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KengH

KengH

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2021-12-11

This is a good piece of news. Hopefully it can continue.

抱歉，原内容已删除

2021-06-08

Excellent, we can now treat Alzheimer's.

FDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades

2021-06-08

Interesting analysis.

Palantir Is Sandbagging Growth Projections

2021-05-24

Spilt. How would the share price be like?

Nvidia announces four-for-one stock split

2021-05-18

Maybe we should follow buying some PUTs [惊讶]

抱歉，原内容已删除

2021-05-05

Dogecoin [看涨] [看涨] [看涨]

The 'Perfect Storm' That Led Dogecoin To 60 Cents

2021-04-26

Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?

Li Auto: High Risk, High Reward Speculative Chinese EV Player

2021-04-26

Probably some of them might be forgotten after some time. I think not really sustainable in long term.

抱歉，原内容已删除

2021-04-15

$Coinbase Global, Inc.(COIN)$ I believe in the crypto space! To the moon?!

2021-03-19

$Tesla Motors(TSLA)$真是的。上了又下，下了又上。。。何时能开到光明呢？

2021-03-17

$Roblox Corporation(RBLX)$有没有人和我一样觉得它是回来的？

2021-03-12

[开心]

Alibaba Vs. Amazon Stock: Which Is The Better Buy

2021-03-09

To the moon!

抱歉，原内容已删除

2021-03-05

$Tesla Motors(TSLA)$https://youtu.be/p2igxBJteNMReducing holdings for risk management?!

2021-03-03

Hor Seh Liao.

Toplines Before US Market Open on Wednesday

2021-02-26

Airbnb - will it be the same again post pandemic?

Airbnb and DoorDash went public at the same time but see very different paths post-pandemic

2021-02-26

Hold the horses, the dip is only temporary!

2021-02-25

$Tesla Motors(TSLA)$going up?

