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2021-12-29

I'm long pypl back to its ATH

PayPal Has a Strong Story If You Look Beyond the Noise

2021-12-29

Everyone seems to be against her

Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception

2021-12-23

Costco is a beas. Want it but never gave a chance for entry

If I Could Only Buy 1 Stock Right Now, This Would Be It

2021-12-22

Never heard of

抱歉，原内容已删除

2021-12-22

Back to the moon

Tesla shares rose nearly 4% in premarket trading.

2021-12-20

Tesla long ter. Nuff said

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

2021-11-04

Lovely market these days

2021-11-03

Once in a life time opprortunity. Ibuy isnt even its mian focus

Zillow stock plunged 16.3% in premarket trading

2021-10-25

Lmfao. Next gen of meme stocks

Creatd shares surged more than 120% in premarket trading

2021-09-09

Overreaction. Money is gonna be plowed into growth...

抱歉，原内容已删除

2021-07-16

Lets go tesla

Self-Driving Car Startup With Tesla, Google Roots To Go Public

2021-07-07

Lets go tech

抱歉，原内容已删除

2021-07-01

There's a chance

抱歉，原内容已删除

2021-06-27

Nio for sure

Ford Or NIO? The Final Verdict

2021-06-19

Recovery will be back

Dow falls more than 500 points to close out its worst week since October

2021-06-15

Bull

抱歉，原内容已删除

2021-06-14

Manipulation!

Canaccord Genuity slashes Tesla price target, citing potential delays in battery program

2021-06-13

That's pretty risky

Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million

2021-06-12

Investor long term

Investor, Trader, Speculator: Which One Are You?

