB stock isn’t a crazy play on a sentimental stock.</p>\n<p>BlackBerry has some real potential beyond just its superficial QWERTY keypads.</p>\n<p>The real value in BlackBerry – then and now – was its secure network. It built its iconic handset to run its secure telecom platform. This is the heart and head of the product.</p>\n<p>The phone was designed around the software and it just so happened there were a core group of users that loved a physical keyboard, even after touchscreens hit the market.</p>\n<p><b>BB Stock Secures a Key Niche</b></p>\n<p>Initially, BlackBerry was driven by government and corporate workers who needed a secure phone for office communications. BlackBerry devices were a much better solution to texting than the commonplace numerical keypad that had to be navigated for specific letters.</p>\n<p>BB stock was solid after the dot-com bust and had a good business model. It never sought to be the No. 1 phone maker in the world. Its devices were hits, to be sure. They were status symbols of the corporate players and corporate wannabes alike.</p>\n<p>It had a good run up until 2007. That’s when the first iPhone was released. The touchscreen, graphic user interface and ergonomics were game-changing. When the simple elegance of the iPhone appeared, the BlackBerry phone was like an electric typewriter versus a word processor.</p>\n<p>Plus, the iPhone was for everyone, and<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) had its own walled garden operating system and environment. It didn’t need BB’s network.</p>\n<p><b>The Shift in BB Stock</b></p>\n<p>If you look at BB stock’s chart, you see that it was hit in 2007 when AAPL launched but then was taken to the mat when the markets crashed in 2008.</p>\n<p>At that point, companies were cutting expenses and staff, and phones were powerful enough, and networks fast enough to make a second, dedicated secure phone a luxury rather than a power broker’s necessity.</p>\n<p>Plus, the touchscreen and innovative haptics were showing up all over the place. BB stock’s cool device was losing its cool and its audience.</p>\n<p>But the company never disappeared, just its phones did. By the way, it has licensed its phone to a company that’s launching a new BlackBerry phone.</p>\n<p>BB stock’s inherent value was its network security. It was simply embodied in its mobile device. After the smartphone 2.0 shift, BB still had its powerful secure network, which governments and organizations continued to use.</p>\n<p><b>The Revival</b></p>\n<p>That business was steady, but it wasn’t high growth and didn’t garner a lot of headlines, partially because it’s a Canadian company and partly because most people want stories about new, shiny things, not old, polished things.</p>\n<p>The thing is, BB never stopped innovating. Now it supplies major companies and governments with cybersecurity platforms for communications as well as to fight ransomware attacks and other significant breaches.</p>\n<p>It also is very active in the Internet of Things (IoT) space, where secure communications among devices are at a premium. It has upped its artificial intelligence game as well, incorporating it into new security platforms.</p>\n<p>The fact is, BB stock was flying under the radar when it recently received its meme status.</p>\n<p><b>More Than a Meme Stock</b></p>\n<p>BB stock was a value before the meme community got a hold of it. It had been sitting below $10 for years. Year to date it’s up 95%, and it’s up 153% in the past 12 months. This is ridiculous, but it doesn’t change the fact that BB stock is worth holding. The trouble is, it’s at an unrealistic premium now.</p>\n<p>Given its current volatility, I would say it’s worth a buy below $10 for long-term investors. Its cybersecurity solutions are well respected and it has a strong position in key sectors moving forward.</p>\n<p><b>Disclosure:</b><i>On the date of publication, GS Earlydid not have (either directly or indirectly) any positions in the securities mentioned in this article.The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</i>Publishing Guidelines<i>.</i></p>\n<p><b><i>GS Early</i></b><i>has been an award-winning financial writer and editor for nearly three decades, working with many of the leading financial editors and publishers during that time. He’s seen a few things and heard plenty.</i></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BlackBerry Stock Is the Real Deal, but Don’t Pay More than $10 for It</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\">\nBlackBerry Stock Is the Real Deal, but Don’t Pay More than $10 for It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 19:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/bb-stock-is-the-real-deal-but-dont-pay-more-than-10-for-it/><strong>InvestorPlace\t</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Once an iconic mobile phone provider, BB stock has new life post-meme status.\n\nBlackBerry(NYSE:BB) stock is a play many GenXers and boomers are familiar with from the early days of mobile phones. ...</p>\n\n<a href=\"https://investorplace.com/2021/06/bb-stock-is-the-real-deal-but-dont-pay-more-than-10-for-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://investorplace.com/2021/06/bb-stock-is-the-real-deal-but-dont-pay-more-than-10-for-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164368267","content_text":"Once an iconic mobile phone provider, BB stock has new life post-meme status.\n\nBlackBerry(NYSE:BB) stock is a play many GenXers and boomers are familiar with from the early days of mobile phones. Younger generations likely know it as meme stock these days.\nSource: Shutterstock\nBoth have it slightly right. However, unlike other meme stocks that are carcasses of companies that have outlived their usefulness, BB stock isn’t a crazy play on a sentimental stock.\nBlackBerry has some real potential beyond just its superficial QWERTY keypads.\nThe real value in BlackBerry – then and now – was its secure network. It built its iconic handset to run its secure telecom platform. This is the heart and head of the product.\nThe phone was designed around the software and it just so happened there were a core group of users that loved a physical keyboard, even after touchscreens hit the market.\nBB Stock Secures a Key Niche\nInitially, BlackBerry was driven by government and corporate workers who needed a secure phone for office communications. BlackBerry devices were a much better solution to texting than the commonplace numerical keypad that had to be navigated for specific letters.