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is a good piece of news. Hopefully it can continue.&nbsp;","listText":"This is a good piece of news. Hopefully it can continue.&nbsp;","text":"This is a good piece of news. Hopefully it can continue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605496010","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114732666,"gmtCreate":1623104916555,"gmtModify":1634037030393,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Excellent, we can now treat Alzheimer's.","listText":"Excellent, we can now treat Alzheimer's.","text":"Excellent, we can now treat Alzheimer's.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114732666","repostId":"1108033863","repostType":4,"repost":{"id":"1108033863","pubTimestamp":1623087360,"share":"https://www.laohu8.com/m/news/1108033863?lang=&edition=full","pubTime":"2021-06-08 01:36","market":"us","language":"en","title":"FDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades","url":"https://stock-news.laohu8.com/highlight/detail?id=1108033863","media":"cnbc","summary":"(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer","content":"<div>\n<p>(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer's drug aducanumab, making it the first drug cleared by U.S. regulators to slow cognitive decline in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.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>FDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades</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\">\nFDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 01:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer's drug aducanumab, making it the first drug cleared by U.S. regulators to slow cognitive decline in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司"},"source_url":"https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108033863","content_text":"(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer's drug aducanumab, making it the first drug cleared by U.S. regulators to slow cognitive decline in people living with Alzheimer's and the first new medicine for the disease in nearly two decades.The FDA's decision was highly anticipated. The drug, which is marketed under the name Aduhelm, is also expected to generate billions of dollars in revenue for the company.\"We are well-aware of the attention surrounding this approval,\" Dr. Patrizia Cavazzoni, director of the FDA's Center for Drug Evaluation and Research, said in a press release. \"We understand that Aduhelm has garnered the attention of the press, the Alzheimer's patient community, our elected officials, and other interested stakeholders.\"\"With a treatment for a serious, life-threatening disease in the balance, it makes sense that so many people were following the outcome of this review,\" Cavazzoni added.Alzheimer’s disease is a progressive neurodegenerative disorder that slowly destroys memory and thinking skills. More than 6 million Americans are living with the disease, according toestimates by the Alzheimer’s Association.By 2050, that number is projected to rise to nearly 13 million, according to the group.There were previously no drugs cleared by the FDA that can slow the mental decline from Alzheimer’s, which is the sixth leading cause of death in the United States. The U.S. agency has approved Alzheimer’s drugs aimed at helping symptoms, not actually slowing the disease itself.Federal regulators have faced intense pressure from friends and family members of Alzheimer’s patients asking to fast-track aducanumab, but the road to regulatory approval has been a controversial one since it showed promise in 2016.In March of 2019, Biogen pulled work on the drug after an analysis from an independent group revealed it was unlikely to work. The company then shocked investors several months later by announcing it would seek regulatory approval for the drug after all.Shares of Biogen soared in Novemberafter it won backing from FDA staff, who said the company showed highly “persuasive” evidence aducanumab was effective and that it had “an acceptable safety profile that would support use in individuals with Alzheimer’s disease.”But two days later, a panel of outside experts that advises theU.S. agency unexpectedly declined to endorsethe experimental drug, citing unconvincing data. It also criticized agency staff for what it called an overly positive review.When Biogen sought approval for the drug in late 2019, its scientists said a new analysis of a larger data set showed that aducanumab “reduced clinical decline in patients with early Alzheimer’s disease.”Alzheimer’s experts and Wall Street analysts were immediately skeptical, with some wondering whether the clinical trial data was enough to prove that the drug works and whether approval could make it harder for other companies to enroll patients in their own drug trials.Some doctorshave said they won’t prescribethe drug if it does reach the market, because of the mixed data package supporting the company’s application.Supporters, including advocacy groups and family members of those living with the disease desperate for a new treatment, have acknowledged that the data isn’t perfect. However, they argue that it could help some patients with Alzheimer’s, a progressive and debilitating disease.Biogen’s drug targets a “sticky” compound in the brain known as beta-amyloid, which scientists expect plays a role in the devastating disease. The company has previously estimated about 1.5 million people with early Alzheimer’s in the U.S. could be candidates for the drug, according to Reuters.The FDA decision is expected to reverberate throughout the biopharma sector, RBC Capital Markets analyst Brian Abrahams said in a note to clients on June 1.The U.S. agency said Monday it determined there was “substantial evidence” the drug helps patients.“As a result of FDA’s approval of Aduhelm, patients with Alzheimer’s disease have an important and critical new treatment to help combat this disease,” it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114736118,"gmtCreate":1623104841434,"gmtModify":1634037031180,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Interesting analysis.","listText":"Interesting analysis.","text":"Interesting analysis.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114736118","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","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":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131918989,"gmtCreate":1621821120441,"gmtModify":1634186362418,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Spilt. How would the share price be like?&nbsp;","listText":"Spilt. How would the share price be like?&nbsp;","text":"Spilt. How would the share price be like?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131918989","repostId":"1104206984","repostType":4,"repost":{"id":"1104206984","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":1621602307,"share":"https://www.laohu8.com/m/news/1104206984?lang=&edition=full","pubTime":"2021-05-21 21:05","market":"us","language":"en","title":"Nvidia announces four-for-one stock split","url":"https://stock-news.laohu8.com/highlight/detail?id=1104206984","media":"Tiger Newspress","summary":"Nvidia stock surged 4% in premarket trading after Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtu","content":"<p>Nvidia&nbsp;stock&nbsp;surged&nbsp;4%&nbsp;in premarket trading&nbsp;after&nbsp;Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.</p><p><img src=\"https://static.tigerbbs.com/7ce7f341b06f2a7d0ff51e4ab3cb6f2e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.</p><p>The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtually on Thursday, June 3, at 11 a.m. PT ― to increase the number of authorized shares of common stock to 4 billion shares.</p><p>If approval is obtained, each NVIDIA stockholder of record at the close of business on June 21, 2021, will receive a dividend of three additional shares of common stock for every share held on the record date, to be distributed after the close of trading on July 19, 2021. Trading is expected to begin on a stock split-adjusted basis on July 20.</p><p><b>About NVIDIA</b></p><p>NVIDIA’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth of many others.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia announces four-for-one stock split</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\">\nNvidia announces four-for-one stock split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-21 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia&nbsp;stock&nbsp;surged&nbsp;4%&nbsp;in premarket trading&nbsp;after&nbsp;Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.</p><p><img src=\"https://static.tigerbbs.com/7ce7f341b06f2a7d0ff51e4ab3cb6f2e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.</p><p>The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtually on Thursday, June 3, at 11 a.m. PT ― to increase the number of authorized shares of common stock to 4 billion shares.</p><p>If approval is obtained, each NVIDIA stockholder of record at the close of business on June 21, 2021, will receive a dividend of three additional shares of common stock for every share held on the record date, to be distributed after the close of trading on July 19, 2021. Trading is expected to begin on a stock split-adjusted basis on July 20.</p><p><b>About NVIDIA</b></p><p>NVIDIA’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth of many others.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104206984","content_text":"Nvidia stock surged 4% in premarket trading after Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtually on Thursday, June 3, at 11 a.m. PT ― to increase the number of authorized shares of common stock to 4 billion shares.If approval is obtained, each NVIDIA stockholder of record at the close of business on June 21, 2021, will receive a dividend of three additional shares of common stock for every share held on the record date, to be distributed after the close of trading on July 19, 2021. Trading is expected to begin on a stock split-adjusted basis on July 20.About NVIDIANVIDIA’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth of many others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194365535,"gmtCreate":1621343884827,"gmtModify":1634192297409,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Maybe we should follow buying some PUTs&nbsp;[惊讶]&nbsp;","listText":"Maybe we should follow buying some PUTs&nbsp;[惊讶]&nbsp;","text":"Maybe we should follow buying some PUTs [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194365535","repostId":"1187982931","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102048322,"gmtCreate":1620170870866,"gmtModify":1634207347481,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Dogecoin&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"Dogecoin&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"Dogecoin [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102048322","repostId":"1121437206","repostType":4,"repost":{"id":"1121437206","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620141918,"share":"https://www.laohu8.com/m/news/1121437206?lang=&edition=full","pubTime":"2021-05-04 23:25","market":"us","language":"en","title":"The 'Perfect Storm' That Led Dogecoin To 60 Cents","url":"https://stock-news.laohu8.com/highlight/detail?id=1121437206","media":"Benzinga","summary":"Dogecoin's(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to t","content":"<p><b>Dogecoin's</b>(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to the 60-cent market Tuesday morning, according to CoinMarketCap data. This growth came right after the coinreporteda new all-time high of $0.45 Monday evening.</p>\n<p><b>What Happened:</b>The uptrend also closely follows Monday's&nbsp;announcementby Dave Kaval — president of Major League Baseball team Oakland Athletics — that the team processed its first Dogecoin payment in exchange for tickets in the league's history. He even invoked the #DogecoinToTheMoon hashtag while linking to the team's announcement about match seats being sold in exchange for the coin.</p>\n<p>With Tuesday's high of over $76 billion, Dogecoin's market cap surpassed the market capitalization of major companies.&nbsp;Ben Weiss — the&nbsp;CEO and co-founder of cryptocurrency ATM operator operating over 2,300 machines — explained that the primary reason behind Dogecoin's ascent is the current climate in the&nbsp;crypto market overall.</p>\n<p><b>Why It's Important:</b>Weiss&nbsp;highlighted the promotion of Dogecoin by major personalities such as<b>Tesla Inc</b>(NASDAQ:TSLA) CEO Elon Musk and Mark Cuban are other factors that largely contributed to the coin's price increasing. He also cited the crypto asset becoming more easily obtainable and&nbsp;a more surprising reason.</p>\n<p>\"Many people view Doge as the 'people's cryptocurrency' because it was created as a joke,\"&nbsp;Weiss said in an email statement.&nbsp;\"Major players and corporations are unlikely to buy in and manipulate the market or understand that it could be a viable currency. Elon has echoed this sentiment. These factors have created a perfect storm for Doge, pumping the price to where it is today.\"</p>\n<p>Dogecoin's rise comes as the total cap of the crypto asset market hasreached$2.3 trillion, making it larger than the market capitalization of any company and possibly any asset except for gold.</p>\n<p>Dogecoin itself recentlyreached&nbsp;a&nbsp;market cap of nearly $54.45 billion. And that's a currency the creator of which did not expect to go anywhere, as he showed when hesoldall of his holdings for enough to buy a used Honda Civic in 2015.</p>\n<p>Dogecoin trades around $0.5466 at publication time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 'Perfect Storm' That Led Dogecoin To 60 Cents</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 'Perfect Storm' That Led Dogecoin To 60 Cents\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-04 23:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Dogecoin's</b>(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to the 60-cent market Tuesday morning, according to CoinMarketCap data. This growth came right after the coinreporteda new all-time high of $0.45 Monday evening.</p>\n<p><b>What Happened:</b>The uptrend also closely follows Monday's&nbsp;announcementby Dave Kaval — president of Major League Baseball team Oakland Athletics — that the team processed its first Dogecoin payment in exchange for tickets in the league's history. He even invoked the #DogecoinToTheMoon hashtag while linking to the team's announcement about match seats being sold in exchange for the coin.</p>\n<p>With Tuesday's high of over $76 billion, Dogecoin's market cap surpassed the market capitalization of major companies.&nbsp;Ben Weiss — the&nbsp;CEO and co-founder of cryptocurrency ATM operator operating over 2,300 machines — explained that the primary reason behind Dogecoin's ascent is the current climate in the&nbsp;crypto market overall.</p>\n<p><b>Why It's Important:</b>Weiss&nbsp;highlighted the promotion of Dogecoin by major personalities such as<b>Tesla Inc</b>(NASDAQ:TSLA) CEO Elon Musk and Mark Cuban are other factors that largely contributed to the coin's price increasing. He also cited the crypto asset becoming more easily obtainable and&nbsp;a more surprising reason.</p>\n<p>\"Many people view Doge as the 'people's cryptocurrency' because it was created as a joke,\"&nbsp;Weiss said in an email statement.&nbsp;\"Major players and corporations are unlikely to buy in and manipulate the market or understand that it could be a viable currency. Elon has echoed this sentiment. These factors have created a perfect storm for Doge, pumping the price to where it is today.\"</p>\n<p>Dogecoin's rise comes as the total cap of the crypto asset market hasreached$2.3 trillion, making it larger than the market capitalization of any company and possibly any asset except for gold.</p>\n<p>Dogecoin itself recentlyreached&nbsp;a&nbsp;market cap of nearly $54.45 billion. And that's a currency the creator of which did not expect to go anywhere, as he showed when hesoldall of his holdings for enough to buy a used Honda Civic in 2015.</p>\n<p>Dogecoin trades around $0.5466 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121437206","content_text":"Dogecoin's(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to the 60-cent market Tuesday morning, according to CoinMarketCap data. This growth came right after the coinreporteda new all-time high of $0.45 Monday evening.\nWhat Happened:The uptrend also closely follows Monday's announcementby Dave Kaval — president of Major League Baseball team Oakland Athletics — that the team processed its first Dogecoin payment in exchange for tickets in the league's history. He even invoked the #DogecoinToTheMoon hashtag while linking to the team's announcement about match seats being sold in exchange for the coin.\nWith Tuesday's high of over $76 billion, Dogecoin's market cap surpassed the market capitalization of major companies. Ben Weiss — the CEO and co-founder of cryptocurrency ATM operator operating over 2,300 machines — explained that the primary reason behind Dogecoin's ascent is the current climate in the crypto market overall.\nWhy It's Important:Weiss highlighted the promotion of Dogecoin by major personalities such asTesla Inc(NASDAQ:TSLA) CEO Elon Musk and Mark Cuban are other factors that largely contributed to the coin's price increasing. He also cited the crypto asset becoming more easily obtainable and a more surprising reason.\n\"Many people view Doge as the 'people's cryptocurrency' because it was created as a joke,\" Weiss said in an email statement. \"Major players and corporations are unlikely to buy in and manipulate the market or understand that it could be a viable currency. Elon has echoed this sentiment. These factors have created a perfect storm for Doge, pumping the price to where it is today.\"\nDogecoin's rise comes as the total cap of the crypto asset market hasreached$2.3 trillion, making it larger than the market capitalization of any company and possibly any asset except for gold.\nDogecoin itself recentlyreached a market cap of nearly $54.45 billion. And that's a currency the creator of which did not expect to go anywhere, as he showed when hesoldall of his holdings for enough to buy a used Honda Civic in 2015.\nDogecoin trades around $0.5466 at publication time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375495329,"gmtCreate":1619388978561,"gmtModify":1634273958269,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?","listText":"Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?","text":"Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375495329","repostId":"1132391349","repostType":4,"repost":{"id":"1132391349","pubTimestamp":1619341653,"share":"https://www.laohu8.com/m/news/1132391349?lang=&edition=full","pubTime":"2021-04-25 17:07","market":"us","language":"en","title":"Li Auto: High Risk, High Reward Speculative Chinese EV Player","url":"https://stock-news.laohu8.com/highlight/detail?id=1132391349","media":"seekingalpha","summary":"Li Auto's delivery and revenue are growing exponentially.The company might not be able to sustain its growth with an EREV vehicle.Despite risks, LI is an attractive company for risk-tolerant investors.Li Auto  is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio  and XPeng , focuses on EREV vehicles, or a combination of BEV  and an ICE  vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine","content":"<p><b>Summary</b></p>\n<ul>\n <li>Li Auto's delivery and revenue are growing exponentially.</li>\n <li>The company might not be able to sustain its growth with an EREV vehicle.</li>\n <li>Despite risks, LI is an attractive company for risk-tolerant investors.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57a6269e2104f12318ed1d1546de0b4f\" tg-width=\"768\" tg-height=\"512\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Li Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.</p>\n<p><b>Bull Thesis</b></p>\n<p>The world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:</p>\n<ol>\n <li><p>Li Auto's EREV vehicle is showing strong sales growth</p></li>\n <li><p>Li Auto's revenue growth and profitability potential is attractive</p></li>\n <li><p>Li Auto has a healthy balance sheet and attractive valuation compared to its competitors</p></li>\n</ol>\n<p><b>Bear Thesis</b></p>\n<p>All companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.</p>\n<ol>\n <li><p>The world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?</p></li>\n</ol>\n<p><b>Sales Growth</b></p>\n<p>Li Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered&nbsp;32,624&nbsp;vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered&nbsp;5379&nbsp;vehicles in January,2300&nbsp;vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between&nbsp;10500 to 1150&nbsp;0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.</p>\n<p><b>Li Auto's Growth</b></p>\n<p>Li Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue&nbsp;of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.</p>\n<p><img src=\"https://static.tigerbbs.com/29b00f665fd99abd1f2effa9f0f6beda\" tg-width=\"635\" tg-height=\"403\"></p>\n<p>Li Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.</p>\n<p>However, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to&nbsp;Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of&nbsp;310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ccf9dba33140a395eb7a7378d7eec4\" tg-width=\"598\" tg-height=\"270\"><span>Source - The picture shows a layout of an EREV vehicle</span></p>\n<p>On the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of&nbsp;16.5 million dollars&nbsp;in the quarter ending in December 2020 while&nbsp;Nio&nbsp;and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about&nbsp;-0.06&nbsp;per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.</p>\n<p>Li Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.</p>\n<p><b>Balance Sheet and Valuation</b></p>\n<p>Li Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.</p>\n<p>Li Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.</p>\n<p>I cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report&nbsp;0.18&nbsp;eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.</p>\n<p><b>Conclusion</b></p>\n<p>Although I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.</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>Li Auto: High Risk, High Reward Speculative Chinese EV Player</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\">\nLi Auto: High Risk, High Reward Speculative Chinese EV Player\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-...</p>\n\n<a href=\"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1132391349","content_text":"Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-tolerant investors.\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nLi Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.\nBull Thesis\nThe world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:\n\nLi Auto's EREV vehicle is showing strong sales growth\nLi Auto's revenue growth and profitability potential is attractive\nLi Auto has a healthy balance sheet and attractive valuation compared to its competitors\n\nBear Thesis\nAll companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.\n\nThe world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?\n\nSales Growth\nLi Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered 32,624 vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered 5379 vehicles in January,2300 vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between 10500 to 1150 0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.\nLi Auto's Growth\nLi Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.\n\nLi Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.\nHowever, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of 310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.\nSource - The picture shows a layout of an EREV vehicle\nOn the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of 16.5 million dollars in the quarter ending in December 2020 while Nio and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about -0.06 per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.\nLi Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.\nBalance Sheet and Valuation\nLi Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.\nLi Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.\nI cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report 0.18 eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.\nConclusion\nAlthough I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375492896,"gmtCreate":1619388773015,"gmtModify":1634273958968,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Probably some of them might be forgotten after some time. I think not really sustainable in long term.","listText":"Probably some of them might be forgotten after some time. I think not really sustainable in long term.","text":"Probably some of them might be forgotten after some time. I think not really sustainable in long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375492896","repostId":"1188060568","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347123193,"gmtCreate":1618476496112,"gmtModify":1634292676307,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> I believe in the crypto space! To the moon?!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> I believe in the crypto space! To the moon?!","text":"$Coinbase Global, Inc.(COIN)$ I believe in the crypto space! To the moon?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347123193","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350038115,"gmtCreate":1616135482337,"gmtModify":1634527054859,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>真是的。上了又下，下了又上。。。何时能开到光明呢？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>真是的。上了又下，下了又上。。。何时能开到光明呢？","text":"$Tesla Motors(TSLA)$真是的。上了又下，下了又上。。。