2021-06-08

Visionary stock still

Palantir Is Sandbagging Growth Projections

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long pypl back to its ATH","listText":"I'm long pypl back to its ATH","text":"I'm long pypl back to its ATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696454650","repostId":"1198739062","repostType":4,"repost":{"id":"1198739062","kind":"news","pubTimestamp":1640749914,"share":"https://www.laohu8.com/m/news/1198739062?lang=&edition=full","pubTime":"2021-12-29 11:51","market":"us","language":"en","title":"PayPal Has a Strong Story If You Look Beyond the Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=1198739062","media":"InvestorPlace","summary":"The last six months of 2021 have not been kind to investors in PayPal (NASDAQ:PYPL) stock.\nFrom its ","content":"<p>The last six months of 2021 have not been kind to investors in&nbsp;<b>PayPal</b>&nbsp;(NASDAQ:<b><u>PYPL</u></b>) stock.</p>\n<p>From its peak closing price of $310.16 per share, PYPL stock has dipped nearly 40%&nbsp;and now sits at $190.1.</p>\n<p>Investors have some reason to believe that PYPL stock was overvalued. For example, investors are becoming concerned that PayPal’s supremacy in digital payment solutions is being successfully eroded by competition.</p>\n<p>Also, the company’s long-anticipated breakup with&nbsp;<b>eBay</b>&nbsp;(NASDAQ:<b><u>EBAY</u></b>)reached its conclusion&nbsp;in June. This was really a case of two companies that are moving in different directions.</p>\n<p>As Dana Blankenhorn points out, PayPal is now a “fully grown banking operation.” Although the company delivered a solid first earnings report with significantly reduced eBay revenue, investors may be concerned about two consecutive quarters of slowing growth.</p>\n<p>The company is also facing questions about the consumer protections (or lack thereof) in its push into the&nbsp;buy now pay later (BNPL) arena.</p>\n<p>Specifically, the&nbsp;Consumer Financial Protection Bureau (CFPB)&nbsp;is looking&nbsp;into how PayPal and other BNPL companies may be using user data and how these companies may be getting around existing consumer protection laws.</p>\n<p>That’s a lot for investors to process. As a company still recognized as part of the technology sector, PayPal faces the same headwinds that all tech stocks are enduring.</p>\n<p>With that said, the sell-off in PayPal looks overdone. And that’s why opportunistic investors should consider PYPL stock a solid choice as they look ahead to 2022.</p>\n<p>The Business Model is Sound</p>\n<p>The biggest reason I believe that the sell-off in PayPal is overdone is that none of the issues mentioned above changes the overall narrative for PayPal. The company remains one of the unquestioned leaders in the digital payment sector. In fact, it has an enviable market penetration rate of around 75%.</p>\n<p>And, as its recent partnership with&nbsp;<b>Amazon</b>&nbsp;(NASDAQ:<b><u>AMZN</u></b>) shows, it has no problem adding clients to its roster. Specifically, starting in 2022 Amazon will offer the Venmo payment option at checkout on its webpage as well as the Amazon shopping app.</p>\n<p>Another reason to be bullish about PYPL stock can be found in the company’s financials.</p>\n<p>In the first three quarters of 2021, PayPal has reported revenue of $18.45 billion. That’s 13% higher on a year-over-year basis and puts the company well on pace to eclipse the $21.46 billion in revenue it recorded in all of FY 2020.</p>\n<p>The company is forecasting revenue to come in at $25.36 billion. And a similar story is on display with the company’s earnings which are up 17% on a year-over-year basis.</p>\n<p>Looking ahead to 2022, PayPal estimates its revenue will increase 18%. That’s slightly less than the 19% analysts were forecasting. That isn’t the growth of a struggling company.</p>\n<p>If you’re a fan of free cash flow (FCF) as a metric of financial health, you should pay attention to what Mark Hake recently wrote about how&nbsp;PayPal’s strong FCF&nbsp;makes the stock an undervalued option.</p>\n<p>PYPL Stock Is a Clear Buy-the-Dip Candidate</p>\n<p>If you don’t buy into that from a technical standpoint, consider the reaction of the analyst community. Since PayPal reported earnings, at least 20 analysts have lowered their price target for PYPL stock. However, it’s important to note that in every case the new price target is higher than the stock’s current price.</p>\n<p>As any investor knows, that&nbsp;doesn’t&nbsp;mean that PYPL stock&nbsp;doesn’t&nbsp;have further to drop. Investors will do what they want. However, it does seem that the stock has absorbed all the&nbsp;bad news.</p>\n<p>PayPal needs a bullish catalyst, and that might come when it reports earnings at the beginning of February. That’s a long winter’s night away, but it shouldn’t stop you from opening or adding to your position in PYPL stock.</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>PayPal Has a Strong Story If You Look Beyond the Noise</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\">\nPayPal Has a Strong Story If You Look Beyond the Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/pypl-stock-looks-like-strong-buy-if-you-tune-out-noise/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last six months of 2021 have not been kind to investors in PayPal (NASDAQ:PYPL) stock.\nFrom its peak closing price of $310.16 per share, PYPL stock has dipped nearly 40% and now sits at $190.1.\n...</p>\n\n<a href=\"https://investorplace.com/2021/12/pypl-stock-looks-like-strong-buy-if-you-tune-out-noise/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://investorplace.com/2021/12/pypl-stock-looks-like-strong-buy-if-you-tune-out-noise/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198739062","content_text":"The last six months of 2021 have not been kind to investors in PayPal (NASDAQ:PYPL) stock.\nFrom its peak closing price of $310.16 per share, PYPL stock has dipped nearly 40% and now sits at $190.1.\nInvestors have some reason to believe that PYPL stock was overvalued. For example, investors are becoming concerned that PayPal’s supremacy in digital payment solutions is being successfully eroded by competition.\nAlso, the company’s long-anticipated breakup with eBay (NASDAQ:EBAY)reached its conclusion in June. This was really a case of two companies that are moving in different directions.\nAs Dana Blankenhorn points out, PayPal is now a “fully grown banking operation.” Although the company delivered a solid first earnings report with significantly reduced eBay revenue, investors may be concerned about two consecutive quarters of slowing growth.\nThe company is also facing questions about the consumer protections (or lack thereof) in its push into the buy now pay later (BNPL) arena.\nSpecifically, the Consumer Financial Protection Bureau (CFPB) is looking into how PayPal and other BNPL companies may be using user data and how these companies may be getting around existing consumer protection laws.\nThat’s a lot for investors to process. As a company still recognized as part of the technology sector, PayPal faces the same headwinds that all tech stocks are enduring.\nWith that said, the sell-off in PayPal looks overdone. And that’s why opportunistic investors should consider PYPL stock a solid choice as they look ahead to 2022.\nThe Business Model is Sound\nThe biggest reason I believe that the sell-off in PayPal is overdone is that none of the issues mentioned above changes the overall narrative for PayPal. The company remains one of the unquestioned leaders in the digital payment sector. In fact, it has an enviable market penetration rate of around 75%.\nAnd, as its recent partnership with Amazon (NASDAQ:AMZN) shows, it has no problem adding clients to its roster. Specifically, starting in 2022 Amazon will offer the Venmo payment option at checkout on its webpage as well as the Amazon shopping app.\nAnother reason to be bullish about PYPL stock can be found in the company’s financials.\nIn the first three quarters of 2021, PayPal has reported revenue of $18.45 billion. That’s 13% higher on a year-over-year basis and puts the company well on pace to eclipse the $21.46 billion in revenue it recorded in all of FY 2020.\nThe company is forecasting revenue to come in at $25.36 billion. And a similar story is on display with the company’s earnings which are up 17% on a year-over-year basis.\nLooking ahead to 2022, PayPal estimates its revenue will increase 18%. That’s slightly less than the 19% analysts were forecasting. That isn’t the growth of a struggling company.\nIf you’re a fan of free cash flow (FCF) as a metric of financial health, you should pay attention to what Mark Hake recently wrote about how PayPal’s strong FCF makes the stock an undervalued option.\nPYPL Stock Is a Clear Buy-the-Dip Candidate\nIf you don’t buy into that from a technical standpoint, consider the reaction of the analyst community. Since PayPal reported earnings, at least 20 analysts have lowered their price target for PYPL stock. However, it’s important to note that in every case the new price target is higher than the stock’s current price.\nAs any investor knows, that doesn’t mean that PYPL stock doesn’t have further to drop. Investors will do what they want. However, it does seem that the stock has absorbed all the bad news.\nPayPal needs a bullish catalyst, and that might come when it reports earnings at the beginning of February. That’s a long winter’s night away, but it shouldn’t stop you from opening or adding to your position in PYPL stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696454169,"gmtCreate":1640754270959,"gmtModify":1640754271042,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Everyone seems to be against her","listText":"Everyone seems to be against her","text":"Everyone seems to be against her","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696454169","repostId":"1121988660","repostType":4,"repost":{"id":"1121988660","kind":"news","pubTimestamp":1640750325,"share":"https://www.laohu8.com/m/news/1121988660?lang=&edition=full","pubTime":"2021-12-29 11:58","market":"us","language":"en","title":"Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception","url":"https://stock-news.laohu8.com/highlight/detail?id=1121988660","media":"Businessinsider","summary":"Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nA","content":"<ul>\n <li>Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.</li>\n <li>Ark Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.</li>\n <li>Wood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.</li>\n</ul>\n<hr>\n<p>It's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.</p>\n<p>That's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&amp;P 500is up about 30% year-to-date.</p>\n<p>Ark Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a&nbsp;five-year compounded annual growth rate of up to 40%.</p>\n<p>But Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.</p>\n<p>The stocks&nbsp;that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.</p>\n<p>Those losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.</p>\n<p>And it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The&nbsp;Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the&nbsp;Ark Autonomous Technology and Robotics ETF&nbsp;is the best performing fund, up about 3%.</p>","source":"lsy1636471102575","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12><strong>Businessinsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nArk Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121988660","content_text":"Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nArk Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.\nWood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.\n\n\nIt's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.\nThat's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&P 500is up about 30% year-to-date.\nArk Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a five-year compounded annual growth rate of up to 40%.\nBut Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.\nThe stocks that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.\nThose losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.\nAnd it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the Ark Autonomous Technology and Robotics ETF is the best performing fund, up about 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698037891,"gmtCreate":1640258893163,"gmtModify":1640258988706,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Costco is a beas. Want it but never gave a chance for entry","listText":"Costco is a beas. Want it but never gave a chance for entry","text":"Costco is a beas. Want it but never gave a chance for entry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698037891","repostId":"2193422197","repostType":2,"repost":{"id":"2193422197","kind":"highlight","pubTimestamp":1640252880,"share":"https://www.laohu8.com/m/news/2193422197?lang=&edition=full","pubTime":"2021-12-23 17:48","market":"us","language":"en","title":"If I Could Only Buy 1 Stock Right Now, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2193422197","media":"Motley Fool","summary":"Costco offers solid growth and the prospect of special dividends.","content":"<p>A diversified portfolio helps spread out your risk. That's because you have other stocks to pick up the slack in case <a href=\"https://laohu8.com/S/AONE.U\">one</a> company runs into trouble. However, it's OK to have a favorite. Hence, if you could only buy one stock, it should be the best of the lot.</p>\n<p><b>Costco Wholesale </b>(NASDAQ:COST) has been around for decades, but this isn't a mature, slow-growing company. Let's take a closer look to see what makes Costco so special.</p>\n<h2>A fine business</h2>\n<p>Costco operates large warehouses with a wide variety of goods and services at low prices to its members, who pay a fee to join. In the U.S. and Canada, the basic annual charge is $60. Executive members pay double that amount, but receive a 2% reward on their purchases that they can redeem at the warehouses.</p>\n<p>Members clearly find it worthwhile. Renewal rates have hovered around 90% for years. And Costco keeps adding new members. The number of paid memberships has grown steadily, reaching 61.7 million at the end of the latest fiscal year (ended Aug. 29), up from 53.9 million only a couple of years ago.</p>\n<p>Its loyal members continue to spend as demonstrated by years of same-store sales (comps) growth. In the first quarter, comps -- excluding changes in gasoline prices and foreign currency -- were up 9.8%. That follows a 13.4% gain last year. What's more, the growth has been accelerating. In 2017, comps increased just 4%.</p>\n<p>The company's profitability has been growing at a nice clip too. Operating income in the latest fiscal year totaled $6.7 billion, 63% higher than five years ago. And it continues to improve. Thanks to strong execution in the first quarter, operating income grew by more than 18% to $1.7 billion -- and that's despite dealing with supply chain issues and higher costs plaguing the retail industry.</p>\n<h2>Nice growth outlook</h2>\n<p>This year's capital expenditure budget is over $4 billion, about an 11% increase from last year. Management is spending this mostly on logistics, e-commerce fulfillment operations, and expanding warehouses.</p>\n<p>As of August, Costco had 815 warehouses, an increase of 100 from August 2016. And the company continues to add more, including another eight stores already in the first quarter and 19 more on the way in the next three quarters.</p>\n<p>With stores continuing to do well and e-commerce sales growing rapidly (up 13.3% in the most recent quarter), this should all help Costco's top line growth.</p>\n<h2>Dividends with a kick</h2>\n<p>Costco has raised its dividend annually since initiating it in 2004 and there's every reason to think it will continue to do so. In May, the company increased its quarterly payout by 13% to $0.79 per share. The dividend yield currently stands at a modest 0.6% -- less than half of the <b>S&amp;P 500</b>'s 1.3%.</p>\n<p>However, Costco has made a habit out of declaring large, special dividends every few years. A year ago, it paid out $10 per share and in May 2017 it gave $7. While there's no guarantee it will do so in the future, Costco's increased profitability means it's a good bet that the company will continue this practice.</p>\n<p>Costco has proven it can offer a great value proposition to customers, and its sales and earnings growth don't look likely to stop anytime soon. Meanwhile, the company also provides improving dividends, which it supplements with special payments. It's this combination of growth and dividends that puts Costco at the top of my list of stocks.</p>","source":"fool_stock","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>If I Could Only Buy 1 Stock Right Now, This Would Be 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\">\nIf I Could Only Buy 1 Stock Right Now, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/22/if-i-could-only-buy-1-stock-right-now-this-would-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A diversified portfolio helps spread out your risk. That's because you have other stocks to pick up the slack in case one company runs into trouble. However, it's OK to have a favorite. Hence, if you ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/22/if-i-could-only-buy-1-stock-right-now-this-would-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","COST":"好市多"},"source_url":"https://www.fool.com/investing/2021/12/22/if-i-could-only-buy-1-stock-right-now-this-would-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193422197","content_text":"A diversified portfolio helps spread out your risk. That's because you have other stocks to pick up the slack in case one company runs into trouble. However, it's OK to have a favorite. Hence, if you could only buy one stock, it should be the best of the lot.\nCostco Wholesale (NASDAQ:COST) has been around for decades, but this isn't a mature, slow-growing company. Let's take a closer look to see what makes Costco so special.\nA fine business\nCostco operates large warehouses with a wide variety of goods and services at low prices to its members, who pay a fee to join. In the U.S. and Canada, the basic annual charge is $60. Executive members pay double that amount, but receive a 2% reward on their purchases that they can redeem at the warehouses.\nMembers clearly find it worthwhile. Renewal rates have hovered around 90% for years. And Costco keeps adding new members. The number of paid memberships has grown steadily, reaching 61.7 million at the end of the latest fiscal year (ended Aug. 29), up from 53.9 million only a couple of years ago.\nIts loyal members continue to spend as demonstrated by years of same-store sales (comps) growth. In the first quarter, comps -- excluding changes in gasoline prices and foreign currency -- were up 9.8%. That follows a 13.4% gain last year. What's more, the growth has been accelerating. In 2017, comps increased just 4%.\nThe company's profitability has been growing at a nice clip too. Operating income in the latest fiscal year totaled $6.7 billion, 63% higher than five years ago. And it continues to improve. Thanks to strong execution in the first quarter, operating income grew by more than 18% to $1.7 billion -- and that's despite dealing with supply chain issues and higher costs plaguing the retail industry.\nNice growth outlook\nThis year's capital expenditure budget is over $4 billion, about an 11% increase from last year. Management is spending this mostly on logistics, e-commerce fulfillment operations, and expanding warehouses.\nAs of August, Costco had 815 warehouses, an increase of 100 from August 2016. And the company continues to add more, including another eight stores already in the first quarter and 19 more on the way in the next three quarters.\nWith stores continuing to do well and e-commerce sales growing rapidly (up 13.3% in the most recent quarter), this should all help Costco's top line growth.\nDividends with a kick\nCostco has raised its dividend annually since initiating it in 2004 and there's every reason to think it will continue to do so. In May, the company increased its quarterly payout by 13% to $0.79 per share. The dividend yield currently stands at a modest 0.6% -- less than half of the S&P 500's 1.3%.\nHowever, Costco has made a habit out of declaring large, special dividends every few years. A year ago, it paid out $10 per share and in May 2017 it gave $7. While there's no guarantee it will do so in the future, Costco's increased profitability means it's a good bet that the company will continue this practice.\nCostco has proven it can offer a great value proposition to customers, and its sales and earnings growth don't look likely to stop anytime soon. Meanwhile, the company also provides improving dividends, which it supplements with special payments. It's this combination of growth and dividends that puts Costco at the top of my list of stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691601577,"gmtCreate":1640177802437,"gmtModify":1640177802698,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Never heard of","listText":"Never heard of","text":"Never heard of","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691601577","repostId":"1147990979","repostType":4,"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691601607,"gmtCreate":1640177785531,"gmtModify":1640177785794,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Back to the moon","listText":"Back to the moon","text":"Back to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691601607","repostId":"1153143762","repostType":4,"repost":{"id":"1153143762","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":1640176630,"share":"https://www.laohu8.com/m/news/1153143762?lang=&edition=full","pubTime":"2021-12-22 20:37","market":"us","language":"en","title":"Tesla shares rose nearly 4% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1153143762","media":"Tiger Newspress","summary":"Tesla shares rose nearly 4% in premarket trading.Tesla CEO Elon Musk said he had sold \"enough stock\"","content":"<p>Tesla shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/669e88218cd208a7ca208f2a3b3fda24\" tg-width=\"715\" tg-height=\"580\" width=\"100%\" height=\"auto\">Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.