\nBB stock was solid after the dot-com bust and had a good business model. It never sought to be the No. 1 phone maker in the world. Its devices were hits, to be sure. They were status symbols of the corporate players and corporate wannabes alike.\nIt had a good run up until 2007. That’s when the first iPhone was released. The touchscreen, graphic user interface and ergonomics were game-changing. When the simple elegance of the iPhone appeared, the BlackBerry phone was like an electric typewriter versus a word processor.\nPlus, the iPhone was for everyone, andApple(NASDAQ:AAPL) had its own walled garden operating system and environment. It didn’t need BB’s network.\nThe Shift in BB Stock\nIf you look at BB stock’s chart, you see that it was hit in 2007 when AAPL launched but then was taken to the mat when the markets crashed in 2008.\nAt that point, companies were cutting expenses and staff, and phones were powerful enough, and networks fast enough to make a second, dedicated secure phone a luxury rather than a power broker’s necessity.\nPlus, the touchscreen and innovative haptics were showing up all over the place. BB stock’s cool device was losing its cool and its audience.\nBut the company never disappeared, just its phones did. By the way, it has licensed its phone to a company that’s launching a new BlackBerry phone.\nBB stock’s inherent value was its network security. It was simply embodied in its mobile device. After the smartphone 2.0 shift, BB still had its powerful secure network, which governments and organizations continued to use.\nThe Revival\nThat business was steady, but it wasn’t high growth and didn’t garner a lot of headlines, partially because it’s a Canadian company and partly because most people want stories about new, shiny things, not old, polished things.\nThe thing is, BB never stopped innovating. Now it supplies major companies and governments with cybersecurity platforms for communications as well as to fight ransomware attacks and other significant breaches.\nIt also is very active in the Internet of Things (IoT) space, where secure communications among devices are at a premium. It has upped its artificial intelligence game as well, incorporating it into new security platforms.\nThe fact is, BB stock was flying under the radar when it recently received its meme status.\nMore Than a Meme Stock\nBB stock was a value before the meme community got a hold of it. It had been sitting below $10 for years. Year to date it’s up 95%, and it’s up 153% in the past 12 months. This is ridiculous, but it doesn’t change the fact that BB stock is worth holding. The trouble is, it’s at an unrealistic premium now.\nGiven its current volatility, I would say it’s worth a buy below $10 for long-term investors. Its cybersecurity solutions are well respected and it has a strong position in key sectors moving forward.\nDisclosure:On the date of publication, GS Earlydid not have (either directly or indirectly) any positions in the securities mentioned in this article.The opinions expressed in this article are those of the writer, subject to the InvestorPlace.comPublishing Guidelines.\nGS Earlyhas been an award-winning financial writer and editor for nearly three decades, working with many of the leading financial editors and publishers during that time. He’s seen a few things and heard plenty.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166924682,"gmtCreate":1623988999746,"gmtModify":1634024521212,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Wow!&nbsp;","listText":"Wow!&nbsp;","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166924682","repostId":"1180977741","repostType":2,"repost":{"id":"1180977741","kind":"news","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>\n <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>\n <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p>\n<p>Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p>\n<p><b>Rapid Customer Growth</b></p>\n<p>Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p>\n<p>The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p>\n<p><img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p>\n<p>Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p>\n<p>There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p>\n<ul>\n <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>\n <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>\n <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>\n <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li>\n</ul>\n<p>Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p>\n<p><b>Margin Expansion</b></p>\n<p>Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p>\n<p>But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p>\n<p>The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p>\n<p>Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p>\n<p><b>Government Contract Wins</b></p>\n<p>Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p>\n<p>Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p>\n<p>Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p>\n<p>So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p>\n<p><b>Final Thoughts</b></p>\n<p>Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p>\n<p>However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p>\n<p>So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p>\n<p>Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</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: The Untold Truth</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\">\nPalantir: The Untold Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435125-palantir-the-untold-truth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">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/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":807427425,"gmtCreate":1628052049067,"gmtModify":1633754009689,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Happy to see tencent going up!&nbsp;","listText":"Happy to see tencent going up!&nbsp;","text":"Happy to see tencent going up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807427425","repostId":"1124524228","repostType":4,"repost":{"id":"1124524228","kind":"news","pubTimestamp":1628049006,"share":"https://www.laohu8.com/m/news/1124524228?lang=&edition=full","pubTime":"2021-08-04 11:50","market":"us","language":"en","title":"Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports","url":"https://stock-news.laohu8.com/highlight/detail?id=1124524228","media":"Bloomberg","summary":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investo","content":"<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.