何时能开到光明呢？","images":[{"img":"https://static.tigerbbs.com/cc90f6507ff01e4d281411f03372fe9c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350038115","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":325710115,"gmtCreate":1615936264337,"gmtModify":1703495149452,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>有没有人和我一样觉得它是回来的？","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>有没有人和我一样觉得它是回来的？","text":"$Roblox Corporation(RBLX)$有没有人和我一样觉得它是回来的？","images":[{"img":"https://static.tigerbbs.com/adfdf661c0a97e2cd8d31289e87c03d4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325710115","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328414966,"gmtCreate":1615550134255,"gmtModify":1703490782718,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328414966","repostId":"1199318380","repostType":4,"repost":{"id":"1199318380","pubTimestamp":1615549470,"share":"https://www.laohu8.com/m/news/1199318380?lang=&edition=full","pubTime":"2021-03-12 19:44","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Which Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1199318380","media":"seekingalpha","summary":"Summary\n\nThis article seeks to answer why deciding to hold Alibaba stock is so different from decidi","content":"<p><b>Summary</b></p>\n<ul>\n <li>This article seeks to answer why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock.</li>\n <li>A contrast of the business opportunities for Alibaba and Amazon.</li>\n <li>Discussing why Amazon will find it hard to thrive in China to enjoy the same macro tailwinds as Alibaba.</li>\n <li>Comparing the valuation between Alibaba and Amazon.</li>\n</ul>\n<p>I have covered Alibaba (BABA) and Amazon (AMZN) both withbullish calls several times before. The two e-commerce and cloud titans have compelling investment drivers. However, I argue in this article that Alibaba is the better buy right now. That said, readers are, of course, free to make your judgment based on the facts laid out here and elsewhere.</p>\n<p>Alibaba and Amazon's business moats and threats: Why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock?</p>\n<p>Alibaba Group Holding and Amazon.com, Inc. have much in common. They started in e-commerce, became the leading player in the industry in their home country, and then branched out to other related businesses, notably the cloud computing service.</p>\n<p>Amazon's moat in e-commerce has been enhanced by its Amazon Prime membership. Paid users consolidate their purchases on its platform to \"recoup\" the fees and maximize the member benefits. This in turn helps Amazon to increase its economy of scale and optimize its infrastructure. The savings made are then passed on to users partially or in full to further entice them to stay within the ecosystem.</p>\n<p>Alibaba Group began at a time when paying a regular membership fee for bundled services and/or grocery delivery was an alien concept. Paying for a Netflix (NFLX) subscription or more appropriately, an iQIYI (IQ) subscription would be unthinkable in the 2000s when video piracy was rife. However, Alibaba found it could create a moat around its e-commerce business in another way.</p>\n<p>Alibaba realized the Chinese consumers were reluctant to shop online because of rampant fraud and quality issues in the early days. It solved the problem with the creation of Alipay, now operated by Ant Group, where Alibaba Group has a 33 percent equity stake. Alipay served as an online escrow system - sellers only get paid when the shoppers did not flag any discrepancies.</p>\n<p>Alipay has since evolved to provide a multitude of services, including the payment of offline purchases of any items where the seller has a functional QR code, as well as a quick checkout process for everyday routines like online food delivery and ride-hailing. The convenience it provides led users to be \"sticky\". A series of financial products and services are also developed to leverage this advantage.</p>\n<p>All well and good. Investors love businesses with moats. Both Amazon and Alibaba have strong ones. However, the duo is threatened by government actions.</p>\n<p>Since November last year, Alibaba has been in the news mostly for the wrong reasons. Co-founder Jack Ma berated the regulators and days after, the&nbsp;IPO of Ant Group was suspended. The authorities stepped up on&nbsp;antitrust investigations, impacting both Ant Group and the e-commerce operations of Alibaba, spooking market players. Speculators also kept themselves busy with&nbsp;conspiracy theories&nbsp;as Jack Ma went \"missing\".</p>\n<p>In the final days of the Trump administration, BABA stock was also under pressure by talks of an outright investment ban, as if&nbsp;The Holding Foreign Companies Accountable Act&nbsp;wasn't damaging enough. Nevertheless, looking at the swoon the share price was subjected to in the final two months of 2020, perhaps most of the disgruntled shareholders have already sold out of the stock, leaving \"diamond hands\" holding BABA, in Reddit-speak.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8fa027998f78e5fc2bc309eeec5daa3\" tg-width=\"640\" tg-height=\"230\"><span>Source: Alibaba Group</span></p>\n<p>That would explain the more than 16 percent gain BABA stock achieved year-to-date prior to the correction plaguing technology and internet stocks in the past weeks. In contrast, AMZN was largely flat in the same period and is down 6.1 percent YTD even as BABA manages to be up 2.3 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/4564327bd423c5bfa1f12c0adc39895e\" tg-width=\"640\" tg-height=\"447\"></p>\n<p>Critics may cry foul that I missed out on the mention of its VIE structure. However, readers would agree with me that the issue has been repeated ad nauseam that I doubt the risk has yet to be priced in the shares.</p>\n<p>On the contrary, the looming government scrutiny on U.S. tech companies including Amazon seems to be neglected by the market. For instance, President Joseph Biden decided to assign Tim Wu, a leader in the progressive movement to break up Big Tech, to the National Economic Council. Wu's signature warning is \"The antitrust winter is over.\"</p>\n<p>Reports are now circulating that President Biden has planned to nominate Lina Khan, a legal scholar who has argued for tougher antitrust enforcement against big tech companies, to the Federal Trade Commission. With Amazon's size and market reach, it is bound to be within the crosshairs of the regulators. It is telling that Khan wrote in 2017 a Yale Law Journal article titled \"Amazon’s Antitrust Paradox,\" the failure of the antitrust law in the current form in addressing the scope of Amazon's market power.</p>\n<p>The shareholders of Alibaba would need to think if the risks are already priced into the stock while the shareholders of Amazon would need to face the prospect of the company tackling a harsher regulatory environment.</p>\n<p><b>Business opportunities for Alibaba and Amazon</b></p>\n<p>Alibaba Group is the leading cloud provider in China by far. According to industry consultant Canalys, Alibaba has 40.9 percent of China's cloud infrastructure spend in Q3 2020. The next largest player, Huawei, has less than half that market share at 16.2 percent. Tencent follows closely at 15.8 percent.</p>\n<p>Alibaba's large market share puts it in good stead to ride the growth in China's cloud computing market that is&nbsp;forecasted&nbsp;to grow at a compound annual growth rate of 7.2 percent to reach US$63.7 billion in 2024. Worldwide, Alibaba Cloud has been steadily increasing its market share. It managed to leapfrog IBM (IBM) last year. On the other hand, while Amazon is the global cloud giant, Microsoft (MSFT) and Google (GOOG)(GOOGL) are fast challenging its dominant position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72aad8215c073889854f44a4b77dfa70\" tg-width=\"640\" tg-height=\"424\"><span>Source: Synergy Research Group</span></p>\n<p>Alibaba is also the undisputed largest e-commerce player in the world's most populous nation. Although it may seem like online shopping is highly prevalent in China for a long time, retail e-commerce sales were only around one-third of the total retail sales in the country in 2019. The pandemic accelerated the shift from offline to online and bumped the percentage to 44.8 percent last year. eMarketer predicts that the share of online shopping will continue to grow steadily in the next few years to reach 58.1 percent in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4c5948d66c634211e32ca9e0fddbc95\" tg-width=\"581\" tg-height=\"593\"><span>Source: eMarketer</span></p>\n<p>On the other hand, while Amazon is the e-commerce leader by far in the U.S., it is in a market where retail e-commerce sales are growing at a relative snail's pace. After a spectacular 2020, the retail e-commerce sales in the U.S. are estimated to grow at just 6.1 percent this year. In contrast, China's retail e-commerce sales are projected to grow more than three times faster at 21 percent, despite a base nearly thrice that of the U.S.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b81e6fcf086d0f5fb4ad468cd4756e74\" tg-width=\"588\" tg-height=\"590\"><span>Source: eMarketer</span></p>\n<p>On a macro level and a longer-term consideration, Alibaba's home base is also in a sweet spot. According to a group of scholars from the prestigious Tsinghua University, the per capita GDP of China would more than triple by 2050, rising from USD18,291 to USD60,948 in 2050, almost double that of the world. This bodes well for the growth prospects of Alibaba Group. In the same period, the per capita GDP of the U.S. is projected to increase by a mere 52 percent, although that would still be higher than that of China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/094e348d10db48ae3b25731df4608c77\" tg-width=\"640\" tg-height=\"432\"><span>Source: 2050 China - Becoming a Great Modern Socialist Country</span></p>\n<p>Despite the brighter opportunities, Alibaba's market cap is less than half that of Amazon. Alibaba is also deemed to be undervalued based on valuation metrics as we will explore in the subsequent sections. Before that, I recognize there are fast-thinking readers who are wondering: what if Amazon could expand in China and enjoy the macro tailwinds as Alibaba is doing?</p>\n<p><img src=\"https://static.tigerbbs.com/75001d2689cb56434e70f83515396c38\" tg-width=\"640\" tg-height=\"545\"></p>\n<p>Could Amazon excel in China?</p>\n<p>This is a very interesting topic to explore and deserves a separate article. Nevertheless, as this is relevant to the comparison, I hope to briefly outline the key points to get the discussion going.</p>\n<p>It is possible that American firms succeed in China. There are many examples such as Starbucks (SBUX), McDonald's (MCD), YUM! Brands (YUM), Nike (NKE), Microsoft, and Mettler Toledo (MTD), just to name a few. The most prominent brands in recent years doing well in China include Tesla (TSLA) and Lululemon (LULU).</p>\n<p>However, we also have many precedents of American firms failing to master the competitive landscape in China or were unwilling to comply with the local laws. Yahoo and eBay (EBAY) belong to the former while Alphabet's Google and Facebook (FB) are some examples of the latter.</p>\n<p>In terms of retail, the closest matches are Walmart (WMT) and Target Corporation (TGT). The two are striving in China, so wouldn't Amazon too? It's possible but I see several obstacles.</p>\n<p>Firstly, the management of those companies who do well in China tends to be effusive in their praises for the country and its government (e.g. Elon Musk). They also do not get involved in political commentary whether in China or anywhere else.</p>\n<p>Unfortunately, Jeff Bezos, the founder of Amazon, has been long known to be active in doing his political \"talking\" with his checkbook. Don't believe me? Try Googling \"Jeff Bezos politics\" and see for yourself the search results. Would he be able to stay quiet as Amazon expands its presence in China while staying out of trouble?</p>\n<p>Secondly, many of the U.S. companies growing in China are consumer brands where a Chinese equivalent isn't just the same thing. Sure, the latter has a huge market as well, like how Li Ning (OTCPK:LNNGF)(OTCPK:LNNGY) can grow together with Nike and adidas (OTCQX:ADDDF)(OTCQX:ADDYY), whereas the failure of Luckin Coffee (OTCPK:LKNCY) showed how difficult it is to unseat Starbucks, the King of Coffee.</p>\n<p>Amazon, while it has several house brands, is essentially a platform and operates in the harsh internet sector. There is already ultra stiff competition among Chinese e-commerce and cloud players resulting in&nbsp;heavy losses to gain market share. The business climate is so challenging that there were recent&nbsp;reports of suicides&nbsp;stemming from Pinduoduo (PDD). If the domestic firms are already working to their necks, could Amazon with its American style of operation thrive or even survive in the tough environment?</p>\n<p>Jeff Bezos&nbsp;admitted&nbsp;as much about how Amazon failed in China in past interviews: \"We mostly tried to roll out what worked well for us in Japan, Germany, the U.K., Spain, France, Italy, the U.S., etc., and it needed more local market customization.\"</p>\n<p>Chinese commentary also revealed that Amazon China's inept challenge to local rivals stemmed from the insistence of decision-making tightly controlled by the U.S. headquarters where the China team merely played the role of executioner. A flaw business strategy will be difficult to succeed however excellent the execution is. Things may have changed but there is nothing in recent news flow to suggest otherwise.</p>\n<p>Thirdly, e-commerce companies in China rely on a multitude of drivers to support the core online shopping business. There is the mobile payment (Alipay for Alibaba), massive logistics (Cainiao, among others, for Alibaba), livestreaming (Taobao Live for Alibaba), as well as affiliated businesses like travel booking site Fliggy and food delivery Ele.me to keep users within the ecosystem.</p>\n<p>How long would Amazon take to build that scale of ecosystem? How much money would that require? Is the company prepared to invest billions upon billions as the Chinese internet companies have done? Even if it's willing, there is no guarantee it can match the competition as the existing players continue to innovate.</p>\n<p>Thus, I found it improbable that Amazon could enjoy the same macro tailwinds as Alibaba, leaving the question of why the latter remains undervalued.</p>\n<p><b>Valuation comparison between Alibaba and Amazon stocks</b></p>\n<p>Seeking Alpha Premium users would know the platform provides a neat valuation tool for a convenient comparison of two or more stocks. I lay out a snapshot as follows, where the green shaded boxes indicate the preferred metric value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426f7dbdf950dbb15525ed9b3ecef15d\" tg-width=\"553\" tg-height=\"666\"><span>Source: Seeking Alpha Premium data (March 9, 2021), tabulated by ALT Perspective</span></p>\n<p>At one glance, it's easy to see that BABA stock is attractive both on the key earnings metrics P/E and PEG ratios. It is also very cheap on the price-to-book ratio as compared to Amazon. In terms of liquidity metrics, Alibaba is also superior to Amazon. Of course, Amazon has its strengths too, winning on price-to-sales ratio and historical EBITDA growth, among others.</p>\n<p>As the stock market indices continue to register new record highs, echoes of the 2000 internet bubble bursting are ringing loudly. However, it bears noting that a cash crunch in many dot-com businesses was a key trigger in the meltdown. Today, internet companies like Alibaba and Amazon are cash-rich.</p>\n<p>Based on the last quarterly reports, both Alibaba and Amazon coincidentally have net cash of around $53 billion each. Given that Alibaba has a smaller enterprise value, that net cash is a larger part of Alibaba (8.8 percent) than it is for Amazon (3.3 percent).</p>\n<p><img src=\"https://static.tigerbbs.com/a7dde2a0163b4d9a643996deb42cccf5\" tg-width=\"640\" tg-height=\"526\"></p>\n<p>At the same time, Alibaba has a higher free cash flow in the past two quarters than Amazon. If that becomes a trend, the market would come to recognize the money-generator Alibaba is and reward the company accordingly.</p>\n<p><img src=\"https://static.tigerbbs.com/770fe6851839c58261ac20e30df5f202\" tg-width=\"640\" tg-height=\"466\"></p>\n<p><b>Should you buy Alibaba or Amazon stock?</b></p>\n<p>Of course, having read this article until this point, you know my bias is towards Alibaba. However, I do recognize Amazon can provide capital appreciation to investors as well. It is just that comparing the two stocks as I did in the earlier sections, Alibaba seems more compelling to me at this point.</p>\n<p>Wall Street analysts seem to agree. The consensus price target for Alibaba is at $325, an upside of 44 percent. In contrast, Amazon has a lower, albeit still attractive, upside of 37 percent. What is your take? Share your thoughts with the Seeking Alpha community in the comments field.</p>\n<p><img src=\"https://static.tigerbbs.com/82d8c8505a1b98860506d8b9a46dee77\" tg-width=\"640\" tg-height=\"546\"></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>Alibaba Vs. Amazon Stock: Which Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Which Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 19:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4413411-alibaba-vs-amazon-stock-which-is-better-buy-><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis article seeks to answer why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock.\nA contrast of the business opportunities for Alibaba and Amazon.\nDiscussing...</p>\n\n<a href=\"https://seekingalpha.com/article/4413411-alibaba-vs-amazon-stock-which-is-better-buy-\">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","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4413411-alibaba-vs-amazon-stock-which-is-better-buy-","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199318380","content_text":"Summary\n\nThis article seeks to answer why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock.\nA contrast of the business opportunities for Alibaba and Amazon.\nDiscussing why Amazon will find it hard to thrive in China to enjoy the same macro tailwinds as Alibaba.\nComparing the valuation between Alibaba and Amazon.\n\nI have covered Alibaba (BABA) and Amazon (AMZN) both withbullish calls several times before. The two e-commerce and cloud titans have compelling investment drivers. However, I argue in this article that Alibaba is the better buy right now. That said, readers are, of course, free to make your judgment based on the facts laid out here and elsewhere.\nAlibaba and Amazon's business moats and threats: Why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock?\nAlibaba Group Holding and Amazon.com, Inc. have much in common. They started in e-commerce, became the leading player in the industry in their home country, and then branched out to other related businesses, notably the cloud computing service.\nAmazon's moat in e-commerce has been enhanced by its Amazon Prime membership. Paid users consolidate their purchases on its platform to \"recoup\" the fees and maximize the member benefits. This in turn helps Amazon to increase its economy of scale and optimize its infrastructure. The savings made are then passed on to users partially or in full to further entice them to stay within the ecosystem.\nAlibaba Group began at a time when paying a regular membership fee for bundled services and/or grocery delivery was an alien concept. Paying for a Netflix (NFLX) subscription or more appropriately, an iQIYI (IQ) subscription would be unthinkable in the 2000s when video piracy was rife. However, Alibaba found it could create a moat around its e-commerce business in another way.\nAlibaba realized the Chinese consumers were reluctant to shop online because of rampant fraud and quality issues in the early days. It solved the problem with the creation of Alipay, now operated by Ant Group, where Alibaba Group has a 33 percent equity stake. Alipay served as an online escrow system - sellers only get paid when the shoppers did not flag any discrepancies.\nAlipay has since evolved to provide a multitude of services, including the payment of offline purchases of any items where the seller has a functional QR code, as well as a quick checkout process for everyday routines like online food delivery and ride-hailing. The convenience it provides led users to be \"sticky\". A series of financial products and services are also developed to leverage this advantage.\nAll well and good. Investors love businesses with moats. Both Amazon and Alibaba have strong ones. However, the duo is threatened by government actions.\nSince November last year, Alibaba has been in the news mostly for the wrong reasons. Co-founder Jack Ma berated the regulators and days after, the IPO of Ant Group was suspended. The authorities stepped up on antitrust investigations, impacting both Ant Group and the e-commerce operations of Alibaba, spooking market players. Speculators also kept themselves busy with conspiracy theories as Jack Ma went \"missing\".\nIn the final days of the Trump administration, BABA stock was also under pressure by talks of an outright investment ban, as if The Holding Foreign Companies Accountable Act wasn't damaging enough. Nevertheless, looking at the swoon the share price was subjected to in the final two months of 2020, perhaps most of the disgruntled shareholders have already sold out of the stock, leaving \"diamond hands\" holding BABA, in Reddit-speak.\nSource: Alibaba Group\nThat would explain the more than 16 percent gain BABA stock achieved year-to-date prior to the correction plaguing technology and internet stocks in the past weeks. In contrast, AMZN was largely flat in the same period and is down 6.1 percent YTD even as BABA manages to be up 2.3 percent.\n\nCritics may cry foul that I missed out on the mention of its VIE structure. However, readers would agree with me that the issue has been repeated ad nauseam that I doubt the risk has yet to be priced in the shares.\nOn the contrary, the looming government scrutiny on U.S. tech companies including Amazon seems to be neglected by the market. For instance, President Joseph Biden decided to assign Tim Wu, a leader in the progressive movement to break up Big Tech, to the National Economic Council. Wu's signature warning is \"The antitrust winter is over.\"\nReports are now circulating that President Biden has planned to nominate Lina Khan, a legal scholar who has argued for tougher antitrust enforcement against big tech companies, to the Federal Trade Commission. With Amazon's size and market reach, it is bound to be within the crosshairs of the regulators. It is telling that Khan wrote in 2017 a Yale Law Journal article titled \"Amazon’s Antitrust Paradox,\" the failure of the antitrust law in the current form in addressing the scope of Amazon's market power.\nThe shareholders of Alibaba would need to think if the risks are already priced into the stock while the shareholders of Amazon would need to face the prospect of the company tackling a harsher regulatory environment.\nBusiness opportunities for Alibaba and Amazon\nAlibaba Group is the leading cloud provider in China by far. According to industry consultant Canalys, Alibaba has 40.9 percent of China's cloud infrastructure spend in Q3 2020. The next largest player, Huawei, has less than half that market share at 16.2 percent. Tencent follows closely at 15.8 percent.\nAlibaba's large market share puts it in good stead to ride the growth in China's cloud computing market that is forecasted to grow at a compound annual growth rate of 7.2 percent to reach US$63.7 billion in 2024. Worldwide, Alibaba Cloud has been steadily increasing its market share. It managed to leapfrog IBM (IBM) last year. On the other hand, while Amazon is the global cloud giant, Microsoft (MSFT) and Google (GOOG)(GOOGL) are fast challenging its dominant position.\nSource: Synergy Research Group\nAlibaba is also the undisputed largest e-commerce player in the world's most populous nation. Although it may seem like online shopping is highly prevalent in China for a long time, retail e-commerce sales were only around one-third of the total retail sales in the country in 2019. The pandemic accelerated the shift from offline to online and bumped the percentage to 44.8 percent last year. eMarketer predicts that the share of online shopping will continue to grow steadily in the next few years to reach 58.1 percent in 2024.\nSource: eMarketer\nOn the other hand, while Amazon is the e-commerce leader by far in the U.S., it is in a market where retail e-commerce sales are growing at a relative snail's pace. After a spectacular 2020, the retail e-commerce sales in the U.S. are estimated to grow at just 6.1 percent this year. In contrast, China's retail e-commerce sales are projected to grow more than three times faster at 21 percent, despite a base nearly thrice that of the U.S.\nSource: eMarketer\nOn a macro level and a longer-term consideration, Alibaba's home base is also in a sweet spot. According to a group of scholars from the prestigious Tsinghua University, the per capita GDP of China would more than triple by 2050, rising from USD18,291 to USD60,948 in 2050, almost double that of the world. This bodes well for the growth prospects of Alibaba Group. In the same period, the per capita GDP of the U.S. is projected to increase by a mere 52 percent, although that would still be higher than that of China.\nSource: 2050 China - Becoming a Great Modern Socialist Country\nDespite the brighter opportunities, Alibaba's market cap is less than half that of Amazon. Alibaba is also deemed to be undervalued based on valuation metrics as we will explore in the subsequent sections. Before that, I recognize there are fast-thinking readers who are wondering: what if Amazon could expand in China and enjoy the macro tailwinds as Alibaba is doing?\n\nCould Amazon excel in China?\nThis is a very interesting topic to explore and deserves a separate article. Nevertheless, as this is relevant to the comparison, I hope to briefly outline the key points to get the discussion going.\nIt is possible that American firms succeed in China. There are many examples such as Starbucks (SBUX), McDonald's (MCD), YUM! Brands (YUM), Nike (NKE), Microsoft, and Mettler Toledo (MTD), just to name a few. The most prominent brands in recent years doing well in China include Tesla (TSLA) and Lululemon (LULU).\nHowever, we also have many precedents of American firms failing to master the competitive landscape in China or were unwilling to comply with the local laws. Yahoo and eBay (EBAY) belong to the former while Alphabet's Google and Facebook (FB) are some examples of the latter.\nIn terms of retail, the closest matches are Walmart (WMT) and Target Corporation (TGT). The two are striving in China, so wouldn't Amazon too? It's possible but I see several obstacles.