</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>Tesla shares rose nearly 4% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares rose nearly 4% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-22 20:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/669e88218cd208a7ca208f2a3b3fda24\" tg-width=\"715\" tg-height=\"580\" width=\"100%\" height=\"auto\">Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153143762","content_text":"Tesla shares rose nearly 4% in premarket trading.Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693692468,"gmtCreate":1640011227927,"gmtModify":1640011228042,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Tesla long ter. Nuff said","listText":"Tesla long ter. Nuff said","text":"Tesla long ter. Nuff said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693692468","repostId":"1149998172","repostType":4,"repost":{"id":"1149998172","kind":"news","pubTimestamp":1640011383,"share":"https://www.laohu8.com/m/news/1149998172?lang=&edition=full","pubTime":"2021-12-20 22:43","market":"us","language":"en","title":"Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case","url":"https://stock-news.laohu8.com/highlight/detail?id=1149998172","media":"seekingalpha","summary":"Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri","content":"<p>Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.</p>\n<p>Analyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, particularly in the US due to a less onerous regulatory backdrop and limited product launches in key market segments. We also see insufficient domestic charging infrastructure and battery capacity as near-term bottlenecks.\"</p>\n<p>Tesla(NASDAQ:TSLA)is initiated with a Neutral rating with its growth track seen getting trickier with more competition emerging.</p>\n<p>\"We also believe Tesla’s scarcity value from a stock perspective is waning with significantly more EV and AV focused companies going public over the last 12-18 months, giving investors more options at lower valuations to get exposure to secular growth in EVs and AVs,\" adds Faghri.</p>\n<p>Guggenheim assigns a price target of $924 to Tesla.</p>\n<p>Lucid Group(NASDAQ:LCID)is also started off with a Neutral rating by Guggenheim, even as the EV upstart's best-in-class EV technology and product is acknowledged.</p>\n<p>\"Overall, due to strong EV fundamentals and our positive view of the product/technology and management team, we are giving LCID a premium multiple (30% discount to TSLA's FY25 EV/sales) and credit for exceeding 2025 targets.\"</p>\n<p>However, when blended with a long-term DCF valuation, little upside is seen for LCID&nbsp;from the current level. Guggenheim gives LCID a price target of $38.</p>\n<p>Tesla is&nbsp;down 3.19%&nbsp;in early&nbsp;trading to $902.84. Lucid Group&nbsp;is&nbsp;off 3.67%&nbsp;to $38.54.</p>\n<p><img src=\"https://static.tigerbbs.com/ba7155ebf59d534e375d827083021bbf\" tg-width=\"707\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149998172","content_text":"Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, particularly in the US due to a less onerous regulatory backdrop and limited product launches in key market segments. We also see insufficient domestic charging infrastructure and battery capacity as near-term bottlenecks.\"\nTesla(NASDAQ:TSLA)is initiated with a Neutral rating with its growth track seen getting trickier with more competition emerging.\n\"We also believe Tesla’s scarcity value from a stock perspective is waning with significantly more EV and AV focused companies going public over the last 12-18 months, giving investors more options at lower valuations to get exposure to secular growth in EVs and AVs,\" adds Faghri.\nGuggenheim assigns a price target of $924 to Tesla.\nLucid Group(NASDAQ:LCID)is also started off with a Neutral rating by Guggenheim, even as the EV upstart's best-in-class EV technology and product is acknowledged.\n\"Overall, due to strong EV fundamentals and our positive view of the product/technology and management team, we are giving LCID a premium multiple (30% discount to TSLA's FY25 EV/sales) and credit for exceeding 2025 targets.\"\nHowever, when blended with a long-term DCF valuation, little upside is seen for LCID from the current level. Guggenheim gives LCID a price target of $38.\nTesla is down 3.19% in early trading to $902.84. Lucid Group is off 3.67% to $38.54.","news_type":1},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846937901,"gmtCreate":1636038887495,"gmtModify":1636039101830,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lovely market these days","listText":"Lovely market these days","text":"Lovely market these days","images":[{"img":"https://static.tigerbbs.com/fc96f49c5fbd139280fdf51a396d0ac2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846937901","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841570436,"gmtCreate":1635929333237,"gmtModify":1635929333237,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Once in a life time opprortunity. Ibuy isnt even&nbsp;its mian focus&nbsp;","listText":"Once in a life time opprortunity. Ibuy isnt even&nbsp;its mian focus&nbsp;","text":"Once in a life time opprortunity. Ibuy isnt even its mian focus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841570436","repostId":"1166224724","repostType":2,"repost":{"id":"1166224724","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":1635927920,"share":"https://www.laohu8.com/m/news/1166224724?lang=&edition=full","pubTime":"2021-11-03 16:25","market":"us","language":"en","title":"Zillow stock plunged 16.3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1166224724","media":"Tiger Newspress","summary":"Zillow stock plunged 16.3% in premarket trading after Zillow quitting its homebuying business as los","content":"<p>Zillow stock plunged 16.3% in premarket trading&nbsp;after&nbsp;Zillow quitting its homebuying business as losses mount.</p>\n<p><img src=\"https://static.tigerbbs.com/0d22e4ebe25aacecdf87f1f965e2b18e\" tg-width=\"847\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>Zillow Group&nbsp;said it would shut down its homebuying and selling business, citing the company’s inability to accurately predict future home prices.</p>\n<p>“We’ve determined the unpredictability in forecasting home prices far exceeds what we anticipated and continuing to scale Zillow Offers would result in too much earnings and balance-sheet volatility,” CEO Rich Barton said Tuesday.</p>\n<p>“We have been willing to take a really big swing on this, but not a bet the company swing,” the CEO said on an investor call following the announcement in the company’s third-quarter earnings.</p>\n<p>Barton also said labor and supply shortages backed up the company’s home-processing pipeline. “We’ve been able to convert only about 10% of the serious sellers who ask for a Zillow Offer, and we have tended to disappoint the roughly 90% who didn’t sell to us,” Barton said.</p>\n<p>Zillow still has thousands of homes in its inventory. The company said in its shareholder letter released Tuesday that it purchased 9,680 homes in the latest quarter and sold 3,032 homes. It ended the quarter with 9,790 homes in its inventory and an additional 8,172 homes under contract. That’s a significant increase from the 3,142 homes Zillow had in its inventory at the end of the second quarter.</p>\n<p>Zillow plans to shut down the program over several quarters, a spokesperson told <i>Barron’s</i>, noting that the company will process, prepare, and sell homes the way it has historically. The company expects to sell most of its homes by the end of the second quarter of 2022.</p>\n<p>The program’s end will result in a 25% reduction in its workforce over the next several quarters, Zillow said. According to FactSet, the company currently employs around 5,500 people.</p>\n<p>For the third quarter, the real estate firm reported revenue of $1.7 billion and an adjusted Ebitda loss of $169 million in the quarter. Analysts had expected sales of about $2 billion and Ebitda of $114 million.</p>\n<p>Homes comprised the bulk of Zillow’s sales in the third quarter. The segment contributed $1.2 billion of the company’s total revenue in the quarter, or about 71%.</p>\n<p>The Internet, Media, and Technology segment reported adjusted Ebitda of $207 million, while the Mortgages segment reported adjusted Ebitda of $5 million. Its Homes segment, which includes Zillow Offers, reported an Ebitda loss of $381 million. That includes a $304 million write-down of homes bought at a higher price than Zillow expects to sell them, the company said. Analyst estimates had called for a loss of $56 million for the segment.</p>\n<p>For the fourth quarter, Zillow expects sales of $2.8 billion at the middle of its outlook and an adjusted Ebidta loss between $136 million and $186 million, according to its shareholder letter.</p>\n<p>The company expects a loss of $240 million to $265 million on homes it expects to purchase in the fourth quarter. Zillow also said it would recognize costs associated with the wind-down of Zillow Offers in the fourth quarter that could total between $175 million to $230 million and extend into 2022.</p>\n<p>On the call with investors, Zillow CFO Allen Parker said the company ended the quarter with $3.2 billion in cash and investments—“more than sufficient liquidity to weather the impact of home purchases in Zillow Offers in Q4.” He added that ending Zillow Offers allows the company to “invest in more scalable customer solutions that are less capital-intensive.”</p>\n<p>The company began testing its homebuying program, Zillow Offers, in 2017. It operated the business in 25 markets, according to listings on Zillow’s website.</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>Zillow stock plunged 16.3% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZillow stock plunged 16.3% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-03 16:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zillow stock plunged 16.3% in premarket trading&nbsp;after&nbsp;Zillow quitting its homebuying business as losses mount.</p>\n<p><img src=\"https://static.tigerbbs.com/0d22e4ebe25aacecdf87f1f965e2b18e\" tg-width=\"847\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>Zillow Group&nbsp;said it would shut down its homebuying and selling business, citing the company’s inability to accurately predict future home prices.</p>\n<p>“We’ve determined the unpredictability in forecasting home prices far exceeds what we anticipated and continuing to scale Zillow Offers would result in too much earnings and balance-sheet volatility,” CEO Rich Barton said Tuesday.</p>\n<p>“We have been willing to take a really big swing on this, but not a bet the company swing,” the CEO said on an investor call following the announcement in the company’s third-quarter earnings.</p>\n<p>Barton also said labor and supply shortages backed up the company’s home-processing pipeline. “We’ve been able to convert only about 10% of the serious sellers who ask for a Zillow Offer, and we have tended to disappoint the roughly 90% who didn’t sell to us,” Barton said.</p>\n<p>Zillow still has thousands of homes in its inventory. The company said in its shareholder letter released Tuesday that it purchased 9,680 homes in the latest quarter and sold 3,032 homes. It ended the quarter with 9,790 homes in its inventory and an additional 8,172 homes under contract. That’s a significant increase from the 3,142 homes Zillow had in its inventory at the end of the second quarter.</p>\n<p>Zillow plans to shut down the program over several quarters, a spokesperson told <i>Barron’s</i>, noting that the company will process, prepare, and sell homes the way it has historically. The company expects to sell most of its homes by the end of the second quarter of 2022.</p>\n<p>The program’s end will result in a 25% reduction in its workforce over the next several quarters, Zillow said. According to FactSet, the company currently employs around 5,500 people.</p>\n<p>For the third quarter, the real estate firm reported revenue of $1.7 billion and an adjusted Ebitda loss of $169 million in the quarter. Analysts had expected sales of about $2 billion and Ebitda of $114 million.</p>\n<p>Homes comprised the bulk of Zillow’s sales in the third quarter. The segment contributed $1.2 billion of the company’s total revenue in the quarter, or about 71%.</p>\n<p>The Internet, Media, and Technology segment reported adjusted Ebitda of $207 million, while the Mortgages segment reported adjusted Ebitda of $5 million. Its Homes segment, which includes Zillow Offers, reported an Ebitda loss of $381 million. That includes a $304 million write-down of homes bought at a higher price than Zillow expects to sell them, the company said. Analyst estimates had called for a loss of $56 million for the segment.</p>\n<p>For the fourth quarter, Zillow expects sales of $2.8 billion at the middle of its outlook and an adjusted Ebidta loss between $136 million and $186 million, according to its shareholder letter.</p>\n<p>The company expects a loss of $240 million to $265 million on homes it expects to purchase in the fourth quarter. Zillow also said it would recognize costs associated with the wind-down of Zillow Offers in the fourth quarter that could total between $175 million to $230 million and extend into 2022.</p>\n<p>On the call with investors, Zillow CFO Allen Parker said the company ended the quarter with $3.2 billion in cash and investments—“more than sufficient liquidity to weather the impact of home purchases in Zillow Offers in Q4.” He added that ending Zillow Offers allows the company to “invest in more scalable customer solutions that are less capital-intensive.”</p>\n<p>The company began testing its homebuying program, Zillow Offers, in 2017. It operated the business in 25 markets, according to listings on Zillow’s website.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166224724","content_text":"Zillow stock plunged 16.3% in premarket trading after Zillow quitting its homebuying business as losses mount.\n\nZillow Group said it would shut down its homebuying and selling business, citing the company’s inability to accurately predict future home prices.\n“We’ve determined the unpredictability in forecasting home prices far exceeds what we anticipated and continuing to scale Zillow Offers would result in too much earnings and balance-sheet volatility,” CEO Rich Barton said Tuesday.\n“We have been willing to take a really big swing on this, but not a bet the company swing,” the CEO said on an investor call following the announcement in the company’s third-quarter earnings.\nBarton also said labor and supply shortages backed up the company’s home-processing pipeline. “We’ve been able to convert only about 10% of the serious sellers who ask for a Zillow Offer, and we have tended to disappoint the roughly 90% who didn’t sell to us,” Barton said.\nZillow still has thousands of homes in its inventory. The company said in its shareholder letter released Tuesday that it purchased 9,680 homes in the latest quarter and sold 3,032 homes. It ended the quarter with 9,790 homes in its inventory and an additional 8,172 homes under contract. That’s a significant increase from the 3,142 homes Zillow had in its inventory at the end of the second quarter.\nZillow plans to shut down the program over several quarters, a spokesperson told Barron’s, noting that the company will process, prepare, and sell homes the way it has historically. The company expects to sell most of its homes by the end of the second quarter of 2022.\nThe program’s end will result in a 25% reduction in its workforce over the next several quarters, Zillow said. According to FactSet, the company currently employs around 5,500 people.\nFor the third quarter, the real estate firm reported revenue of $1.7 billion and an adjusted Ebitda loss of $169 million in the quarter. Analysts had expected sales of about $2 billion and Ebitda of $114 million.\nHomes comprised the bulk of Zillow’s sales in the third quarter. The segment contributed $1.2 billion of the company’s total revenue in the quarter, or about 71%.\nThe Internet, Media, and Technology segment reported adjusted Ebitda of $207 million, while the Mortgages segment reported adjusted Ebitda of $5 million. Its Homes segment, which includes Zillow Offers, reported an Ebitda loss of $381 million. That includes a $304 million write-down of homes bought at a higher price than Zillow expects to sell them, the company said. Analyst estimates had called for a loss of $56 million for the segment.\nFor the fourth quarter, Zillow expects sales of $2.8 billion at the middle of its outlook and an adjusted Ebidta loss between $136 million and $186 million, according to its shareholder letter.\nThe company expects a loss of $240 million to $265 million on homes it expects to purchase in the fourth quarter. Zillow also said it would recognize costs associated with the wind-down of Zillow Offers in the fourth quarter that could total between $175 million to $230 million and extend into 2022.\nOn the call with investors, Zillow CFO Allen Parker said the company ended the quarter with $3.2 billion in cash and investments—“more than sufficient liquidity to weather the impact of home purchases in Zillow Offers in Q4.” He added that ending Zillow Offers allows the company to “invest in more scalable customer solutions that are less capital-intensive.”\nThe company began testing its homebuying program, Zillow Offers, in 2017. It operated the business in 25 markets, according to listings on Zillow’s website.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856326790,"gmtCreate":1635153315983,"gmtModify":1635154704940,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lmfao. Next gen of meme stocks","listText":"Lmfao. Next gen of meme stocks","text":"Lmfao. Next gen of meme stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856326790","repostId":"1125776289","repostType":4,"repost":{"id":"1125776289","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":1635152849,"share":"https://www.laohu8.com/m/news/1125776289?lang=&edition=full","pubTime":"2021-10-25 17:07","market":"us","language":"en","title":"Creatd shares surged more than 120% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125776289","media":"Tiger Newspress","summary":"Creatd shares surged more than 120% in premarket trading.Creatd Inc , the parent company of the OG G","content":"<p>Creatd&nbsp;shares&nbsp;surged&nbsp;more&nbsp;than&nbsp;120%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/b39f1d113b7bb045f2d1c6a6b7199ba9\" tg-width=\"883\" tg-height=\"633\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CRTD\">Creatd Inc</a> , the parent company of the OG Gallery,&nbsp;today announced its second non-fungible token (NFT) art drop. The Company's second NFT offering captures a high-interest asset of the OG Collection: a series of three photographs of former President&nbsp;Donald Trump. The photographs were first unearthed by Creatd founder and co-CEO&nbsp;Jeremy Frommerwithin the collection, acquired from creditors ofBob Guccione. Guccione, an artist and photographer, was the CEO of General Media, the company behind such iconic magazines as&nbsp;<i>Longevity</i>,<i>Viva</i>,&nbsp;<i>Penthouse</i>, and&nbsp;<i>OMNI</i>.</p>\n<p>Creatd Inc&nbsp;stock skyrocketed Friday after news that WHE Agency, a Creatd company, announced the signing of creator Alexis LaRue.</p>\n<p>LaRue, 22, quickly gained popularity on TikTok after she began sharing content on the social media site portraying life as a new mother to twin daughters.</p>\n<p>She has amassed attention with her posts receiving tens of millions of views to date, have already accumulated nearly 800,000 followers across different platforms.</p>\n<p>About Creatd</p>\n<p>Creatd, Inc. (Nasdaq CM: CRTD) is a creator-first technology company and the parent company of the Vocal platform. Our mission is to empower creators, entrepreneurs, and brands through technology and partnership.</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>Creatd shares surged more than 120% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCreatd shares surged more than 120% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-25 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Creatd&nbsp;shares&nbsp;surged&nbsp;more&nbsp;than&nbsp;120%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/b39f1d113b7bb045f2d1c6a6b7199ba9\" tg-width=\"883\" tg-height=\"633\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CRTD\">Creatd Inc</a> , the parent company of the OG Gallery,&nbsp;today announced its second non-fungible token (NFT) art drop. The Company's second NFT offering captures a high-interest asset of the OG Collection: a series of three photographs of former President&nbsp;Donald Trump. The photographs were first unearthed by Creatd founder and co-CEO&nbsp;Jeremy Frommerwithin the collection, acquired from creditors ofBob Guccione. Guccione, an artist and photographer, was the CEO of General Media, the company behind such iconic magazines as&nbsp;<i>Longevity</i>,<i>Viva</i>,&nbsp;<i>Penthouse</i>, and&nbsp;<i>OMNI</i>.