</p>\n<p>The Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.</p>\n<p>The moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.</p>\n<p>“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”</p>\n<p>On Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.</p>\n<p>Sportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.</p>\n<p>A Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.</p>\n<p>Wynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.</p>\n<p>Chinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.</p>","source":"lsy1584095487587","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>Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports</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\">\nHong Kong Stock Market Rebounds, Led by Tencent, Anta Sports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","00700":"腾讯控股","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124524228","content_text":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.\nThe moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.\n“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”\nOn Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.\nSportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.\nA Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.\nWynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.\nChinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831226458,"gmtCreate":1629331113074,"gmtModify":1633685681087,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Wish I bought the other time when price was low!&nbsp;","listText":"Wish I bought the other time when price was low!&nbsp;","text":"Wish I bought the other time when price was low!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831226458","repostId":"1121203256","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801506885,"gmtCreate":1627521355847,"gmtModify":1633764186897,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801506885","repostId":"1166151449","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808579010,"gmtCreate":1627603940230,"gmtModify":1633757926132,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Oh no! This is a drop.&nbsp;","listText":"Oh no! This is a drop.&nbsp;","text":"Oh no! This is a drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808579010","repostId":"1154593458","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801502960,"gmtCreate":1627521392150,"gmtModify":1633764186186,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Wow that’s good to know&nbsp;","listText":"Wow that’s good to know&nbsp;","text":"Wow that’s good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801502960","repostId":"1113317492","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890278416,"gmtCreate":1628122143135,"gmtModify":1633753451094,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Interesting!&nbsp;","listText":"Interesting!&nbsp;","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890278416","repostId":"1132985416","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167563725,"gmtCreate":1624278082367,"gmtModify":1634008543177,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Ohhhhh wow!&nbsp;","listText":"Ohhhhh wow!&nbsp;","text":"Ohhhhh wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167563725","repostId":"1164368267","repostType":2,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899407111,"gmtCreate":1628209141633,"gmtModify":1633752643380,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Other reviews seem a bit mixed.&nbsp;","listText":"Other reviews seem a bit mixed.&nbsp;","text":"Other reviews seem a bit mixed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899407111","repostId":"2157243466","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166924682,"gmtCreate":1623988999746,"gmtModify":1634024521212,"author":{"id":"3573543631159908","authorId":"3573543631159908","name":"Melchang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573543631159908","authorIdStr":"3573543631159908"},"themes":[],"htmlText":"Wow!&nbsp;","listText":"Wow!&nbsp;","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166924682","repostId":"1180977741","repostType":2,"repost":{"id":"1180977741","kind":"news","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>\n <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>\n <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p>\n<p>Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p>\n<p><b>Rapid Customer Growth</b></p>\n<p>Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p>\n<p>The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p>\n<p><img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p>\n<p>Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p>\n<p>There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p>\n<ul>\n <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>\n <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>\n <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>\n <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li>\n</ul>\n<p>Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p>\n<p><b>Margin Expansion</b></p>\n<p>Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p>\n<p>But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p>\n<p>The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p>\n<p>Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p>\n<p><b>Government Contract Wins</b></p>\n<p>Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p>\n<p>Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p>\n<p>Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p>\n<p>So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p>\n<p><b>Final Thoughts</b></p>\n<p>Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p>\n<p>However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p>\n<p>So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p>\n<p>Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</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: The Untold Truth</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\">\nPalantir: The Untold Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435125-palantir-the-untold-truth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">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/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}