\nFirstly, the management of those companies who do well in China tends to be effusive in their praises for the country and its government (e.g. Elon Musk). They also do not get involved in political commentary whether in China or anywhere else.\nUnfortunately, Jeff Bezos, the founder of Amazon, has been long known to be active in doing his political \"talking\" with his checkbook. Don't believe me? Try Googling \"Jeff Bezos politics\" and see for yourself the search results. Would he be able to stay quiet as Amazon expands its presence in China while staying out of trouble?\nSecondly, many of the U.S. companies growing in China are consumer brands where a Chinese equivalent isn't just the same thing. Sure, the latter has a huge market as well, like how Li Ning (OTCPK:LNNGF)(OTCPK:LNNGY) can grow together with Nike and adidas (OTCQX:ADDDF)(OTCQX:ADDYY), whereas the failure of Luckin Coffee (OTCPK:LKNCY) showed how difficult it is to unseat Starbucks, the King of Coffee.\nAmazon, while it has several house brands, is essentially a platform and operates in the harsh internet sector. There is already ultra stiff competition among Chinese e-commerce and cloud players resulting in heavy losses to gain market share. The business climate is so challenging that there were recent reports of suicides stemming from Pinduoduo (PDD). If the domestic firms are already working to their necks, could Amazon with its American style of operation thrive or even survive in the tough environment?\nJeff Bezos admitted as much about how Amazon failed in China in past interviews: \"We mostly tried to roll out what worked well for us in Japan, Germany, the U.K., Spain, France, Italy, the U.S., etc., and it needed more local market customization.\"\nChinese commentary also revealed that Amazon China's inept challenge to local rivals stemmed from the insistence of decision-making tightly controlled by the U.S. headquarters where the China team merely played the role of executioner. A flaw business strategy will be difficult to succeed however excellent the execution is. Things may have changed but there is nothing in recent news flow to suggest otherwise.\nThirdly, e-commerce companies in China rely on a multitude of drivers to support the core online shopping business. There is the mobile payment (Alipay for Alibaba), massive logistics (Cainiao, among others, for Alibaba), livestreaming (Taobao Live for Alibaba), as well as affiliated businesses like travel booking site Fliggy and food delivery Ele.me to keep users within the ecosystem.\nHow long would Amazon take to build that scale of ecosystem? How much money would that require? Is the company prepared to invest billions upon billions as the Chinese internet companies have done? Even if it's willing, there is no guarantee it can match the competition as the existing players continue to innovate.\nThus, I found it improbable that Amazon could enjoy the same macro tailwinds as Alibaba, leaving the question of why the latter remains undervalued.\nValuation comparison between Alibaba and Amazon stocks\nSeeking Alpha Premium users would know the platform provides a neat valuation tool for a convenient comparison of two or more stocks. I lay out a snapshot as follows, where the green shaded boxes indicate the preferred metric value.\nSource: Seeking Alpha Premium data (March 9, 2021), tabulated by ALT Perspective\nAt one glance, it's easy to see that BABA stock is attractive both on the key earnings metrics P/E and PEG ratios. It is also very cheap on the price-to-book ratio as compared to Amazon. In terms of liquidity metrics, Alibaba is also superior to Amazon. Of course, Amazon has its strengths too, winning on price-to-sales ratio and historical EBITDA growth, among others.\nAs the stock market indices continue to register new record highs, echoes of the 2000 internet bubble bursting are ringing loudly. However, it bears noting that a cash crunch in many dot-com businesses was a key trigger in the meltdown. Today, internet companies like Alibaba and Amazon are cash-rich.\nBased on the last quarterly reports, both Alibaba and Amazon coincidentally have net cash of around $53 billion each. Given that Alibaba has a smaller enterprise value, that net cash is a larger part of Alibaba (8.8 percent) than it is for Amazon (3.3 percent).\n\nAt the same time, Alibaba has a higher free cash flow in the past two quarters than Amazon. If that becomes a trend, the market would come to recognize the money-generator Alibaba is and reward the company accordingly.\n\nShould you buy Alibaba or Amazon stock?\nOf course, having read this article until this point, you know my bias is towards Alibaba. However, I do recognize Amazon can provide capital appreciation to investors as well. It is just that comparing the two stocks as I did in the earlier sections, Alibaba seems more compelling to me at this point.\nWall Street analysts seem to agree. The consensus price target for Alibaba is at $325, an upside of 44 percent. In contrast, Amazon has a lower, albeit still attractive, upside of 37 percent. What is your take? Share your thoughts with the Seeking Alpha community in the comments field.","news_type":1},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323024637,"gmtCreate":1615291513329,"gmtModify":1703486846437,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323024637","repostId":"1101472939","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367626265,"gmtCreate":1614947183057,"gmtModify":1703483306160,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>https://youtu.be/p2igxBJteNMReducing holdings for risk management?!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>https://youtu.be/p2igxBJteNMReducing holdings for risk management?!&nbsp;","text":"$Tesla Motors(TSLA)$https://youtu.be/p2igxBJteNMReducing holdings for risk management?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367626265","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365709432,"gmtCreate":1614776757526,"gmtModify":1703480961014,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Hor Seh Liao.","listText":"Hor Seh Liao.","text":"Hor Seh Liao.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365709432","repostId":"1165260392","repostType":4,"repost":{"id":"1165260392","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614775241,"share":"https://www.laohu8.com/m/news/1165260392?lang=&edition=full","pubTime":"2021-03-03 20:40","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1165260392","media":"老虎资讯综合","summary":"(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a ne","content":"<p>(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a new round of stimulus bolstered bets on a quick economic rebound, with investors also focusing on private employment and service sector reports.</p><p>Futures for the Dow Jones Industrial Average climbed 213 points to 31,571.00 while the Standard &amp; Poor’s 500 index futures rose 22.50 points at 3,890.00. Futures for the Nasdaq 100 index rose 73 points to 13,128.25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c76df0d872e910db853a4d75f11a2c87\" tg-width=\"1242\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 07:33</span></p><p>The Senate is expected to start debateas soon as Wednesdayon its version of the House-passed, $1.9 trillion Covid relief bill. However, it excludes a federal minimum wage boost to $15 per hour. PresidentJoe Bidenon Tuesday urged Democrats to stand united and approve the measure, even as some party moderates sought to dial back parts of the package. Democrats, with the slimmest of margins in the Senate, are using special rules that would allow them to pass the bill without GOP support.</p><p><b>U.S. Market Yesterday</b></p><p>Wall Street ended lower on&nbsp;Tuesday.The S&amp;P 500 technology sector index dropped 1.6%, extending a pullback from late last month after a selloff in the U.S. bond market sparked fears over highly valued stocks. The consumer discretionary index dipped 1.3%, with Amazon falling 1.6%.</p><p>The Dow Jones Industrial Average fell 0.46% to end at 31,391.52 points, while the S&amp;P 500 lost 0.81% to 3,870.29.&nbsp;The Nasdaq Composite dropped 1.69% to 13,358.79.</p><p><b>Latest News</b></p><p>1)&nbsp;<a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> &nbsp;fell 6% in Wednesday’s premarket trading after more than doubling over the past three sessions. On Tuesday, the Quicken Loans and Rocket Mortgage parentsurged over 71%on no apparent news. The heavily shorted stock appears to have garnered bullish interest from day traders on Reddit’s WallStreetBets forum.</p><p><img src=\"https://static.tigerbbs.com/fbe61d99c44288b96a43259516fe50e7\" tg-width=\"1075\" tg-height=\"518\" referrerpolicy=\"no-referrer\">2)&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>  is purchasing Curv, a technology firm, engaged in the secure storage of Bitcoin (CRYPTO: BTC) and other cryptocurrencies, CoinDesk reported.</p><p>3)&nbsp;<b><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a></b>  – The ride-hailing company said that last week saw the highest level of ride volume since the pandemic took hold last March. As a result, Lyft expects to report a smaller quarterly loss than it had previously projected. Lyft shares jumped 5.6% in premarket trading.</p><p>4)<b>&nbsp;<a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a></b> – FuboTV reported quarterly revenue in excess of $100 million for the first time, with the live sports streaming company reporting a better-than-expected $105.1 million in sales. Subscriber numbers jumped 73% from a year earlier to a total of 548,000. Its shares fell 4% in the premarket, however, following a nearly 50% year-to-date jump.</p><p>5)&nbsp;<b><a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> </b>– The casino operator’s shares rose 3% in the premarket after it announced a deal to sell its Las Vegas properties to private-equity firms Apollo Global (APO) and VICI Properties for $6.25 billion. The sale includes The Venetian Resort Las Vegas and the Sands Expo and Convention Center. Apollo Global shares gained 2.1%.</p><p>6)&nbsp; <b><a href=\"https://laohu8.com/S/WEN\">Wendy's</a> </b>– The restaurant chain missed estimates by a penny a share, with quarterly earnings of 17 cents per share. Revenue came in short of forecasts as well. Global comparable sales rose 4.7%, shy of the FactSet consensus estimate of 5.7% due primarily to international weakness. Its shares fell 3.3% in the premarket.</p><p>7)&nbsp;<b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b> – The discount retailer earned $2.13 per share for the fourth quarter, beating estimates by 2 cents a share. Revenue essentially was in line with expectations. Comparable-store sales rose 4.9%, short of the 5.5% estimate of analysts surveyed by FactSet. The company’s shares fell 2% in the premarket.</p><p>8)&nbsp;<b><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a></b> – HPE beat estimates by 11 cents a share, with quarterly earnings of 52 cents per share. The enterprise computing hardware maker’s revenue came in above forecasts as well. The company issued strong guidance for both the current quarter and full year, as it continues to benefit from the pandemic-inspired digital transformation.</p><p>9)&nbsp;<b><a href=\"https://laohu8.com/S/BOX\">Box</a></b> – Box reported quarterly earnings of 22 cents per share, 5 cents a share above estimates. Revenue beat projections as well. The online data storage company also issued a better-than-expected full-year outlook and expects that the current quarter will see revenue above $200 million for the first time.</p><p>10)&nbsp;<b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – Nordstrom earned 21 cents per share for its latest quarter, 7 cents a share above estimates. The retailer also reported better-than-expected revenue. Nordstrom was helped by a boost in digital sales as well as growth in its off-price operation, but the retailer warned that it would have to clear excess holiday inventory through that off-price channel. Shares fell 2.6% in premarket action.</p><p>11)&nbsp;<b><a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a></b>&nbsp;– Urban Outfitters beat estimates by 2 cents a share, with quarterly earnings of 30 cents per share. The apparel retailer’s revenue fell slightly below Wall Street forecasts, however, and gross profit margins dropped more than 3 percentage points from a year earlier. Its shares fell 1.6% in the premarket.</p><p>12)&nbsp;<b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores</b>&nbsp;– Ross Stores sank 3.1% in the premarket after it reported quarterly earnings of 67 cents per share, below the $1.00 a share consensus estimate. The discount retailer’s revenue came in below estimates as well, hurt by pandemic-related store closures in California.</p><p>&nbsp;<b>What to know today</b></p><ul><li>7:00 a.m. ET: MBA Mortgage Applications, week ended February 26 (-11.4% during prior week)</li><li>8:15 a.m. ET: ADP Employment Change, February (200,000 expected, 174,000 in January)</li><li>9:45 a.m. ET: Markit US Composite PMI, February final (58.8 in prior print)</li><li>9:45 a.m. ET: Markit US Services PMI, February final (58.9 expected, 58.9 in prior print)</li><li>10:00 a.m. ET: ISM Services Index, February (58.7 expected, 58.7 in January)</li><li>2:00 p.m. ET: Federal Reserve releases Beige Book</li></ul><p><b>A Peek Into Global Markets</b></p><p>European markets were higher today. The Spanish Ibex Index rose 0.4% and STOXX Europe 600 Index rose 0.5%. The French CAC 40 Index rose 0.8%, German DAX 30 gained 0.8% while London's FTSE 100 rose 1%. French government budget deficit increased to EUR 21.9 billion in January from EUR 20 billion in the year-ago month.</p><p>Asian markets traded higher today. Japan’s Nikkei 225 rose 0.51%, China’s Shanghai Composite climbed 1.95% and Hong Kong’s Hang Seng Index rose 2.7%. Australia’s S&amp;P/ASX 200 rose 0.8%, while India’s BSE Sensex rose 2.3%. Indian services PMI rose to 55.3 in February from 52.8 in the prior month, while China’s services PMI dipped to a ten-month low of 51.5 for February. Japanese services PMI rose to 46.3 in February from a final reading of 46.1 a month earlier, while Hong Kong’s private sector PMI increased to 50.0 in February from 47.8 in January. The Australian GDP increased 3.1% qoq in the fourth quarter, while services PMI fell to 53.4 in February from 55.6 in the prior month.</p><p><b>Currencies</b></p><p>The Bloomberg Dollar Spot Index gained 0.1%.The euro fell 0.2% to $1.2063.The British pound was little changed at $1.3952.The onshore yuan strengthened 0.1% to 6.465 per dollar.The Japanese yen weakened 0.3% to 107 per dollar.</p><p><b>Bonds</b></p><p>The yield on 10-year Treasuries advanced five basis points to 1.44%.The yield on two-year Treasuries climbed less than one basis point to 0.13%.Germany’s 10-year yield gained two basis points to -0.33%.Britain’s 10-year yield advanced three basis points to 0.719%.Japan’s 10-year yield dipped one basis point to 0.119%.</p><p><b>Commodities</b></p><p>West Texas Intermediate crude advanced 1.9% to $60.87 a barrel.Brent crude increased 1.9% to $63.87 a barrel.Gold weakened 0.9% to $1,722.81 an ounce.</p><p><b>Bitcoin&nbsp;Price</b></p><p>Bitcoin jumped more than 6% to climb above $50,000 and to its highest in a week.</p><p><b>Gold</b></p><p>Gold, on the other hand, slipped 0.8%.</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>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-03 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a new round of stimulus bolstered bets on a quick economic rebound, with investors also focusing on private employment and service sector reports.</p><p>Futures for the Dow Jones Industrial Average climbed 213 points to 31,571.00 while the Standard &amp; Poor’s 500 index futures rose 22.50 points at 3,890.00. Futures for the Nasdaq 100 index rose 73 points to 13,128.25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c76df0d872e910db853a4d75f11a2c87\" tg-width=\"1242\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 07:33</span></p><p>The Senate is expected to start debateas soon as Wednesdayon its version of the House-passed, $1.9 trillion Covid relief bill. However, it excludes a federal minimum wage boost to $15 per hour. PresidentJoe Bidenon Tuesday urged Democrats to stand united and approve the measure, even as some party moderates sought to dial back parts of the package. Democrats, with the slimmest of margins in the Senate, are using special rules that would allow them to pass the bill without GOP support.</p><p><b>U.S. Market Yesterday</b></p><p>Wall Street ended lower on&nbsp;Tuesday.The S&amp;P 500 technology sector index dropped 1.6%, extending a pullback from late last month after a selloff in the U.S. bond market sparked fears over highly valued stocks. The consumer discretionary index dipped 1.3%, with Amazon falling 1.6%.</p><p>The Dow Jones Industrial Average fell 0.46% to end at 31,391.52 points, while the S&amp;P 500 lost 0.81% to 3,870.29.&nbsp;The Nasdaq Composite dropped 1.69% to 13,358.79.</p><p><b>Latest News</b></p><p>1)&nbsp;<a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> &nbsp;fell 6% in Wednesday’s premarket trading after more than doubling over the past three sessions. On Tuesday, the Quicken Loans and Rocket Mortgage parentsurged over 71%on no apparent news. The heavily shorted stock appears to have garnered bullish interest from day traders on Reddit’s WallStreetBets forum.</p><p><img src=\"https://static.tigerbbs.com/fbe61d99c44288b96a43259516fe50e7\" tg-width=\"1075\" tg-height=\"518\" referrerpolicy=\"no-referrer\">2)&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>  is purchasing Curv, a technology firm, engaged in the secure storage of Bitcoin (CRYPTO: BTC) and other cryptocurrencies, CoinDesk reported.</p><p>3)&nbsp;<b><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a></b>  – The ride-hailing company said that last week saw the highest level of ride volume since the pandemic took hold last March. As a result, Lyft expects to report a smaller quarterly loss than it had previously projected. Lyft shares jumped 5.6% in premarket trading.</p><p>4)<b>&nbsp;<a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a></b> – FuboTV reported quarterly revenue in excess of $100 million for the first time, with the live sports streaming company reporting a better-than-expected $105.1 million in sales. Subscriber numbers jumped 73% from a year earlier to a total of 548,000. Its shares fell 4% in the premarket, however, following a nearly 50% year-to-date jump.</p><p>5)&nbsp;<b><a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> </b>– The casino operator’s shares rose 3% in the premarket after it announced a deal to sell its Las Vegas properties to private-equity firms Apollo Global (APO) and VICI Properties for $6.25 billion. The sale includes The Venetian Resort Las Vegas and the Sands Expo and Convention Center. Apollo Global shares gained 2.1%.</p><p>6)&nbsp; <b><a href=\"https://laohu8.com/S/WEN\">Wendy's</a> </b>– The restaurant chain missed estimates by a penny a share, with quarterly earnings of 17 cents per share. Revenue came in short of forecasts as well. Global comparable sales rose 4.7%, shy of the FactSet consensus estimate of 5.7% due primarily to international weakness. Its shares fell 3.3% in the premarket.</p><p>7)&nbsp;<b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b> – The discount retailer earned $2.13 per share for the fourth quarter, beating estimates by 2 cents a share. Revenue essentially was in line with expectations. Comparable-store sales rose 4.9%, short of the 5.5% estimate of analysts surveyed by FactSet. The company’s shares fell 2% in the premarket.</p><p>8)&nbsp;<b><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a></b> – HPE beat estimates by 11 cents a share, with quarterly earnings of 52 cents per share. The enterprise computing hardware maker’s revenue came in above forecasts as well. The company issued strong guidance for both the current quarter and full year, as it continues to benefit from the pandemic-inspired digital transformation.</p><p>9)&nbsp;<b><a href=\"https://laohu8.com/S/BOX\">Box</a></b> – Box reported quarterly earnings of 22 cents per share, 5 cents a share above estimates. Revenue beat projections as well. The online data storage company also issued a better-than-expected full-year outlook and expects that the current quarter will see revenue above $200 million for the first time.</p><p>10)&nbsp;<b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – Nordstrom earned 21 cents per share for its latest quarter, 7 cents a share above estimates. The retailer also reported better-than-expected revenue. Nordstrom was helped by a boost in digital sales as well as growth in its off-price operation, but the retailer warned that it would have to clear excess holiday inventory through that off-price channel. Shares fell 2.6% in premarket action.</p><p>11)&nbsp;<b><a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a></b>&nbsp;– Urban Outfitters beat estimates by 2 cents a share, with quarterly earnings of 30 cents per share. The apparel retailer’s revenue fell slightly below Wall Street forecasts, however, and gross profit margins dropped more than 3 percentage points from a year earlier. Its shares fell 1.6% in the premarket.</p><p>12)&nbsp;<b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores</b>&nbsp;– Ross Stores sank 3.1% in the premarket after it reported quarterly earnings of 67 cents per share, below the $1.00 a share consensus estimate. The discount retailer’s revenue came in below estimates as well, hurt by pandemic-related store closures in California.</p><p>&nbsp;<b>What to know today</b></p><ul><li>7:00 a.m. ET: MBA Mortgage Applications, week ended February 26 (-11.4% during prior week)</li><li>8:15 a.m. ET: ADP Employment Change, February (200,000 expected, 174,000 in January)</li><li>9:45 a.m. ET: Markit US Composite PMI, February final (58.8 in prior print)</li><li>9:45 a.m. ET: Markit US Services PMI, February final (58.9 expected, 58.9 in prior print)</li><li>10:00 a.m. ET: ISM Services Index, February (58.7 expected, 58.7 in January)</li><li>2:00 p.m. ET: Federal Reserve releases Beige Book</li></ul><p><b>A Peek Into Global Markets</b></p><p>European markets were higher today. The Spanish Ibex Index rose 0.4% and STOXX Europe 600 Index rose 0.5%. The French CAC 40 Index rose 0.8%, German DAX 30 gained 0.8% while London's FTSE 100 rose 1%. French government budget deficit increased to EUR 21.9 billion in January from EUR 20 billion in the year-ago month.</p><p>Asian markets traded higher today. Japan’s Nikkei 225 rose 0.51%, China’s Shanghai Composite climbed 1.95% and Hong Kong’s Hang Seng Index rose 2.7%. Australia’s S&amp;P/ASX 200 rose 0.8%, while India’s BSE Sensex rose 2.3%. Indian services PMI rose to 55.3 in February from 52.8 in the prior month, while China’s services PMI dipped to a ten-month low of 51.5 for February. Japanese services PMI rose to 46.3 in February from a final reading of 46.1 a month earlier, while Hong Kong’s private sector PMI increased to 50.0 in February from 47.8 in January. The Australian GDP increased 3.1% qoq in the fourth quarter, while services PMI fell to 53.4 in February from 55.6 in the prior month.</p><p><b>Currencies</b></p><p>The Bloomberg Dollar Spot Index gained 0.1%.The euro fell 0.2% to $1.2063.The British pound was little changed at $1.3952.The onshore yuan strengthened 0.1% to 6.465 per dollar.The Japanese yen weakened 0.3% to 107 per dollar.</p><p><b>Bonds</b></p><p>The yield on 10-year Treasuries advanced five basis points to 1.44%.The yield on two-year Treasuries climbed less than one basis point to 0.13%.Germany’s 10-year yield gained two basis points to -0.33%.Britain’s 10-year yield advanced three basis points to 0.719%.Japan’s 10-year yield dipped one basis point to 0.119%.</p><p><b>Commodities</b></p><p>West Texas Intermediate crude advanced 1.9% to $60.87 a barrel.Brent crude increased 1.9% to $63.87 a barrel.Gold weakened 0.9% to $1,722.81 an ounce.</p><p><b>Bitcoin&nbsp;Price</b></p><p>Bitcoin jumped more than 6% to climb above $50,000 and to its highest in a week.</p><p><b>Gold</b></p><p>Gold, on the other hand, slipped 0.8%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165260392","content_text":"(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a new round of stimulus bolstered bets on a quick economic rebound, with investors also focusing on private employment and service sector reports.Futures for the Dow Jones Industrial Average climbed 213 points to 31,571.00 while the Standard & Poor’s 500 index futures rose 22.50 points at 3,890.00. Futures for the Nasdaq 100 index rose 73 points to 13,128.25.*Source From Tiger Trade, EST 07:33The Senate is expected to start debateas soon as Wednesdayon its version of the House-passed, $1.9 trillion Covid relief bill. However, it excludes a federal minimum wage boost to $15 per hour. PresidentJoe Bidenon Tuesday urged Democrats to stand united and approve the measure, even as some party moderates sought to dial back parts of the package. Democrats, with the slimmest of margins in the Senate, are using special rules that would allow them to pass the bill without GOP support.U.S. Market YesterdayWall Street ended lower on Tuesday.The S&P 500 technology sector index dropped 1.6%, extending a pullback from late last month after a selloff in the U.S. bond market sparked fears over highly valued stocks. The consumer discretionary index dipped 1.3%, with Amazon falling 1.6%.The Dow Jones Industrial Average fell 0.46% to end at 31,391.52 points, while the S&P 500 lost 0.81% to 3,870.29. The Nasdaq Composite dropped 1.69% to 13,358.79.Latest News1) Rocket Companies  fell 6% in Wednesday’s premarket trading after more than doubling over the past three sessions. On Tuesday, the Quicken Loans and Rocket Mortgage parentsurged over 71%on no apparent news. The heavily shorted stock appears to have garnered bullish interest from day traders on Reddit’s WallStreetBets forum.2) PayPal  is purchasing Curv, a technology firm, engaged in the secure storage of Bitcoin (CRYPTO: BTC) and other cryptocurrencies, CoinDesk reported.3) Lyft, Inc.  – The ride-hailing company said that last week saw the highest level of ride volume since the pandemic took hold last March. As a result, Lyft expects to report a smaller quarterly loss than it had previously projected. Lyft shares jumped 5.6% in premarket trading.4) fuboTV Inc. – FuboTV reported quarterly revenue in excess of $100 million for the first time, with the live sports streaming company reporting a better-than-expected $105.1 million in sales. Subscriber numbers jumped 73% from a year earlier to a total of 548,000. Its shares fell 4% in the premarket, however, following a nearly 50% year-to-date jump.5) Las Vegas Sands – The casino operator’s shares rose 3% in the premarket after it announced a deal to sell its Las Vegas properties to private-equity firms Apollo Global (APO) and VICI Properties for $6.25 billion. The sale includes The Venetian Resort Las Vegas and the Sands Expo and Convention Center. Apollo Global shares gained 2.1%.6)  Wendy's – The restaurant chain missed estimates by a penny a share, with quarterly earnings of 17 cents per share. Revenue came in short of forecasts as well. Global comparable sales rose 4.7%, shy of the FactSet consensus estimate of 5.7% due primarily to international weakness. Its shares fell 3.3% in the premarket.7) Dollar Tree  – The discount retailer earned $2.13 per share for the fourth quarter, beating estimates by 2 cents a share. Revenue essentially was in line with expectations. Comparable-store sales rose 4.9%, short of the 5.5% estimate of analysts surveyed by FactSet. The company’s shares fell 2% in the premarket.8) Hewlett Packard Enterprise – HPE beat estimates by 11 cents a share, with quarterly earnings of 52 cents per share. The enterprise computing hardware maker’s revenue came in above forecasts as well. The company issued strong guidance for both the current quarter and full year, as it continues to benefit from the pandemic-inspired digital transformation.9) Box – Box reported quarterly earnings of 22 cents per share, 5 cents a share above estimates. Revenue beat projections as well. The online data storage company also issued a better-than-expected full-year outlook and expects that the current quarter will see revenue above $200 million for the first time.10) Nordstrom – Nordstrom earned 21 cents per share for its latest quarter, 7 cents a share above estimates. The retailer also reported better-than-expected revenue. Nordstrom was helped by a boost in digital sales as well as growth in its off-price operation, but the retailer warned that it would have to clear excess holiday inventory through that off-price channel. Shares fell 2.6% in premarket action.11) Urban Outfitters – Urban Outfitters beat estimates by 2 cents a share, with quarterly earnings of 30 cents per share. The apparel retailer’s revenue fell slightly below Wall Street forecasts, however, and gross profit margins dropped more than 3 percentage points from a year earlier. Its shares fell 1.6% in the premarket.12) Ross Stores – Ross Stores sank 3.1% in the premarket after it reported quarterly earnings of 67 cents per share, below the $1.00 a share consensus estimate. The discount retailer’s revenue came in below estimates as well, hurt by pandemic-related store closures in California. What to know today7:00 a.m. ET: MBA Mortgage Applications, week ended February 26 (-11.4% during prior week)8:15 a.m. ET: ADP Employment Change, February (200,000 expected, 174,000 in January)9:45 a.m. ET: Markit US Composite PMI, February final (58.8 in prior print)9:45 a.m. ET: Markit US Services PMI, February final (58.9 expected, 58.9 in prior print)10:00 a.m. ET: ISM Services Index, February (58.7 expected, 58.7 in January)2:00 p.m. ET: Federal Reserve releases Beige BookA Peek Into Global MarketsEuropean markets were higher today. The Spanish Ibex Index rose 0.4% and STOXX Europe 600 Index rose 0.5%. The French CAC 40 Index rose 0.8%, German DAX 30 gained 0.8% while London's FTSE 100 rose 1%. French government budget deficit increased to EUR 21.9 billion in January from EUR 20 billion in the year-ago month.Asian markets traded higher today. Japan’s Nikkei 225 rose 0.51%, China’s Shanghai Composite climbed 1.95% and Hong Kong’s Hang Seng Index rose 2.7%. Australia’s S&P/ASX 200 rose 0.8%, while India’s BSE Sensex rose 2.3%. Indian services PMI rose to 55.3 in February from 52.8 in the prior month, while China’s services PMI dipped to a ten-month low of 51.5 for February. Japanese services PMI rose to 46.3 in February from a final reading of 46.1 a month earlier, while Hong Kong’s private sector PMI increased to 50.0 in February from 47.8 in January. The Australian GDP increased 3.1% qoq in the fourth quarter, while services PMI fell to 53.4 in February from 55.6 in the prior month.CurrenciesThe Bloomberg Dollar Spot Index gained 0.1%.The euro fell 0.2% to $1.2063.The British pound was little changed at $1.3952.The onshore yuan strengthened 0.1% to 6.465 per dollar.The Japanese yen weakened 0.3% to 107 per dollar.BondsThe yield on 10-year Treasuries advanced five basis points to 1.44%.The yield on two-year Treasuries climbed less than one basis point to 0.13%.Germany’s 10-year yield gained two basis points to -0.33%.Britain’s 10-year yield advanced three basis points to 0.719%.Japan’s 10-year yield dipped one basis point to 0.119%.CommoditiesWest Texas Intermediate crude advanced 1.9% to $60.87 a barrel.Brent crude increased 1.9% to $63.87 a barrel.Gold weakened 0.9% to $1,722.81 an ounce.Bitcoin PriceBitcoin jumped more than 6% to climb above $50,000 and to its highest in a week.GoldGold, on the other hand, slipped 0.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368660209,"gmtCreate":1614318605301,"gmtModify":1703476292272,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Airbnb - will it be the same again post pandemic?","listText":"Airbnb - will it be the same again post pandemic?","text":"Airbnb - will it be the same again post pandemic?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368660209","repostId":"1154065106","repostType":4,"repost":{"id":"1154065106","pubTimestamp":1614316874,"share":"https://www.laohu8.com/m/news/1154065106?lang=&edition=full","pubTime":"2021-02-26 13:21","market":"us","language":"en","title":"Airbnb and DoorDash went public at the same time but see very different paths post-pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1154065106","media":"CNN Business","summary":"(CNN Business)- Airbnb and DoorDash went public the same week in early December and were both met wi","content":"<p><b>(CNN Business)-&nbsp;</b>Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on Thursday, the two sharing economy businesses signaled very different possible paths forward after the pandemic ends.</p>\n<p>In aletter to investors, Airbnb said it is \"preparing for the travel rebound\" in 2021 after seeing bookings through its platform drop 41% in 2020 as people largely stayed home due to the pandemic.</p>\n<p>\"As the vaccine is rolled out and restrictions lift, we expect there will be a significant travel rebound,\" the company wrote in the letter.</p>\n<p>DoorDash, by contrast, has benefited greatly from people ordering food and essential items while staying at home, with revenue of $2.89 billion last year, more than tripling from the year prior. \"While the Covid-19 pandemic was a tailwind for all online commerce in 2020, we are proud of the outsized gains we made relative to category peers,\" the company said inits letterto investors.</p>\n<p>But there's some cause for concern ahead. While the company said it hopes \"markets will begin to open up soon,\" it also hinted at a resulting negative impact on its business. DoorDash said that this return to normal could result in \"declines in consumer engagement and average order values, though the precise amount remains unclear.\"</p>\n<p>While shares of Airbnb were essentially flat in after-hours trading Thursday following the earnings report, DoorDash stock fell more than 11%. Both companies remain well above their IPO prices.</p>\n<p>For now, both companies continue to face challenges.</p>\n<p>Despite strong revenue growth in the fourth quarter, DoorDash's losses grew, too. It lost $312 million in the quarter, compared to $134 million during the same period a year earlier. The company had turned its first profit --$23 million-- in the second quarter of 2020, before reporting losses again in the third quarter.</p>\n<p>Airbnb, meanwhile, posted a staggering loss of $3.9 billion in the fourth quarter, with $2.8 billion of that related to stock-based compensation. The company said it lost $4.6 billion in 2020.</p>\n<p>In its earnings report, Airbnb focused on the fact that its revenue for the fourth quarter was down \"only 22% year-over-year, demonstrating Airbnb's resilience.\" It brought in revenue of $859 million in the fourth quarter, despite surges in coronavirus cases.</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>Airbnb and DoorDash went public at the same time but see very different paths post-pandemic</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\">\nAirbnb and DoorDash went public at the same time but see very different paths post-pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/02/25/tech/airbnb-doordash-earnings-pandemic/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business)- Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on...</p>\n\n<a href=\"https://edition.cnn.com/2021/02/25/tech/airbnb-doordash-earnings-pandemic/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","DASH":"DoorDash, Inc."},"source_url":"https://edition.cnn.com/2021/02/25/tech/airbnb-doordash-earnings-pandemic/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154065106","content_text":"(CNN Business)- Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on Thursday, the two sharing economy businesses signaled very different possible paths forward after the pandemic ends.\nIn aletter to investors, Airbnb said it is \"preparing for the travel rebound\" in 2021 after seeing bookings through its platform drop 41% in 2020 as people largely stayed home due to the pandemic.\n\"As the vaccine is rolled out and restrictions lift, we expect there will be a significant travel rebound,\" the company wrote in the letter.\nDoorDash, by contrast, has benefited greatly from people ordering food and essential items while staying at home, with revenue of $2.89 billion last year, more than tripling from the year prior. \"While the Covid-19 pandemic was a tailwind for all online commerce in 2020, we are proud of the outsized gains we made relative to category peers,\" the company said inits letterto investors.\nBut there's some cause for concern ahead. While the company said it hopes \"markets will begin to open up soon,\" it also hinted at a resulting negative impact on its business. DoorDash said that this return to normal could result in \"declines in consumer engagement and average order values, though the precise amount remains unclear.\"\nWhile shares of Airbnb were essentially flat in after-hours trading Thursday following the earnings report, DoorDash stock fell more than 11%. Both companies remain well above their IPO prices.\nFor now, both companies continue to face challenges.\nDespite strong revenue growth in the fourth quarter, DoorDash's losses grew, too. It lost $312 million in the quarter, compared to $134 million during the same period a year earlier. The company had turned its first profit --$23 million-- in the second quarter of 2020, before reporting losses again in the third quarter.\nAirbnb, meanwhile, posted a staggering loss of $3.9 billion in the fourth quarter, with $2.8 billion of that related to stock-based compensation. The company said it lost $4.6 billion in 2020.\nIn its earnings report, Airbnb focused on the fact that its revenue for the fourth quarter was down \"only 22% year-over-year, demonstrating Airbnb's resilience.\" It brought in revenue of $859 million in the fourth quarter, despite surges in coronavirus cases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368660859,"gmtCreate":1614318554571,"gmtModify":1703476291930,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Hold the horses, the dip is only temporary!","listText":"Hold the horses, the dip is only temporary!","text":"Hold the horses, the dip is only temporary!","images":[{"img":"https://static.tigerbbs.com/9947d683fb2e40339cd4b93ce158e60f","width":"1080","height":"2411"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368660859","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361174049,"gmtCreate":1614217124281,"gmtModify":1634550666681,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>going up?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>going up?","text":"$Tesla Motors(TSLA)$going up?","images":[{"img":"https://static.tigerbbs.com/e9a5c36abb3edc85f8b1484c592068c0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361174049","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":605496010,"gmtCreate":1639206552545,"gmtModify":1639206552650,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"This is a good piece of news. Hopefully it can continue.&nbsp;","listText":"This is a good piece of news. Hopefully it can continue.&nbsp;","text":"This is a good piece of news. Hopefully it can continue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605496010","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375495329,"gmtCreate":1619388978561,"gmtModify":1634273958269,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?","listText":"Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?","text":"Hybrid is still much needed in some countries. Probably can't install charging points for each a s every car right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375495329","repostId":"1132391349","repostType":4,"repost":{"id":"1132391349","pubTimestamp":1619341653,"share":"https://www.laohu8.com/m/news/1132391349?lang=&edition=full","pubTime":"2021-04-25 17:07","market":"us","language":"en","title":"Li Auto: High Risk, High Reward Speculative Chinese EV Player","url":"https://stock-news.laohu8.com/highlight/detail?id=1132391349","media":"seekingalpha","summary":"Li Auto's delivery and revenue are growing exponentially.The company might not be able to sustain its growth with an EREV vehicle.Despite risks, LI is an attractive company for risk-tolerant investors.Li Auto  is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio  and XPeng , focuses on EREV vehicles, or a combination of BEV  and an ICE  vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine","content":"<p><b>Summary</b></p>\n<ul>\n <li>Li Auto's delivery and revenue are growing exponentially.</li>\n <li>The company might not be able to sustain its growth with an EREV vehicle.</li>\n <li>Despite risks, LI is an attractive company for risk-tolerant investors.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57a6269e2104f12318ed1d1546de0b4f\" tg-width=\"768\" tg-height=\"512\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Li Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.</p>\n<p><b>Bull Thesis</b></p>\n<p>The world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:</p>\n<ol>\n <li><p>Li Auto's EREV vehicle is showing strong sales growth</p></li>\n <li><p>Li Auto's revenue growth and profitability potential is attractive</p></li>\n <li><p>Li Auto has a healthy balance sheet and attractive valuation compared to its competitors</p></li>\n</ol>\n<p><b>Bear Thesis</b></p>\n<p>All companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.</p>\n<ol>\n <li><p>The world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?</p></li>\n</ol>\n<p><b>Sales Growth</b></p>\n<p>Li Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered&nbsp;32,624&nbsp;vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered&nbsp;5379&nbsp;vehicles in January,2300&nbsp;vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between&nbsp;10500 to 1150&nbsp;0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.</p>\n<p><b>Li Auto's Growth</b></p>\n<p>Li Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue&nbsp;of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.</p>\n<p><img src=\"https://static.tigerbbs.com/29b00f665fd99abd1f2effa9f0f6beda\" tg-width=\"635\" tg-height=\"403\"></p>\n<p>Li Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.</p>\n<p>However, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to&nbsp;Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of&nbsp;310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ccf9dba33140a395eb7a7378d7eec4\" tg-width=\"598\" tg-height=\"270\"><span>Source - The picture shows a layout of an EREV vehicle</span></p>\n<p>On the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of&nbsp;16.5 million dollars&nbsp;in the quarter ending in December 2020 while&nbsp;Nio&nbsp;and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about&nbsp;-0.06&nbsp;per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.</p>\n<p>Li Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.</p>\n<p><b>Balance Sheet and Valuation</b></p>\n<p>Li Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.</p>\n<p>Li Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.</p>\n<p>I cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report&nbsp;0.18&nbsp;eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.</p>\n<p><b>Conclusion</b></p>\n<p>Although I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.</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>Li Auto: High Risk, High Reward Speculative Chinese EV Player</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\">\nLi Auto: High Risk, High Reward Speculative Chinese EV Player\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-...</p>\n\n<a href=\"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1132391349","content_text":"Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-tolerant investors.\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nLi Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.\nBull Thesis\nThe world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:\n\nLi Auto's EREV vehicle is showing strong sales growth\nLi Auto's revenue growth and profitability potential is attractive\nLi Auto has a healthy balance sheet and attractive valuation compared to its competitors\n\nBear Thesis\nAll companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.\n\nThe world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?\n\nSales Growth\nLi Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered 32,624 vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered 5379 vehicles in January,2300 vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between 10500 to 1150 0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.\nLi Auto's Growth\nLi Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.\n\nLi Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.\nHowever, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of 310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.\nSource - The picture shows a layout of an EREV vehicle\nOn the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of 16.5 million dollars in the quarter ending in December 2020 while Nio and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about -0.06 per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.\nLi Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.\nBalance Sheet and Valuation\nLi Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.\nLi Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.\nI cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report 0.18 eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.\nConclusion\nAlthough I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114732666,"gmtCreate":1623104916555,"gmtModify":1634037030393,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Excellent, we can now treat Alzheimer's.","listText":"Excellent, we can now treat Alzheimer's.","text":"Excellent, we can now treat Alzheimer's.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114732666","repostId":"1108033863","repostType":4,"repost":{"id":"1108033863","pubTimestamp":1623087360,"share":"https://www.laohu8.com/m/news/1108033863?lang=&edition=full","pubTime":"2021-06-08 01:36","market":"us","language":"en","title":"FDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades","url":"https://stock-news.laohu8.com/highlight/detail?id=1108033863","media":"cnbc","summary":"(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer","content":"<div>\n<p>(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer's drug aducanumab, making it the first drug cleared by U.S. regulators to slow cognitive decline in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.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>FDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades</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\">\nFDA approves Biogen's Alzheimer's drug, the first new therapy for the disease in nearly two decades\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 01:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer's drug aducanumab, making it the first drug cleared by U.S. regulators to slow cognitive decline in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司"},"source_url":"https://www.cnbc.com/2021/06/07/fda-approves-biogens-alzheimers-drug-the-first-new-therapy-for-the-disease-in-nearly-two-decades.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108033863","content_text":"(June 7) Biogen surged nearly 60%.The Food and Drug Administration on Monday approvedBiogenAlzheimer's drug aducanumab, making it the first drug cleared by U.S. regulators to slow cognitive decline in people living with Alzheimer's and the first new medicine for the disease in nearly two decades.The FDA's decision was highly anticipated. The drug, which is marketed under the name Aduhelm, is also expected to generate billions of dollars in revenue for the company.\"We are well-aware of the attention surrounding this approval,\" Dr. Patrizia Cavazzoni, director of the FDA's Center for Drug Evaluation and Research, said in a press release. \"We understand that Aduhelm has garnered the attention of the press, the Alzheimer's patient community, our elected officials, and other interested stakeholders.\"\"With a treatment for a serious, life-threatening disease in the balance, it makes sense that so many people were following the outcome of this review,\" Cavazzoni added.Alzheimer’s disease is a progressive neurodegenerative disorder that slowly destroys memory and thinking skills. More than 6 million Americans are living with the disease, according toestimates by the Alzheimer’s Association.By 2050, that number is projected to rise to nearly 13 million, according to the group.There were previously no drugs cleared by the FDA that can slow the mental decline from Alzheimer’s, which is the sixth leading cause of death in the United States. The U.S. agency has approved Alzheimer’s drugs aimed at helping symptoms, not actually slowing the disease itself.Federal regulators have faced intense pressure from friends and family members of Alzheimer’s patients asking to fast-track aducanumab, but the road to regulatory approval has been a controversial one since it showed promise in 2016.In March of 2019, Biogen pulled work on the drug after an analysis from an independent group revealed it was unlikely to work. The company then shocked investors several months later by announcing it would seek regulatory approval for the drug after all.Shares of Biogen soared in Novemberafter it won backing from FDA staff, who said the company showed highly “persuasive” evidence aducanumab was effective and that it had “an acceptable safety profile that would support use in individuals with Alzheimer’s disease.”But two days later, a panel of outside experts that advises theU.S. agency unexpectedly declined to endorsethe experimental drug, citing unconvincing data. It also criticized agency staff for what it called an overly positive review.When Biogen sought approval for the drug in late 2019, its scientists said a new analysis of a larger data set showed that aducanumab “reduced clinical decline in patients with early Alzheimer’s disease.”Alzheimer’s experts and Wall Street analysts were immediately skeptical, with some wondering whether the clinical trial data was enough to prove that the drug works and whether approval could make it harder for other companies to enroll patients in their own drug trials.Some doctorshave said they won’t prescribethe drug if it does reach the market, because of the mixed data package supporting the company’s application.Supporters, including advocacy groups and family members of those living with the disease desperate for a new treatment, have acknowledged that the data isn’t perfect. However, they argue that it could help some patients with Alzheimer’s, a progressive and debilitating disease.Biogen’s drug targets a “sticky” compound in the brain known as beta-amyloid, which scientists expect plays a role in the devastating disease. The company has previously estimated about 1.5 million people with early Alzheimer’s in the U.S. could be candidates for the drug, according to Reuters.The FDA decision is expected to reverberate throughout the biopharma sector, RBC Capital Markets analyst Brian Abrahams said in a note to clients on June 1.The U.S. agency said Monday it determined there was “substantial evidence” the drug helps patients.“As a result of FDA’s approval of Aduhelm, patients with Alzheimer’s disease have an important and critical new treatment to help combat this disease,” it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375492896,"gmtCreate":1619388773015,"gmtModify":1634273958968,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Probably some of them might be forgotten after some time. I think not really sustainable in long term.","listText":"Probably some of them might be forgotten after some time. I think not really sustainable in long term.","text":"Probably some of them might be forgotten after some time. I think not really sustainable in long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375492896","repostId":"1188060568","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365709432,"gmtCreate":1614776757526,"gmtModify":1703480961014,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Hor Seh Liao.","listText":"Hor Seh Liao.","text":"Hor Seh Liao.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365709432","repostId":"1165260392","repostType":4,"repost":{"id":"1165260392","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614775241,"share":"https://www.laohu8.com/m/news/1165260392?lang=&edition=full","pubTime":"2021-03-03 20:40","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1165260392","media":"老虎资讯综合","summary":"(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a ne","content":"<p>(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a new round of stimulus bolstered bets on a quick economic rebound, with investors also focusing on private employment and service sector reports.