</p>\n<p>Creatd Inc&nbsp;stock skyrocketed Friday after news that WHE Agency, a Creatd company, announced the signing of creator Alexis LaRue.</p>\n<p>LaRue, 22, quickly gained popularity on TikTok after she began sharing content on the social media site portraying life as a new mother to twin daughters.</p>\n<p>She has amassed attention with her posts receiving tens of millions of views to date, have already accumulated nearly 800,000 followers across different platforms.</p>\n<p>About Creatd</p>\n<p>Creatd, Inc. (Nasdaq CM: CRTD) is a creator-first technology company and the parent company of the Vocal platform. Our mission is to empower creators, entrepreneurs, and brands through technology and partnership.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRTD":"Creatd Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125776289","content_text":"Creatd shares surged more than 120% in premarket trading.Creatd Inc , the parent company of the OG Gallery, today announced its second non-fungible token (NFT) art drop. The Company's second NFT offering captures a high-interest asset of the OG Collection: a series of three photographs of former President Donald Trump. The photographs were first unearthed by Creatd founder and co-CEO Jeremy Frommerwithin the collection, acquired from creditors ofBob Guccione. Guccione, an artist and photographer, was the CEO of General Media, the company behind such iconic magazines as Longevity,Viva, Penthouse, and OMNI.\nCreatd Inc stock skyrocketed Friday after news that WHE Agency, a Creatd company, announced the signing of creator Alexis LaRue.\nLaRue, 22, quickly gained popularity on TikTok after she began sharing content on the social media site portraying life as a new mother to twin daughters.\nShe has amassed attention with her posts receiving tens of millions of views to date, have already accumulated nearly 800,000 followers across different platforms.\nAbout Creatd\nCreatd, Inc. (Nasdaq CM: CRTD) is a creator-first technology company and the parent company of the Vocal platform. Our mission is to empower creators, entrepreneurs, and brands through technology and partnership.","news_type":1},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883995516,"gmtCreate":1631195132235,"gmtModify":1631891631328,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Overreaction. Money is gonna be plowed into growth...&nbsp;","listText":"Overreaction. Money is gonna be plowed into growth...&nbsp;","text":"Overreaction. Money is gonna be plowed into growth...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883995516","repostId":"1109486521","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147497651,"gmtCreate":1626373222573,"gmtModify":1631891631329,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lets go tesla","listText":"Lets go tesla","text":"Lets go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147497651","repostId":"2151527083","repostType":4,"repost":{"id":"2151527083","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1626362102,"share":"https://www.laohu8.com/m/news/2151527083?lang=&edition=full","pubTime":"2021-07-15 23:15","market":"us","language":"en","title":"Self-Driving Car Startup With Tesla, Google Roots To Go Public","url":"https://stock-news.laohu8.com/highlight/detail?id=2151527083","media":"Investors","summary":"Self-driving car startup Aurora will go public by merging with special purpose acquisition company Reinvent Technology Partners Y.","content":"<p>Self-driving car startup Aurora will go public by merging with special purpose acquisition company <b><a href=\"https://laohu8.com/S/RTPY\">Reinvent Technology Partners Y</a></b> after rival Waymo scored a big funding round.</p>\n<p>The proposed transaction values Aurora at $11 billion. It will provide the startup with $2.5 billion in cash to fund growth. It should close in the second half of 2021. Then the company will take the name Aurora Innovation and trade under the symbol AUR.</p>\n<h2>$1 Billion Private Investment In Self-Driving Car Startup</h2>\n<p>Additionally, it includes a private investment in private equity of $1 billion. Investors and partners in the PIPE include major <b>Tesla</b> shareholder Baillie Gifford. Also Uber, Volvo, Paccar, Fidelity and T. Rowe Price.</p>\n<p>Aurora was founded in 2017 by former <b>Alphabet</b> Google and <b>Uber</b> veterans. A third co-founder,&nbsp;Sterling Anderson, led Tesla's AutoPilot team.</p>\n<p>Meanwhile, Aurora expects to launch its first autonomous product for self-driving trucks in late 2023. Eventually it expects to expand into the last-mile delivery and ride-hailing markets.</p>\n<p>Volvo and Paccar dominate the market for Class 8 trucks, which include tractor-trailers.</p>\n<p>In a new release Thursday, Aurora described the merger agreement as a major step toward commercializing self-driving vehicles.</p>\n<p>The Aurora Driver is expected to be a Level 4 system powering a range of vehicles from sedans to Class 8 trucks. It includes long-range lidar sensors that help the driverless vehicle \"see\" and track objects on the road even in poor light or weather.</p>\n<p>Google's Waymo Driver also offers Level 4 autonomy, meaning fully automated driving under highly complex urban road conditions, though a driver can take control if needed. On June 16, Waymo announced a $2.5 billion investment round, to advance its autonomous driving technology and grow its team.</p>\n<p>However, Waymo, seen as the leader in developing self-driving technology, has come under criticism for moving slower than expected on commercializing its technology. Aurora's seen as a credible challenger to Waymo.</p>\n<h2>Self-Driving Car Stocks</h2>\n<p>Shares of Reinvent, soon to be Aurora stock, gained 1.3% in Thursday's stock market trading. Google stock dipped 0.9%. Among lidar stocks, <b>Velodyne Lidar</b> lost 1.3%, <b>Luminar Technologies</b> rose 1.4%, and <b>Ouster</b> added 0.5%.</p>\n<p>\"By combining with Reinvent and with this incredible group of investors, we are even closer to deploying self-driving vehicles and delivering the benefits this technology offers the world,\" Chris Urmson, co-founder and CEO of Aurora, said in Thursday's news release.</p>\n<p>Urmson exited from Google after being passed over to become CEO of the offshoot that became Waymo. He recently dismissed Tesla's claims that its vehicles can soon operate as driverless taxis.</p>\n<p>Another co-founder, Drew Bagnell, helped to lead Uber's self-driving project. In late 2020, Uber sold that project to Aurora.</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>Self-Driving Car Startup With Tesla, Google Roots To Go Public</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\">\nSelf-Driving Car Startup With Tesla, Google Roots To Go Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-07-15 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Self-driving car startup Aurora will go public by merging with special purpose acquisition company <b><a href=\"https://laohu8.com/S/RTPY\">Reinvent Technology Partners Y</a></b> after rival Waymo scored a big funding round.</p>\n<p>The proposed transaction values Aurora at $11 billion. It will provide the startup with $2.5 billion in cash to fund growth. It should close in the second half of 2021. Then the company will take the name Aurora Innovation and trade under the symbol AUR.</p>\n<h2>$1 Billion Private Investment In Self-Driving Car Startup</h2>\n<p>Additionally, it includes a private investment in private equity of $1 billion. Investors and partners in the PIPE include major <b>Tesla</b> shareholder Baillie Gifford. Also Uber, Volvo, Paccar, Fidelity and T. Rowe Price.</p>\n<p>Aurora was founded in 2017 by former <b>Alphabet</b> Google and <b>Uber</b> veterans. A third co-founder,&nbsp;Sterling Anderson, led Tesla's AutoPilot team.</p>\n<p>Meanwhile, Aurora expects to launch its first autonomous product for self-driving trucks in late 2023. Eventually it expects to expand into the last-mile delivery and ride-hailing markets.</p>\n<p>Volvo and Paccar dominate the market for Class 8 trucks, which include tractor-trailers.</p>\n<p>In a new release Thursday, Aurora described the merger agreement as a major step toward commercializing self-driving vehicles.</p>\n<p>The Aurora Driver is expected to be a Level 4 system powering a range of vehicles from sedans to Class 8 trucks. It includes long-range lidar sensors that help the driverless vehicle \"see\" and track objects on the road even in poor light or weather.</p>\n<p>Google's Waymo Driver also offers Level 4 autonomy, meaning fully automated driving under highly complex urban road conditions, though a driver can take control if needed. On June 16, Waymo announced a $2.5 billion investment round, to advance its autonomous driving technology and grow its team.</p>\n<p>However, Waymo, seen as the leader in developing self-driving technology, has come under criticism for moving slower than expected on commercializing its technology. Aurora's seen as a credible challenger to Waymo.</p>\n<h2>Self-Driving Car Stocks</h2>\n<p>Shares of Reinvent, soon to be Aurora stock, gained 1.3% in Thursday's stock market trading. Google stock dipped 0.9%. Among lidar stocks, <b>Velodyne Lidar</b> lost 1.3%, <b>Luminar Technologies</b> rose 1.4%, and <b>Ouster</b> added 0.5%.</p>\n<p>\"By combining with Reinvent and with this incredible group of investors, we are even closer to deploying self-driving vehicles and delivering the benefits this technology offers the world,\" Chris Urmson, co-founder and CEO of Aurora, said in Thursday's news release.</p>\n<p>Urmson exited from Google after being passed over to become CEO of the offshoot that became Waymo. He recently dismissed Tesla's claims that its vehicles can soon operate as driverless taxis.</p>\n<p>Another co-founder, Drew Bagnell, helped to lead Uber's self-driving project. In late 2020, Uber sold that project to Aurora.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","TSLA":"特斯拉","03086":"华夏纳指","GOOGL":"谷歌A","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151527083","content_text":"Self-driving car startup Aurora will go public by merging with special purpose acquisition company Reinvent Technology Partners Y after rival Waymo scored a big funding round.\nThe proposed transaction values Aurora at $11 billion. It will provide the startup with $2.5 billion in cash to fund growth. It should close in the second half of 2021. Then the company will take the name Aurora Innovation and trade under the symbol AUR.\n$1 Billion Private Investment In Self-Driving Car Startup\nAdditionally, it includes a private investment in private equity of $1 billion. Investors and partners in the PIPE include major Tesla shareholder Baillie Gifford. Also Uber, Volvo, Paccar, Fidelity and T. Rowe Price.\nAurora was founded in 2017 by former Alphabet Google and Uber veterans. A third co-founder, Sterling Anderson, led Tesla's AutoPilot team.\nMeanwhile, Aurora expects to launch its first autonomous product for self-driving trucks in late 2023. Eventually it expects to expand into the last-mile delivery and ride-hailing markets.\nVolvo and Paccar dominate the market for Class 8 trucks, which include tractor-trailers.\nIn a new release Thursday, Aurora described the merger agreement as a major step toward commercializing self-driving vehicles.\nThe Aurora Driver is expected to be a Level 4 system powering a range of vehicles from sedans to Class 8 trucks. It includes long-range lidar sensors that help the driverless vehicle \"see\" and track objects on the road even in poor light or weather.\nGoogle's Waymo Driver also offers Level 4 autonomy, meaning fully automated driving under highly complex urban road conditions, though a driver can take control if needed. On June 16, Waymo announced a $2.5 billion investment round, to advance its autonomous driving technology and grow its team.\nHowever, Waymo, seen as the leader in developing self-driving technology, has come under criticism for moving slower than expected on commercializing its technology. Aurora's seen as a credible challenger to Waymo.\nSelf-Driving Car Stocks\nShares of Reinvent, soon to be Aurora stock, gained 1.3% in Thursday's stock market trading. Google stock dipped 0.9%. Among lidar stocks, Velodyne Lidar lost 1.3%, Luminar Technologies rose 1.4%, and Ouster added 0.5%.\n\"By combining with Reinvent and with this incredible group of investors, we are even closer to deploying self-driving vehicles and delivering the benefits this technology offers the world,\" Chris Urmson, co-founder and CEO of Aurora, said in Thursday's news release.\nUrmson exited from Google after being passed over to become CEO of the offshoot that became Waymo. He recently dismissed Tesla's claims that its vehicles can soon operate as driverless taxis.\nAnother co-founder, Drew Bagnell, helped to lead Uber's self-driving project. In late 2020, Uber sold that project to Aurora.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157438869,"gmtCreate":1625608317851,"gmtModify":1631891631333,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lets go tech","listText":"Lets go tech","text":"Lets go tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157438869","repostId":"2149613963","repostType":2,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158116492,"gmtCreate":1625136177616,"gmtModify":1631891631336,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"There's a chance","listText":"There's a chance","text":"There's a chance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158116492","repostId":"1163454476","repostType":2,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124470652,"gmtCreate":1624786089576,"gmtModify":1631891631338,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Nio for sure","listText":"Nio for sure","text":"Nio for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124470652","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162422664,"gmtCreate":1624072264758,"gmtModify":1631891631343,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Recovery will be back","listText":"Recovery will be back","text":"Recovery will be back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162422664","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","kind":"news","pubTimestamp":1624063306,"share":"https://www.laohu8.com/m/news/1156696708?lang=&edition=full","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow falls more than 500 points to close out its worst week since October</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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184845662,"gmtCreate":1623710582456,"gmtModify":1631891631343,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Bull","listText":"Bull","text":"Bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184845662","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185748125,"gmtCreate":1623675776867,"gmtModify":1631891631346,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Manipulation!&nbsp;","listText":"Manipulation!&nbsp;","text":"Manipulation!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185748125","repostId":"1185344946","repostType":4,"repost":{"id":"1185344946","kind":"news","pubTimestamp":1623673388,"share":"https://www.laohu8.com/m/news/1185344946?lang=&edition=full","pubTime":"2021-06-14 20:23","market":"us","language":"en","title":"Canaccord Genuity slashes Tesla price target, citing potential delays in battery program","url":"https://stock-news.laohu8.com/highlight/detail?id=1185344946","media":"cnbc","summary":"There are possible hiccups inTesla’s battery development that have lowered the ceiling for the stock","content":"<div>\n<p>There are possible hiccups inTesla’s battery development that have lowered the ceiling for the stock, according to investment firm Canaccord Genuity.\nElon Musk’s auto companykicked off deliveries of ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/tesla-stock-price-target-cut-canaccord-genuity.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canaccord Genuity slashes Tesla price target, citing potential delays in battery program</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\">\nCanaccord Genuity slashes Tesla price target, citing potential delays in battery program\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 20:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/14/tesla-stock-price-target-cut-canaccord-genuity.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are possible hiccups inTesla’s battery development that have lowered the ceiling for the stock, according to investment firm Canaccord Genuity.\nElon Musk’s auto companykicked off deliveries of ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/tesla-stock-price-target-cut-canaccord-genuity.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/06/14/tesla-stock-price-target-cut-canaccord-genuity.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1185344946","content_text":"There are possible hiccups inTesla’s battery development that have lowered the ceiling for the stock, according to investment firm Canaccord Genuity.\nElon Musk’s auto companykicked off deliveries of its new Model S Plaid last week, but Tesla scrapped a higher price version of the car.\nCanaccord analyst Jed Dorsheimer praised the Plaid in a note to clients said the failed upgraded version could signal struggles for Tesla’s battery business. Dorsheimer cut his price target on the stock to $812 per share from $974.\n“Leading up to the delayed launch, Tesla canceled the top trim Model S Plaid Plus, which was reportedly going to be the first to feature the new 4680 cell design. This signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain,” the note said.\nEven with the reduced price target, Canaccord still projects 33% upside for Tesla. Dorsheimer has a buy rating on the stock.\nOther automakers, including Ford, are investing heavily in electric vehicles, but Tesla is still leading innovation in the industry, according to Canaccord.\n“Tesla also announced they designed and built a machine that can wind the copper rotors at much higher tension, allowing a more efficient electromagnetic field and maintain tighter gaps at higher rpm. We expect this to lead to industry-wide improvements in motor design,” the note said.\nTesla’s stock has struggled in 2020, falling more than 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182172350,"gmtCreate":1623560168870,"gmtModify":1631891631349,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"That's pretty risky","listText":"That's pretty risky","text":"That's pretty risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182172350","repostId":"1191179846","repostType":4,"repost":{"id":"1191179846","kind":"news","pubTimestamp":1623536312,"share":"https://www.laohu8.com/m/news/1191179846?lang=&edition=full","pubTime":"2021-06-13 06:18","market":"us","language":"en","title":"Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1191179846","media":"cnbc","summary":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed ","content":"<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million</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\">\nBlue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1191179846","content_text":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon founder and his brother Mark on Blue Origin’s New Shepard rocket.\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers.\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat on its upcoming first crewed spaceflight on Saturday for $28 million.\nThe winning bidder,whose name wasn’t released,will fly to the edge of space with theAmazonfounder and his brother Markon Blue Origin’s New Shepard rocket scheduled to launch on July 20.The company said it will reveal the name of the auction winner in the coming weeks.\nBidding opened at $4.8 million but surpassed $20 million within the first few minutes of the auction. The auction’s proceeds will be donated to Blue Origin’s education-focused nonprofit Club for the Future, which supports kids interested in future STEM careers.\nBlue Origin director of astronaut and orbital sales Ariane Cornell said during the auction webcast that New Shepard’s first passenger flight will carry four people, including Bezos, his brother, the auction winner and a fourth person to be announced later.\nAutonomous spaceflight\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers, including one in April at the company’s facility in the Texas desert. It’s designed to carry up to six people and flies autonomously — without needing a pilot. The capsule has massive windows to give passengers a view of the earth below during about three minutes in zero gravity, before returning to Earth.\nBlue Origin’s system launches vertically, and both the rocket and capsule are reusable. The boosters land vertically on a concrete pad at the company’s facility in Van Horn, Texas, while the capsules land using a set of parachutes.\nBezos founded Blue Origin in 2000 and still owns the company, funding it through share sales of his Amazon stock.\nJuly 20 is notable because it also marks the 52nd anniversary of the Apollo 11 moon landing.\nBranson and Musk\nBezos and fellow billionairesElon MuskandSir Richard Bransonarein a race to get to space, but each in different ways.Bezos’ Blue Origin and Branson’sVirgin Galacticare competing to take passengers on short flights to the edge of space, a sector known as suborbital tourism, while Musk’s SpaceX is launching private passengers on further, multi-day flights, in what is known as orbital tourism.