</p><p>Futures for the Dow Jones Industrial Average climbed 213 points to 31,571.00 while the Standard &amp; Poor’s 500 index futures rose 22.50 points at 3,890.00. Futures for the Nasdaq 100 index rose 73 points to 13,128.25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c76df0d872e910db853a4d75f11a2c87\" tg-width=\"1242\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 07:33</span></p><p>The Senate is expected to start debateas soon as Wednesdayon its version of the House-passed, $1.9 trillion Covid relief bill. However, it excludes a federal minimum wage boost to $15 per hour. PresidentJoe Bidenon Tuesday urged Democrats to stand united and approve the measure, even as some party moderates sought to dial back parts of the package. Democrats, with the slimmest of margins in the Senate, are using special rules that would allow them to pass the bill without GOP support.</p><p><b>U.S. Market Yesterday</b></p><p>Wall Street ended lower on&nbsp;Tuesday.The S&amp;P 500 technology sector index dropped 1.6%, extending a pullback from late last month after a selloff in the U.S. bond market sparked fears over highly valued stocks. The consumer discretionary index dipped 1.3%, with Amazon falling 1.6%.</p><p>The Dow Jones Industrial Average fell 0.46% to end at 31,391.52 points, while the S&amp;P 500 lost 0.81% to 3,870.29.&nbsp;The Nasdaq Composite dropped 1.69% to 13,358.79.</p><p><b>Latest News</b></p><p>1)&nbsp;<a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> &nbsp;fell 6% in Wednesday’s premarket trading after more than doubling over the past three sessions. On Tuesday, the Quicken Loans and Rocket Mortgage parentsurged over 71%on no apparent news. The heavily shorted stock appears to have garnered bullish interest from day traders on Reddit’s WallStreetBets forum.</p><p><img src=\"https://static.tigerbbs.com/fbe61d99c44288b96a43259516fe50e7\" tg-width=\"1075\" tg-height=\"518\" referrerpolicy=\"no-referrer\">2)&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>  is purchasing Curv, a technology firm, engaged in the secure storage of Bitcoin (CRYPTO: BTC) and other cryptocurrencies, CoinDesk reported.</p><p>3)&nbsp;<b><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a></b>  – The ride-hailing company said that last week saw the highest level of ride volume since the pandemic took hold last March. As a result, Lyft expects to report a smaller quarterly loss than it had previously projected. Lyft shares jumped 5.6% in premarket trading.</p><p>4)<b>&nbsp;<a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a></b> – FuboTV reported quarterly revenue in excess of $100 million for the first time, with the live sports streaming company reporting a better-than-expected $105.1 million in sales. Subscriber numbers jumped 73% from a year earlier to a total of 548,000. Its shares fell 4% in the premarket, however, following a nearly 50% year-to-date jump.</p><p>5)&nbsp;<b><a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> </b>– The casino operator’s shares rose 3% in the premarket after it announced a deal to sell its Las Vegas properties to private-equity firms Apollo Global (APO) and VICI Properties for $6.25 billion. The sale includes The Venetian Resort Las Vegas and the Sands Expo and Convention Center. Apollo Global shares gained 2.1%.</p><p>6)&nbsp; <b><a href=\"https://laohu8.com/S/WEN\">Wendy's</a> </b>– The restaurant chain missed estimates by a penny a share, with quarterly earnings of 17 cents per share. Revenue came in short of forecasts as well. Global comparable sales rose 4.7%, shy of the FactSet consensus estimate of 5.7% due primarily to international weakness. Its shares fell 3.3% in the premarket.</p><p>7)&nbsp;<b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b> – The discount retailer earned $2.13 per share for the fourth quarter, beating estimates by 2 cents a share. Revenue essentially was in line with expectations. Comparable-store sales rose 4.9%, short of the 5.5% estimate of analysts surveyed by FactSet. The company’s shares fell 2% in the premarket.</p><p>8)&nbsp;<b><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a></b> – HPE beat estimates by 11 cents a share, with quarterly earnings of 52 cents per share. The enterprise computing hardware maker’s revenue came in above forecasts as well. The company issued strong guidance for both the current quarter and full year, as it continues to benefit from the pandemic-inspired digital transformation.</p><p>9)&nbsp;<b><a href=\"https://laohu8.com/S/BOX\">Box</a></b> – Box reported quarterly earnings of 22 cents per share, 5 cents a share above estimates. Revenue beat projections as well. The online data storage company also issued a better-than-expected full-year outlook and expects that the current quarter will see revenue above $200 million for the first time.</p><p>10)&nbsp;<b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – Nordstrom earned 21 cents per share for its latest quarter, 7 cents a share above estimates. The retailer also reported better-than-expected revenue. Nordstrom was helped by a boost in digital sales as well as growth in its off-price operation, but the retailer warned that it would have to clear excess holiday inventory through that off-price channel. Shares fell 2.6% in premarket action.</p><p>11)&nbsp;<b><a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a></b>&nbsp;– Urban Outfitters beat estimates by 2 cents a share, with quarterly earnings of 30 cents per share. The apparel retailer’s revenue fell slightly below Wall Street forecasts, however, and gross profit margins dropped more than 3 percentage points from a year earlier. Its shares fell 1.6% in the premarket.</p><p>12)&nbsp;<b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores</b>&nbsp;– Ross Stores sank 3.1% in the premarket after it reported quarterly earnings of 67 cents per share, below the $1.00 a share consensus estimate. The discount retailer’s revenue came in below estimates as well, hurt by pandemic-related store closures in California.</p><p>&nbsp;<b>What to know today</b></p><ul><li>7:00 a.m. ET: MBA Mortgage Applications, week ended February 26 (-11.4% during prior week)</li><li>8:15 a.m. ET: ADP Employment Change, February (200,000 expected, 174,000 in January)</li><li>9:45 a.m. ET: Markit US Composite PMI, February final (58.8 in prior print)</li><li>9:45 a.m. ET: Markit US Services PMI, February final (58.9 expected, 58.9 in prior print)</li><li>10:00 a.m. ET: ISM Services Index, February (58.7 expected, 58.7 in January)</li><li>2:00 p.m. ET: Federal Reserve releases Beige Book</li></ul><p><b>A Peek Into Global Markets</b></p><p>European markets were higher today. The Spanish Ibex Index rose 0.4% and STOXX Europe 600 Index rose 0.5%. The French CAC 40 Index rose 0.8%, German DAX 30 gained 0.8% while London's FTSE 100 rose 1%. French government budget deficit increased to EUR 21.9 billion in January from EUR 20 billion in the year-ago month.</p><p>Asian markets traded higher today. Japan’s Nikkei 225 rose 0.51%, China’s Shanghai Composite climbed 1.95% and Hong Kong’s Hang Seng Index rose 2.7%. Australia’s S&amp;P/ASX 200 rose 0.8%, while India’s BSE Sensex rose 2.3%. Indian services PMI rose to 55.3 in February from 52.8 in the prior month, while China’s services PMI dipped to a ten-month low of 51.5 for February. Japanese services PMI rose to 46.3 in February from a final reading of 46.1 a month earlier, while Hong Kong’s private sector PMI increased to 50.0 in February from 47.8 in January. The Australian GDP increased 3.1% qoq in the fourth quarter, while services PMI fell to 53.4 in February from 55.6 in the prior month.</p><p><b>Currencies</b></p><p>The Bloomberg Dollar Spot Index gained 0.1%.The euro fell 0.2% to $1.2063.The British pound was little changed at $1.3952.The onshore yuan strengthened 0.1% to 6.465 per dollar.The Japanese yen weakened 0.3% to 107 per dollar.</p><p><b>Bonds</b></p><p>The yield on 10-year Treasuries advanced five basis points to 1.44%.The yield on two-year Treasuries climbed less than one basis point to 0.13%.Germany’s 10-year yield gained two basis points to -0.33%.Britain’s 10-year yield advanced three basis points to 0.719%.Japan’s 10-year yield dipped one basis point to 0.119%.</p><p><b>Commodities</b></p><p>West Texas Intermediate crude advanced 1.9% to $60.87 a barrel.Brent crude increased 1.9% to $63.87 a barrel.Gold weakened 0.9% to $1,722.81 an ounce.</p><p><b>Bitcoin&nbsp;Price</b></p><p>Bitcoin jumped more than 6% to climb above $50,000 and to its highest in a week.</p><p><b>Gold</b></p><p>Gold, on the other hand, slipped 0.8%.</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>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-03 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a new round of stimulus bolstered bets on a quick economic rebound, with investors also focusing on private employment and service sector reports.</p><p>Futures for the Dow Jones Industrial Average climbed 213 points to 31,571.00 while the Standard &amp; Poor’s 500 index futures rose 22.50 points at 3,890.00. Futures for the Nasdaq 100 index rose 73 points to 13,128.25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c76df0d872e910db853a4d75f11a2c87\" tg-width=\"1242\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 07:33</span></p><p>The Senate is expected to start debateas soon as Wednesdayon its version of the House-passed, $1.9 trillion Covid relief bill. However, it excludes a federal minimum wage boost to $15 per hour. PresidentJoe Bidenon Tuesday urged Democrats to stand united and approve the measure, even as some party moderates sought to dial back parts of the package. Democrats, with the slimmest of margins in the Senate, are using special rules that would allow them to pass the bill without GOP support.</p><p><b>U.S. Market Yesterday</b></p><p>Wall Street ended lower on&nbsp;Tuesday.The S&amp;P 500 technology sector index dropped 1.6%, extending a pullback from late last month after a selloff in the U.S. bond market sparked fears over highly valued stocks. The consumer discretionary index dipped 1.3%, with Amazon falling 1.6%.</p><p>The Dow Jones Industrial Average fell 0.46% to end at 31,391.52 points, while the S&amp;P 500 lost 0.81% to 3,870.29.&nbsp;The Nasdaq Composite dropped 1.69% to 13,358.79.</p><p><b>Latest News</b></p><p>1)&nbsp;<a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> &nbsp;fell 6% in Wednesday’s premarket trading after more than doubling over the past three sessions. On Tuesday, the Quicken Loans and Rocket Mortgage parentsurged over 71%on no apparent news. The heavily shorted stock appears to have garnered bullish interest from day traders on Reddit’s WallStreetBets forum.</p><p><img src=\"https://static.tigerbbs.com/fbe61d99c44288b96a43259516fe50e7\" tg-width=\"1075\" tg-height=\"518\" referrerpolicy=\"no-referrer\">2)&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>  is purchasing Curv, a technology firm, engaged in the secure storage of Bitcoin (CRYPTO: BTC) and other cryptocurrencies, CoinDesk reported.</p><p>3)&nbsp;<b><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a></b>  – The ride-hailing company said that last week saw the highest level of ride volume since the pandemic took hold last March. As a result, Lyft expects to report a smaller quarterly loss than it had previously projected. Lyft shares jumped 5.6% in premarket trading.</p><p>4)<b>&nbsp;<a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a></b> – FuboTV reported quarterly revenue in excess of $100 million for the first time, with the live sports streaming company reporting a better-than-expected $105.1 million in sales. Subscriber numbers jumped 73% from a year earlier to a total of 548,000. Its shares fell 4% in the premarket, however, following a nearly 50% year-to-date jump.</p><p>5)&nbsp;<b><a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> </b>– The casino operator’s shares rose 3% in the premarket after it announced a deal to sell its Las Vegas properties to private-equity firms Apollo Global (APO) and VICI Properties for $6.25 billion. The sale includes The Venetian Resort Las Vegas and the Sands Expo and Convention Center. Apollo Global shares gained 2.1%.</p><p>6)&nbsp; <b><a href=\"https://laohu8.com/S/WEN\">Wendy's</a> </b>– The restaurant chain missed estimates by a penny a share, with quarterly earnings of 17 cents per share. Revenue came in short of forecasts as well. Global comparable sales rose 4.7%, shy of the FactSet consensus estimate of 5.7% due primarily to international weakness. Its shares fell 3.3% in the premarket.</p><p>7)&nbsp;<b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b> – The discount retailer earned $2.13 per share for the fourth quarter, beating estimates by 2 cents a share. Revenue essentially was in line with expectations. Comparable-store sales rose 4.9%, short of the 5.5% estimate of analysts surveyed by FactSet. The company’s shares fell 2% in the premarket.</p><p>8)&nbsp;<b><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a></b> – HPE beat estimates by 11 cents a share, with quarterly earnings of 52 cents per share. The enterprise computing hardware maker’s revenue came in above forecasts as well. The company issued strong guidance for both the current quarter and full year, as it continues to benefit from the pandemic-inspired digital transformation.</p><p>9)&nbsp;<b><a href=\"https://laohu8.com/S/BOX\">Box</a></b> – Box reported quarterly earnings of 22 cents per share, 5 cents a share above estimates. Revenue beat projections as well. The online data storage company also issued a better-than-expected full-year outlook and expects that the current quarter will see revenue above $200 million for the first time.</p><p>10)&nbsp;<b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – Nordstrom earned 21 cents per share for its latest quarter, 7 cents a share above estimates. The retailer also reported better-than-expected revenue. Nordstrom was helped by a boost in digital sales as well as growth in its off-price operation, but the retailer warned that it would have to clear excess holiday inventory through that off-price channel. Shares fell 2.6% in premarket action.</p><p>11)&nbsp;<b><a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a></b>&nbsp;– Urban Outfitters beat estimates by 2 cents a share, with quarterly earnings of 30 cents per share. The apparel retailer’s revenue fell slightly below Wall Street forecasts, however, and gross profit margins dropped more than 3 percentage points from a year earlier. Its shares fell 1.6% in the premarket.</p><p>12)&nbsp;<b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores</b>&nbsp;– Ross Stores sank 3.1% in the premarket after it reported quarterly earnings of 67 cents per share, below the $1.00 a share consensus estimate. The discount retailer’s revenue came in below estimates as well, hurt by pandemic-related store closures in California.</p><p>&nbsp;<b>What to know today</b></p><ul><li>7:00 a.m. ET: MBA Mortgage Applications, week ended February 26 (-11.4% during prior week)</li><li>8:15 a.m. ET: ADP Employment Change, February (200,000 expected, 174,000 in January)</li><li>9:45 a.m. ET: Markit US Composite PMI, February final (58.8 in prior print)</li><li>9:45 a.m. ET: Markit US Services PMI, February final (58.9 expected, 58.9 in prior print)</li><li>10:00 a.m. ET: ISM Services Index, February (58.7 expected, 58.7 in January)</li><li>2:00 p.m. ET: Federal Reserve releases Beige Book</li></ul><p><b>A Peek Into Global Markets</b></p><p>European markets were higher today. The Spanish Ibex Index rose 0.4% and STOXX Europe 600 Index rose 0.5%. The French CAC 40 Index rose 0.8%, German DAX 30 gained 0.8% while London's FTSE 100 rose 1%. French government budget deficit increased to EUR 21.9 billion in January from EUR 20 billion in the year-ago month.</p><p>Asian markets traded higher today. Japan’s Nikkei 225 rose 0.51%, China’s Shanghai Composite climbed 1.95% and Hong Kong’s Hang Seng Index rose 2.7%. Australia’s S&amp;P/ASX 200 rose 0.8%, while India’s BSE Sensex rose 2.3%. Indian services PMI rose to 55.3 in February from 52.8 in the prior month, while China’s services PMI dipped to a ten-month low of 51.5 for February. Japanese services PMI rose to 46.3 in February from a final reading of 46.1 a month earlier, while Hong Kong’s private sector PMI increased to 50.0 in February from 47.8 in January. The Australian GDP increased 3.1% qoq in the fourth quarter, while services PMI fell to 53.4 in February from 55.6 in the prior month.</p><p><b>Currencies</b></p><p>The Bloomberg Dollar Spot Index gained 0.1%.The euro fell 0.2% to $1.2063.The British pound was little changed at $1.3952.The onshore yuan strengthened 0.1% to 6.465 per dollar.The Japanese yen weakened 0.3% to 107 per dollar.</p><p><b>Bonds</b></p><p>The yield on 10-year Treasuries advanced five basis points to 1.44%.The yield on two-year Treasuries climbed less than one basis point to 0.13%.Germany’s 10-year yield gained two basis points to -0.33%.Britain’s 10-year yield advanced three basis points to 0.719%.Japan’s 10-year yield dipped one basis point to 0.119%.</p><p><b>Commodities</b></p><p>West Texas Intermediate crude advanced 1.9% to $60.87 a barrel.Brent crude increased 1.9% to $63.87 a barrel.Gold weakened 0.9% to $1,722.81 an ounce.</p><p><b>Bitcoin&nbsp;Price</b></p><p>Bitcoin jumped more than 6% to climb above $50,000 and to its highest in a week.</p><p><b>Gold</b></p><p>Gold, on the other hand, slipped 0.8%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165260392","content_text":"(March 3) U.S. stock index futures rose on Wednesday as a swift global roll out of vaccines and a new round of stimulus bolstered bets on a quick economic rebound, with investors also focusing on private employment and service sector reports.Futures for the Dow Jones Industrial Average climbed 213 points to 31,571.00 while the Standard & Poor’s 500 index futures rose 22.50 points at 3,890.00. Futures for the Nasdaq 100 index rose 73 points to 13,128.25.*Source From Tiger Trade, EST 07:33The Senate is expected to start debateas soon as Wednesdayon its version of the House-passed, $1.9 trillion Covid relief bill. However, it excludes a federal minimum wage boost to $15 per hour. PresidentJoe Bidenon Tuesday urged Democrats to stand united and approve the measure, even as some party moderates sought to dial back parts of the package. Democrats, with the slimmest of margins in the Senate, are using special rules that would allow them to pass the bill without GOP support.U.S. Market YesterdayWall Street ended lower on Tuesday.The S&P 500 technology sector index dropped 1.6%, extending a pullback from late last month after a selloff in the U.S. bond market sparked fears over highly valued stocks. The consumer discretionary index dipped 1.3%, with Amazon falling 1.6%.The Dow Jones Industrial Average fell 0.46% to end at 31,391.52 points, while the S&P 500 lost 0.81% to 3,870.29. The Nasdaq Composite dropped 1.69% to 13,358.79.Latest News1) Rocket Companies  fell 6% in Wednesday’s premarket trading after more than doubling over the past three sessions. On Tuesday, the Quicken Loans and Rocket Mortgage parentsurged over 71%on no apparent news. The heavily shorted stock appears to have garnered bullish interest from day traders on Reddit’s WallStreetBets forum.2) PayPal  is purchasing Curv, a technology firm, engaged in the secure storage of Bitcoin (CRYPTO: BTC) and other cryptocurrencies, CoinDesk reported.3) Lyft, Inc.  – The ride-hailing company said that last week saw the highest level of ride volume since the pandemic took hold last March. As a result, Lyft expects to report a smaller quarterly loss than it had previously projected. Lyft shares jumped 5.6% in premarket trading.4) fuboTV Inc. – FuboTV reported quarterly revenue in excess of $100 million for the first time, with the live sports streaming company reporting a better-than-expected $105.1 million in sales. Subscriber numbers jumped 73% from a year earlier to a total of 548,000. Its shares fell 4% in the premarket, however, following a nearly 50% year-to-date jump.5) Las Vegas Sands – The casino operator’s shares rose 3% in the premarket after it announced a deal to sell its Las Vegas properties to private-equity firms Apollo Global (APO) and VICI Properties for $6.25 billion. The sale includes The Venetian Resort Las Vegas and the Sands Expo and Convention Center. Apollo Global shares gained 2.1%.6)  Wendy's – The restaurant chain missed estimates by a penny a share, with quarterly earnings of 17 cents per share. Revenue came in short of forecasts as well. Global comparable sales rose 4.7%, shy of the FactSet consensus estimate of 5.7% due primarily to international weakness. Its shares fell 3.3% in the premarket.7) Dollar Tree  – The discount retailer earned $2.13 per share for the fourth quarter, beating estimates by 2 cents a share. Revenue essentially was in line with expectations. Comparable-store sales rose 4.9%, short of the 5.5% estimate of analysts surveyed by FactSet. The company’s shares fell 2% in the premarket.8) Hewlett Packard Enterprise – HPE beat estimates by 11 cents a share, with quarterly earnings of 52 cents per share. The enterprise computing hardware maker’s revenue came in above forecasts as well. The company issued strong guidance for both the current quarter and full year, as it continues to benefit from the pandemic-inspired digital transformation.9) Box – Box reported quarterly earnings of 22 cents per share, 5 cents a share above estimates. Revenue beat projections as well. The online data storage company also issued a better-than-expected full-year outlook and expects that the current quarter will see revenue above $200 million for the first time.10) Nordstrom – Nordstrom earned 21 cents per share for its latest quarter, 7 cents a share above estimates. The retailer also reported better-than-expected revenue. Nordstrom was helped by a boost in digital sales as well as growth in its off-price operation, but the retailer warned that it would have to clear excess holiday inventory through that off-price channel. Shares fell 2.6% in premarket action.11) Urban Outfitters – Urban Outfitters beat estimates by 2 cents a share, with quarterly earnings of 30 cents per share. The apparel retailer’s revenue fell slightly below Wall Street forecasts, however, and gross profit margins dropped more than 3 percentage points from a year earlier. Its shares fell 1.6% in the premarket.12) Ross Stores – Ross Stores sank 3.1% in the premarket after it reported quarterly earnings of 67 cents per share, below the $1.00 a share consensus estimate. The discount retailer’s revenue came in below estimates as well, hurt by pandemic-related store closures in California. What to know today7:00 a.m. ET: MBA Mortgage Applications, week ended February 26 (-11.4% during prior week)8:15 a.m. ET: ADP Employment Change, February (200,000 expected, 174,000 in January)9:45 a.m. ET: Markit US Composite PMI, February final (58.8 in prior print)9:45 a.m. ET: Markit US Services PMI, February final (58.9 expected, 58.9 in prior print)10:00 a.m. ET: ISM Services Index, February (58.7 expected, 58.7 in January)2:00 p.m. ET: Federal Reserve releases Beige BookA Peek Into Global MarketsEuropean markets were higher today. The Spanish Ibex Index rose 0.4% and STOXX Europe 600 Index rose 0.5%. The French CAC 40 Index rose 0.8%, German DAX 30 gained 0.8% while London's FTSE 100 rose 1%. French government budget deficit increased to EUR 21.9 billion in January from EUR 20 billion in the year-ago month.Asian markets traded higher today. Japan’s Nikkei 225 rose 0.51%, China’s Shanghai Composite climbed 1.95% and Hong Kong’s Hang Seng Index rose 2.7%. Australia’s S&P/ASX 200 rose 0.8%, while India’s BSE Sensex rose 2.3%. Indian services PMI rose to 55.3 in February from 52.8 in the prior month, while China’s services PMI dipped to a ten-month low of 51.5 for February. Japanese services PMI rose to 46.3 in February from a final reading of 46.1 a month earlier, while Hong Kong’s private sector PMI increased to 50.0 in February from 47.8 in January. The Australian GDP increased 3.1% qoq in the fourth quarter, while services PMI fell to 53.4 in February from 55.6 in the prior month.CurrenciesThe Bloomberg Dollar Spot Index gained 0.1%.The euro fell 0.2% to $1.2063.The British pound was little changed at $1.3952.The onshore yuan strengthened 0.1% to 6.465 per dollar.The Japanese yen weakened 0.3% to 107 per dollar.BondsThe yield on 10-year Treasuries advanced five basis points to 1.44%.The yield on two-year Treasuries climbed less than one basis point to 0.13%.Germany’s 10-year yield gained two basis points to -0.33%.Britain’s 10-year yield advanced three basis points to 0.719%.Japan’s 10-year yield dipped one basis point to 0.119%.CommoditiesWest Texas Intermediate crude advanced 1.9% to $60.87 a barrel.Brent crude increased 1.9% to $63.87 a barrel.Gold weakened 0.9% to $1,722.81 an ounce.Bitcoin PriceBitcoin jumped more than 6% to climb above $50,000 and to its highest in a week.GoldGold, on the other hand, slipped 0.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325710115,"gmtCreate":1615936264337,"gmtModify":1703495149452,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>有没有人和我一样觉得它是回来的？","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>有没有人和我一样觉得它是回来的？","text":"$Roblox Corporation(RBLX)$有没有人和我一样觉得它是回来的？","images":[{"img":"https://static.tigerbbs.com/adfdf661c0a97e2cd8d31289e87c03d4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325710115","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":102048322,"gmtCreate":1620170870866,"gmtModify":1634207347481,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Dogecoin&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"Dogecoin&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"Dogecoin [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102048322","repostId":"1121437206","repostType":4,"repost":{"id":"1121437206","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620141918,"share":"https://www.laohu8.com/m/news/1121437206?lang=&edition=full","pubTime":"2021-05-04 23:25","market":"us","language":"en","title":"The 'Perfect Storm' That Led Dogecoin To 60 Cents","url":"https://stock-news.laohu8.com/highlight/detail?id=1121437206","media":"Benzinga","summary":"Dogecoin's(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to t","content":"<p><b>Dogecoin's</b>(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to the 60-cent market Tuesday morning, according to CoinMarketCap data. This growth came right after the coinreporteda new all-time high of $0.45 Monday evening.