\nBoth Blue Origin and Virgin Galactic have been developing rocket-powered spacecraft, but that is where the similarities end. While Blue Origin’s New Shepard rocket launches vertically from the ground,Virgin Galactic’s SpaceShipTwo system is released mid-air and returns to Earth in a glidefor a runway landing, like an aircraft.\nVirgin Galactic’s system is also flown by two pilots, while Blue Origin’s launches without one.Branson’s company has also flown a test spaceflight with a passenger onboard, although the company has three spaceflight tests remainingbefore it begins flying commercial customers– which is planned to start in 2022.\nSpaceX launches its Crew Dragon spacecraft to orbit atop its reusable Falcon 9 rocket, havingsent 10 astronauts to the International Space Station on three missions to date.\nIn addition to the government flights, Musk’s company is planning to launch multiple private astronaut missions in the year ahead – beginning withthe all-civilian Inspiration4 missionthat is planned for September. SpaceX is also launchingat least four private missions for Axiom Space, starting early next year.\nBlue Origin’s auction may have netted $28 million, but a seat on a suborbital spacecraft is typically much less expensive. Virgin Galactic has historically sold reservations between $200,000 and $250,000 per ticket, and more recently charged the Italian Air Force about $500,000 per ticket for a training spaceflight.\nMusk’s orbital missions are more costly than the suborbital flights, with NASA paying SpaceX about $55 million per seat for spaceflights to the ISS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186839761,"gmtCreate":1623483182353,"gmtModify":1631891631353,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Investor long term&nbsp;","listText":"Investor long term&nbsp;","text":"Investor long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186839761","repostId":"1147474880","repostType":4,"repost":{"id":"1147474880","kind":"news","pubTimestamp":1623470168,"share":"https://www.laohu8.com/m/news/1147474880?lang=&edition=full","pubTime":"2021-06-12 11:56","market":"us","language":"en","title":"Investor, Trader, Speculator: Which One Are You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147474880","media":"The Wall Street Journal","summary":"Understanding the difference between speculation and investing is essential to avoiding reckless ris","content":"<blockquote>\n Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n</blockquote>\n<p>I’ve had it.</p>\n<p>The Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.</p>\n<p>If you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.</p>\n<p>Whenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.</p>\n<p>You’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.</p>\n<p>Of course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%<i>are</i>investors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.</p>\n<p>An investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.</p>\n<p>The word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.</p>\n<p>Nevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”</p>\n<p>He wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)</p>\n<p>“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”</p>\n<p>Graham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.</p>\n<p>In that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”</p>\n<p>However, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”</p>\n<p>Most investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.</p>\n<p>If you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.</p>\n<p>Take speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.</p>\n<p>I think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.</p>\n<p>“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”</p>\n<p>I hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.</p>\n<p>Calling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.</p>\n<p>Ina recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”</p>\n<p>In her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.</p>\n<p>The currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)</p>\n<p>PAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.</p>\n<p>Ms. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”</p>\n<p>In Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.</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>Investor, Trader, Speculator: Which One Are You?</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\">\nInvestor, Trader, Speculator: Which One Are You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of ...</p>\n\n<a href=\"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147474880","content_text":"Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.\nIf you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.\nWhenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.\nYou’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.\nOf course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%areinvestors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.\nAn investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.\nThe word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.\nNevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”\nHe wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)\n“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”\nGraham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.\nIn that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”\nHowever, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”\nMost investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.\nIf you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.\nTake speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.\nI think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.\n“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”\nI hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.\nCalling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.\nIna recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”\nIn her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.\nThe currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)\nPAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.\nMs. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”\nIn Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114444626,"gmtCreate":1623100855865,"gmtModify":1634037060344,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Visionary stock still","listText":"Visionary stock still","text":"Visionary stock still","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114444626","repostId":"1133174841","repostType":4,"repost":{"id":"1133174841","kind":"news","pubTimestamp":1623078982,"share":"https://www.laohu8.com/m/news/1133174841?lang=&edition=full","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is Sandbagging Growth Projections</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 Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">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/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":104819292,"gmtCreate":1620372963516,"gmtModify":1634205690129,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Undervalued might be a stretch...&nbsp;","listText":"Undervalued might be a stretch...&nbsp;","text":"Undervalued might be a stretch...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/104819292","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Most Clearly Undervalued Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124470652,"gmtCreate":1624786089576,"gmtModify":1631891631338,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Nio for sure","listText":"Nio for sure","text":"Nio for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124470652","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696454169,"gmtCreate":1640754270959,"gmtModify":1640754271042,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Everyone seems to be against her","listText":"Everyone seems to be against her","text":"Everyone seems to be against her","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696454169","repostId":"1121988660","repostType":4,"repost":{"id":"1121988660","kind":"news","pubTimestamp":1640750325,"share":"https://www.laohu8.com/m/news/1121988660?lang=&edition=full","pubTime":"2021-12-29 11:58","market":"us","language":"en","title":"Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception","url":"https://stock-news.laohu8.com/highlight/detail?id=1121988660","media":"Businessinsider","summary":"Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nA","content":"<ul>\n <li>Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.</li>\n <li>Ark Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.</li>\n <li>Wood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.</li>\n</ul>\n<hr>\n<p>It's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.</p>\n<p>That's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&amp;P 500is up about 30% year-to-date.</p>\n<p>Ark Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a&nbsp;five-year compounded annual growth rate of up to 40%.</p>\n<p>But Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.</p>\n<p>The stocks&nbsp;that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.</p>\n<p>Those losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.</p>\n<p>And it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The&nbsp;Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the&nbsp;Ark Autonomous Technology and Robotics ETF&nbsp;is the best performing fund, up about 3%.</p>","source":"lsy1636471102575","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12><strong>Businessinsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nArk Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121988660","content_text":"Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nArk Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.\nWood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.\n\n\nIt's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.\nThat's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&P 500is up about 30% year-to-date.\nArk Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a five-year compounded annual growth rate of up to 40%.\nBut Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.\nThe stocks that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.\nThose losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.\nAnd it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the Ark Autonomous Technology and Robotics ETF is the best performing fund, up about 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691601577,"gmtCreate":1640177802437,"gmtModify":1640177802698,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Never heard of","listText":"Never heard of","text":"Never heard of","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691601577","repostId":"1147990979","repostType":4,"repost":{"id":"1147990979","kind":"news","pubTimestamp":1640177258,"share":"https://www.laohu8.com/m/news/1147990979?lang=&edition=full","pubTime":"2021-12-22 20:47","market":"us","language":"en","title":"AgileThought prices public offering at $7.00 per share","url":"https://stock-news.laohu8.com/highlight/detail?id=1147990979","media":"seekingalpha","summary":"AgileThought(NASDAQ:AGIL)announces the pricing of an underwritten public offering of 3,560,710 share","content":"<p>AgileThought(NASDAQ:AGIL)announces the pricing&nbsp;of an underwritten public offering of 3,560,710 shares of its Class A Common Stock at$7.00 per share.</p>\n<p>In addition, the Company has granted the underwriters a 30-day option to purchase up to 534,106 additional shares of Class A Common Stock.</p>\n<li><p>AgileThought intends to use 60% of the net proceeds from the offering to repay a portion of its outstanding indebtedness, and the remainder will be used for general corporate purposes.</p></li>\n<li><p>The offering is expected to close on or about December 27, 2021, subject to the satisfaction of customary closing conditions.</p></li>\n<li><p>Shares flat premarket.</p></li>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AgileThought prices public offering at $7.00 per share</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\">\nAgileThought prices public offering at $7.00 per share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 20:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782623-agilethought-prices-public-offering-at-700-per-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AgileThought(NASDAQ:AGIL)announces the pricing of an underwritten public offering of 3,560,710 shares of its Class A Common Stock at$7.00 per share.\nIn addition, the Company has granted the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3782623-agilethought-prices-public-offering-at-700-per-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGIL":"AgileThought, Inc."},"source_url":"https://seekingalpha.com/news/3782623-agilethought-prices-public-offering-at-700-per-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1147990979","content_text":"AgileThought(NASDAQ:AGIL)announces the pricing of an underwritten public offering of 3,560,710 shares of its Class A Common Stock at$7.00 per share.\nIn addition, the Company has granted the underwriters a 30-day option to purchase up to 534,106 additional shares of Class A Common Stock.\nAgileThought intends to use 60% of the net proceeds from the offering to repay a portion of its outstanding indebtedness, and the remainder will be used for general corporate purposes.\nThe offering is expected to close on or about December 27, 2021, subject to the satisfaction of customary closing conditions.\nShares flat premarket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883995516,"gmtCreate":1631195132235,"gmtModify":1631891631328,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Overreaction. Money is gonna be plowed into growth...&nbsp;","listText":"Overreaction. Money is gonna be plowed into growth...&nbsp;","text":"Overreaction. Money is gonna be plowed into growth...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883995516","repostId":"1109486521","repostType":4,"repost":{"id":"1109486521","kind":"news","pubTimestamp":1631172960,"share":"https://www.laohu8.com/m/news/1109486521?lang=&edition=full","pubTime":"2021-09-09 15:36","market":"us","language":"en","title":"Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1109486521","media":"The Wall Street Journal","summary":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its busines","content":"<p><i><b>(Update: Sept 9, 2021 at 09:44 a.m. ET)</b></i></p>\n<blockquote>\n <b>Sea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.</b>\n</blockquote>\n<p>Southeast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.</p>\n<p>TheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”</p>\n<p>The company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.</p>\n<p>Sea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.</p>\n<p><img src=\"https://static.tigerbbs.com/d09e89c4e1333b681b0605608cff2a6c\" tg-width=\"336\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p>Based on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.</p>\n<p>Like other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.</p>\n<p>Compared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.</p>\n<p>The business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.</p>\n<p>Sea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&amp;P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.</p>\n<p>Sea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.</p>\n<p>The planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.</p>\n<p>Southeast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.</p>\n<p>In May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.</p>\n<p>Units ofGoldman Sachs GroupInc.,JPMorgan Chase &amp; Co. andBank of AmericaCorp.are handling Sea’s offerings.</p>\n<p>Sea fell over 7% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/1579594bcdff311d196e8c7d1b43d16e\" tg-width=\"1156\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion</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\">\nTencent-Backed Tech Giant Sea Taps Investors for About $6 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 15:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.\n\nSoutheast Asia’s most ...</p>\n\n<a href=\"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109486521","content_text":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.\n\nSoutheast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.\nTheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”\nThe company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.\nSea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.\n\nBased on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.\nLike other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.\nCompared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.\nThe business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.\nSea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.\nSea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.\nThe planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.\nSoutheast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.\nIn May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.\nUnits ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.\nSea fell over 7% in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147497651,"gmtCreate":1626373222573,"gmtModify":1631891631329,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lets go tesla","listText":"Lets go tesla","text":"Lets go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147497651","repostId":"2151527083","repostType":4,"repost":{"id":"2151527083","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1626362102,"share":"https://www.laohu8.com/m/news/2151527083?lang=&edition=full","pubTime":"2021-07-15 23:15","market":"us","language":"en","title":"Self-Driving Car Startup With Tesla, Google Roots To Go Public","url":"https://stock-news.laohu8.com/highlight/detail?id=2151527083","media":"Investors","summary":"Self-driving car startup Aurora will go public by merging with special purpose acquisition company Reinvent Technology Partners Y.","content":"<p>Self-driving car startup Aurora will go public by merging with special purpose acquisition company <b><a href=\"https://laohu8.com/S/RTPY\">Reinvent Technology Partners Y</a></b> after rival Waymo scored a big funding round.</p>\n<p>The proposed transaction values Aurora at $11 billion. It will provide the startup with $2.5 billion in cash to fund growth. It should close in the second half of 2021. Then the company will take the name Aurora Innovation and trade under the symbol AUR.</p>\n<h2>$1 Billion Private Investment In Self-Driving Car Startup</h2>\n<p>Additionally, it includes a private investment in private equity of $1 billion. Investors and partners in the PIPE include major <b>Tesla</b> shareholder Baillie Gifford. Also Uber, Volvo, Paccar, Fidelity and T. Rowe Price.</p>\n<p>Aurora was founded in 2017 by former <b>Alphabet</b> Google and <b>Uber</b> veterans. A third co-founder,&nbsp;Sterling Anderson, led Tesla's AutoPilot team.</p>\n<p>Meanwhile, Aurora expects to launch its first autonomous product for self-driving trucks in late 2023. Eventually it expects to expand into the last-mile delivery and ride-hailing markets.</p>\n<p>Volvo and Paccar dominate the market for Class 8 trucks, which include tractor-trailers.</p>\n<p>In a new release Thursday, Aurora described the merger agreement as a major step toward commercializing self-driving vehicles.</p>\n<p>The Aurora Driver is expected to be a Level 4 system powering a range of vehicles from sedans to Class 8 trucks. It includes long-range lidar sensors that help the driverless vehicle \"see\" and track objects on the road even in poor light or weather.</p>\n<p>Google's Waymo Driver also offers Level 4 autonomy, meaning fully automated driving under highly complex urban road conditions, though a driver can take control if needed. On June 16, Waymo announced a $2.5 billion investment round, to advance its autonomous driving technology and grow its team.</p>\n<p>However, Waymo, seen as the leader in developing self-driving technology, has come under criticism for moving slower than expected on commercializing its technology. Aurora's seen as a credible challenger to Waymo.</p>\n<h2>Self-Driving Car Stocks</h2>\n<p>Shares of Reinvent, soon to be Aurora stock, gained 1.3% in Thursday's stock market trading. Google stock dipped 0.9%. Among lidar stocks, <b>Velodyne Lidar</b> lost 1.3%, <b>Luminar Technologies</b> rose 1.4%, and <b>Ouster</b> added 0.5%.</p>\n<p>\"By combining with Reinvent and with this incredible group of investors, we are even closer to deploying self-driving vehicles and delivering the benefits this technology offers the world,\" Chris Urmson, co-founder and CEO of Aurora, said in Thursday's news release.</p>\n<p>Urmson exited from Google after being passed over to become CEO of the offshoot that became Waymo. He recently dismissed Tesla's claims that its vehicles can soon operate as driverless taxis.</p>\n<p>Another co-founder, Drew Bagnell, helped to lead Uber's self-driving project. In late 2020, Uber sold that project to Aurora.</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>Self-Driving Car Startup With Tesla, Google Roots To Go Public</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\">\nSelf-Driving Car Startup With Tesla, Google Roots To Go Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-07-15 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Self-driving car startup Aurora will go public by merging with special purpose acquisition company <b><a href=\"https://laohu8.com/S/RTPY\">Reinvent Technology Partners Y</a></b> after rival Waymo scored a big funding round.</p>\n<p>The proposed transaction values Aurora at $11 billion. It will provide the startup with $2.5 billion in cash to fund growth. It should close in the second half of 2021. Then the company will take the name Aurora Innovation and trade under the symbol AUR.</p>\n<h2>$1 Billion Private Investment In Self-Driving Car Startup</h2>\n<p>Additionally, it includes a private investment in private equity of $1 billion. Investors and partners in the PIPE include major <b>Tesla</b> shareholder Baillie Gifford. Also Uber, Volvo, Paccar, Fidelity and T. Rowe Price.</p>\n<p>Aurora was founded in 2017 by former <b>Alphabet</b> Google and <b>Uber</b> veterans. A third co-founder,&nbsp;Sterling Anderson, led Tesla's AutoPilot team.</p>\n<p>Meanwhile, Aurora expects to launch its first autonomous product for self-driving trucks in late 2023. Eventually it expects to expand into the last-mile delivery and ride-hailing markets.</p>\n<p>Volvo and Paccar dominate the market for Class 8 trucks, which include tractor-trailers.</p>\n<p>In a new release Thursday, Aurora described the merger agreement as a major step toward commercializing self-driving vehicles.</p>\n<p>The Aurora Driver is expected to be a Level 4 system powering a range of vehicles from sedans to Class 8 trucks. It includes long-range lidar sensors that help the driverless vehicle \"see\" and track objects on the road even in poor light or weather.</p>\n<p>Google's Waymo Driver also offers Level 4 autonomy, meaning fully automated driving under highly complex urban road conditions, though a driver can take control if needed. On June 16, Waymo announced a $2.5 billion investment round, to advance its autonomous driving technology and grow its team.</p>\n<p>However, Waymo, seen as the leader in developing self-driving technology, has come under criticism for moving slower than expected on commercializing its technology. Aurora's seen as a credible challenger to Waymo.</p>\n<h2>Self-Driving Car Stocks</h2>\n<p>Shares of Reinvent, soon to be Aurora stock, gained 1.3% in Thursday's stock market trading. Google stock dipped 0.9%. Among lidar stocks, <b>Velodyne Lidar</b> lost 1.3%, <b>Luminar Technologies</b> rose 1.4%, and <b>Ouster</b> added 0.5%.</p>\n<p>\"By combining with Reinvent and with this incredible group of investors, we are even closer to deploying self-driving vehicles and delivering the benefits this technology offers the world,\" Chris Urmson, co-founder and CEO of Aurora, said in Thursday's news release.</p>\n<p>Urmson exited from Google after being passed over to become CEO of the offshoot that became Waymo. He recently dismissed Tesla's claims that its vehicles can soon operate as driverless taxis.</p>\n<p>Another co-founder, Drew Bagnell, helped to lead Uber's self-driving project. In late 2020, Uber sold that project to Aurora.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","TSLA":"特斯拉","03086":"华夏纳指","GOOGL":"谷歌A","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151527083","content_text":"Self-driving car startup Aurora will go public by merging with special purpose acquisition company Reinvent Technology Partners Y after rival Waymo scored a big funding round.\nThe proposed transaction values Aurora at $11 billion. It will provide the startup with $2.5 billion in cash to fund growth. It should close in the second half of 2021. Then the company will take the name Aurora Innovation and trade under the symbol AUR.\n$1 Billion Private Investment In Self-Driving Car Startup\nAdditionally, it includes a private investment in private equity of $1 billion. Investors and partners in the PIPE include major Tesla shareholder Baillie Gifford. Also Uber, Volvo, Paccar, Fidelity and T. Rowe Price.\nAurora was founded in 2017 by former Alphabet Google and Uber veterans. A third co-founder, Sterling Anderson, led Tesla's AutoPilot team.\nMeanwhile, Aurora expects to launch its first autonomous product for self-driving trucks in late 2023. Eventually it expects to expand into the last-mile delivery and ride-hailing markets.\nVolvo and Paccar dominate the market for Class 8 trucks, which include tractor-trailers.\nIn a new release Thursday, Aurora described the merger agreement as a major step toward commercializing self-driving vehicles.\nThe Aurora Driver is expected to be a Level 4 system powering a range of vehicles from sedans to Class 8 trucks. It includes long-range lidar sensors that help the driverless vehicle \"see\" and track objects on the road even in poor light or weather.\nGoogle's Waymo Driver also offers Level 4 autonomy, meaning fully automated driving under highly complex urban road conditions, though a driver can take control if needed. On June 16, Waymo announced a $2.5 billion investment round, to advance its autonomous driving technology and grow its team.\nHowever, Waymo, seen as the leader in developing self-driving technology, has come under criticism for moving slower than expected on commercializing its technology. Aurora's seen as a credible challenger to Waymo.\nSelf-Driving Car Stocks\nShares of Reinvent, soon to be Aurora stock, gained 1.3% in Thursday's stock market trading. Google stock dipped 0.9%. Among lidar stocks, Velodyne Lidar lost 1.3%, Luminar Technologies rose 1.4%, and Ouster added 0.5%.\n\"By combining with Reinvent and with this incredible group of investors, we are even closer to deploying self-driving vehicles and delivering the benefits this technology offers the world,\" Chris Urmson, co-founder and CEO of Aurora, said in Thursday's news release.\nUrmson exited from Google after being passed over to become CEO of the offshoot that became Waymo. He recently dismissed Tesla's claims that its vehicles can soon operate as driverless taxis.\nAnother co-founder, Drew Bagnell, helped to lead Uber's self-driving project. In late 2020, Uber sold that project to Aurora.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327161577,"gmtCreate":1616070866899,"gmtModify":1631883961142,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Zoom sounds good","listText":"Zoom sounds good","text":"Zoom sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327161577","repostId":"1190015090","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135499196,"gmtCreate":1622173971115,"gmtModify":1631884221352,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Travel resumption might not be as soon as we think though. The virus has proven to be pretty \"smart\"&nbsp;at countering our fight.&nbsp;Just my 2 cents (pls like &amp;&nbsp;comment&nbsp; if you share the same thoughts)&nbsp;","listText":"Travel resumption might not be as soon as we think though. The virus has proven to be pretty \"smart\"&nbsp;at countering our fight.&nbsp;Just my 2 cents (pls like &amp;&nbsp;comment&nbsp; if you share the same thoughts)&nbsp;","text":"Travel resumption might not be as soon as we think though. The virus has proven to be pretty \"smart\" at countering our fight. Just my 2 cents (pls like & comment if you share the same thoughts)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135499196","repostId":"1148985369","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194046882,"gmtCreate":1621329365346,"gmtModify":1634192406529,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"I wan a part of it but not at this price","listText":"I wan a part of it but not at this price","text":"I wan a part of it but not at this price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194046882","repostId":"1105414087","repostType":2,"repost":{"id":"1105414087","kind":"news","pubTimestamp":1621263244,"share":"https://www.laohu8.com/m/news/1105414087?lang=&edition=full","pubTime":"2021-05-17 22:54","market":"us","language":"en","title":"Disney: The Plot Thickens For Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1105414087","media":"seekingalpha","summary":"Summary\n\nDisney+ missed subscriber expectation, but there's a lot more to the story than meets the e","content":"<p><b>Summary</b></p>\n<ul>\n <li>Disney+ missed subscriber expectation, but there's a lot more to the story than meets the eye.</li>\n <li>Why investors should cast their eyes towards Disney's Parks and Resort segment.</li>\n <li>Disney's balance sheet is stretched and is a limiting factor that investors should bear in mind.</li>\n <li>Why at this price point the stock is still attractively priced.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50224354e4edd02c42b061b7b6911fa9\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Disney+ (DIS) missed subscriber targets that the headline financial outlets have focused on. However, I declare that this is far from the full story.</p>\n<p>As I go through the positives and negatives of Disney's thesis, I proclaim that its stock is still cheaply valued, even now.</p>\n<p>Ultimately, Disney is priced at 34x next year's earnings, which is not expensive for what's at play here.</p>\n<p><b>What's the Bull Thesis Right Now?</b></p>\n<p>Disney's stock has been a solid performer during the past twelve months, driven by the consistently positive news flow that Disney+ could be perceived by many households as a necessary streaming package - either alongside Netflix (NFLX) or in some households instead of Netflix.</p>\n<p>Furthermore, investors had been willing to put aside the fact that Disney's Parks and Experiences have been operating as a shell of its former self during the past twelve months with the expectation that Disney+ would be the future driver of the stock's performance.</p>\n<p>Indeed, investors have been fed a consistent diet of Disney+'s progress to the point that anything less than a positive surprise there, together with its earnings results, should be viewed as less inspiring that they showed apathy towards the stock last week.</p>\n<p>As a reminder, even though Disney+ had&nbsp;104 million subscribers, a substantial number of its latest increase was driven by India's Disney Plus Hotstar, lending itself towards Disney+'s APRU being down 29% y/y to $3.99.</p>\n<p>However, I believe that there are more moving parts to this story.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da684fea62f5c9ef33c5c223f56890e2\" tg-width=\"640\" tg-height=\"290\"><span>Source: author's calculations, press statements</span></p>\n<p>The story is now about to unfold in an interesting way. There are two paths to this story that are worth bearing in mind.</p>\n<p>The first path, as we can see above, is as Disney starts lapping its challenging 2020 period so that its performance into 2021 will start to look very strong.</p>\n<p>Furthermore, even though Disney's Parks are operating with limited capacity a present, investors understand that the end of restrictions in the US and China is nearing. This will be a very positive driver of the story for new shareholders to the stock.</p>\n<p>Consider that, if we look back two years ago to&nbsp;Q2 2019, Disney's Parks, Experiences, and Products segment was reporting 25% operating margins. Moreover, this segment alone was responsible for 40% of Disney's operating income.</p>\n<p>In other words, approximately 40% of Disney's bottom line has been hugely impacted over the past twelve months, but as investors start to reprice this stock over the next two to three years, investors will be casting their eyes towards Disney's Parks, Experiences, and Products segment has a substantial driver of cash flows.</p>\n<p>This segment is very important because it will be the foundation that will allow Disney to reinvest back into its Disney+ segment and to chip away at its meaningfully overleveraged balance sheet. Remember, Disney still carries a net debt position of $40 billion as of Q2 2021.</p>\n<p>Now, let's discuss the second path to the story.</p>\n<p><b>Funding Disney+ Will be Challenging</b></p>\n<p>Households have a love-hate affection towards Netflix. On the one hand, its library is huge. On the other hand, after years of multi-billion dollar investment, many of its titles are mediocre at best. Yet, when it boils down to it, households still tune in and remain&nbsp;highly engaged&nbsp;with Netflix.</p>\n<p>But where Disney will find it difficult to compete with Netflix is that it will struggle to invest as aggressively into its content. Yes, Disney has a very strong library of high-quality shows, but that will only keep households engaged for a limited period of time.</p>\n<p>Furthermore, given that Disney's balance sheet is already stretched (as discussed above), and that Disney is evidently far behind when it comes to Netflix's pricing power, Disney finds itself in a challenging position.</p>\n<p>Also, whereas Disney+ decreased its pricing, down 29% y/y, as it added a large number of subscribers in India, Netflix in the same period increased its&nbsp;pricing globally&nbsp;(including LATAM, if we take it at F/X neutral).</p>\n<p><b>Valuation - Reasons to be Bullish on This Stock</b></p>\n<p>Considering all the nuanced interpretations of Disney's near-term potential, I find that the stock remains cheaply valued.</p>\n<p>Yes, Disney still has a lot of work to accomplish over the coming twelve months, but as its Parks and Resorts start to return to fuller capacity, this will drive its bottom-line profitability.</p>\n<p>If we use analysts' estimates for fiscal 2021 of $5.05 of EPS, this puts the stock trading for 34x forward earnings. In the present market, where many unprofitable stocks were considered a bargain at 30x forward sales, Disney remains very valued when all is considered.</p>\n<p>Moreover, compared with Netflix, that stock is priced at closer to 38x its 2022 earnings. Having said that, keep in mind the very challenging comparisons Netflix will have with 2020 over the coming two years. Even though I'm bullish on Netflix, this doesn't stop me from recognizing that Disney's valuation is even more enticing than Netflix's.</p>\n<p><b>The Bottom Line</b></p>\n<p>Even if Disney+ slightly missed subscriber targets, there's no need to throw out the bull investment thesis here, particularly as its parks and resorts are about to return to full capacity over the coming several months.</p>\n<p>Disney's stock has a substantial pent-up potential with Disney+ driving forward the narrative, while its parks and resorts are likely to bring in a substantial amount of cash flows that will help to chip away at its debt profile, as well as fund new impressive titles, that will drive Disney's&nbsp;flywheel.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney: The Plot Thickens For Investors</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\">\nDisney: The Plot Thickens For Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429282-disney-the-plot-thickens-for-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDisney+ missed subscriber expectation, but there's a lot more to the story than meets the eye.\nWhy investors should cast their eyes towards Disney's Parks and Resort segment.\nDisney's balance...</p>\n\n<a href=\"https://seekingalpha.com/article/4429282-disney-the-plot-thickens-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4429282-disney-the-plot-thickens-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105414087","content_text":"Summary\n\nDisney+ missed subscriber expectation, but there's a lot more to the story than meets the eye.\nWhy investors should cast their eyes towards Disney's Parks and Resort segment.\nDisney's balance sheet is stretched and is a limiting factor that investors should bear in mind.\nWhy at this price point the stock is still attractively priced.\n\nPhoto by Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images\nInvestment Thesis\nDisney+ (DIS) missed subscriber targets that the headline financial outlets have focused on. However, I declare that this is far from the full story.\nAs I go through the positives and negatives of Disney's thesis, I proclaim that its stock is still cheaply valued, even now.\nUltimately, Disney is priced at 34x next year's earnings, which is not expensive for what's at play here.\nWhat's the Bull Thesis Right Now?\nDisney's stock has been a solid performer during the past twelve months, driven by the consistently positive news flow that Disney+ could be perceived by many households as a necessary streaming package - either alongside Netflix (NFLX) or in some households instead of Netflix.\nFurthermore, investors had been willing to put aside the fact that Disney's Parks and Experiences have been operating as a shell of its former self during the past twelve months with the expectation that Disney+ would be the future driver of the stock's performance.\nIndeed, investors have been fed a consistent diet of Disney+'s progress to the point that anything less than a positive surprise there, together with its earnings results, should be viewed as less inspiring that they showed apathy towards the stock last week.\nAs a reminder, even though Disney+ had 104 million subscribers, a substantial number of its latest increase was driven by India's Disney Plus Hotstar, lending itself towards Disney+'s APRU being down 29% y/y to $3.99.\nHowever, I believe that there are more moving parts to this story.\nSource: author's calculations, press statements\nThe story is now about to unfold in an interesting way. There are two paths to this story that are worth bearing in mind.\nThe first path, as we can see above, is as Disney starts lapping its challenging 2020 period so that its performance into 2021 will start to look very strong.\nFurthermore, even though Disney's Parks are operating with limited capacity a present, investors understand that the end of restrictions in the US and China is nearing. This will be a very positive driver of the story for new shareholders to the stock.\nConsider that, if we look back two years ago to Q2 2019, Disney's Parks, Experiences, and Products segment was reporting 25% operating margins. Moreover, this segment alone was responsible for 40% of Disney's operating income.\nIn other words, approximately 40% of Disney's bottom line has been hugely impacted over the past twelve months, but as investors start to reprice this stock over the next two to three years, investors will be casting their eyes towards Disney's Parks, Experiences, and Products segment has a substantial driver of cash flows.\nThis segment is very important because it will be the foundation that will allow Disney to reinvest back into its Disney+ segment and to chip away at its meaningfully overleveraged balance sheet. Remember, Disney still carries a net debt position of $40 billion as of Q2 2021.\nNow, let's discuss the second path to the story.\nFunding Disney+ Will be Challenging\nHouseholds have a love-hate affection towards Netflix. On the one hand, its library is huge. On the other hand, after years of multi-billion dollar investment, many of its titles are mediocre at best. Yet, when it boils down to it, households still tune in and remain highly engaged with Netflix.\nBut where Disney will find it difficult to compete with Netflix is that it will struggle to invest as aggressively into its content. Yes, Disney has a very strong library of high-quality shows, but that will only keep households engaged for a limited period of time.\nFurthermore, given that Disney's balance sheet is already stretched (as discussed above), and that Disney is evidently far behind when it comes to Netflix's pricing power, Disney finds itself in a challenging position.\nAlso, whereas Disney+ decreased its pricing, down 29% y/y, as it added a large number of subscribers in India, Netflix in the same period increased its pricing globally (including LATAM, if we take it at F/X neutral).\nValuation - Reasons to be Bullish on This Stock\nConsidering all the nuanced interpretations of Disney's near-term potential, I find that the stock remains cheaply valued.\nYes, Disney still has a lot of work to accomplish over the coming twelve months, but as its Parks and Resorts start to return to fuller capacity, this will drive its bottom-line profitability.\nIf we use analysts' estimates for fiscal 2021 of $5.05 of EPS, this puts the stock trading for 34x forward earnings. In the present market, where many unprofitable stocks were considered a bargain at 30x forward sales, Disney remains very valued when all is considered.\nMoreover, compared with Netflix, that stock is priced at closer to 38x its 2022 earnings. Having said that, keep in mind the very challenging comparisons Netflix will have with 2020 over the coming two years. Even though I'm bullish on Netflix, this doesn't stop me from recognizing that Disney's valuation is even more enticing than Netflix's.\nThe Bottom Line\nEven if Disney+ slightly missed subscriber targets, there's no need to throw out the bull investment thesis here, particularly as its parks and resorts are about to return to full capacity over the coming several months.\nDisney's stock has a substantial pent-up potential with Disney+ driving forward the narrative, while its parks and resorts are likely to bring in a substantial amount of cash flows that will help to chip away at its debt profile, as well as fund new impressive titles, that will drive Disney's flywheel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190843290,"gmtCreate":1620612391710,"gmtModify":1634197707226,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Dis gonna be exciting","listText":"Dis gonna be exciting","text":"Dis gonna be exciting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190843290","repostId":"2134686276","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349665275,"gmtCreate":1617606920697,"gmtModify":1634297628029,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Time to buy fb? Black swan new?