</p>\n<p><b>What Happened:</b>The uptrend also closely follows Monday's&nbsp;announcementby Dave Kaval — president of Major League Baseball team Oakland Athletics — that the team processed its first Dogecoin payment in exchange for tickets in the league's history. He even invoked the #DogecoinToTheMoon hashtag while linking to the team's announcement about match seats being sold in exchange for the coin.</p>\n<p>With Tuesday's high of over $76 billion, Dogecoin's market cap surpassed the market capitalization of major companies.&nbsp;Ben Weiss — the&nbsp;CEO and co-founder of cryptocurrency ATM operator operating over 2,300 machines — explained that the primary reason behind Dogecoin's ascent is the current climate in the&nbsp;crypto market overall.</p>\n<p><b>Why It's Important:</b>Weiss&nbsp;highlighted the promotion of Dogecoin by major personalities such as<b>Tesla Inc</b>(NASDAQ:TSLA) CEO Elon Musk and Mark Cuban are other factors that largely contributed to the coin's price increasing. He also cited the crypto asset becoming more easily obtainable and&nbsp;a more surprising reason.</p>\n<p>\"Many people view Doge as the 'people's cryptocurrency' because it was created as a joke,\"&nbsp;Weiss said in an email statement.&nbsp;\"Major players and corporations are unlikely to buy in and manipulate the market or understand that it could be a viable currency. Elon has echoed this sentiment. These factors have created a perfect storm for Doge, pumping the price to where it is today.\"</p>\n<p>Dogecoin's rise comes as the total cap of the crypto asset market hasreached$2.3 trillion, making it larger than the market capitalization of any company and possibly any asset except for gold.</p>\n<p>Dogecoin itself recentlyreached&nbsp;a&nbsp;market cap of nearly $54.45 billion. And that's a currency the creator of which did not expect to go anywhere, as he showed when hesoldall of his holdings for enough to buy a used Honda Civic in 2015.</p>\n<p>Dogecoin trades around $0.5466 at publication time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 'Perfect Storm' That Led Dogecoin To 60 Cents</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 'Perfect Storm' That Led Dogecoin To 60 Cents\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-04 23:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Dogecoin's</b>(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to the 60-cent market Tuesday morning, according to CoinMarketCap data. This growth came right after the coinreporteda new all-time high of $0.45 Monday evening.</p>\n<p><b>What Happened:</b>The uptrend also closely follows Monday's&nbsp;announcementby Dave Kaval — president of Major League Baseball team Oakland Athletics — that the team processed its first Dogecoin payment in exchange for tickets in the league's history. He even invoked the #DogecoinToTheMoon hashtag while linking to the team's announcement about match seats being sold in exchange for the coin.</p>\n<p>With Tuesday's high of over $76 billion, Dogecoin's market cap surpassed the market capitalization of major companies.&nbsp;Ben Weiss — the&nbsp;CEO and co-founder of cryptocurrency ATM operator operating over 2,300 machines — explained that the primary reason behind Dogecoin's ascent is the current climate in the&nbsp;crypto market overall.</p>\n<p><b>Why It's Important:</b>Weiss&nbsp;highlighted the promotion of Dogecoin by major personalities such as<b>Tesla Inc</b>(NASDAQ:TSLA) CEO Elon Musk and Mark Cuban are other factors that largely contributed to the coin's price increasing. He also cited the crypto asset becoming more easily obtainable and&nbsp;a more surprising reason.</p>\n<p>\"Many people view Doge as the 'people's cryptocurrency' because it was created as a joke,\"&nbsp;Weiss said in an email statement.&nbsp;\"Major players and corporations are unlikely to buy in and manipulate the market or understand that it could be a viable currency. Elon has echoed this sentiment. These factors have created a perfect storm for Doge, pumping the price to where it is today.\"</p>\n<p>Dogecoin's rise comes as the total cap of the crypto asset market hasreached$2.3 trillion, making it larger than the market capitalization of any company and possibly any asset except for gold.</p>\n<p>Dogecoin itself recentlyreached&nbsp;a&nbsp;market cap of nearly $54.45 billion. And that's a currency the creator of which did not expect to go anywhere, as he showed when hesoldall of his holdings for enough to buy a used Honda Civic in 2015.</p>\n<p>Dogecoin trades around $0.5466 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121437206","content_text":"Dogecoin's(CRYPTO: DOGE) price increased nearly 55% from its 24-hour low of $0.3838 all the way to the 60-cent market Tuesday morning, according to CoinMarketCap data. This growth came right after the coinreporteda new all-time high of $0.45 Monday evening.\nWhat Happened:The uptrend also closely follows Monday's announcementby Dave Kaval — president of Major League Baseball team Oakland Athletics — that the team processed its first Dogecoin payment in exchange for tickets in the league's history. He even invoked the #DogecoinToTheMoon hashtag while linking to the team's announcement about match seats being sold in exchange for the coin.\nWith Tuesday's high of over $76 billion, Dogecoin's market cap surpassed the market capitalization of major companies. Ben Weiss — the CEO and co-founder of cryptocurrency ATM operator operating over 2,300 machines — explained that the primary reason behind Dogecoin's ascent is the current climate in the crypto market overall.\nWhy It's Important:Weiss highlighted the promotion of Dogecoin by major personalities such asTesla Inc(NASDAQ:TSLA) CEO Elon Musk and Mark Cuban are other factors that largely contributed to the coin's price increasing. He also cited the crypto asset becoming more easily obtainable and a more surprising reason.\n\"Many people view Doge as the 'people's cryptocurrency' because it was created as a joke,\" Weiss said in an email statement. \"Major players and corporations are unlikely to buy in and manipulate the market or understand that it could be a viable currency. Elon has echoed this sentiment. These factors have created a perfect storm for Doge, pumping the price to where it is today.\"\nDogecoin's rise comes as the total cap of the crypto asset market hasreached$2.3 trillion, making it larger than the market capitalization of any company and possibly any asset except for gold.\nDogecoin itself recentlyreached a market cap of nearly $54.45 billion. And that's a currency the creator of which did not expect to go anywhere, as he showed when hesoldall of his holdings for enough to buy a used Honda Civic in 2015.\nDogecoin trades around $0.5466 at publication time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131918989,"gmtCreate":1621821120441,"gmtModify":1634186362418,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Spilt. How would the share price be like?&nbsp;","listText":"Spilt. How would the share price be like?&nbsp;","text":"Spilt. How would the share price be like?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131918989","repostId":"1104206984","repostType":4,"repost":{"id":"1104206984","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":1621602307,"share":"https://www.laohu8.com/m/news/1104206984?lang=&edition=full","pubTime":"2021-05-21 21:05","market":"us","language":"en","title":"Nvidia announces four-for-one stock split","url":"https://stock-news.laohu8.com/highlight/detail?id=1104206984","media":"Tiger Newspress","summary":"Nvidia stock surged 4% in premarket trading after Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtu","content":"<p>Nvidia&nbsp;stock&nbsp;surged&nbsp;4%&nbsp;in premarket trading&nbsp;after&nbsp;Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.</p><p><img src=\"https://static.tigerbbs.com/7ce7f341b06f2a7d0ff51e4ab3cb6f2e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.</p><p>The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtually on Thursday, June 3, at 11 a.m. PT ― to increase the number of authorized shares of common stock to 4 billion shares.</p><p>If approval is obtained, each NVIDIA stockholder of record at the close of business on June 21, 2021, will receive a dividend of three additional shares of common stock for every share held on the record date, to be distributed after the close of trading on July 19, 2021. Trading is expected to begin on a stock split-adjusted basis on July 20.</p><p><b>About NVIDIA</b></p><p>NVIDIA’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth of many others.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia announces four-for-one stock split</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\">\nNvidia announces four-for-one stock split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-21 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia&nbsp;stock&nbsp;surged&nbsp;4%&nbsp;in premarket trading&nbsp;after&nbsp;Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.</p><p><img src=\"https://static.tigerbbs.com/7ce7f341b06f2a7d0ff51e4ab3cb6f2e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.</p><p>The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtually on Thursday, June 3, at 11 a.m. PT ― to increase the number of authorized shares of common stock to 4 billion shares.</p><p>If approval is obtained, each NVIDIA stockholder of record at the close of business on June 21, 2021, will receive a dividend of three additional shares of common stock for every share held on the record date, to be distributed after the close of trading on July 19, 2021. Trading is expected to begin on a stock split-adjusted basis on July 20.</p><p><b>About NVIDIA</b></p><p>NVIDIA’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth of many others.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104206984","content_text":"Nvidia stock surged 4% in premarket trading after Nvidia announcing four-for-one stock split, pending stockholder approval at annual meeting set for june 3.NVIDIA today announced that its board of directors declared a four-for-one split of NVIDIA’s common stock in the form of a stock dividend to make stock ownership more accessible to investors and employees.The stock dividend is conditioned on obtaining stockholder approval at the company’s 2021 Annual Meeting of Stockholders ― to be held virtually on Thursday, June 3, at 11 a.m. PT ― to increase the number of authorized shares of common stock to 4 billion shares.If approval is obtained, each NVIDIA stockholder of record at the close of business on June 21, 2021, will receive a dividend of three additional shares of common stock for every share held on the record date, to be distributed after the close of trading on July 19, 2021. Trading is expected to begin on a stock split-adjusted basis on July 20.About NVIDIANVIDIA’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth of many others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194365535,"gmtCreate":1621343884827,"gmtModify":1634192297409,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Maybe we should follow buying some PUTs&nbsp;[惊讶]&nbsp;","listText":"Maybe we should follow buying some PUTs&nbsp;[惊讶]&nbsp;","text":"Maybe we should follow buying some PUTs [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194365535","repostId":"1187982931","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368660209,"gmtCreate":1614318605301,"gmtModify":1703476292272,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Airbnb - will it be the same again post pandemic?","listText":"Airbnb - will it be the same again post pandemic?","text":"Airbnb - will it be the same again post pandemic?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368660209","repostId":"1154065106","repostType":4,"repost":{"id":"1154065106","pubTimestamp":1614316874,"share":"https://www.laohu8.com/m/news/1154065106?lang=&edition=full","pubTime":"2021-02-26 13:21","market":"us","language":"en","title":"Airbnb and DoorDash went public at the same time but see very different paths post-pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1154065106","media":"CNN Business","summary":"(CNN Business)- Airbnb and DoorDash went public the same week in early December and were both met wi","content":"<p><b>(CNN Business)-&nbsp;</b>Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on Thursday, the two sharing economy businesses signaled very different possible paths forward after the pandemic ends.</p>\n<p>In aletter to investors, Airbnb said it is \"preparing for the travel rebound\" in 2021 after seeing bookings through its platform drop 41% in 2020 as people largely stayed home due to the pandemic.</p>\n<p>\"As the vaccine is rolled out and restrictions lift, we expect there will be a significant travel rebound,\" the company wrote in the letter.</p>\n<p>DoorDash, by contrast, has benefited greatly from people ordering food and essential items while staying at home, with revenue of $2.89 billion last year, more than tripling from the year prior. \"While the Covid-19 pandemic was a tailwind for all online commerce in 2020, we are proud of the outsized gains we made relative to category peers,\" the company said inits letterto investors.</p>\n<p>But there's some cause for concern ahead. While the company said it hopes \"markets will begin to open up soon,\" it also hinted at a resulting negative impact on its business. DoorDash said that this return to normal could result in \"declines in consumer engagement and average order values, though the precise amount remains unclear.\"</p>\n<p>While shares of Airbnb were essentially flat in after-hours trading Thursday following the earnings report, DoorDash stock fell more than 11%. Both companies remain well above their IPO prices.</p>\n<p>For now, both companies continue to face challenges.</p>\n<p>Despite strong revenue growth in the fourth quarter, DoorDash's losses grew, too. It lost $312 million in the quarter, compared to $134 million during the same period a year earlier. The company had turned its first profit --$23 million-- in the second quarter of 2020, before reporting losses again in the third quarter.</p>\n<p>Airbnb, meanwhile, posted a staggering loss of $3.9 billion in the fourth quarter, with $2.8 billion of that related to stock-based compensation. The company said it lost $4.6 billion in 2020.</p>\n<p>In its earnings report, Airbnb focused on the fact that its revenue for the fourth quarter was down \"only 22% year-over-year, demonstrating Airbnb's resilience.\" It brought in revenue of $859 million in the fourth quarter, despite surges in coronavirus cases.</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>Airbnb and DoorDash went public at the same time but see very different paths post-pandemic</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\">\nAirbnb and DoorDash went public at the same time but see very different paths post-pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/02/25/tech/airbnb-doordash-earnings-pandemic/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business)- Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on...</p>\n\n<a href=\"https://edition.cnn.com/2021/02/25/tech/airbnb-doordash-earnings-pandemic/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","DASH":"DoorDash, Inc."},"source_url":"https://edition.cnn.com/2021/02/25/tech/airbnb-doordash-earnings-pandemic/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154065106","content_text":"(CNN Business)- Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on Thursday, the two sharing economy businesses signaled very different possible paths forward after the pandemic ends.\nIn aletter to investors, Airbnb said it is \"preparing for the travel rebound\" in 2021 after seeing bookings through its platform drop 41% in 2020 as people largely stayed home due to the pandemic.\n\"As the vaccine is rolled out and restrictions lift, we expect there will be a significant travel rebound,\" the company wrote in the letter.\nDoorDash, by contrast, has benefited greatly from people ordering food and essential items while staying at home, with revenue of $2.89 billion last year, more than tripling from the year prior. \"While the Covid-19 pandemic was a tailwind for all online commerce in 2020, we are proud of the outsized gains we made relative to category peers,\" the company said inits letterto investors.\nBut there's some cause for concern ahead. While the company said it hopes \"markets will begin to open up soon,\" it also hinted at a resulting negative impact on its business. DoorDash said that this return to normal could result in \"declines in consumer engagement and average order values, though the precise amount remains unclear.\"\nWhile shares of Airbnb were essentially flat in after-hours trading Thursday following the earnings report, DoorDash stock fell more than 11%. Both companies remain well above their IPO prices.\nFor now, both companies continue to face challenges.\nDespite strong revenue growth in the fourth quarter, DoorDash's losses grew, too. It lost $312 million in the quarter, compared to $134 million during the same period a year earlier. The company had turned its first profit --$23 million-- in the second quarter of 2020, before reporting losses again in the third quarter.\nAirbnb, meanwhile, posted a staggering loss of $3.9 billion in the fourth quarter, with $2.8 billion of that related to stock-based compensation. The company said it lost $4.6 billion in 2020.\nIn its earnings report, Airbnb focused on the fact that its revenue for the fourth quarter was down \"only 22% year-over-year, demonstrating Airbnb's resilience.\" It brought in revenue of $859 million in the fourth quarter, despite surges in coronavirus cases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361174049,"gmtCreate":1614217124281,"gmtModify":1634550666681,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>going up?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>going up?","text":"$Tesla Motors(TSLA)$going up?","images":[{"img":"https://static.tigerbbs.com/e9a5c36abb3edc85f8b1484c592068c0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361174049","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":114736118,"gmtCreate":1623104841434,"gmtModify":1634037031180,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Interesting analysis.","listText":"Interesting analysis.","text":"Interesting analysis.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114736118","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","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 $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347123193,"gmtCreate":1618476496112,"gmtModify":1634292676307,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> I believe in the crypto space! To the moon?!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> I believe in the crypto space! To the moon?!","text":"$Coinbase Global, Inc.(COIN)$ I believe in the crypto space! To the moon?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347123193","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350038115,"gmtCreate":1616135482337,"gmtModify":1634527054859,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>真是的。上了又下，下了又上。。。何时能开到光明呢？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>真是的。上了又下，下了又上。。。何时能开到光明呢？","text":"$Tesla Motors(TSLA)$真是的。上了又下，下了又上。。。何时能开到光明呢？","images":[{"img":"https://static.tigerbbs.com/cc90f6507ff01e4d281411f03372fe9c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350038115","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328414966,"gmtCreate":1615550134255,"gmtModify":1703490782718,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328414966","repostId":"1199318380","repostType":4,"repost":{"id":"1199318380","pubTimestamp":1615549470,"share":"https://www.laohu8.com/m/news/1199318380?lang=&edition=full","pubTime":"2021-03-12 19:44","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Which Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1199318380","media":"seekingalpha","summary":"Summary\n\nThis article seeks to answer why deciding to hold Alibaba stock is so different from decidi","content":"<p><b>Summary</b></p>\n<ul>\n <li>This article seeks to answer why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock.</li>\n <li>A contrast of the business opportunities for Alibaba and Amazon.</li>\n <li>Discussing why Amazon will find it hard to thrive in China to enjoy the same macro tailwinds as Alibaba.</li>\n <li>Comparing the valuation between Alibaba and Amazon.</li>\n</ul>\n<p>I have covered Alibaba (BABA) and Amazon (AMZN) both withbullish calls several times before. The two e-commerce and cloud titans have compelling investment drivers. However, I argue in this article that Alibaba is the better buy right now. That said, readers are, of course, free to make your judgment based on the facts laid out here and elsewhere.</p>\n<p>Alibaba and Amazon's business moats and threats: Why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock?</p>\n<p>Alibaba Group Holding and Amazon.com, Inc. have much in common. They started in e-commerce, became the leading player in the industry in their home country, and then branched out to other related businesses, notably the cloud computing service.</p>\n<p>Amazon's moat in e-commerce has been enhanced by its Amazon Prime membership. Paid users consolidate their purchases on its platform to \"recoup\" the fees and maximize the member benefits. This in turn helps Amazon to increase its economy of scale and optimize its infrastructure. The savings made are then passed on to users partially or in full to further entice them to stay within the ecosystem.</p>\n<p>Alibaba Group began at a time when paying a regular membership fee for bundled services and/or grocery delivery was an alien concept. Paying for a Netflix (NFLX) subscription or more appropriately, an iQIYI (IQ) subscription would be unthinkable in the 2000s when video piracy was rife. However, Alibaba found it could create a moat around its e-commerce business in another way.</p>\n<p>Alibaba realized the Chinese consumers were reluctant to shop online because of rampant fraud and quality issues in the early days. It solved the problem with the creation of Alipay, now operated by Ant Group, where Alibaba Group has a 33 percent equity stake. Alipay served as an online escrow system - sellers only get paid when the shoppers did not flag any discrepancies.</p>\n<p>Alipay has since evolved to provide a multitude of services, including the payment of offline purchases of any items where the seller has a functional QR code, as well as a quick checkout process for everyday routines like online food delivery and ride-hailing. The convenience it provides led users to be \"sticky\". A series of financial products and services are also developed to leverage this advantage.</p>\n<p>All well and good. Investors love businesses with moats. Both Amazon and Alibaba have strong ones. However, the duo is threatened by government actions.</p>\n<p>Since November last year, Alibaba has been in the news mostly for the wrong reasons. Co-founder Jack Ma berated the regulators and days after, the&nbsp;IPO of Ant Group was suspended. The authorities stepped up on&nbsp;antitrust investigations, impacting both Ant Group and the e-commerce operations of Alibaba, spooking market players. Speculators also kept themselves busy with&nbsp;conspiracy theories&nbsp;as Jack Ma went \"missing\".</p>\n<p>In the final days of the Trump administration, BABA stock was also under pressure by talks of an outright investment ban, as if&nbsp;The Holding Foreign Companies Accountable Act&nbsp;wasn't damaging enough. Nevertheless, looking at the swoon the share price was subjected to in the final two months of 2020, perhaps most of the disgruntled shareholders have already sold out of the stock, leaving \"diamond hands\" holding BABA, in Reddit-speak.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8fa027998f78e5fc2bc309eeec5daa3\" tg-width=\"640\" tg-height=\"230\"><span>Source: Alibaba Group</span></p>\n<p>That would explain the more than 16 percent gain BABA stock achieved year-to-date prior to the correction plaguing technology and internet stocks in the past weeks. In contrast, AMZN was largely flat in the same period and is down 6.1 percent YTD even as BABA manages to be up 2.3 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/4564327bd423c5bfa1f12c0adc39895e\" tg-width=\"640\" tg-height=\"447\"></p>\n<p>Critics may cry foul that I missed out on the mention of its VIE structure. However, readers would agree with me that the issue has been repeated ad nauseam that I doubt the risk has yet to be priced in the shares.</p>\n<p>On the contrary, the looming government scrutiny on U.S. tech companies including Amazon seems to be neglected by the market. For instance, President Joseph Biden decided to assign Tim Wu, a leader in the progressive movement to break up Big Tech, to the National Economic Council. Wu's signature warning is \"The antitrust winter is over.\"</p>\n<p>Reports are now circulating that President Biden has planned to nominate Lina Khan, a legal scholar who has argued for tougher antitrust enforcement against big tech companies, to the Federal Trade Commission. With Amazon's size and market reach, it is bound to be within the crosshairs of the regulators. It is telling that Khan wrote in 2017 a Yale Law Journal article titled \"Amazon’s Antitrust Paradox,\" the failure of the antitrust law in the current form in addressing the scope of Amazon's market power.</p>\n<p>The shareholders of Alibaba would need to think if the risks are already priced into the stock while the shareholders of Amazon would need to face the prospect of the company tackling a harsher regulatory environment.</p>\n<p><b>Business opportunities for Alibaba and Amazon</b></p>\n<p>Alibaba Group is the leading cloud provider in China by far. According to industry consultant Canalys, Alibaba has 40.9 percent of China's cloud infrastructure spend in Q3 2020. The next largest player, Huawei, has less than half that market share at 16.2 percent. Tencent follows closely at 15.8 percent.