&nbsp;","listText":"Time to buy fb? Black swan new?&nbsp;","text":"Time to buy fb? Black swan new?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349665275","repostId":"1111940400","repostType":4,"repost":{"id":"1111940400","kind":"news","pubTimestamp":1617604514,"share":"https://www.laohu8.com/m/news/1111940400?lang=&edition=full","pubTime":"2021-04-05 14:35","market":"us","language":"en","title":"533 million Facebook users' phone numbers and personal data have been leaked online","url":"https://stock-news.laohu8.com/highlight/detail?id=1111940400","media":"Business Insider.","summary":"The personal data of over 500 million Facebook users has been posted online in a low-level hacking f","content":"<ul>\n <li>The personal data of over 500 million Facebook users has been posted online in a low-level hacking forum.</li>\n <li>The data includes phone numbers, full names, location, email address, and biographical information.</li>\n <li>Security researchers warn that the data could be used by hackers to impersonate people and commit fraud.</li>\n</ul>\n<p>A user in a low level hacking forum on Saturday published the phone numbers and personal data of hundreds of millions of Facebook users for free online.</p>\n<p>The exposed data includes personal information of over 533 million Facebook users from 106 countries, including over 32 million records on users in the US, 11 million on users in the UK, and 6 million on users in India. It includes their phone numbers, Facebook IDs, full names, locations, birthdates, bios, and — in some cases — email addresses.</p>\n<p>Insider reviewed a sample of the leaked data and verified several records by matching known Facebook users' phone numbers with the IDs listed in the data set. We also verified records by testing email addresses from the data set in Facebook's password reset feature, which can be used to partially reveal a user's phone number.</p>\n<p>A Facebook spokesperson told Insider that the data was scraped due to a vulnerability that the company patched in 2019.</p>\n<p>While a couple of years old, the leaked data could provide valuable information to cybercriminals who use people's personal information to impersonate them or scam them into handing over login credentials, according to Alon Gal, CTO of cybercrime intelligence firm&nbsp;Hudson Rock, who&nbsp;first discovered the entire trough of leaked data&nbsp;online on Saturday.</p>\n<p>\"A database of that size containing the private information such as phone numbers of a lot of Facebook's users would certainly lead to bad actors taking advantage of the data to perform social engineering attacks [or] hacking attempts,\" Gal told Insider.</p>\n<p>Gal first discovered the leaked data in January when a user in the same hacking forum advertised an automated bot that could provide phone numbers for hundreds of millions of Facebook users in exchange for a price. Motherboard&nbsp;reported&nbsp;on that bot's existence at the time and verified that the data was legitimate.</p>\n<p>Now, the entire dataset has been posted on the hacking forum for free, making it widely available to anyone with rudimentary data skills.</p>\n<p>Insider attempted to reach the leaker through messaging app Telegram but did not get a response.</p>\n<p>This is not the first time that a huge number of Facebook users' phone numbers have been found exposed online. The vulnerability that was uncovered in 2019&nbsp;allowed millions of people's phone numbers to be scraped from Facebook's servers&nbsp;in violation of its terms of service. Facebook said that vulnerability was patched in August 2019.</p>\n<p>Facebook previously vowed to crack down on mass data-scraping after Cambridge Analytica&nbsp;scraped the data of 80 million users&nbsp;in violation of Facebook's terms of service to target voters with political ads in the 2016 election.</p>\n<p>Gal said that, from a security standpoint, there's not much Facebook can do to help users affected by the breach since their data is already out in the open — but he added that Facebook could notify users so they could remain vigilant for possible&nbsp;phishing&nbsp;schemes or fraud using their personal data.</p>\n<p>\"Individuals signing up to a reputable company like Facebook are trusting them with their data and Facebook [is] supposed to treat the data with utmost respect,\" Gal said. \"Users having their personal information leaked is a huge breach of trust and should be handled accordingly.\"</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>533 million Facebook users' phone numbers and personal data have been leaked online</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n533 million Facebook users' phone numbers and personal data have been leaked online\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessinsider.com/stolen-data-of-533-million-facebook-users-leaked-online-2021-4><strong>Business Insider.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The personal data of over 500 million Facebook users has been posted online in a low-level hacking forum.\nThe data includes phone numbers, full names, location, email address, and biographical ...</p>\n\n<a href=\"https://www.businessinsider.com/stolen-data-of-533-million-facebook-users-leaked-online-2021-4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businessinsider.com/stolen-data-of-533-million-facebook-users-leaked-online-2021-4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111940400","content_text":"The personal data of over 500 million Facebook users has been posted online in a low-level hacking forum.\nThe data includes phone numbers, full names, location, email address, and biographical information.\nSecurity researchers warn that the data could be used by hackers to impersonate people and commit fraud.\n\nA user in a low level hacking forum on Saturday published the phone numbers and personal data of hundreds of millions of Facebook users for free online.\nThe exposed data includes personal information of over 533 million Facebook users from 106 countries, including over 32 million records on users in the US, 11 million on users in the UK, and 6 million on users in India. It includes their phone numbers, Facebook IDs, full names, locations, birthdates, bios, and — in some cases — email addresses.\nInsider reviewed a sample of the leaked data and verified several records by matching known Facebook users' phone numbers with the IDs listed in the data set. We also verified records by testing email addresses from the data set in Facebook's password reset feature, which can be used to partially reveal a user's phone number.\nA Facebook spokesperson told Insider that the data was scraped due to a vulnerability that the company patched in 2019.\nWhile a couple of years old, the leaked data could provide valuable information to cybercriminals who use people's personal information to impersonate them or scam them into handing over login credentials, according to Alon Gal, CTO of cybercrime intelligence firm Hudson Rock, who first discovered the entire trough of leaked data online on Saturday.\n\"A database of that size containing the private information such as phone numbers of a lot of Facebook's users would certainly lead to bad actors taking advantage of the data to perform social engineering attacks [or] hacking attempts,\" Gal told Insider.\nGal first discovered the leaked data in January when a user in the same hacking forum advertised an automated bot that could provide phone numbers for hundreds of millions of Facebook users in exchange for a price. Motherboard reported on that bot's existence at the time and verified that the data was legitimate.\nNow, the entire dataset has been posted on the hacking forum for free, making it widely available to anyone with rudimentary data skills.\nInsider attempted to reach the leaker through messaging app Telegram but did not get a response.\nThis is not the first time that a huge number of Facebook users' phone numbers have been found exposed online. The vulnerability that was uncovered in 2019 allowed millions of people's phone numbers to be scraped from Facebook's servers in violation of its terms of service. Facebook said that vulnerability was patched in August 2019.\nFacebook previously vowed to crack down on mass data-scraping after Cambridge Analytica scraped the data of 80 million users in violation of Facebook's terms of service to target voters with political ads in the 2016 election.\nGal said that, from a security standpoint, there's not much Facebook can do to help users affected by the breach since their data is already out in the open — but he added that Facebook could notify users so they could remain vigilant for possible phishing schemes or fraud using their personal data.\n\"Individuals signing up to a reputable company like Facebook are trusting them with their data and Facebook [is] supposed to treat the data with utmost respect,\" Gal said. \"Users having their personal information leaked is a huge breach of trust and should be handled accordingly.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691601607,"gmtCreate":1640177785531,"gmtModify":1640177785794,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Back to the moon","listText":"Back to the moon","text":"Back to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691601607","repostId":"1153143762","repostType":4,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106176276,"gmtCreate":1620097445895,"gmtModify":1634207833964,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Roku vs Dis? Which 🤔","listText":"Roku vs Dis? Which 🤔","text":"Roku vs Dis? Which 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106176276","repostId":"1166496333","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103806684,"gmtCreate":1619762524348,"gmtModify":1634210094011,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Accumulate accumulate accumulate&nbsp;","listText":"Accumulate accumulate accumulate&nbsp;","text":"Accumulate accumulate accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/103806684","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100818902,"gmtCreate":1619598725506,"gmtModify":1634211451791,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Prob drop?&nbsp;","listText":"Prob drop?&nbsp;","text":"Prob drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100818902","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","kind":"news","pubTimestamp":1619586637,"share":"https://www.laohu8.com/m/news/1131068131?lang=&edition=full","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon&nbsp;wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg&nbsp;said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and&nbsp;Apple&nbsp;(APPL) CEO Tim Cook&nbsp;have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner&nbsp;has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&amp;P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Reports Earnings Wednesday. Here Is What to Expect.</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\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373969133,"gmtCreate":1618812161722,"gmtModify":1634290738062,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Patience for this baby","listText":"Patience for this baby","text":"Patience for this baby","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373969133","repostId":"1180983782","repostType":4,"repost":{"id":"1180983782","kind":"news","pubTimestamp":1618808908,"share":"https://www.laohu8.com/m/news/1180983782?lang=&edition=full","pubTime":"2021-04-19 13:08","market":"us","language":"en","title":"3 Reasons NIO Is My Top EV Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1180983782","media":"seekingalpha","summary":"SummaryNIO just finalized an agreement with Sinopec to build 5,000 battery swap stations.NIO has rem","content":"<p><b>Summary</b></p><ul><li>NIO just finalized an agreement with Sinopec to build 5,000 battery swap stations.</li><li>NIO has remarkable management with experience in the auto industry.</li><li>NIO is differentiating its product much like Apple did in the past.</li></ul><p><b>Thesis summary</b></p><p>In mylatest articleon NIO Inc. (NIO), I reached a target price of at least, $80 using a DCF model. I also mentioned there are some key areas, which are hard to quantify, that make NIO a compelling investment. Today I expand on these ideas, focusing on BaaS, NIO’s CEO, and the company’s overall marketing approach. These ideas are hard to put into numbers, but, in my opinion, prove that NIO has a bright future.</p><p><b>BaaS: Stronger Than Ever</b></p><p>NIO and Chinese state-owned oil and gas giant Sinopec Shanghai Petrochemical Company Limited (SHI)announced on Thursdaythe signing of a strategic partnership to build battery swap stations. Both companies posted news of their agreement on their Twitter feeds while sharing images of the unveiling of their new battery swap station 2.0 at Chaoying station in Beijing, which has now begun operating. It is the first second-generation battery swap station for the Chinese EV manufacturer, and its 201st overall, since the first was inaugurated in 2018.</p><p>Although the details and scale of the deal with NIO are not clear yet, Sinopec has stated that they aim to have 5,000 battery swap stations in their network by 2025, as they aim to transition to a higher presence in electricity and non-oil business. On NIO's side, the company’s goal, which it has described as conservative, is to have 500 battery swap stations by the end of 2021.</p><p>This is the largest so far, but not the only partnership of NIO’s in this space. A few weeks ago, NIO reached an agreement with another state-owned infrastructure company, Beijing Shoufa, to build stations in the Beijing area. NIO president Qin Lihong said on Thursday that they are aiming to add nearly 100 more third-party partners this year.</p><p>The idea of battery swap stations is that consumers can drive into the station with an uncharged battery and have it automatically replaced by a fully charged one in just a few minutes. The 2.0 version of these allows drivers to complete the battery swap without leaving their car and can perform up to 312 swaps per day.</p><p>A mass rollout of these stations is a key part of NIO’s BaaS strategy (battery as a service). With this model, customers do not purchase the battery with the car and own it, but rather pay a subscription fee to “rent” charged batteries and replace them as they become uncharged. By not including the battery, the initial purchase price of the vehicle is reduced by up to almost 20,000 USD. As more and more swap stations are deployed, the convenience gap between electric and petrol-fuelled vehicles could gradually disappear.</p><p>NIO is not alone in the battery swapping business, nor did it invent it. Israeli start-up Better Place tried to develop the concept in collaboration with Renault(OTC:RNSDF)in 2007 without much success. Today, a handful of companies around the globe are trying to deploy such systems, like Blue Park Smart Energy, a competitor in China with government influence, or American start-up Ample, which has begun operating several such stations in California, catering for fleet vehicles.</p><p>Tesla, Inc. (TSLA) started with the idea of battery swapping in 2013 but abandoned the program in 2016 in favour of its superchargers. At the time, it may have appeared like the right strategy given the limited amount of EV’s on the road. Superchargers are much more efficient than regular ones, achieving a range of up to 200 miles in 15 minutes, and they are smaller and much easier to deploy than battery swap stations. This has allowed Tesla to provide over 20,000 superchargers to its customers around the world. However, with EV presence increasing fast, the economies of scale may cause a shift in which is the most efficient of the two solutions.</p><p>It remains to be seen what will happen with regards to the standardization of these battery swaps, as for now, customers can only swap batteries at their manufacturer’s station.</p><p>Though not the creator of the technology, NIO appears to be moving fastest towards dominating what could be the future of EV refueling, and it could be shaping up as a supplier of BaaS services to other manufacturers, increasing the scope of its business within the industry. The company already has an agreement with Ford Motor Company (F) to allow their Mustang-E in China touse these battery swappingstations too.</p><p>This step sets NIO apart from the competition and puts it on the road to be much more than an EV manufacturer, by also becoming a supplier of critical infrastructure in what will soon be the largest economy in the world.</p><p><b>Remarkable Management</b></p><p>One thing we don't hear a lot about is NIO's management. In the classic China v U.S battle it’s easy to assume that the American companies are the ones bringing innovation and cutting-edge ideas, while the Chinese can only compete in lower production costs through cheaper labour. But the Chinese culture and economy also reward entrepreneurship, and no more proof is needed than the fact that Beijing now boasts themost billionaires of any cityin the world.</p><p>NIO's CEO, William Li, is also an example of this. He went to Pekin University, perhaps the most prestigious one in China, and majored in sociology. However, he also studied law and computer science and became the only systems analyst among the liberal art students of Pekin University.</p><p>Li started his first business at 21 but found real success four years later with Bitauto Holdings Limited (BITA), which is a portal that provides consumers with in-depth information about cars. He was the CEO of Bitauto from 2005-2013, during which time the company went public and achieved over $1 billion valuations. In 2014, Li started NIO, and here we are today.</p><p>What I like the most about Li, is that he has experience in the automobile sector. In fact, he may have acquired the most important experience of all; knowing what the consumer wants.</p><p>Li has a proven track record of success and laser focus on NIO. I think it is this understanding of the consumer which will position NIO on a different level to its competition. Much like Apple Inc. (AAPL), NIO is investing in creating a differentiated product and building a strong community.</p><p><b>Doing Things The Apple Way</b></p><p>Following on from the previous point, I think NIO is positioning itself very well in terms of consumer demand. Vehicles, like phones, are a statement about who you are, and NIO is building a brand that people can identify with. Li has already stated that he views Audi(OTCPK:AUDVF)and BMW(OTCPK:BMWYY)as their real competition. In other words, luxury cars. Interestingly, luxury brands outperformed mainstream models in 2020, capturing 44$ of the market share, compared to 40% the year before. While Tesla, for example, islowering the priceof its cars NIO has kept its prices steady and is clearly tackling the high-end of the market through some key measures.</p><p>First and foremost, the implementation of BaaS offers a lot of value and convenience, especially in crowded Chinese cities. Also, NIO has been rolling out models aggressively. The company already has the EC6, ES6, ES8, and ET7 on the market. Notice too how the models are named sequentially, using clear language. This gives consumers the option of choice and easy comparability. Can you think of another company that does this?</p><p>Also, NIO is taking the Apple store concept to the next level. Anyone who owns or has pre-ordered a NIO getsaccess to NIO Houses. At their core level, these are convenient charging locations, but these spaces are also designed as exclusive lounge areas, office spaces, and anything the customer wants. Lastly, to reinforce this idea of an exclusive club, NIO has its own App too.</p><p>So NIO has a very clearly defined strategy of targeting the luxury segment and creating a community of devoted fans, much like Apple. Given the fact thatChina is creating millionaires fasterthan any other country, I think this is a solid strategy.</p><p><b>Takeaway</b></p><p>In conclusion, NIO has key factors coming into play that make it a compelling investment. Their BaaS model has the potential to bring in significant revenue, and I like the direction William Li is taking the company. He seems to know what consumers want, and that is in any business the most important factor. I remain bullish on NIO and stand by themost recent valuationI made of the company.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons NIO Is My Top EV Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons NIO Is My Top EV Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419650-3-reasons-nio-is-top-ev-pick><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO just finalized an agreement with Sinopec to build 5,000 battery swap stations.NIO has remarkable management with experience in the auto industry.NIO is differentiating its product much like...</p>\n\n<a href=\"https://seekingalpha.com/article/4419650-3-reasons-nio-is-top-ev-pick\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4419650-3-reasons-nio-is-top-ev-pick","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180983782","content_text":"SummaryNIO just finalized an agreement with Sinopec to build 5,000 battery swap stations.NIO has remarkable management with experience in the auto industry.NIO is differentiating its product much like Apple did in the past.Thesis summaryIn mylatest articleon NIO Inc. (NIO), I reached a target price of at least, $80 using a DCF model. I also mentioned there are some key areas, which are hard to quantify, that make NIO a compelling investment. Today I expand on these ideas, focusing on BaaS, NIO’s CEO, and the company’s overall marketing approach. These ideas are hard to put into numbers, but, in my opinion, prove that NIO has a bright future.BaaS: Stronger Than EverNIO and Chinese state-owned oil and gas giant Sinopec Shanghai Petrochemical Company Limited (SHI)announced on Thursdaythe signing of a strategic partnership to build battery swap stations. Both companies posted news of their agreement on their Twitter feeds while sharing images of the unveiling of their new battery swap station 2.0 at Chaoying station in Beijing, which has now begun operating. It is the first second-generation battery swap station for the Chinese EV manufacturer, and its 201st overall, since the first was inaugurated in 2018.Although the details and scale of the deal with NIO are not clear yet, Sinopec has stated that they aim to have 5,000 battery swap stations in their network by 2025, as they aim to transition to a higher presence in electricity and non-oil business. On NIO's side, the company’s goal, which it has described as conservative, is to have 500 battery swap stations by the end of 2021.This is the largest so far, but not the only partnership of NIO’s in this space. A few weeks ago, NIO reached an agreement with another state-owned infrastructure company, Beijing Shoufa, to build stations in the Beijing area. NIO president Qin Lihong said on Thursday that they are aiming to add nearly 100 more third-party partners this year.The idea of battery swap stations is that consumers can drive into the station with an uncharged battery and have it automatically replaced by a fully charged one in just a few minutes. The 2.0 version of these allows drivers to complete the battery swap without leaving their car and can perform up to 312 swaps per day.A mass rollout of these stations is a key part of NIO’s BaaS strategy (battery as a service). With this model, customers do not purchase the battery with the car and own it, but rather pay a subscription fee to “rent” charged batteries and replace them as they become uncharged. By not including the battery, the initial purchase price of the vehicle is reduced by up to almost 20,000 USD. As more and more swap stations are deployed, the convenience gap between electric and petrol-fuelled vehicles could gradually disappear.NIO is not alone in the battery swapping business, nor did it invent it. Israeli start-up Better Place tried to develop the concept in collaboration with Renault(OTC:RNSDF)in 2007 without much success. Today, a handful of companies around the globe are trying to deploy such systems, like Blue Park Smart Energy, a competitor in China with government influence, or American start-up Ample, which has begun operating several such stations in California, catering for fleet vehicles.Tesla, Inc. (TSLA) started with the idea of battery swapping in 2013 but abandoned the program in 2016 in favour of its superchargers. At the time, it may have appeared like the right strategy given the limited amount of EV’s on the road. Superchargers are much more efficient than regular ones, achieving a range of up to 200 miles in 15 minutes, and they are smaller and much easier to deploy than battery swap stations. This has allowed Tesla to provide over 20,000 superchargers to its customers around the world. However, with EV presence increasing fast, the economies of scale may cause a shift in which is the most efficient of the two solutions.It remains to be seen what will happen with regards to the standardization of these battery swaps, as for now, customers can only swap batteries at their manufacturer’s station.Though not the creator of the technology, NIO appears to be moving fastest towards dominating what could be the future of EV refueling, and it could be shaping up as a supplier of BaaS services to other manufacturers, increasing the scope of its business within the industry. The company already has an agreement with Ford Motor Company (F) to allow their Mustang-E in China touse these battery swappingstations too.This step sets NIO apart from the competition and puts it on the road to be much more than an EV manufacturer, by also becoming a supplier of critical infrastructure in what will soon be the largest economy in the world.Remarkable ManagementOne thing we don't hear a lot about is NIO's management. In the classic China v U.S battle it’s easy to assume that the American companies are the ones bringing innovation and cutting-edge ideas, while the Chinese can only compete in lower production costs through cheaper labour. But the Chinese culture and economy also reward entrepreneurship, and no more proof is needed than the fact that Beijing now boasts themost billionaires of any cityin the world.NIO's CEO, William Li, is also an example of this. He went to Pekin University, perhaps the most prestigious one in China, and majored in sociology. However, he also studied law and computer science and became the only systems analyst among the liberal art students of Pekin University.Li started his first business at 21 but found real success four years later with Bitauto Holdings Limited (BITA), which is a portal that provides consumers with in-depth information about cars. He was the CEO of Bitauto from 2005-2013, during which time the company went public and achieved over $1 billion valuations. In 2014, Li started NIO, and here we are today.What I like the most about Li, is that he has experience in the automobile sector. In fact, he may have acquired the most important experience of all; knowing what the consumer wants.Li has a proven track record of success and laser focus on NIO. I think it is this understanding of the consumer which will position NIO on a different level to its competition. Much like Apple Inc. (AAPL), NIO is investing in creating a differentiated product and building a strong community.Doing Things The Apple WayFollowing on from the previous point, I think NIO is positioning itself very well in terms of consumer demand. Vehicles, like phones, are a statement about who you are, and NIO is building a brand that people can identify with. Li has already stated that he views Audi(OTCPK:AUDVF)and BMW(OTCPK:BMWYY)as their real competition. In other words, luxury cars. Interestingly, luxury brands outperformed mainstream models in 2020, capturing 44$ of the market share, compared to 40% the year before. While Tesla, for example, islowering the priceof its cars NIO has kept its prices steady and is clearly tackling the high-end of the market through some key measures.First and foremost, the implementation of BaaS offers a lot of value and convenience, especially in crowded Chinese cities. Also, NIO has been rolling out models aggressively. The company already has the EC6, ES6, ES8, and ET7 on the market. Notice too how the models are named sequentially, using clear language. This gives consumers the option of choice and easy comparability. Can you think of another company that does this?Also, NIO is taking the Apple store concept to the next level. Anyone who owns or has pre-ordered a NIO getsaccess to NIO Houses. At their core level, these are convenient charging locations, but these spaces are also designed as exclusive lounge areas, office spaces, and anything the customer wants. Lastly, to reinforce this idea of an exclusive club, NIO has its own App too.So NIO has a very clearly defined strategy of targeting the luxury segment and creating a community of devoted fans, much like Apple. Given the fact thatChina is creating millionaires fasterthan any other country, I think this is a solid strategy.TakeawayIn conclusion, NIO has key factors coming into play that make it a compelling investment. Their BaaS model has the potential to bring in significant revenue, and I like the direction William Li is taking the company. He seems to know what consumers want, and that is in any business the most important factor. I remain bullish on NIO and stand by themost recent valuationI made of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355422551,"gmtCreate":1617097703273,"gmtModify":1634522682012,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Uhoh","listText":"Uhoh","text":"Uhoh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355422551","repostId":"1127397062","repostType":4,"repost":{"id":"1127397062","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617097186,"share":"https://www.laohu8.com/m/news/1127397062?lang=&edition=full","pubTime":"2021-03-30 17:39","market":"us","language":"en","title":"Credit Suisse in firing line after Archegos losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1127397062","media":"Reuters","summary":"ZURICH/NEW YORK March 30 (Reuters) - Pressure was mounting on Credit Suisse on Tuesday over losses l","content":"<p>ZURICH/NEW YORK March 30 (Reuters) - Pressure was mounting on Credit Suisse on Tuesday over losses linked to the downfall of Archegos Capital, with analysts warning its dividend and share buyback plans may need to go on hold and investors advised to vote against management pay.</p><p>Losses at Archegos, a family office run by former Tiger Asia manager Bill Hwang, sparked a sell-off in bank stocks on Monday as investors feared they would be forced to take big write-downs after extending billions of dollars in leverage to the fund.</p><p>Global lenders may lose more than $6 billion on Archegos, sources familiar with trades involving the U.S. investment firm have said.</p><p>Credit Suisse and Japan’s Nomura are set to bear the brunt of this, according to statements from the banks and sources, with one source close to the Swiss lender saying its losses could be as high as $4 billion. The bank has declined to comment on the size of losses.</p><p>The brokerage arm of Japan’s Mitsubishi UFJ Financial Group on Tuesday flagged potential losses of around $300 million related to a U.S. client at its European subsidiary, declining to comment on whether that client was Archegos.</p><p>The prospect of big losses at Credit Suisse is piling pressure on the lender’s management, already reeling from the fallout surrounding collapsed supply chain finance company Greensill.</p><p>Earlier this month Credit Suisse shut $10 billion of supply chain finance funds that held bonds issued by Greensill, and is overhauling its asset management business to deal with the scandal.</p><p>On Tuesday Ethos, which advises shareholders on corporate governance, said Credit Suisse investors should vote against board and executive pay at its upcoming annual meeting.</p><p>“These new cases add up to an incredible number of governance failures,” Ethos Foundation Chief Executive Vincent Kaufmann said.</p><p><b>“THE HITS JUST KEEP COMING”</b></p><p>Several analysts also flagged on Tuesday that Credit Suisse’s share buyback programme and dividend may be at risk as a result of the scandal.</p><p>“The hits just keep coming for Credit Suisse,” wrote Eoin Mullany at Berenberg.</p><p>“We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk.”</p><p>Credit Suisse did not respond to requests for comment on its buyback plan or dividend policy.</p><p>The bank had planned to buy back at least 1 billion Swiss francs ($1.06 billion) worth of stock this year.</p><p>Its regulator has already told it to hold more capital due to the Greensill fallout, which the bank said at the time would not affect its buyback plans.</p><p>Credit Suisse shares were up 0.7% on Tuesday after falling 14% on Monday, lagging other banking stocks such as Deutsche Bank, which was up 1.7%.</p><p>Other major banks have so far not said they expect a major impact from the downfall of Archegos, with Deutsche Bank saying on Monday it had not incurred losses after “de-risking” its Archegos exposure.</p><p>Goldman and Morgan Stanley were quick to offload shares on Friday, averting a material financial impact, sources familiar with their trades have said.</p><p>Archegos’s problems started last week when a disappointing stock sale by media giant ViacomCBS triggered devastating bank margin calls for the fund, three sources familiar with the matter said on Monday.</p><p>Shares in ViacomCBS fell 23% last Wednesday after the media company sold shares at a price which diluted its value.</p><p>Regulators in the United States, UK, Switzerland and Japan have all said they are closely monitoring developments. ($1 = 0.9419 Swiss francs)</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>Credit Suisse in firing line after Archegos losses</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\">\nCredit Suisse in firing line after Archegos losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-30 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>ZURICH/NEW YORK March 30 (Reuters) - Pressure was mounting on Credit Suisse on Tuesday over losses linked to the downfall of Archegos Capital, with analysts warning its dividend and share buyback plans may need to go on hold and investors advised to vote against management pay.</p><p>Losses at Archegos, a family office run by former Tiger Asia manager Bill Hwang, sparked a sell-off in bank stocks on Monday as investors feared they would be forced to take big write-downs after extending billions of dollars in leverage to the fund.</p><p>Global lenders may lose more than $6 billion on Archegos, sources familiar with trades involving the U.S. investment firm have said.</p><p>Credit Suisse and Japan’s Nomura are set to bear the brunt of this, according to statements from the banks and sources, with one source close to the Swiss lender saying its losses could be as high as $4 billion. The bank has declined to comment on the size of losses.</p><p>The brokerage arm of Japan’s Mitsubishi UFJ Financial Group on Tuesday flagged potential losses of around $300 million related to a U.S. client at its European subsidiary, declining to comment on whether that client was Archegos.</p><p>The prospect of big losses at Credit Suisse is piling pressure on the lender’s management, already reeling from the fallout surrounding collapsed supply chain finance company Greensill.</p><p>Earlier this month Credit Suisse shut $10 billion of supply chain finance funds that held bonds issued by Greensill, and is overhauling its asset management business to deal with the scandal.</p><p>On Tuesday Ethos, which advises shareholders on corporate governance, said Credit Suisse investors should vote against board and executive pay at its upcoming annual meeting.</p><p>“These new cases add up to an incredible number of governance failures,” Ethos Foundation Chief Executive Vincent Kaufmann said.</p><p><b>“THE HITS JUST KEEP COMING”</b></p><p>Several analysts also flagged on Tuesday that Credit Suisse’s share buyback programme and dividend may be at risk as a result of the scandal.</p><p>“The hits just keep coming for Credit Suisse,” wrote Eoin Mullany at Berenberg.</p><p>“We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk.”</p><p>Credit Suisse did not respond to requests for comment on its buyback plan or dividend policy.</p><p>The bank had planned to buy back at least 1 billion Swiss francs ($1.06 billion) worth of stock this year.</p><p>Its regulator has already told it to hold more capital due to the Greensill fallout, which the bank said at the time would not affect its buyback plans.</p><p>Credit Suisse shares were up 0.7% on Tuesday after falling 14% on Monday, lagging other banking stocks such as Deutsche Bank, which was up 1.7%.</p><p>Other major banks have so far not said they expect a major impact from the downfall of Archegos, with Deutsche Bank saying on Monday it had not incurred losses after “de-risking” its Archegos exposure.</p><p>Goldman and Morgan Stanley were quick to offload shares on Friday, averting a material financial impact, sources familiar with their trades have said.</p><p>Archegos’s problems started last week when a disappointing stock sale by media giant ViacomCBS triggered devastating bank margin calls for the fund, three sources familiar with the matter said on Monday.</p><p>Shares in ViacomCBS fell 23% last Wednesday after the media company sold shares at a price which diluted its value.</p><p>Regulators in the United States, UK, Switzerland and Japan have all said they are closely monitoring developments. ($1 = 0.9419 Swiss francs)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127397062","content_text":"ZURICH/NEW YORK March 30 (Reuters) - Pressure was mounting on Credit Suisse on Tuesday over losses linked to the downfall of Archegos Capital, with analysts warning its dividend and share buyback plans may need to go on hold and investors advised to vote against management pay.Losses at Archegos, a family office run by former Tiger Asia manager Bill Hwang, sparked a sell-off in bank stocks on Monday as investors feared they would be forced to take big write-downs after extending billions of dollars in leverage to the fund.Global lenders may lose more than $6 billion on Archegos, sources familiar with trades involving the U.S. investment firm have said.Credit Suisse and Japan’s Nomura are set to bear the brunt of this, according to statements from the banks and sources, with one source close to the Swiss lender saying its losses could be as high as $4 billion. The bank has declined to comment on the size of losses.The brokerage arm of Japan’s Mitsubishi UFJ Financial Group on Tuesday flagged potential losses of around $300 million related to a U.S. client at its European subsidiary, declining to comment on whether that client was Archegos.The prospect of big losses at Credit Suisse is piling pressure on the lender’s management, already reeling from the fallout surrounding collapsed supply chain finance company Greensill.Earlier this month Credit Suisse shut $10 billion of supply chain finance funds that held bonds issued by Greensill, and is overhauling its asset management business to deal with the scandal.On Tuesday Ethos, which advises shareholders on corporate governance, said Credit Suisse investors should vote against board and executive pay at its upcoming annual meeting.“These new cases add up to an incredible number of governance failures,” Ethos Foundation Chief Executive Vincent Kaufmann said.“THE HITS JUST KEEP COMING”Several analysts also flagged on Tuesday that Credit Suisse’s share buyback programme and dividend may be at risk as a result of the scandal.“The hits just keep coming for Credit Suisse,” wrote Eoin Mullany at Berenberg.“We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk.”Credit Suisse did not respond to requests for comment on its buyback plan or dividend policy.The bank had planned to buy back at least 1 billion Swiss francs ($1.06 billion) worth of stock this year.Its regulator has already told it to hold more capital due to the Greensill fallout, which the bank said at the time would not affect its buyback plans.Credit Suisse shares were up 0.7% on Tuesday after falling 14% on Monday, lagging other banking stocks such as Deutsche Bank, which was up 1.7%.Other major banks have so far not said they expect a major impact from the downfall of Archegos, with Deutsche Bank saying on Monday it had not incurred losses after “de-risking” its Archegos exposure.Goldman and Morgan Stanley were quick to offload shares on Friday, averting a material financial impact, sources familiar with their trades have said.Archegos’s problems started last week when a disappointing stock sale by media giant ViacomCBS triggered devastating bank margin calls for the fund, three sources familiar with the matter said on Monday.Shares in ViacomCBS fell 23% last Wednesday after the media company sold shares at a price which diluted its value.Regulators in the United States, UK, Switzerland and Japan have all said they are closely monitoring developments. ($1 = 0.9419 Swiss francs)","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846937901,"gmtCreate":1636038887495,"gmtModify":1636039101830,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lovely market these days","listText":"Lovely market these days","text":"Lovely market these days","images":[{"img":"https://static.tigerbbs.com/fc96f49c5fbd139280fdf51a396d0ac2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846937901","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841570436,"gmtCreate":1635929333237,"gmtModify":1635929333237,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Once in a life time opprortunity. Ibuy isnt even&nbsp;its mian focus&nbsp;","listText":"Once in a life time opprortunity. Ibuy isnt even&nbsp;its mian focus&nbsp;","text":"Once in a life time opprortunity. Ibuy isnt even its mian focus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841570436","repostId":"1166224724","repostType":2,"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856326790,"gmtCreate":1635153315983,"gmtModify":1635154704940,"author":{"id":"3573771226233818","authorId":"3573771226233818","name":"iImba","avatar":"https://static.tigerbbs.com/2253c7a4701d3d505950766c3e8c4837","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573771226233818","authorIdStr":"3573771226233818"},"themes":[],"htmlText":"Lmfao. Next gen of meme stocks","listText":"Lmfao. Next gen of meme stocks","text":"Lmfao. Next gen of meme stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856326790","repostId":"1125776289","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}