</p>\n<p>Alibaba's large market share puts it in good stead to ride the growth in China's cloud computing market that is&nbsp;forecasted&nbsp;to grow at a compound annual growth rate of 7.2 percent to reach US$63.7 billion in 2024. Worldwide, Alibaba Cloud has been steadily increasing its market share. It managed to leapfrog IBM (IBM) last year. On the other hand, while Amazon is the global cloud giant, Microsoft (MSFT) and Google (GOOG)(GOOGL) are fast challenging its dominant position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72aad8215c073889854f44a4b77dfa70\" tg-width=\"640\" tg-height=\"424\"><span>Source: Synergy Research Group</span></p>\n<p>Alibaba is also the undisputed largest e-commerce player in the world's most populous nation. Although it may seem like online shopping is highly prevalent in China for a long time, retail e-commerce sales were only around one-third of the total retail sales in the country in 2019. The pandemic accelerated the shift from offline to online and bumped the percentage to 44.8 percent last year. eMarketer predicts that the share of online shopping will continue to grow steadily in the next few years to reach 58.1 percent in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4c5948d66c634211e32ca9e0fddbc95\" tg-width=\"581\" tg-height=\"593\"><span>Source: eMarketer</span></p>\n<p>On the other hand, while Amazon is the e-commerce leader by far in the U.S., it is in a market where retail e-commerce sales are growing at a relative snail's pace. After a spectacular 2020, the retail e-commerce sales in the U.S. are estimated to grow at just 6.1 percent this year. In contrast, China's retail e-commerce sales are projected to grow more than three times faster at 21 percent, despite a base nearly thrice that of the U.S.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b81e6fcf086d0f5fb4ad468cd4756e74\" tg-width=\"588\" tg-height=\"590\"><span>Source: eMarketer</span></p>\n<p>On a macro level and a longer-term consideration, Alibaba's home base is also in a sweet spot. According to a group of scholars from the prestigious Tsinghua University, the per capita GDP of China would more than triple by 2050, rising from USD18,291 to USD60,948 in 2050, almost double that of the world. This bodes well for the growth prospects of Alibaba Group. In the same period, the per capita GDP of the U.S. is projected to increase by a mere 52 percent, although that would still be higher than that of China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/094e348d10db48ae3b25731df4608c77\" tg-width=\"640\" tg-height=\"432\"><span>Source: 2050 China - Becoming a Great Modern Socialist Country</span></p>\n<p>Despite the brighter opportunities, Alibaba's market cap is less than half that of Amazon. Alibaba is also deemed to be undervalued based on valuation metrics as we will explore in the subsequent sections. Before that, I recognize there are fast-thinking readers who are wondering: what if Amazon could expand in China and enjoy the macro tailwinds as Alibaba is doing?</p>\n<p><img src=\"https://static.tigerbbs.com/75001d2689cb56434e70f83515396c38\" tg-width=\"640\" tg-height=\"545\"></p>\n<p>Could Amazon excel in China?</p>\n<p>This is a very interesting topic to explore and deserves a separate article. Nevertheless, as this is relevant to the comparison, I hope to briefly outline the key points to get the discussion going.</p>\n<p>It is possible that American firms succeed in China. There are many examples such as Starbucks (SBUX), McDonald's (MCD), YUM! Brands (YUM), Nike (NKE), Microsoft, and Mettler Toledo (MTD), just to name a few. The most prominent brands in recent years doing well in China include Tesla (TSLA) and Lululemon (LULU).</p>\n<p>However, we also have many precedents of American firms failing to master the competitive landscape in China or were unwilling to comply with the local laws. Yahoo and eBay (EBAY) belong to the former while Alphabet's Google and Facebook (FB) are some examples of the latter.</p>\n<p>In terms of retail, the closest matches are Walmart (WMT) and Target Corporation (TGT). The two are striving in China, so wouldn't Amazon too? It's possible but I see several obstacles.</p>\n<p>Firstly, the management of those companies who do well in China tends to be effusive in their praises for the country and its government (e.g. Elon Musk). They also do not get involved in political commentary whether in China or anywhere else.</p>\n<p>Unfortunately, Jeff Bezos, the founder of Amazon, has been long known to be active in doing his political \"talking\" with his checkbook. Don't believe me? Try Googling \"Jeff Bezos politics\" and see for yourself the search results. Would he be able to stay quiet as Amazon expands its presence in China while staying out of trouble?</p>\n<p>Secondly, many of the U.S. companies growing in China are consumer brands where a Chinese equivalent isn't just the same thing. Sure, the latter has a huge market as well, like how Li Ning (OTCPK:LNNGF)(OTCPK:LNNGY) can grow together with Nike and adidas (OTCQX:ADDDF)(OTCQX:ADDYY), whereas the failure of Luckin Coffee (OTCPK:LKNCY) showed how difficult it is to unseat Starbucks, the King of Coffee.</p>\n<p>Amazon, while it has several house brands, is essentially a platform and operates in the harsh internet sector. There is already ultra stiff competition among Chinese e-commerce and cloud players resulting in&nbsp;heavy losses to gain market share. The business climate is so challenging that there were recent&nbsp;reports of suicides&nbsp;stemming from Pinduoduo (PDD). If the domestic firms are already working to their necks, could Amazon with its American style of operation thrive or even survive in the tough environment?</p>\n<p>Jeff Bezos&nbsp;admitted&nbsp;as much about how Amazon failed in China in past interviews: \"We mostly tried to roll out what worked well for us in Japan, Germany, the U.K., Spain, France, Italy, the U.S., etc., and it needed more local market customization.\"</p>\n<p>Chinese commentary also revealed that Amazon China's inept challenge to local rivals stemmed from the insistence of decision-making tightly controlled by the U.S. headquarters where the China team merely played the role of executioner. A flaw business strategy will be difficult to succeed however excellent the execution is. Things may have changed but there is nothing in recent news flow to suggest otherwise.</p>\n<p>Thirdly, e-commerce companies in China rely on a multitude of drivers to support the core online shopping business. There is the mobile payment (Alipay for Alibaba), massive logistics (Cainiao, among others, for Alibaba), livestreaming (Taobao Live for Alibaba), as well as affiliated businesses like travel booking site Fliggy and food delivery Ele.me to keep users within the ecosystem.</p>\n<p>How long would Amazon take to build that scale of ecosystem? How much money would that require? Is the company prepared to invest billions upon billions as the Chinese internet companies have done? Even if it's willing, there is no guarantee it can match the competition as the existing players continue to innovate.</p>\n<p>Thus, I found it improbable that Amazon could enjoy the same macro tailwinds as Alibaba, leaving the question of why the latter remains undervalued.</p>\n<p><b>Valuation comparison between Alibaba and Amazon stocks</b></p>\n<p>Seeking Alpha Premium users would know the platform provides a neat valuation tool for a convenient comparison of two or more stocks. I lay out a snapshot as follows, where the green shaded boxes indicate the preferred metric value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426f7dbdf950dbb15525ed9b3ecef15d\" tg-width=\"553\" tg-height=\"666\"><span>Source: Seeking Alpha Premium data (March 9, 2021), tabulated by ALT Perspective</span></p>\n<p>At one glance, it's easy to see that BABA stock is attractive both on the key earnings metrics P/E and PEG ratios. It is also very cheap on the price-to-book ratio as compared to Amazon. In terms of liquidity metrics, Alibaba is also superior to Amazon. Of course, Amazon has its strengths too, winning on price-to-sales ratio and historical EBITDA growth, among others.</p>\n<p>As the stock market indices continue to register new record highs, echoes of the 2000 internet bubble bursting are ringing loudly. However, it bears noting that a cash crunch in many dot-com businesses was a key trigger in the meltdown. Today, internet companies like Alibaba and Amazon are cash-rich.</p>\n<p>Based on the last quarterly reports, both Alibaba and Amazon coincidentally have net cash of around $53 billion each. Given that Alibaba has a smaller enterprise value, that net cash is a larger part of Alibaba (8.8 percent) than it is for Amazon (3.3 percent).</p>\n<p><img src=\"https://static.tigerbbs.com/a7dde2a0163b4d9a643996deb42cccf5\" tg-width=\"640\" tg-height=\"526\"></p>\n<p>At the same time, Alibaba has a higher free cash flow in the past two quarters than Amazon. If that becomes a trend, the market would come to recognize the money-generator Alibaba is and reward the company accordingly.</p>\n<p><img src=\"https://static.tigerbbs.com/770fe6851839c58261ac20e30df5f202\" tg-width=\"640\" tg-height=\"466\"></p>\n<p><b>Should you buy Alibaba or Amazon stock?</b></p>\n<p>Of course, having read this article until this point, you know my bias is towards Alibaba. However, I do recognize Amazon can provide capital appreciation to investors as well. It is just that comparing the two stocks as I did in the earlier sections, Alibaba seems more compelling to me at this point.</p>\n<p>Wall Street analysts seem to agree. The consensus price target for Alibaba is at $325, an upside of 44 percent. In contrast, Amazon has a lower, albeit still attractive, upside of 37 percent. What is your take? Share your thoughts with the Seeking Alpha community in the comments field.</p>\n<p><img src=\"https://static.tigerbbs.com/82d8c8505a1b98860506d8b9a46dee77\" tg-width=\"640\" tg-height=\"546\"></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>Alibaba Vs. Amazon Stock: Which Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Which Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 19:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4413411-alibaba-vs-amazon-stock-which-is-better-buy-><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis article seeks to answer why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock.\nA contrast of the business opportunities for Alibaba and Amazon.\nDiscussing...</p>\n\n<a href=\"https://seekingalpha.com/article/4413411-alibaba-vs-amazon-stock-which-is-better-buy-\">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","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4413411-alibaba-vs-amazon-stock-which-is-better-buy-","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199318380","content_text":"Summary\n\nThis article seeks to answer why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock.\nA contrast of the business opportunities for Alibaba and Amazon.\nDiscussing why Amazon will find it hard to thrive in China to enjoy the same macro tailwinds as Alibaba.\nComparing the valuation between Alibaba and Amazon.\n\nI have covered Alibaba (BABA) and Amazon (AMZN) both withbullish calls several times before. The two e-commerce and cloud titans have compelling investment drivers. However, I argue in this article that Alibaba is the better buy right now. That said, readers are, of course, free to make your judgment based on the facts laid out here and elsewhere.\nAlibaba and Amazon's business moats and threats: Why deciding to hold Alibaba stock is so different from deciding to hold Amazon stock?\nAlibaba Group Holding and Amazon.com, Inc. have much in common. They started in e-commerce, became the leading player in the industry in their home country, and then branched out to other related businesses, notably the cloud computing service.\nAmazon's moat in e-commerce has been enhanced by its Amazon Prime membership. Paid users consolidate their purchases on its platform to \"recoup\" the fees and maximize the member benefits. This in turn helps Amazon to increase its economy of scale and optimize its infrastructure. The savings made are then passed on to users partially or in full to further entice them to stay within the ecosystem.\nAlibaba Group began at a time when paying a regular membership fee for bundled services and/or grocery delivery was an alien concept. Paying for a Netflix (NFLX) subscription or more appropriately, an iQIYI (IQ) subscription would be unthinkable in the 2000s when video piracy was rife. However, Alibaba found it could create a moat around its e-commerce business in another way.\nAlibaba realized the Chinese consumers were reluctant to shop online because of rampant fraud and quality issues in the early days. It solved the problem with the creation of Alipay, now operated by Ant Group, where Alibaba Group has a 33 percent equity stake. Alipay served as an online escrow system - sellers only get paid when the shoppers did not flag any discrepancies.\nAlipay has since evolved to provide a multitude of services, including the payment of offline purchases of any items where the seller has a functional QR code, as well as a quick checkout process for everyday routines like online food delivery and ride-hailing. The convenience it provides led users to be \"sticky\". A series of financial products and services are also developed to leverage this advantage.\nAll well and good. Investors love businesses with moats. Both Amazon and Alibaba have strong ones. However, the duo is threatened by government actions.\nSince November last year, Alibaba has been in the news mostly for the wrong reasons. Co-founder Jack Ma berated the regulators and days after, the IPO of Ant Group was suspended. The authorities stepped up on antitrust investigations, impacting both Ant Group and the e-commerce operations of Alibaba, spooking market players. Speculators also kept themselves busy with conspiracy theories as Jack Ma went \"missing\".\nIn the final days of the Trump administration, BABA stock was also under pressure by talks of an outright investment ban, as if The Holding Foreign Companies Accountable Act wasn't damaging enough. Nevertheless, looking at the swoon the share price was subjected to in the final two months of 2020, perhaps most of the disgruntled shareholders have already sold out of the stock, leaving \"diamond hands\" holding BABA, in Reddit-speak.\nSource: Alibaba Group\nThat would explain the more than 16 percent gain BABA stock achieved year-to-date prior to the correction plaguing technology and internet stocks in the past weeks. In contrast, AMZN was largely flat in the same period and is down 6.1 percent YTD even as BABA manages to be up 2.3 percent.\n\nCritics may cry foul that I missed out on the mention of its VIE structure. However, readers would agree with me that the issue has been repeated ad nauseam that I doubt the risk has yet to be priced in the shares.\nOn the contrary, the looming government scrutiny on U.S. tech companies including Amazon seems to be neglected by the market. For instance, President Joseph Biden decided to assign Tim Wu, a leader in the progressive movement to break up Big Tech, to the National Economic Council. Wu's signature warning is \"The antitrust winter is over.\"\nReports are now circulating that President Biden has planned to nominate Lina Khan, a legal scholar who has argued for tougher antitrust enforcement against big tech companies, to the Federal Trade Commission. With Amazon's size and market reach, it is bound to be within the crosshairs of the regulators. It is telling that Khan wrote in 2017 a Yale Law Journal article titled \"Amazon’s Antitrust Paradox,\" the failure of the antitrust law in the current form in addressing the scope of Amazon's market power.\nThe shareholders of Alibaba would need to think if the risks are already priced into the stock while the shareholders of Amazon would need to face the prospect of the company tackling a harsher regulatory environment.\nBusiness opportunities for Alibaba and Amazon\nAlibaba Group is the leading cloud provider in China by far. According to industry consultant Canalys, Alibaba has 40.9 percent of China's cloud infrastructure spend in Q3 2020. The next largest player, Huawei, has less than half that market share at 16.2 percent. Tencent follows closely at 15.8 percent.\nAlibaba's large market share puts it in good stead to ride the growth in China's cloud computing market that is forecasted to grow at a compound annual growth rate of 7.2 percent to reach US$63.7 billion in 2024. Worldwide, Alibaba Cloud has been steadily increasing its market share. It managed to leapfrog IBM (IBM) last year. On the other hand, while Amazon is the global cloud giant, Microsoft (MSFT) and Google (GOOG)(GOOGL) are fast challenging its dominant position.\nSource: Synergy Research Group\nAlibaba is also the undisputed largest e-commerce player in the world's most populous nation. Although it may seem like online shopping is highly prevalent in China for a long time, retail e-commerce sales were only around one-third of the total retail sales in the country in 2019. The pandemic accelerated the shift from offline to online and bumped the percentage to 44.8 percent last year. eMarketer predicts that the share of online shopping will continue to grow steadily in the next few years to reach 58.1 percent in 2024.\nSource: eMarketer\nOn the other hand, while Amazon is the e-commerce leader by far in the U.S., it is in a market where retail e-commerce sales are growing at a relative snail's pace. After a spectacular 2020, the retail e-commerce sales in the U.S. are estimated to grow at just 6.1 percent this year. In contrast, China's retail e-commerce sales are projected to grow more than three times faster at 21 percent, despite a base nearly thrice that of the U.S.\nSource: eMarketer\nOn a macro level and a longer-term consideration, Alibaba's home base is also in a sweet spot. According to a group of scholars from the prestigious Tsinghua University, the per capita GDP of China would more than triple by 2050, rising from USD18,291 to USD60,948 in 2050, almost double that of the world. This bodes well for the growth prospects of Alibaba Group. In the same period, the per capita GDP of the U.S. is projected to increase by a mere 52 percent, although that would still be higher than that of China.\nSource: 2050 China - Becoming a Great Modern Socialist Country\nDespite the brighter opportunities, Alibaba's market cap is less than half that of Amazon. Alibaba is also deemed to be undervalued based on valuation metrics as we will explore in the subsequent sections. Before that, I recognize there are fast-thinking readers who are wondering: what if Amazon could expand in China and enjoy the macro tailwinds as Alibaba is doing?\n\nCould Amazon excel in China?\nThis is a very interesting topic to explore and deserves a separate article. Nevertheless, as this is relevant to the comparison, I hope to briefly outline the key points to get the discussion going.\nIt is possible that American firms succeed in China. There are many examples such as Starbucks (SBUX), McDonald's (MCD), YUM! Brands (YUM), Nike (NKE), Microsoft, and Mettler Toledo (MTD), just to name a few. The most prominent brands in recent years doing well in China include Tesla (TSLA) and Lululemon (LULU).\nHowever, we also have many precedents of American firms failing to master the competitive landscape in China or were unwilling to comply with the local laws. Yahoo and eBay (EBAY) belong to the former while Alphabet's Google and Facebook (FB) are some examples of the latter.\nIn terms of retail, the closest matches are Walmart (WMT) and Target Corporation (TGT). The two are striving in China, so wouldn't Amazon too? It's possible but I see several obstacles.\nFirstly, the management of those companies who do well in China tends to be effusive in their praises for the country and its government (e.g. Elon Musk). They also do not get involved in political commentary whether in China or anywhere else.\nUnfortunately, Jeff Bezos, the founder of Amazon, has been long known to be active in doing his political \"talking\" with his checkbook. Don't believe me? Try Googling \"Jeff Bezos politics\" and see for yourself the search results. Would he be able to stay quiet as Amazon expands its presence in China while staying out of trouble?\nSecondly, many of the U.S. companies growing in China are consumer brands where a Chinese equivalent isn't just the same thing. Sure, the latter has a huge market as well, like how Li Ning (OTCPK:LNNGF)(OTCPK:LNNGY) can grow together with Nike and adidas (OTCQX:ADDDF)(OTCQX:ADDYY), whereas the failure of Luckin Coffee (OTCPK:LKNCY) showed how difficult it is to unseat Starbucks, the King of Coffee.\nAmazon, while it has several house brands, is essentially a platform and operates in the harsh internet sector. There is already ultra stiff competition among Chinese e-commerce and cloud players resulting in heavy losses to gain market share. The business climate is so challenging that there were recent reports of suicides stemming from Pinduoduo (PDD). If the domestic firms are already working to their necks, could Amazon with its American style of operation thrive or even survive in the tough environment?\nJeff Bezos admitted as much about how Amazon failed in China in past interviews: \"We mostly tried to roll out what worked well for us in Japan, Germany, the U.K., Spain, France, Italy, the U.S., etc., and it needed more local market customization.\"\nChinese commentary also revealed that Amazon China's inept challenge to local rivals stemmed from the insistence of decision-making tightly controlled by the U.S. headquarters where the China team merely played the role of executioner. A flaw business strategy will be difficult to succeed however excellent the execution is. Things may have changed but there is nothing in recent news flow to suggest otherwise.\nThirdly, e-commerce companies in China rely on a multitude of drivers to support the core online shopping business. There is the mobile payment (Alipay for Alibaba), massive logistics (Cainiao, among others, for Alibaba), livestreaming (Taobao Live for Alibaba), as well as affiliated businesses like travel booking site Fliggy and food delivery Ele.me to keep users within the ecosystem.\nHow long would Amazon take to build that scale of ecosystem? How much money would that require? Is the company prepared to invest billions upon billions as the Chinese internet companies have done? Even if it's willing, there is no guarantee it can match the competition as the existing players continue to innovate.\nThus, I found it improbable that Amazon could enjoy the same macro tailwinds as Alibaba, leaving the question of why the latter remains undervalued.\nValuation comparison between Alibaba and Amazon stocks\nSeeking Alpha Premium users would know the platform provides a neat valuation tool for a convenient comparison of two or more stocks. I lay out a snapshot as follows, where the green shaded boxes indicate the preferred metric value.\nSource: Seeking Alpha Premium data (March 9, 2021), tabulated by ALT Perspective\nAt one glance, it's easy to see that BABA stock is attractive both on the key earnings metrics P/E and PEG ratios. It is also very cheap on the price-to-book ratio as compared to Amazon. In terms of liquidity metrics, Alibaba is also superior to Amazon. Of course, Amazon has its strengths too, winning on price-to-sales ratio and historical EBITDA growth, among others.\nAs the stock market indices continue to register new record highs, echoes of the 2000 internet bubble bursting are ringing loudly. However, it bears noting that a cash crunch in many dot-com businesses was a key trigger in the meltdown. Today, internet companies like Alibaba and Amazon are cash-rich.\nBased on the last quarterly reports, both Alibaba and Amazon coincidentally have net cash of around $53 billion each. Given that Alibaba has a smaller enterprise value, that net cash is a larger part of Alibaba (8.8 percent) than it is for Amazon (3.3 percent).\n\nAt the same time, Alibaba has a higher free cash flow in the past two quarters than Amazon. If that becomes a trend, the market would come to recognize the money-generator Alibaba is and reward the company accordingly.\n\nShould you buy Alibaba or Amazon stock?\nOf course, having read this article until this point, you know my bias is towards Alibaba. However, I do recognize Amazon can provide capital appreciation to investors as well. It is just that comparing the two stocks as I did in the earlier sections, Alibaba seems more compelling to me at this point.\nWall Street analysts seem to agree. The consensus price target for Alibaba is at $325, an upside of 44 percent. In contrast, Amazon has a lower, albeit still attractive, upside of 37 percent. What is your take? Share your thoughts with the Seeking Alpha community in the comments field.","news_type":1},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323024637,"gmtCreate":1615291513329,"gmtModify":1703486846437,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323024637","repostId":"1101472939","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367626265,"gmtCreate":1614947183057,"gmtModify":1703483306160,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>https://youtu.be/p2igxBJteNMReducing holdings for risk management?!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>https://youtu.be/p2igxBJteNMReducing holdings for risk management?!&nbsp;","text":"$Tesla Motors(TSLA)$https://youtu.be/p2igxBJteNMReducing holdings for risk management?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367626265","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368660859,"gmtCreate":1614318554571,"gmtModify":1703476291930,"author":{"id":"3574804818532385","authorId":"3574804818532385","name":"KengH","avatar":"https://static.tigerbbs.com/bb763095fdeeec438b7cacd7b5d8c73b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574804818532385","idStr":"3574804818532385"},"themes":[],"htmlText":"Hold the horses, the dip is only temporary!","listText":"Hold the horses, the dip is only temporary!","text":"Hold the horses, the dip is only temporary!","images":[{"img":"https://static.tigerbbs.com/9947d683fb2e40339cd4b93ce158e60f","width":"1080","height":"2411"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368660859","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}